Nova Leap Health (NLH) Investor presentation summary

Industry and market dynamics

• Home and community-based care is experiencing durable, recurring demand due to aging-in-place preferences and a rapidly growing 65+ population, projected to nearly double by 2050 in North America.

• The sector remains highly fragmented, with over 90% of providers independent, creating a substantial runway for disciplined consolidation and acquisition.

• Home-based care is increasingly favored for its lower costs compared to institutional alternatives and rising prevalence of dementia and chronic conditions.

Growth strategy and platform evolution

• Growth is driven by organic expansion, de novo office launches, service line broadening (including care management and palliative care), and disciplined M&A.

• 23 acquisitions have been completed since 2016, with a proven integration platform and focus on density within existing markets.

• Recent acquisitions, such as Parkwood Home Care in Nova Scotia, have been density-enhancing and financially accretive.

• Unified branding and centralized shared services support operational consistency and scalability.

Financial performance and capital allocation

• Record trailing twelve-month revenue of $33.6M and adjusted EBITDA of $2.6M as of Q2 2026, with EBITDA growth outpacing revenue growth.

• Positive operating cash flow every quarter since Q1 2024 and positive net cash flow in both 2024 and 2025, achieved while investing in acquisitions and repaying debt.

• Low leverage (1.36x), no external equity financing since 2022, and $3.05M USD in remaining acquisition capacity.

• Gross and EBITDA margins have expanded due to disciplined pricing, lower workers' compensation costs, and operating leverage from scaling shared services.