Financial Performance - In Q3 of fiscal 2026, total revenue reached $24.6 million, reflecting a 63% increase year-over-year [9][20] - Gross margin improved to 52.6%, up 9 percentage points year-over-year and 200 basis points sequentially, marking the ninth consecutive quarter of gross margin expansion [9][10] - The company aims to achieve gross margins of over 70% in the coming years [10][21] Business Line Performance - The company accepted over 5,400 prescriptions for the ASSURE System, contributing to a 58% year-over-year increase in prescriptions [9][20] - The revenue growth was driven by market share gains, activation of new accounts, and higher revenue per fit [20] Market Dynamics - The wearable cardioverter defibrillator (WCD) market is estimated to have grown in the low to mid-teens percentage range in 2025, with expectations for continued expansion into a multi-billion-dollar market [10][11] - The company has noted that six out of seven patients indicated for a WCD are currently unprotected, indicating significant market potential [10] Company Strategy and Competitive Landscape - The company is focused on expanding its sales organization to penetrate existing accounts and attract new prescribers, targeting approximately 130 sales territories by the end of the fiscal year [15][19] - A strategic collaboration with Biobeat Technologies aims to enhance diagnostic insights for patients, further differentiating the company's offerings in the market [13][14] Management Commentary on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, citing strong revenue growth and margin expansion as indicators of operational leverage [10][18] - The management team highlighted the importance of clinical data, such as the ACE-PAS study, in driving market awareness and physician engagement [12][48] Other Important Information - The company recently became an approved provider for Florida's managed Medicaid, which is expected to enhance market access and growth in that state [16][60] - The monthly Medicare reimbursement rate for WCDs increased by 2% to $3,589, positively impacting revenue cycle management metrics [17] Q&A Session Summary Question: Thoughts on early 2027 and consensus modeling - Management is confident in delivering top-tier med tech growth in 2027 but will provide more details at the next earnings call [29] Question: Acceleration in WCD market growth - The acceleration is attributed to an expanded commercial team and clinical studies highlighting patient risks, which are driving market discussions [31][34] Question: Prescription growth sources - Approximately 70%-75% of prescription growth is from market share shift, with 25% from new prescribers [38] Question: Competitive environment and pricing - Management noted no significant headwinds in pricing and emphasized ongoing competition without major obstacles from competitors [42][46] Question: Florida Medicaid provider status impact - The approval is expected to enhance market share and gross margins in Florida, although the benefits will materialize gradually [60][61] Question: CapEx spending and cash burn outlook - The company plans to maintain a CapEx investment of about $30 million annually, with current cash burn expected to remain in the mid-$20 million range [84][85]

Company Overview March 2026 Disclaimer This presentation and the accompanying oral presentation (this "presentation") have been prepared by Kestra Medical Technologies, Ltd. (together with its subsidiaries and affiliates, the "Company") and are made solely for informational purposes only and not for any other purpose. Certain statements in this presentation are forward-looking statements. These statements relate to future events or the future performance of the Company, as well as its business strategy and ...

Core Viewpoint - Kestra Medical Technologies has successfully completed a significant common stock offering of approximately $138 million, which will be utilized for ongoing investment and commercialization in the wearable defibrillator (WCD) technology sector [2][13]. Industry Background - Serious cardiac events such as arrhythmias and ventricular fibrillation are major causes of sudden cardiac arrest and sudden cardiac death. For high-risk patients, a wearable cardioverter defibrillator (WCD) is considered an important transitional protective measure [3]. - The traditional WCD market has been dominated by a few products, but increasing demands for device portability, comfort, false alarm rates, and remote monitoring capabilities have created opportunities for technological innovation and commercialization of next-generation WCDs [3]. Company and Positioning - Founded in 2014, Kestra Medical Technologies focuses on wearable medical devices and digital health solutions, aiming to provide protection and care support for high-risk cardiac patients through intuitive, smart, and connected monitoring and treatment technologies [4]. - The core product line includes the ASSURE Cardiac Recovery System, along with a digital platform and patient application, positioning the company as a comprehensive service provider for long-term cardiac management and follow-up [4]. Core Product — ASSURE WCD - The ASSURE WCD is designed for patients at high risk of arrhythmias who are not suitable for immediate ICD implantation [5]. - The system emphasizes comfort, wearability, real-time monitoring, and automatic intervention, allowing patients to receive heart rhythm protection during normal daily activities [9]. Latest Clinical Data - In November 2025, Kestra presented results from the ACE-PAS study at the American Heart Association Scientific Sessions, which included 21,612 patients, making it the largest real-world clinical practice study of WCDs to date. The data confirmed the ASSURE system's safety, effectiveness, and wearability [12]. Use of Funds from Recent Financing - The recent $138 million common stock issuance will provide Kestra with sufficient funds to support further clinical research, scale production, enhance remote monitoring capabilities, and expand market coverage [13][14]. Conclusion - Kestra Medical Technologies is advancing the development of wearable heart rhythm protection devices through the ASSURE WCD and its digital health ecosystem. The data from large-scale real-world studies enhances trust in the device among clinicians and patients, supporting its broader application in arrhythmia protection, monitoring, and remote management [14].

Table of Contents As filed with the U.S. Securities and Exchange Commission on December 1, 2025. No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Kestra Medical Technologies, Ltd. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Bermuda 3841 Not Applicable (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification ...

Table of Contents As filed with the U.S. Securities and Exchange Commission on February 26, 2025 Registration No. 333-284807 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Kestra Medical Technologies, Ltd. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) 3933 Lake Washington B ...

Table of Contents As filed with the U.S. Securities and Exchange Commission on February 10, 2025 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Kestra Medical Technologies, Ltd. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Bermuda 3841 Not Applicable (Primary Standard Industrial Classification Code Number) 3933 Lake Washingto ...