Rubicon Organics, Inc. · TSXV:ROMJ
Rubicon Organics — Investor Presentation (October 2025)
21 slides from Rubicon Organics's investor presentation, Oct 15, 2025
Slide 1: Canada's Leading House of Premium Brands
CANADA’S LEADING HOUSE OF PREMIUM BRANDS 2025 COMPANY PRESENTATION TSXV: ROMJ October 2025 OTCQX: ROMJF
Slide 2: Disclaimer
DISCLAIMER This presentation is not, and under no circumstances is to be construed as, a Organics assumes no obligation to update any forward-looking statement, The production, packaging, labelling, handling, distribution, importation, prospectus, or advertisement or a public offering of securities
Slide 3: Our Vision and Mission
OUR VISION To be the most trusted house of premium cannabis brands — creating elevated experiences for people everywhere. OUR MISSION We build brands people believe in by delivering elevated experiences in all we do. Through uncompromising quality, purposeful innovation, and trusted partnerships, we
Slide 4: Who Is Rubicon?
WHO IS RUBICON? #1 premium1 licensed producer in Canada Portfolio of premium brands Products in key categories designed for premium cannabis consumers Two facilities2 located in British Columbia Production capacity: 15,500 kgs premium flower Experienced management and board of directors
Slide 5: Driving Growth as Canada's Leading House of Premium Brands
WE ARE DRIVING GROWTH AS CANADA’S LEADING HOUSE OF PREMIUM BRANDS STRONG BALANCE SHEET POSITIONED FOR GROWTH PROFITABILITY AND LIQUIDITY Strong growth nationally in the past 3 years of AEBITDA (2022, 2023 and Positive working capital, 3 years’ 12 months across key categories and 2024) positive from
Slide 6: Q2 2025 Highlights
Q2 2025 HIGHLIGHTS #1 PREMIUM LP1 6.0% 24% Premium Market Net Revenue Share1 Growth Q2 2025 over Q2 2024 26.2% $15.0 million #2 Premium Edibles Market Net Revenue Q2 2025 Resin Vape in Sales3 Share2 28.3% $4.5 million Topical Market Share2 Private Placement 1: Hifyre data for premium products for On
Slide 7: Q2 2025 Selected Financial Information
Q2 2025 SELECTED FINANCIAL INFORMATION For the 3 months ending For the 3 months ending YoY % Change June 30, 2024 June 30, 2025 In Q4 2024, Rubicon Total Revenue 20.9% closed $10m in credit $15.9M $19.2M agreements for 5 years Net Revenue $12.1M $15M 23.8% (10 year amortization) at 6.75% annual inte
Slide 8: Capturing Market Share Through Leading Quality
CAPTURING MARKET SHARE THROUGH LEADING QUALITY Market Share1 Q2 2025 Q2 2024 Change Market Share1 Q2 2025 Q2 2024 Change British Columbia 4.0% 3.2% 26% Flower & Pre-Rolls 1.9% 1.9% 0% Edibles 3.2% 2.9% 0.3% Ontario 1.9% 1.3% 46% Premium Edibles 26.2% 29.9% (3.7%) Alberta 1.9% 1.5% 29% Resin Vapes 15
Slide 9: Recent Growth Drivers
RECENT GROWTH DRIVERS Rubicon (+24% YOY1) is outpacing the Canadian Net Revenue and Gross Profit for the industry growth overall (+5% YOY1) 12 months ended: $55.1 M $52.2 M Our edibles portfolio growing at 25% YOY1 (2024 grew $48.7 M 185%) outpacing edibles market $44.5 M $41.0 M Launched vape
Slide 10: Growth Building on Canada's Leading Premium Brand Portfolio
GROWTH BUILDING ON CANADA’S LEADING PREMIUM BRAND PORTFOLIO +40% increased capacity secured with new Cascadia Facility with first revenues expected H1 2026 +2,000kg incremental supply in 2025 through multiple, long-term 3rd party supply agreements All in One vape launched - Summer 2025 1st i
Slide 11: Increasing Capacity to Fill Our Unmet Demand
INCREASING CAPACITY TO FILL OUR UNMET DEMAND “PACIFICA” “CASCADIA” - JUNE 2025 ACQUISITION DELTA, B.C. FACILITY HOPE, B.C. FACILITY 125,000 square foot hybrid organic greenhouse 47,500 square foot premium indoor cultivation facility 5 large independent flowering compartments + 1large nursery Hydropo
