Ecs Botanics Holdings Ltd · ASX:ECS
Ecs Botanics — Investor Presentation (July 2026)
18 slides from Ecs Botanics's investor presentation, Jul 28, 2026
Slide 1: ECS Botanics Holdings Ltd Q4 FY26 Investor Update
For personal use only ECS Botanics Holdings Ltd Commercial execution, positive operating cash flow and branded portfolio growth Q4 FY26 INVESTOR UPDATE ASX : ECS INVESTOR PRESENTATION JULY 2026
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by ECS Botanics recommendation in relation to the purchase or sales of contractors or agents about the accuracy, completeness Holdings Limited (“Company”). shares or other securities in any jurisdiction. or fairness of any informat
Slide 3: Australian-Grown Platform Built for Scalable Growth
Australian-Grown Platform Built for Scalable Growth ECS is a vertically integrated medicinal cannabis company combining low-cost cultivation, GMP manufacturing and branded product distribution. For personal use only Pharmaceutical-Grade Manufacturing Certified Organic & Differentiated (EU-GMP) I N V
Slide 4: Q4 FY26 Highlights – Continued Execution
Q4 FY26 Highlights – Continued Execution For personal use only Positive full-year Fourth consecutive B2C revenue growth operating cash flow positive operating cash I N V E S T O R flow quarter Branded B2C revenue up $788k positive FY26 31% YoY to $3.45m, operating cash flow, a $310k positive operati
Slide 5: Corporate Snapshot
Corporate Snapshot A PLATFORM FOR SUSTAINABLE GROWTH For personal use only ASX Code ECS I N V E S T O R Ordinary Shares 1,601m Performance Rights 42.5m Options exp 15 Jun 2028 577.8m Options exp 31 Dec 2029 20m Four consecutive B2C approximately Market cap (Fully diluted @ 0.55 cents) $12.3m quarter
Slide 6: Financial Performance
Financial Performance For personal use only Net operational cash flow improvement, I N V E S T O R FY26 revenue and cash flow Q4 reinforces the transition FY25 to FY26 ($'000s) $2,000 • Customer receipts: $20.5m, up • Q4 receipts: $5.1m, up 12% $1,000 12% YoY QoQ $0 FY25 FY26 • Unaudited FY26 revenu
Slide 7: Cash Flow Turnaround – Now Full-Year Positive
Cash Flow Turnaround – Now Full-Year Positive For personal use only Receipts and Net Operating Cashflow I N V E S T O R Operating Cash Flow What’s Driving It ($’000s) 6000 500 • Four consecutive • Growth in branded B2C revenue 5000 0 positive operating cash 4000 flow quarters • Improved margin captu
Slide 8: Operational Platform Complete – Driving Returns
Operational Platform Complete – Driving Returns For personal use only 26 Protective Cropping Enclosures (PCEs) operational I N V E S T O R FY26 PCE production increased 43% to 5.3 tonnes of untrimmed dried flower Outdoor harvest produced 3.1 tonnes of trimmed flower, up 12% P R E S E N T A T I O N o
Slide 9: B2C Strategy Delivering Results
B2C Strategy Delivering Results Avani Advanced (VESIsorb) Sales per For personal use only Branded B2C revenue increased ECS Branded B2C sales in $M 31% YoY to $3.45m in Q4 FY26 Month (units) $4.0 3.7 3.45 I N V E S T O R 3.4 1000 $3.5 3.1 $3.0 2.7 800 $2.5 600 B2C represented approximately 2.1 $2.0
Slide 10: Product Expansion Driving Growth
Product Expansion Driving Growth ECS now offers a diversified portfolio across value, premium and differentiated finished-dose formats For personal use only OzSun Value Range AVANI & AVANI Advanced AVANI AVA – Women’s Health Terphogz Premium Portfolio • Value-focused flower, oils and • Higher-margin
Slide 11: Market Conditions – Structural Reset Underway
Market Conditions – Structural Reset Underway • Australian medicinal cannabis market remains For personal use only challenging: • Price competition I N V E S T O R • Increased regulatory scrutiny • Lower-volume operating environment • Pressure on lower-margin wholesale channels P R E S E N T A T I O
Slide 12: Gaining Share in a Contracting Market
Gaining Share in a Contracting Market For personal use only • ECS branded volumes increased 18.1% over the past six months Medicinal cannabis units sold in Australia vs ECS B2C • Broader market (as captured by NostraData) declined an growth I N V E S T O R estimated 15.8% over the same period 400000
Slide 13: Germany Expansion – Initial Demand Validated
Germany Expansion – Initial Demand Validated For personal use only OzSun launched commercially in Germany in June 2026 through Nimbus Health I N V E S T O R • Initial commercial shipment sold out within weeks • Entire shipment procured by three pharmacies • Early demand supports ECS’s strategy to re
Slide 14: International Growth Opportunity
International Growth Opportunity For personal use only I N V E S T O R New Zealand – Poland – Germany – finished-dose export regulatory approval scale opportunity expansion achieved • Initial OzSun shipment sold out within weeks P R E S E N T A T I O N • First commercial shipment of • First ECS medi
Slide 15: OzSun 2g All-In-One Vape Range
OzSun 2g All-In-One Vape Range New higher-margin branded product category For personal use only Scheduled for Australian launch in mid-August 2026 • Two 2g OzSun all-in-one rosin blend inhalation products I N V E S T O R • Day and Night formulations • Rechargeable, inhalation-activated format • 2g f
Slide 16: FY27 Priorities - Scaling the Platform
FY27 Priorities - Scaling the Platform FY27 Priorities For personal use only Continue growing branded B2C sales in Australia I N V E S T O R Scale OzSun in Germany and pursue selected international opportunities Finalise microbiological treatment solution to meet Germany’s tighter import specificati
Slide 17: Investment Highlights – Execution Underway
Investment Highlights – Execution Underway For personal use only Positive operating cash flow now delivered for four Branded B2C revenue up 31% YoY and approximately 71% I N V E S T O R consecutive quarters of Q4 revenue OzSun, AVANI, AVA and Terphogz create a broader Germany, United Kingdom and Pol
Slide 18: Contact Us
E C S B O T A N I C S H O L D I N G S L T D Contact Us For personal use only I N V E S T O R Call us today at 1300 833 988 P R E S E N T A T I O N Email us at info@ecs-botanics.com For investor and media enquiries: Tim Dohrmann tim@nwrcommunications.com.au VISIT US 18
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