Rubicon Organics, Inc. · TSXV:ROMJ
Rubicon Organics — Investor Presentation (June 2026)
20 slides from Rubicon Organics's investor presentation, Jun 17, 2026
Slide 1: Canada's Leading House of Premium Cannabis Brands
INVESTOR PRESENTATION CANADA’S LEADING HOUSE OF PREMIUM CANNABIS BRANDS TSXV: ROMJ OTCQX: ROMJF
Slide 2: Disclaimer
DISCLAIMER There can be no assurance that forward-looking statements will prove to be The production, packaging, labelling, handling, distribution, importation, accurate, as actual results and future events could differ materially from exportation, licensing, sale and storage of cannabis products ar
Slide 3: Rubicon Organics at a Glance
RUBICON ORGANICS AT A GLANCE Vision: To be the most trusted house of premium cannabis brands, creating elevated experiences for people everywhere. # 1 Premium Licensed Producer in Canada 1 Uniquely positioned: Craft at scale 2 Cultivation facilities located in British Columbia, one of the world's mo
Slide 4: Why ROMJ?
WHY ROMJ? Premium Brand Positioning Track Record of Growth & • #1 producer in Canadian premium Execution segment1 • 22% annual revenue growth, 4 years of • Award-winning Simply Bare Organic positive annual Adj. EBITDA2 and 1964 Supply Co. brands • Positive EBITDA margins expected to • Highly rated s
Slide 5: Craft Quality at Commercial Scale
CRAFT QUALITY AT COMMERCIAL SCALE ~15,500 kg of premium, BC-grown flower with cultivation optimized through a dual-facility model THE BC ADVANTAGE British Columbia built a global reputation for premium cannabis over decades of craft cultivation, making “BC Bud” synonymous with quality for consumers
Slide 6: Growth Trajectory
GROWTH TRAJECTORY Consistent annual top-line and gross profit growth demonstrates strong demand and operational leverage through typical industry seasonality. $16. 5M $15.6M $15.0M $14.2M +11% $13.5M $13.7M YoY $12.1M $12.4M $11.3M Net Revenue Growth $10.0M $10.0M $12.4M in Q1 2025 → $13.7M in Q1 20
Slide 7: FY2025 Financial Overview
FY2025 FINANCIAL OVERVIEW For the 12 months ending December 31, 2025 | All figures in CAD METRIC FY2024 FY2025 YoY Change Total Revenue $63.3M $76.1M +20% Net Revenue $48.7M $59.5M +22% GP Before FV Adjustments $15.3M $19.5M +27% Gross Margin 31% 33% +2% 1 Adjusted EBITDA $4.0M $5.0M +25% Net (Loss)
Slide 8: Q1 2026 Financial Overview
Q1 2026 FINANCIAL OVERVIEW For the 3 months ending March 31, 2026 | All figures in CAD METRIC Q1 2025 Q1 2026 YoY Change Net Revenue $12.4M $13.7M +11% GP Before FV Adjustments $3.8M $2.7M -29% Gross Margin 31% 20% -11% 1 Adjusted EBITDA $0.7M ($0.6M) Net (Loss) Income ($0.3M) ($2.8M) Operating Cash
Slide 9: Premium Brand Positioning
PREMIUM BRAND POSITIONING #1 18 KIND Awards 7.5% Trusted Brand Execution Consistent quality and reliable on-time delivery have earned (2024-25) Premium LP in Canada Premium Market Share Rubicon trusted-supplier status with provincial boards and Hifyre-verified | Q1 2026 Q1 2026 leading retailers, tr
Slide 10: Award-Winning Quality
AWARD-WINNING QUALITY Accolades from budtenders, retailers, and industry evidence the leading quality and consistency that anchors Rubicon’s position in the premium segment. 2026 2025 2025 2025 2024 2024 Dry Flower Craft Brand Flower Budtender Craft Brand Budtender of the Year of the Year of the Yea
Slide 11: Global TAM Expansion
GLOBAL TAM EXPANSION 1964 Supply Co. is Canada's #1 premium cannabis brand and two-time Brand of the Year. Rubicon is now leveraging this proven positioning in international medical markets, where quality-focused patients value the same attributes that built the brand domestically TEST & LEARN | 202
Slide 12: Global TAM Expansion
GLOBAL TAM EXPANSION Recreational cann abis legal for retail sales Recreational cann abis legal to possess o r consume Medical can nabis legal Canada (pop. 42M) No legal cann abis The world’s largest recreational cannabis market with a global reputation for producing quality cannabis. Home to Rubico
Slide 13: Optimizing Production
OPTIMIZING PRODUCTION Constantly pursuing initiatives to reduce production costs and expand gross margins INITIAL PROJECT COMPLETED EXPANSION IN PROGRESS | TARGET: Q3 2026 IN PROGRESS | TARGET COMPLETION: End of 2026 Pre-Roll Automation In-House Hydrocarbon Automated pre-roll line in full production
Slide 14: Optimizing Yield
OPTIMIZING YIELD More grams per square foot from existing facilities. Additional biomass supply at high contribution margin ONGOING OPTIMIZATION IN PROGRESS | TARGET: Oct 2026 CONTINUOUS Lighting Fertilization & Strategic Genetic Optimization Hydroponics Selection Optimized nutrient delivery and Dat
Slide 15: Operational Execution
OPERATIONAL EXECUTION Proven ability to deliver major capital projects on time and on budget in a highly regulated industry CASCADIA FACILITY • CAPACITY EXPANSION June 2025 Cascadia facility acquired for $4.5M to support +40% unmet demand for premium cannabis October 2025 Estimated Production Health
Slide 16: Proprietary Genetic Moat
PROPRIETARY GENETIC MOAT World-Class Library Premium Brand Engine Enables regular cultivar ‘drops’ creating excitement with of Legacy Genetics consumers and commanding premium pricing Yield Impacts 500+ Highly-Sought Strains Strategic leveraging of genetics to optimize yield and extraction efficienc
Slide 17: Rubicon Management
RUBICON MANAGEMENT Experienced management with a balance of CPG leadership and deep industry experience Margaret Brodie, CPA, CA Melanie Ramsey Glen Ibbott CHIEF EXECUTIVE OFFICER & DIRECTOR CHIEF OPE RATING OFFICER CHIEF FINANCIAL OFFI CER Co-Founder of Rubicon Organics. Co -Founder 25+ years in br
Slide 18: Rubicon Board of Directors
RUBICON BOARD OF DIRECTORS Independent board oversight with extensive public company and industry backgrounds Doris Bitz John Pigott Len Boggio Jesse McConnell CHAIR DIRECTOR DIRECTOR DIRECTOR (NON-INDEPENDE NT) 30+ years building, 35+ years in food and 40+ years as auditor, Co-Founder of Rubicon Or
Slide 19: Market Information
MARKET INFORMATION AS OF MAY 13, 2026 # OF SHARES % 43.1% RESEARCH COVERAGE Amount held by Management & Insiders 29,135,803 43.1% Management 67.6M & Insiders Public Float 38,443,113 56.9% Shares Outstanding Total Outstanding 67,578,916 100% Options 1,520,200 Haywood Securities Warrants 5,341,963 NEA
Slide 20: Contact Us
CONTACT US Investor Relations www.rubiconorganics.com ir@rubiconorganics.com +1-437-929-1964 Rubicon Organics Inc 701-744 W. Hastings Street Vancouver, BC V6C 1A5