Ecs Botanics Holdings Ltd · ASX:ECS
Ecs Botanics — H1 FY26 Earnings Presentation
15 slides from Ecs Botanics's earnings presentation, Mar 4, 2026
Slide 1: ECS Botanics Holdings Ltd H1 FY26 Results
For personal use only ECS Botanics Holdings Ltd Australia’s leading organic medicinal cannabis company H1 FY26 RESULTS ASX : ECS INVESTOR PRESENTATION MAR 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: H1 FY26 at a Glance – Inflection Achieved
H1 FY26 at a Glance – Inflection Achieved A PLATFORM FOR SUSTAINABLE GROWTH For personal use only ASX Code ECS I N V E S T O R Ordinary Shares 1,596m Performance Rights 27.5m Options exp 15 Jun 2028 843.8m Options exp 31 Dec 2029 20m H1 FY26 Revenue Two consecutive Market cap (Fully diluted @ 0.6 ce
Slide 4: H1 FY26 Financial Performance
H1 FY26 Financial Performance For personal use only I N V E S T O R Revenue & Earnings Statutory Adjustment • Revenue from continuing • $880k non-cash operations: $11.3m (+16.5% YoY) impairment of deferred tax assets • EBITDA: $0.8m, reflecting P R E S E N T A T I O N improved gross margins and • No
Slide 5: Cash Flow Turnaround – Structural Improvement
Cash Flow Turnaround – Structural Improvement For personal use only I N V E S T O R Operating Cash Flow What Drove the Improvement • Two consecutive • Stronger contribution from branded direct- quarters of positive to-consumer (“B2C”) products operating cash flow • Improved gross margin capture thro
Slide 6: Operational Platform Complete
Operational Platform Complete For personal use only I N V E S T O R Major capex P R E S E N T A T I O N 26 Protective Cropping Enclosures (PCEs) fully operational cycle complete – focus now on 9 new PCEs with underfloor heating & lighting optimising 12-month growing capability established returns Ne
Slide 7: B2C Strategy Delivering Results
B2C Strategy Delivering Results For personal use only Branded B2C products now >60% of revenue I N V E S T O R Revenue mix shift reducing exposure to wholesale price compression Improved gross margin capture P R E S E N T A T I O N via retail positioning Expanded national distribution footprint Stro
Slide 8: Product Expansion Driving Growth
Product Expansion Driving Growth ECS now offers a diversified range of products aligned to prescribing trends: For personal use only OzSun Value Range AVANI & AVANI Advanced AVANI AVA – Women’s Health • Sugar-free THC and balanced gummies • Continued traction in capsules and oils • Launched late in
Slide 9: Managing Through Price Compression
Managing Through Price Compression • Australian dried flower prices declined >20% over For personal use only past 12 months • Lower-tier products now priced ~30% below prior year levels I N V E S T O R • ECS mitigated impact through: • B2C margin capture • Low-cost outdoor and mixed-light production
Slide 10: Germany Expansion – Disciplined Entry
Germany Expansion – Disciplined Entry For personal use only I N V E S T O R Strategic distribution partnership with Nimbus Health • Import permit secured; export permit pending Source: Bloomberg • OzSun positioned as a value, volume-led brand P R E S E N T A T I O N Cannabis Sales in Germany 2020 to
Slide 11: International Optionality – US Review
International Optionality – US Review • Monitoring evolving US federal regulatory For personal use only environment • Reviewing strategic pathway for medicinal entry I N V E S T O R • EU-GMP accreditation and scalable production relevant • No material capital commitment at this stage ➢ ECS preserves
Slide 12: Path to Sustainable Profitability
Path to Sustainable Profitability For personal use only From investment phase to execution phase: I N V E S T O R Infrastructure expansion complete Capex intensity materially reduced Operating leverage now emerging P R E S E N T A T I O N Two positive cash flow quarters delivered Focus on: • Yield o
Slide 13: Our Vision and Strategic Priorities for H2 FY26
Our Vision and Strategic Priorities for H2 FY26 Vision Strategic Priorities H2 FY26 For personal use only I N V E S T O R To build Australia’s Expand B2C market share domestically leading diversified and Maintain and grow B2B with key Australian and export customers Execute Germany launch vertically
Slide 14: Investment Highlights – Foundations Built
Investment Highlights – Foundations Built For personal use only Positive operating cash flow established Return to profitability achieved I N V E S T O R Infrastructure complete and scalable Germany expansion underway P R E S E N T A T I O N B2C > 60% and growing Clear operating leverage emerging Lo
Slide 15: 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 P R E S E N T A T I O N 1300 833 988 Email us at info@ecs-botanics.com Investor Relations tim@nwrcommunications.com.au VISIT US Linkedin circled White Icons – Free Download SVG, PNG, GIF 15
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