Ecs Botanics Holdings Ltd · ASX:ECS
Ecs Botanics — Q3 FY2025 Earnings Presentation
12 slides from Ecs Botanics's earnings presentation, Apr 29, 2025
Slide 1: ECS Botanics Holdings Ltd Q3 Webinar
For personal use only C O R P O R A T E P R E S E N T A T I O N ECS Botanics Holdings Ltd A leading organic cultivator and manufacturer of medicinal cannabis Q3 Webinar ASX : ECS 29 April 2025
Slide 2: FY25 3rd Quarter Investor Update
FY25 3rd Quarter Investor Update For personal use only 1. Launch of B2C Brands I N V E S T O R Avani RAP Avani Advanced OzSun P R E S E N T A T I O N 2. Sales Mix – B2B, B2C and Terphogz 3. Investment in new Protective Cropping Enclosures and Genetics 4. Outdoor season 5. Funding 6. Outlook
Slide 3: Current B2C Brands
Current B2C Brands For personal use only I N V E S T O R Mid-Market Range Value Brand Flower Flower Capsules Oils Oils P R E S E N T A T I O N Vapes Veterans Contract Flower VESIsorb® Capsules Capsules Oils Pastilles (gummies) 3
Slide 4: Own Brand Sales: Planned transition to B2B + B2C
Own Brand Sales Planned transition to B2B + B2C Rapid Growth. sales model continues to develop For personal use only Risen to #13th strongest brand owner in latest Nostradata review I N V E S T O R P R E S E N T A T I O N of >100 brands Contribution of B2C to Total Sales in $'000 Onboarded 540 p
Slide 5: Sales Mix and Terphogz
Sales Mix Terphogz B2C For personal use only • 8-year licensing and marketing agreement Finished Own Brand Product to expand Terphogz's exceptional product I N V E S T O R Higher margins portfolio beyond the Californian market Consignment stock • Following delays in sourcing suitable B2B l
Slide 6: Protective Cropping Enclosures & Genetics
Protective Cropping Enclosures & Genetics • New PCE’s are producing ~ 50% For personal use only more yield, and better quality I N V E S T O R consistently • Last 2 PCE’s will be ready for August as we have moved the team to build a new clean room and large P R E S E N T A T I O N cold room store •
Slide 7: Outdoor Grow – FY25
Outdoor Grow – FY25 • Best quality ever grown outdoor by For personal use only ECS, due to: I N V E S T O R • Most favourable climatic conditions • Genetics better honed-in • Greater portion of harvest is A grade P R E S E N T A T I O N than ever before • B-grade suitable for in-house OzSun and whit
Slide 8: Increased Funding Support
Increased Funding Support For personal use only The $3.2 million facility was fully undrawn at 31 March 2025 NAB Corporate Loan I N V E S T O R On 14 April 2025, NAB increased the facility limit to $5.2 million to support ECS’s growth, particularly in its B2C operations This interest-only facility m
Slide 9: Outlook
Outlook For personal use only Sales on local B2B are returning, exports growing and B2C continuing to grow I N V E S T O R Supply issues experienced in Q2 and Q3 resolved. Launch more VESIsorb P R E S E N T A T I O N products Terphogz launch Q4 to support and diversify ECS sales growth Transition of
Slide 10: Strategic Roadmap
Strategic Roadmap Delivering on a Clear Strategy to Drive Value For personal use only 2018-2020 2021-2023 2024-2026 2027-2029 I N V E S T O R Developing Capability Focused, Expanding Drive Profitability, Leading Australian and Confidence and Growing Revenue Innovation and Expansion Medicinal Cannabi
Slide 11: 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 I N V E S T O R Holdings Limited (“Company”). shares or other securities in any jurisdiction. or fairness
Slide 12: 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 P R E S E N T A T I O N Call us today at Email us at 1300 833 988 info@ecs-botanics.com Investor Relations tim@nwrcommunications.com.au VISIT US E C S - B O T A N I C S . C O M ECS BOTANICS HOLDINGS LTD 12
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