Aurora Cannabis Inc. · TSX:ACB
Aurora Cannabis — Q2 2024 Earnings Presentation
16 slides from Aurora Cannabis's earnings presentation, Nov 9, 2023
Slide 1: Investor Presentation November 2023
INVESTOR PRESENTATION NOVEMBER 2023
Slide 2: Disclaimer
Disclaimer CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS: Certain information contained in this presentation constitutes forward-looking statements under applicable securities laws. Any statements that are contained in this presentation that are not statements of historical fact may be deemed
Slide 3: Diversified Business Model Focus on Defensive, Stable, High Margin Segments
Diversified Business Model Focus on Defensive, Stable, High Margin Segments Canadian International Plant Propagation Adult Science & Medical Medical Recreational Innovation Controlling interest in Bevo, one #1 Canadian Medical International medical of the largest suppliers of Ability to deliver prod
Slide 4: Canadian Medical Leadership
Canadian Medical Leadership Consistent Revenue Stream #1 Canadian Medical Share by Revenue Direct-to-patient distribution model; end-to-end experience from medical consultation to prescription fulfillment Patient model consistently achieves predictable revenue and cash gross profit margins D
Slide 5: Leading Global Cannabis Platform
Leading Global Cannabis Platform • International medical cannabis revenue up 122% in Q2 FY24 compared to the prior year period • Internationally diversified with a presence in 12 global cannabis markets • Supplied from highly efficient, high quality Canadian EU GMP production facilities – a clear co
Slide 6: Leadership in Key Global Cannabis Markets
Leadership in Key Global Cannabis Markets UK: 67m population POLAND: 38m population • Solid market position • Rapidly growing medical market through relationships with • #1 Market position by volume in Q2 key distributors and supply • High barriers to entry advantage Aurora’s stable of Channel Islan
Slide 7: A Compelling Portfolio of Adult Recreational Brands
A Compelling Portfolio of Adult Recreational Brands Value Core Core Premium Super Premium Wellness Biggest flavour, biggest No-nonsense bud - Mid-to-high THC offerings House-bred strains. Ultra-premium, high- A rapid, precise and clouds. The best value; good quality weed, with with proprietary offer
Slide 8: Upcoming Innovation New SKUs designed to continuously delight consumers
Upcoming Innovation New SKUs designed to continuously delight consumers New high THC and high terpene cultivars from our unique genetic breeding program New 50% THC flavour infused pre-rolls New 1000mg flavour-forward vapes in a 1.2 gram cartridge New minor cannabinoid gummies and expansion to the G
Slide 9: Sales and Marketing Support
Sales and Marketing Support New Tasty’s national brand launch with activations and events in major markets – BC, ON, and AB Targeted investment on new brand to amplify in-store presence brand/product awareness Brand Ambassadors personally visited retailers , providing in-store education and de
Slide 10: Plant Propagation Overview
Plant Propagation Overview • Aurora acquired a controlling interest in Bevo Farms in August 2022 for $45 million in cash, plus earnout consideration • Bevo is one of the largest suppliers of propagated vegetables and ornamental plants in North America • Bevo is c a s h f lo w p o s it iv e on an ann
Slide 11: Plant Propagation Synergies
Plant Propagation Synergies • Bevo has a proven history of achieving growth; however, the business reached capacity at its existing 63 acres of high-tech greenhouse space in British Columbia • Aurora is helping accelerate Bevo’s growth through the repurposing of the Sky and Sun facilities in Alberta
Slide 12: Science & Innovation Program
Science & Innovation Program A state-of-the-art breeding facility in Vancouver Island’s Comox Valley: Built specifically to find the next big genetics: high yielding, high cannabinoid strains with unique terpene flavours and distinctive experiences Delivered 19 new proprietary cultivars, grown at
Slide 13: Key Takeaways
Key Takeaways Diversified global footprint with a presence in 12 global cannabis markets Opening the World to Significant growth opportunities in high margin domestic and international medical cannabis segments Cannabis Achieved 42% year-over-year global medical revenue growth, including 122%
Slide 14: Senior Management Team
Senior Management Team Miguel Martin Director & CEO Miguel’s career spans nearly 30 years in consumer- packaged goods, covering various regulated categories and fast-moving markets. Miguel is the former CEO & President of Reliva. Glen Ibbott Nathalie Clark Alex Miller Chief Financial Officer EVP, Ge
Slide 15: Board of Directors
Board of Directors Ronald Funk Chairman Ron brings over 30 years of experience in business and consulting and has worked with clients in a range of industries, including heavily regulated consumer products such as tobacco, alcohol and food products, in addition to retail, advanced data analytics, ga
Slide 16: Investor Presentation
INVESTOR PRESENTATION Email: aurora@icrinc.com Website: auroramj.com/investors