Precision Optics (POCI) Investor presentation summary

Fiscal 2026 performance and financial highlights

• Achieved record revenue of $31.5 million in FY2026, representing 65% growth over FY2025 and exceeding guidance.

• Delivered two consecutive quarters of positive Adjusted EBITDA, with Q4 FY26 at $0.4 million.

• Gross margin improved to 25.3% in Q4 FY26, up from 13.0% a year earlier.

• Ended FY2026 with $9.8 million in cash and a net cash position of $8.6 million.

• Strengthened balance sheet through an $11.5 million public offering in March 2026.

Business model, operations, and technology

• Vertically integrated model enables rapid concept-to-production cycles and high-yield manufacturing.

• Proprietary micro-optics, multi-channel, and digital imaging platforms serve space, defense/aerospace, and medical device markets.

• Unity Imaging Platform offers modular, customizable endoscopic systems, reducing development time and cost.

• Four operating units and in-house resources support design, engineering, and production under one roof.

• Ross Optical division provides global sourcing and inspection of optical components.

Key markets and growth drivers

• Space: Sole-source supplier for a major LEO satellite optical assembly, with a second satellite customer added in September 2026.

• Defense/Aerospace: Long-term programs with major contractors and new agreements for high-end inspection devices.

• Medical Device: Volume production of single-use cystoscopes for surgical robotics, with strong recurring demand.

• Market diversification supported by a robust product development pipeline across all segments.

• Satellite laser communication and disposable endoscope markets forecasted to grow at double-digit CAGRs.