Immuron Q1 FY26 YoY growth

Rhea-AI Summary

Immuron (NASDAQ: IMRN) reported unaudited Q1 FY26 sales of AUD$2.0 million, up 34% year-over-year. Regional results show Australia AUD$1.6M (+52% YoY), USA AUD$0.4M (+44% YoY) and Canada AUD$0.0M (down 92% YoY).

Management attributes growth to increased digital and social media marketing, same-store promotion effects, new retail listings in FY25 and higher South East Asian travel; U.S. growth was supported by an improved Amazon store, local social channels and paid/influencer campaigns. Canada had a large FY25 pipeline fill into over 1,000 retail doors and sales are expected to recover with seasonal travel and promotional activity later in the calendar year.

Positive

• Global Q1 sales AUD$2.0M, +34% YoY
• Australia Q1 sales AUD$1.6M, +52% YoY
• U.S. Q1 sales AUD$0.4M, +44% YoY
• Canada listings in >b>1,000 retail doors during FY25

Negative

• Canada Q1 sales AUD$0.0M, down 92% YoY
• Australia contributed AUD$1.6M of AUD$2.0M global sales (concentration)

Insights

Commercial Growth Analyst

Unaudited Q1 FY26 sales show clear worldwide revenue growth driven by Australia and the U.S., with seasonal weakness in Canada.

Immuron reported global Q1 sales of AUD$2.0 million, up 34% year‑on‑year, led by Australia at AUD$1.6 million (+52%) and the U.S. at AUD$0.4 million (+44%), while Canada fell to AUD$0.0 million (down 92%). The company attributes growth to expanded digital and social marketing, stronger in‑store promotion and new retail listings, plus travel recovery that supports demand.

The update is unaudited and factual; key dependencies include continued effectiveness of paid and organic social campaigns, retailer pull‑through from recent listings, and seasonal travel patterns that the company cites as constraining Canadian Q1 sales. Operational execution of marketing and retail programs will determine whether this sales momentum sustains.

Watch for the audited quarterly figures and comparative Q2 updates around the end of the calendar year when the company expects Canadian sales to pick up due to promotions and higher travel; confirm whether reported drivers (store listings, digital initiatives, and in‑store programs) convert to repeatable revenue in upcoming reports.

Sales Highlights (unaudited):

Global	•	Q1 sales AUD$2.0 million up 34% on prior comparative period (pcp)
Australia	•	Q1 sales AUD$1.6 million up 52% on pcp
Canada	•	Q1 sales AUD$0.0 million down 92% on pcp
USA	•	Q1 sales AUD$0.4 million up 44% on pcp

MELBOURNE, Australia, Oct. 13, 2025 (GLOBE NEWSWIRE) -- Immuron Limited (ASX: IMC; NASDAQ: IMRN), an Australian based and globally integrated biopharmaceutical company is pleased to announce continued sales growth (unaudited) of Travelan^®, an over-the-counter immune supplement that targets pathogenic bacteria and the toxins they produce in the gastrointestinal (GI) tract.

Continued growth (+34% on pcp) in Australia can be contributed to: (1) increased awareness and consideration driven by extensive digital and social media marketing. (2) same store growth as a result of increased promotion and past promotions driving new customers and return customers respectively; (3) growth from new stores within banner groups in which we secured core ranging in FY25; (4) increased South East Asian travel.

Q1 sales in the U.S. increased (+44% on pcp) on the back on number of marketing initiatives including: (1) improved Travelan^® store on Amazon.com; (2) local U.S. Travelan^® Facebook and Instagram pages; (3) increased paid social, influencer and organic social media marketing.

Q1 in Canada is typically the lowest travel period during the year. During FY25 we had a Q1 pipeline fill into over a thousand Canada retail doors on the back of securing listings within key pharmacy and grocery retail groups. Sales are expected to pick up on the back of consumer promotions closer to the end of the calendar year when travel typically picks up. We also anticipate increased pull through from stores as we continue to build Travelan brand awareness within Canada though our in-store educational programs, in-store promotions, and social media marketing.

