Alcon : J.P. Morgan Healthcare Conference Presentation

About this update from Alcon Ag

J.P. Morgan Healthcare Conference David J. Endicott Chief Executive Officer January 13th, 2026 Alcon at a glance Alcon at a glance Alcon sales: $9.8b (2024) $7.6b (YTD Q3-25) Alcon offers the widest array of surgical equipment, ocular health products and contact lenses in the industry. We touch millions of lives in over 140 countries. Our Surgical products rank number one in market position globally. Our Vision Care products are among the world's most trusted. Our research, grant and training programs help advance eye care around the world. Total eye care market: $35b (2024) REFRACTIVE ERRORS (157 million with moderate-to-severe uncorrected refractive errors 1 ) PRESBYOPIA (1.8 billion sufferers 2 ) DRY EYE (1.6 billion sufferers 3 ) CATARACTS (65 million with moderate-to-severe vision impairment from cataracts 2 ) DIABETIC RETINOPATHY (146 million sufferers 2 ) GLAUCOMA (131 million sufferers 4 ) 1. Source: Resnikoff S, Pascolini D, Mariotti SP, Pokharel GP. Global magnitude of visual impairment caused by uncorrected refractive errors in 2004. Bull World Health Organ. 2008 Jan;86(1):63-70. 2. Source: World Health Organization. World Report on Vision. 2019. 3. Source: Market Scope: 2020 Dry Eye Products Market Report. 4. Source: Market Scope: 2021 Glaucoma Surgical Device Market Report. 4 Alcon strategy Attract, develop and retain experts in eye care customers and technology We focus on eye care We create value by applying specialty market knowledge and specialty technical knowledge to create products that improve sight Reinvest in R&D and product development Leverage expertise to invent or acquire innovative products Commercialize globally and create a superior customer experience Create data that demonstrate value and drive access 5 Innovating in Ophthalmic Surgery Global cataract procedure volumes grow largely in line with population... Global cataract surgery volume, 2015-2025 Units, billions 25.0 Cataract procedure volumes have 22.2 23.5 24.2 25.5 20.4 27.2 27.8 29.2 30.4 30.9 Long-term market growth grown steadily (4-5%) in line with the aging population, reflecting stable 2021 2020 2015 2016 2017 2018 2019 2022 2023 2024 2025 COVID-19 impact YOY growth , % +5.6% +3.2% +5.2% +6.7% +4.8% +4.0% +~2% +4-5% demand YoY procedure Global population for 65+, 2014-2024, People, billions +3.3% growth is typically within ±2% of population 0.6 2015 0.6 2016 0.7 2017 0.7 2018 0.7 2019 0.7 2020 0.8 2021 0.8 2022 0.8 2023 0.8 2024 0.9 2025 growth Source: MarketScope; UN population data (OurWorldinData - 65+ population); Cataract volume based on foldable IOLs, 2025 is estimated 7 Significant Surgical product flow 2022-2025 2026-2027 NEXT-GEN PHACO ( Unity CS launched Q4-25) NEXT-GEN DIAGNOSTIC NEXT-GEN MICROSCOPE NEXT-GEN CLAREON MONO + & TORIC + NEXT-GEN CLAREON VIVITY Dry AMD NEXT-GEN CATARACT PLANNER Note: List is not exhaustive. New product launches may not be listed in chronological order. See Safe Harbor statement and the assumptions underlying our outlook for more information. 8 Surgical ecosystem: full portfolio offering by 2027 Suite of best-in-class devices that span across clinic, cloud and operating room, working in concert Clinic Cloud Operating Room (OR) Surgical Planner Clinical decision support and remote planning for cataract surgery Transmit surgical plan to OR Unity M w/ Unity GPS, digital oculars, WAVS Pre-op: check available inventory Post-op: archival of surgical data Perform the surgery Diagnostics Unity DX In-clinic: take measurement data Cloud: remote planning CE Mark and FDA clearance gained; user studies and manufacturing ramp-up ongoing Pilot launch late 2026 1 , global rollout in mid-2027 Inventory Manager Real-time inventory ordering, consignment management & analytics Record inventory used Transmit surgical data Unity VCS/CS with consumables 1. Pilot launch OUS in Q4 2026 Note: WAVS = wide angle viewing system, digi bino = digital binoculars (digital image in a familiar analog ocular format); Unity GPS = image guidance 9 Unity VCS & CS Large installed base for strong replacement pipeline ~3k average Unity VCS & CS placements, driving equipment revenue ~10-year replacement cycle, from date of acquisition 2025 2 : launched Unity VCS first , to… Address older installed base and more complicated surgeries Deliberately managing pace of installations 2026: launching Unity CS Targeting ASP uplift on dedicated consumables >30k Centurion & Constellation installed base 30K+ units placed worldwide 1 (#1) Alcon data on file 2025 launches are first market launches, other key market launches will occur across 2025-2026+ based on regulatory timing 10 Attention : This is an excerpt of the original content. To continue reading it, access the original document here .

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