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Polynovo Limited (CALZF)
OTHER OTC:CALZF
Earnings Data
Report Date
Aug 21, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
<0.01Last Year’s EPS
<0.01Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and commercial picture: double‑digit revenue growth across major regions (group +26%, U.S. +25.3%, RoW +28.3%), rapid MTX adoption (~+193%), improved cash flow (+$9.0M) and a strong clinical evidence base (348 studies). Key strategic catalysts (PMA submission, SynPath outpatient pathway, expanded manufacturing capacity, recruitment of a Chief Scientific Officer) provide clear upside. Short‑term headwinds include a timing‑related manufacturing variance (~$3.6–3.7M) from planned slowdowns, an R&D lab fire asset write‑off (insured), FX translation losses, and reimbursement/regulatory uncertainty for outpatient CMS coverage which may require an RCT. Management frames several negatives as one‑offs or timing issues and expects margin and free cash flow improvement in H2. Overall, highlights materially outweigh the lowlights.Company Guidance
Strong Group Revenue Growth
Group NovoSorb product sales were $68.2 million, up 26% year‑on‑year (+$14.1 million), indicating solid momentum into the second half.
U.S. Performance and Account Expansion
U.S. sales were $51.7 million, up 25.3% YoY; added 95 new hospital accounts during the period and now have over 800 hospital accounts. U.S. business is profitable and generating strong cash flows.
International Growth (Rest of World)
Rest of world sales were $16.5 million, up 28.3% YoY. Notable market growth: Australia +52%, Canada +50.8%, Germany +28.3%, Turkey +91.3%, India +49.1%. Rest of world now represents ~24% of global sales.
Rapid Adoption of NovoSorb MTX
NovoSorb MTX sales were ~$6.0–6.2 million (group/U.S. figures noted), up ~193–195% YoY. MTX is in use in over 240 U.S. accounts and is expanding indications beyond burns.
Channel and Contract Momentum in U.S.
Contracted U.S. channels showed strong growth: GPO sales +37.8%, IDM sales +34.1%, federal account sales +87.2%. Contracted accounts represent 39.9% of total U.S. sales.
Improved Cash Flow and Balance Sheet
Cash on hand $29.2 million. Cash flow from operations improved to +$9.0 million (versus a $12.5 million outflow prior period). Debtor days in the U.S. reduced from >90 to 56 days.
Profitability Underlying Improvement (Adjusted EBITDA)
Adjusted EBITDA was $4.7 million, up 82% YoY after adjusting for significant items (R&D lab fire, unrealized FX translation). Management notes underlying EBITDA momentum when timing one-offs excluded.
Manufacturing Capacity and Facility Completion
New manufacturing facility construction completed (validation ongoing). Management estimates roughly ~5x previous capacity, providing flexibility for multiple SKUs and scale; remaining CapEx ~$2.2 million to be paid in H2.
Regulatory and Clinical Progress (PMA & Evidence Base)
PMA submission for on‑label indication in full‑thickness burns is in final stages (targeting FY‑end) in partnership with BARDA. Clinical evidence base strong: 348 peer‑reviewed real‑world studies (65 translate to outpatient use; 5 in diabetic limb salvage). RCT data expected in 6–12 months for diabetic limb salvage.
Strategic Commercial Initiatives for Outpatient Market
Responding to U.S. outpatient reimbursement changes with SynPath bilayer brand (existing HCPCS code) and monolayer matrix code expected later in the year; inventory and product sizes being prepared for outpatient procedures. Outpatient upside is treated as incremental to current forecasts.
Operational Improvements and Talent Additions
Key leadership hires/promotions: new CEO (Bruce Peatey), new Company Secretary & General Counsel (Amy Demediuk), promotion of Allison Myers to Chief Quality & Regulatory Affairs Officer; active recruitment of Chief Scientific Officer, Market Access Director, and Senior Product Manager in U.S.
CALZF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CALZF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 20, 2026 | $0.71 | $0.68 | -3.12% |
Aug 25, 2025 | $0.69 | $0.82 | +18.84% |
Feb 24, 2025 | $1.11 | $1.11 | 0.00% |
Aug 23, 2024 | $1.68 | $1.66 | -1.19% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Polynovo Limited (CALZF) report earnings?
Polynovo Limited (CALZF) is schdueled to report earning on Aug 21, 2026, TBA (Confirmed).
What is Polynovo Limited (CALZF) earnings time?
Polynovo Limited (CALZF) earnings time is at Aug 21, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CALZF EPS forecast?
CALZF EPS forecast for the fiscal quarter 2026 (Q4) is <0.01.