LENSAR (LNSR) Corporate presentation summary

Market opportunity and growth

• Cataract surgery volume projected at ~32 million procedures worldwide in 2025, with significant unmet need in treatable astigmatism cases, most of which go untreated.

• Laser cataract surgery (LCS) procedures expected to grow from ~1 million in 2024 to 1.2 million by 2030.

• Recent regulatory approvals in the EU and Southeast Asia expand the addressable market.

• Nearly 50% of new laser installations in Q4 2025 were at sites new to femtosecond lasers, expanding the LACS market.

• Global installed base grew 69% since ALLY launch, with 11% growth vs. Q1 2025.

Technology and clinical advantages

• ALLY Robotic Cataract Laser System combines advanced imaging, dual-modality laser, and ergonomic design for improved outcomes.

• Proprietary software enables detailed surface identification and astigmatism management, optimizing treatment planning and execution.

• Robotic intelligence guides every step, from docking to treatment execution, enhancing precision and surgeon control.

• First and only dual-modality, tissue-specific laser, up to 4X faster than alternatives.

• Superior imaging and AI integration improve surgical efficiency and patient outcomes.

Workflow efficiencies and economic impact

• ALLY system saves up to 19 minutes per procedure for staff and up to 51 minutes for patients.

• Workflow improvements can save ASCs $400k–$540k/year or increase revenue up to $497k/year for ASCs and $499k/year for surgeons.

• Practices report conversion rates rising from 2% to 73% due to time savings and improved outcomes.

• Flexible integration with various diagnostic devices and patient beds enhances operational efficiency.

• LENSAR lasers perform 27% more procedures compared to competitors.