Renerve Limited · ASX:RNV
Renerve — Q1 FY27 Earnings Presentation
23 slides from Renerve's earnings presentation, Nov 2, 2026
Slide 1: Transforming Nerve Repair Through Science
rsonal use only ASX:RNV Transforming Nerve Repair Through Science Q1 FY27 Quarterly Update & Financial Highlights ReNerve Company presentation | Quarterly webinar | November 2026
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer Nature of Document: This presentation has been prepared and issued by ReNerve Ltd Disclaimer: No representation or warranty, express or implied, is made by the Company that (Company) to provide general information about the Company. The information in this the material
Slide 3: Executive Summary
Executive Summary Summary rsonal use only Development of Novel Expanding Strong Sales & Nerve Repair & Product Portfolio Distribution Presence Regeneration Products ReNerve is developing a comprehensive 3 product ranges in the US market ReNerve has established logistics, portfolio of products for th
Slide 4: Quarter highlights
Quarter highlights Record quarterly sales of $584k – the Company’s strongest sales quarter to date rsonal use only $584k +774% +176% >$200k Record quarterly sales vs corresponding vs previous quarter September sales quarter Strongest quarter to date Q1 FY26 → Q1 FY27 Q4 FY26 → Q1 FY27 First month ab
Slide 5: Quarterly sales growth
Quarterly sales growth From A$24K to A$584K in three years | Jul–Sep 2023 to Jul–Sep 2026 rsonal use only 24x growth since Jul–Sep 2023 +176% vs previous quarter (Apr–Jun 2026) 8.7x vs same quarter last year $584K $211K $135K $88K $94K $97K $75K $67K $51K $48K $54K $24K $14K Jul–Sep Oct–Dec Jan–Mar
Slide 6: What drove the quarter
What drove the quarter Product expansion and direct US sales lifted both sales and cash receipts rsonal use only Sales vs cash receipts from customers (A$k) Key revenue drivers • 25 US distributors (21 at the December 2025 quarter) Sales Cash receipts from customers • 2 direct US salespeople now in
Slide 7: Financial Snapshot
Financial Snapshot Q1 FY27 (quarter ended 30 September 2026) rsonal use only Quarterly sales (A$k) Cash position $584k A$1.62M at 30 Sep 2026 (A$1.488M at 30 Jun 2026) Funding runway at 30 September 2026 (A$M) Cash and cash equivalents 1.62 $211k Undrawn RiverFort facility 3.40 Total available fundi
Slide 8: Key achievements
Key achievements Commercial, funding and research milestones delivered in the quarter rsonal use only Asia-Pacific expansion Funded for growth • Indonesia marketing approval for the NervAlign® Nerve Cuff • Up to A$5M RiverFort convertible note facility, 3-year (July) availability • First NervAlign®
Slide 9: The "Align" Study
The “Align” Study Clinical Study on the NervAlign® Nerve Cuff Definitive randomised study following surgical neurolysis (nerve Interim study: pre- vs post-surgery repair) to show the benefit of protecting the nerve after repair pain score rsonal use only surgery. 7.1 7.1 Study Design: two parallel c
Slide 10: Catalysts FY27
Catalysts FY27 FY27 rsonal use only Scale US sales via direct reps and 25 distributors, building on record Q1 FY27 sales Asia-Pacific: Singapore approval (1H –’27); first Hong Kong and Malaysia cases (Sep-26) Complete “Align” study recruitment (nearly complete); preliminary data at ACFAS, March 2027
Slide 11: Value drivers for the next 12–24 months
Value drivers for Empliq products ranges Continue to expand into the next 12–24 now in the US market Ex-US markets rsonal use only months ● Complements the nerve products sales ● ● Establishing partners Ex-USA Initial product launches across ● Anticipating faster sales growth India and Asia through
Slide 12: Investment Highlights
Investment Highlights rsonal use only In Market Products Immediate Market Need Growing Market Nerve Cuff transitioned from R&D to Products promote nerve injury recovery and Nerve repair biomaterials & related markets are commercial sales with 3 product lines in wound repair leading to faster patient
Slide 13: Wound Care Overview and Information
Wound Care Overview and Information rsonal use only Appendix RN-SM-TRN-012 Rev.0
Slide 14: Company Portfolio
Company Portfolio Product Product Commercial On Market R&D Development Development rsonal use only Nerve Cuff Nerve Tube Nerve Protector Nerve Guide Matrix Nerve Cap Dermal Tissue AmnioLite AmnioDuo Placental ReNerve Company presentation | November 2026 14
Slide 15: Product Development Pipeline
Product Development Pipeline rsonal use only Nerve Conduit and protector ranges Nerve ● Completed initial manufacturing ‘test run’ conduit range ● Progressing to commercial manufacturing in 1H CY27 ● 3 types of conduits to come to market In commercial development Stage 3 of 4 FDA approval pathway co
Slide 16: Global Nerve Repair Biomaterials Market
Target 2031 Market USD$6.0Bn USD$6.19Bn rsonal use only The Global Nerve Repair Biomaterials Market was valued at US$1.6Bn in 2024 and is projected to grow at a 17.8% CAGR to US$6.19Bn by 2031.¹ Our Target Markets Global Nerve Repair Biomaterial Market Dermal and Amniotic Tissue 2025 Surgical Applic
Slide 17: Sales and Marketing Update
Sales and Marketing US Market Expanded Update Distribution Channels Robust Portfolio rsonal use only • Expanded to 25 distributors across the US • Full logistics, warehousing and invoicing in place • Distributors can sell the entire ReNerve product range • Will add additional distributors to the net
Slide 18: Asia expansion
Asia Hong Kong India rsonal use only • Strong local partner • Significant opportunity • Existing distribution partner in • Received 1st repeat order place • Now engaging with the • First product shipment broader local market underway for initial cases Philippines Malaysia • Complements rest of Asia
Slide 19: Nerve Cuff
Wound Care Overview and Information rsonal use only Nerve Cuff RN-SM-TRN-012 Rev.0
Slide 20: Key Features
Key Features ReNerve’s “Align” 1 Product Clinical Study rsonal use only • Protects nerves during recovery post peripheral nerve repair • Great handling characteristics and absorbed within 6 Patient Results months 2 Definitive clinical study on using NervAlign Nerve Patient Benefit Cuff for nerve rep
Slide 21: Product Range
Wound Care Overview and Information rsonal use only Product Range RN-SM-TRN-012 Rev.0
Slide 22: Empliq Product Portfolio
Empliq Product Portfolio rsonal use only Empliq AmnioLite Empliq AmnioDuo Empliq Placental Empliq Dermal Description Single-layer amniotic membrane Double-layer amniotic membrane Placental allograft including amniotic Deep-layer dermal matrix allograft allograft membrane and chorion Clinical Value N
Slide 23: Contact Us
Contact Us rsonal use only ReNerve Limited +61 (03) 9482 3940 [email protected] Level 10/99 Queen St, Melbourne, Victoria 3000 Australia Follow us on socials!