This release has been authorised by the directors of Immuron Limited.

COMPANY CONTACT:

Steven Lydeamore
Chief Executive Officer
steve@immuron.com

About Travelan^®

Travelan^® is an orally administered passive immunotherapy that prophylactically reduces the likelihood of contracting travelers’ diarrhea, a digestive tract disorder that is commonly caused by pathogenic bacteria and the toxins they produce. Travelan^® is a purified tablet preparation of hyper-immune bovine antibodies and other factors, which when taken with meals bind to diarrhea-causing bacteria and prevent colonization and the pathology associated with traveler’s diarrhea. In Australia, Travelan^® is a listed medicine on the Australian Register for Therapeutic Goods (AUST L 106709) and is indicated to reduce the risk of Traveler’s Diarrhea, reduce the risk of minor gastro-intestinal disorders and is antimicrobial. In Canada, Travelan® is a licensed natural health product (NPN 80046016) and is indicated to reduce the risk of Traveler’s Diarrhea. In the U.S., Travelan^® is sold as a dietary supplement for digestive tract protection.

About Traveler’s diarrhea

Traveler’s Diarrhea is a gastrointestinal infection with symptoms that include loose, watery (and occasionally bloody) stools, abdominal cramping, bloating, and fever, Enteropathogenic bacteria are responsible for most cases, with enterotoxigenic Escherichia coli (ETEC) playing a dominant causative role.

About Immuron
Immuron Limited (ASX: IMC, NASDAQ: IMRN), is an Australian biopharmaceutical company focused on developing and commercializing orally delivered targeted polyclonal antibodies for the treatment of inflammatory mediated and infectious diseases.

For more information visit: https://www.immuron.com.au

FORWARD-LOOKING STATEMENTS:

This press release may contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, each as amended. Such statements include, but are not limited to, any statements relating to our growth strategy and product development programs and any other statements that are not historical facts. Forward-looking statements are based on management’s current expectations and are subject to risks and uncertainties that could negatively affect our business, operating results, financial condition and stock value. Factors that could cause actual results to differ materially from those currently anticipated include: risks relating to our growth strategy; our ability to obtain, perform under and maintain financing and strategic agreements and relationships; risks relating to the results of research and development activities; risks relating to the timing of starting and completing clinical trials; uncertainties relating to preclinical and clinical testing; our dependence on third-party suppliers; our ability to attract, integrate and retain key personnel; the early stage of products under development; our need for substantial additional funds; government regulation; patent and intellectual property matters; competition; as well as other risks described in our SEC filings. We expressly disclaim any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in our expectations or any changes in events, conditions or circumstances on which any such statement is based, except as required by law.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/3cecb6d2-b32e-4f18-8e5e-4cdf11a5b008

FAQ

What were Immuron (IMRN) Q1 FY26 sales and YoY growth?

Immuron reported unaudited Q1 FY26 sales of AUD$2.0M, up 34% YoY.

How did regional sales break down for IMRN in Q1 FY26?

Australia AUD$1.6M (+52% YoY), USA AUD$0.4M (+44% YoY), Canada AUD$0.0M (down 92% YoY).

What drove Immuron's Q1 FY26 sales growth in Australia and the U.S.?

Company cited expanded digital/social marketing, promotions, new retail ranging and an improved Amazon store plus paid and influencer campaigns in the U.S.

Why were Canada Q1 FY26 sales weak for IMRN and will they recover?

Q1 is typically the lowest travel period; the company filled >b>1,000 Canadian retail doors in FY25 and expects sales to pick up with end-of-year travel promotions and in-store marketing.

How concentrated are Immuron's Q1 FY26 sales by region?

Australia accounted for AUD$1.6M of the AUD$2.0M global Q1 sales reported.