Slide 12: Rubicon Organics: Creating Lasting Value
RUBICON ORGANICS: CREATING LASTING VALUE We grow in living organic soil, the rarest and hardest way. That care produces cannabis with richer taste, fuller aroma, and quality consumers return for. By scaling this rare quality nationally, Rubicon builds brands with loyalty, pricing power, and en
Slide 13: Canada's Leading House of Premium Brands
CANADA’S LEADING HOUSE OF PREMIUM BRANDS HOMESTEAD CANNABIS SIMPLY BARE ORGANIC 1964 SUPPLY CO WILDFLOWER SUPPLY Simply Bare is crafted to respect the land it was 1964, is all about delivering genuine, Wildflower mission is to connect people Homestead delivers uncomplicated, grown in. Always certifi
Slide 14: Leadership Team and Independent Directors
LEADERSHIP TEAM INDEPENDENT DIRECTORS Margaret Brodie, CPA, CA Chief Melanie Ramsey Len Boggio John Pigottt Executive Officer &Director 20+ Chief Operating Officer Chair Director years in finance 25+ years in brand development & 40+ years as auditor, advisor, and 35+ years in food and beverage Over
Slide 15: Market Information
MARKET INFORMATION 42.2% 67.2M AMOUNT HELD BY MANAGEMENT AND INSIDERS Shares AS OF September 25, 2025 # OF SHARES % Outstanding Management & Insiders 28,367,362 42.2% Public Float 38,808,409 57.8% Total Outstanding 67,175,771 100% Options 2,047,200 RESEARCH EXPIRING OPTIONS EXERCISE OUTSTANDING PRIC
Slide 16: Comparable Industry Metrics
COMPARABLE INDUSTRY METRICS EV/Revs EV/Gross EV/Adj EV/OPCF Book Ratio Current Ratio Profit EBITDA Rubicon 0.6x 1.9x 6.1x 11.5x 3.2x 2.9x Mid-Cap Comp 2x 5x 8.2x 9.8x 2.4x 2.4x Mid-Cap Comp 1.7x 3.4x 6.1x 10.7x 2.1x 0.8x Mid-Cap Comp 2.1x 6.3x Negative 13.4x 26.1x 24.7x Mid-Cap Comp 0.7x 3.4x 13.4x
Slide 17: Canadian Market Past, Present & Future
CANADIAN MARKET PAST, PRESENT & FUTURE LEGALIZATION (2018 TO 2024) CURRENT STATE 2-5 YEARS CANNABIS • POOR • STABILIZATION • IMPROVED QUALITY PRODUCT • SCATTERED APPROACH • PROVINCIAL BOARDS • CPG PORTFOLIO TIGHTENING OFFERINGS MANAGEMENT PORTFOLIOS PROVINCIAL • LIST PRODUCTS OFFERED • LIST PRODUCTS
Slide 18: The Expectations Curve for Canadian Cannabis Industry
THE EXPECTATIONS CURVE FOR CANADIAN CANNABIS INDUSTRY The expectations curve INTERNATIONAL EXPORT is projected to be sharper DRIVES INCREMENTAL VOLUME FOR CANADA than forecasted, due to the following factors: •Increase in exports EXPECTATIONS •Wholesale price increase 2025-2027 U.S. M A R K E T •Sup
Slide 19: Legal Cannabis Market in Canada Estimated to Reach CAD $7.4B by 2030
LEGAL CANNABIS MARKET IN CANADA ESTIMATED TO REACH CAD $7.4B BY 2030 Rubicon’s growth is outpacing the Canadian industry $10 $9 RECREATIONAL CANNABIS SALES ($BN) Increased capacity with Hope $8 $7.4 $7.0 acquisition; supports continued $7 $6.3 $6.6 $5.9 strong performance $6 $5.2 $5.2 $5.6 $5 $4
Slide 20: Consistently Bringing World Class Genetics to Premium Consumers
CONSISTENTLY BRINGING WORLD CLASS GENETICS TO PREMIUM CONSUMERS Q4 2024 Q1 2025 Q2 2025 UPCOMING LAUNCHES Photos coming soon FIRE PINEAPPLE PINK GRAPE CREAM LEMON LOOPZ SUNSET LUV AFFAIR BLACK ZOAP OG SOUR DRIP CAKE RUNTZ TEA TIME #7 Q3 2024 Q4 2024 Q1 2025 Q3 2025 LA KUSH SOUR LEMON CAKE TANGIE DIE
Slide 21: Contact Us
CONTACT US Investor Relations www.rubiconorganics.com ir@rubiconorganics.com +1-437-929-1964 Rubicon Organics Inc. 505 – 744 W. Hastings Street Vancouver, BC V6C 1A5 23 P 21
Rubicon Organics — Investor Presentation (October 2025) on 6ix