Rubicon Organics, Inc. · TSXV:ROMJ
Rubicon Organics — Investor Presentation (March 2026)
19 slides from Rubicon Organics's investor presentation, Mar 23, 2026
Slide 1: Canada's Leading House of Premium Brands
CANADA’S LEADING HOUSE OF PREMIUM BRANDS COMPANY PRESENTATION TSXV: ROMJ March 2026 OTCQX: ROMJF
Slide 2: Disclaimer
DISCLAIMER This presentation is not, and under no circumstances is to be construed as, a RubiconOrganics assumes no obligation to update any forward-looking statement, even if The production, packaging, labelling, handling, distribution, importation, prospectus, or advertisement or a public offering
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 facilities located in British Columbia Production capacity: 15,500 kgs premium flower Experienced management and board of directors w
Slide 5: We Are 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 Four consecutive years (2022– Positive working capital and 12 months across key categories and 2025) of positive AEBITDA demon
Slide 6: 2025 Highlights
2025 HIGHLIGHTS Canada's #1 7.2% PREMIUM LP1 $5M Premium Market Adjusted EBITDA3 Share1 #1 $59.5 million $1.8M Selling Premium Income from Brand2 Net Revenue 2025 operations 22% increase vs. 2024 18% 40% Tested 3 International Estimated premium biomass increase from Markets Premium Vape Cascadia Int
Slide 7: FY 2025 Selected Financial Information
FY 2025 SELECTED FINANCIAL INFORMATION For the 12 months ending For the 12 months ending YoY % Change 2025 Investments in Scale December 31, 2024 December 31, 2025 Q2 Cascadia facility purchased for Total Revenue $63.3M $76.1M +20% $4.5M in CAPEX, funded through private placement Net Revenue $48.7M
Slide 8: Capturing Market Share Through Leading Quality
CAPTURING MARKET SHARE THROUGH LEADING QUALITY Market Share1 2025 2024 Change Market Share1 2025 2024 Change British Columbia 3.9% 3.7% +0.2% Flower 1.9% 2.0% -0.1% Pre-Rolls 2.1% 1.8% +0.3% Ontario 2.2% 1.8% +0.4% Premium Vapes 18.3% 14.0% +4.3% Alberta 2.4% 1.9% +0.5% Concentrates 5.5% 4.3% +1.2%
Slide 9: Recent Growth Drivers
RECENT GROWTH DRIVERS Rubicon (+16% Q4 YOY1) is outpacing the Canadian industry growth overall (+4% Q4 YOY1) Net Revenue and Gross Profit for the 12 months ended: Premium-led growth from Simply Bare and 1964 $57.2 M $59.5 M $55.1 M SupplyCo.TM (+$2.1m in Q4 YoY), insulated revenue $52.2 M from i
Slide 10: 2026 Growth Drivers
2026 GROWTH DRIVERS Demand for premium cannabis exceeds supply Increased annual capacity Greater scale supports larger product formats, new SKUs, by 40% with Cascadia Capacity and margin expansion facility Legal medical market expansion Patient population growth 1964 Supply Co. International interna
Slide 11: Expanding Capacity: Cascadia Comes Online
EXPANDING CAPACITY: CASCADIA COMES ONLINE CASCADIA FACILITY • 47,500 square foot premium indoor cultivation facility in Hope, BC • Annual capacity of 4,500kg (Estimated 40% increase over existing capacity) • Indoor cultivation complements Pacifica greenhouse capabilities • Fully operational with fir
Slide 12: Rubicon Organics: Creating Lasting Value
RUBICON ORGANICS: CREATING LASTING VALUE Our Pacifica greenhouse grows in living soil, producing super-premium cannabis with rich tastes and full aromas Our Cascadia indoor facility is purpose-built for cannabis cultivation, contributing consistent, high-quality cannabis Dual-facility model op
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's mission is to connect people Homestead delivers uncomplicated, grown in. Always certi
Slide 14: Leadership Team and Independent Directors
LEADERSHIP TEAM INDEPENDENT DIRECTORS Margaret Brodie, CPA, CA Melanie Ramsey Doris Bitz John Pigott Chief Executive Officer &Director Chief Operating Officer Chair Director 20+ years in finance 25+ years in brand development & 30+ years building, scaling, and growing 35+ years in food and beverage
Slide 15: Market Information
MARKET INFORMATION 43.1% 67.6M AMOUNT HELD BY MANAGEMENT AND INSIDERS Shares As of March 23, 2026 # OF SHARES % Outstanding Management & Insiders 29,135,803 43.1% Public Float 38,443,113 56.9% Total Outstanding 67,578,916 100% Options 1,520,200 RESEARCH EXPIRING OPTIONS EXERCISE OUTSTANDING PRICE (C
Slide 16: 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 17: 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 International medical market growth $9 RECREATIONAL CANNABIS SALES ($BN) driving new opportunity: $8 $7.4 $6.6 $7.0 $7 $6.3 Strengthened Canadian brand $6 $5.5 $5.9 $5.2
Slide 18: Consistently Bringing World Class Genetics to Premium Consumers
CONSISTENTLY BRINGING WORLD CLASS GENETICS TO PREMIUM CONSUMERS Q3 2025 Q4 2025 Q1 2026 Q2 2026 LEMON LOOPZ LUV AFFAIR BLACK ZOAP TEA TIME #7 LEMOLADA MANDARIN ZKTZ LIME DRIZZLE TANGERINE SUNRISE Q3 2025 Q4 2025 Q1 2026 M’MOSA APPLES AND KUSH GASOLINA BANANAS MINTS P 18
Slide 19: 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 23 P 19
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