FY26 global sales reach AUD$7.7 million on four consecutive quarters of growth
Immuron (ASX: IMC; NASDAQ: IMRN) reported unaudited FY26 global sales of AUD$7.7 million, up 6% on the prior comparative period (pcp) and marking four consecutive quarters of year-on-year growth. The Australian-based, globally integrated biopharmaceutical company attributed the momentum to Travelan®, an over-the-counter immune supplement targeting pathogenic bacteria and the toxins they produce in the gastrointestinal (GI) tract.
The result points to consistent top-line growth across a diversified geographic base spanning Australia, the United States and Canada.
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FY26 sales results by region
Australia remained the largest contributor to group sales, followed by the USA and Canada. The table below summarises the regional breakdown across the full year, second half and fourth quarter of FY26.
| Region | FY26 Sales | FY26 vs pcp | 2H FY26 vs pcp | 4Q FY26 vs pcp |
|---|---|---|---|---|
| Global | AUD$7.7m | +6% | +7% | +2% |
| Australia | AUD$5.8m | +10% | +6% | +1% |
| USA | AUD$1.8m (USD$1.2m) | +7% AUD / +13% USD | -1% AUD / +9% USD | -4% AUD / +6% USD |
| Canada | AUD$0.2m | -55% | >1000% | +376% |
The USA figures are reported in both AUD and USD, with underlying USD growth of 13% outpacing the AUD-denominated result. Canada’s full-year decline of 55% reflects a high FY25 comparative base created by a Q1 pipeline fill, as explained below.
What drove the numbers across each market
Immuron detailed the growth drivers behind each regional result, with Australia contributing the bulk of group sales.
Australia (+10% pcp)
Australian sales growth of 10% on pcp was attributed to four factors:
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Increased awareness and consideration driven by extensive digital and social media marketing
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Same-store growth as increased and past promotions drove new and return customers
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Growth from new stores within banner groups where core ranging was secured in FY25
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Increased South East Asian travel
New Travelan® packaging and creative launched in Q4, which the company expects to positively support sales going forward.
USA (+7% AUD / +13% USD)
US sales rose on the back of several marketing initiatives:
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An improved Travelan® store on Amazon.com
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Local U.S. Travelan® Facebook and Instagram pages
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Increased paid social, influencer and organic social media marketing
These gains were partly offset by the Australian dollar strengthening against the US dollar, which is why USD growth of 13% exceeded the AUD-reported 7%.
Canada
During FY25, Immuron completed a Q1 pipeline fill into over 1,000 Canadian retail doors after securing listings within key pharmacy and grocery retail groups, creating a high FY25 comparative base. Consumer promotions subsequently lifted sales in Q2 FY26 (+191% on the prior quarter) and Q3 FY26 (+82% on the prior quarter).
Continued brand-building through in-store educational programmes, in-store promotions and social media marketing drove Q4 FY26 sales up 427% on pcp.
What Travelan® is and why the sales trend matters
Travellers’ diarrhoea (TD) remains the most frequent health problem among travellers to lower- and middle-income regions, commonly caused by pathogenic bacteria and the toxins they produce.
Travelan® is an orally administered passive immunotherapy that prophylactically reduces the likelihood of contracting travellers’ diarrhoea. It is a tabletised preparation of hyper-immune bovine antibodies that, when taken with meals, bind to diarrhoea-causing bacteria in the GI tract to help prevent colonisation.
The product carries distinct regulatory positioning by market. In Australia it is a listed medicine on the Australian Register of Therapeutic Goods (AUST L 106709). In Canada it is a licensed natural health product (NPN 80046016), and in the U.S. it is sold as a dietary supplement for digestive tract protection.
For investors, Travelan® represents a revenue-generating, regulator-recognised product underpinning sales that is closely tied to increased South East Asian travel.
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Investment takeaways and what’s next
Global sales grew for four consecutive quarters on pcp, with regional performance varying across markets. The trend is reflected in the company’s cumulative Global Year to Date Net Sales, which built steadily across the four quarters from the July–September period through to April–June.
Several growth levers appear to still be building momentum, including the new Q4 Australian packaging and creative, growing Canadian brand awareness, and USD-denominated US growth currently masked by foreign exchange movements.
Beyond Travelan®, Immuron retains broader pipeline optionality through its platform technology, its pre-clinical candidate IMM-529 for recurrent Clostridioides difficile infection, and exclusive Australian and New Zealand distribution rights for ProIBS®.
Alongside the commercial sales trajectory, Immuron secured FDA approval for its C. diff trial earlier in the year, a milestone that added clinical pipeline credibility to a company already generating positive revenue momentum from its OTC portfolio.
Key statistic (verbatim from source)
“Four Consecutive Quarters of Growth over Prior Year”
Investors should note that the reported figures are unaudited, and no earnings, margin or cash figures were disclosed in this announcement. The release was authorised by the directors of Immuron Limited.
Investors exploring the pipeline dimension in depth will find our detailed coverage of the IMM-529 partnering strategy covers the Pullan Consulting mandate, the Lumanity opportunity assessment projecting US$400 million base case revenue, and the pre-clinical efficacy data across multiple C. diff strains.
Ready to Explore Immuron’s Full Investment Case Behind Four Consecutive Quarters of Growth?
Immuron’s Travelan® has delivered AUD$7.7 million in global FY26 sales, underpinned by a 10% rise in Australia, 13% USD growth in the US, and a surging Canadian market — all while the company advances its clinical pipeline, including the FDA-cleared IMM-529 C. diff trial.
For a deeper look at the company’s financials, pipeline milestones, and commercial strategy, visit the Immuron investor centre to access the latest announcements and resources directly from the company.