Ecs Botanics Holdings Ltd · ASX:ECS
Ecs Botanics — Investor Presentation (May 2026)
18 slides from Ecs Botanics's investor presentation, May 4, 2026
Slide 1: ECS Botanics Holdings Ltd Q3 FY26 Investor Update
For personal use only ECS Botanics Holdings Ltd Australia’s leading organic medicinal cannabis company Q3 FY26 INVESTOR UPDATE ASX : ECS INVESTOR PRESENTATION MAY 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, pharmaceutical manufacturing and branded product distribution. For personal use only Pharmaceutical-Grade Certified Organic & Differentiated Manufacturing (EU
Slide 4: Q3 FY26 Highlights – Continued Execution
Q3 FY26 Highlights – Continued Execution For personal use only Third consecutive Germany entry B2C revenue $3.4m I N V E S T O R quarter of positive progressing, first (~71% of total), operating cash flow commercial +55% YoY (+$118k) shipments imminent P R E S E N T A T I O N Revenue broadly Continu
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 1,596m Performance Rights 27.5m Options exp 15 Jun 2028 843.8m Options exp 31 Dec 2029 20m Three consecutive B2C ~71% of total Market cap (Fully diluted @ 0.5 cents) $12.4m quarter
Slide 6: Financial Performance
Financial Performance For personal use only I N V E S T O R Inflection Delivered in H1 Q3 Reinforces Trajectory • H1 revenue: $11.3m (+16.5% YoY) • Revenue stable despite shifting market • EBITDA: $0.8m (material improvement YoY) • Continued improvement in P R E S E N T A T I O N operating cash flow
Slide 7: Cash Flow Turnaround – Now Structural
Cash Flow Turnaround – Now Structural For personal use only I N V E S T O R Receipts and Net Operating Cashflow Operating Cash Flow What’s Driving It ($'000s) $6,000 $400 • Three consecutive • Strong growth in branded B2C sales $200 $5,000 quarters of positive $0 operating cash flow • Improved margi
Slide 8: Operational Platform Complete – Driving Returns
Operational Platform Complete – Driving Returns For personal use only I N V E S T O R Major capex cycle complete – P R E S E N T A T I O N 26 Protective Cropping Enclosures (PCEs) fully operational focus now on yield optimisation 9 new PCEs with underfloor heating and lighting and return on 12-month
Slide 9: B2C Strategy Delivering Results
B2C Strategy Delivering Results Avani Advanced (VESIsorb) Sales per For personal use only Branded B2C products now ECS Branded B2C sales in $M ~71% of revenue 3.7 Month (units) $4.0 I N V E S T O R 3.4 1000 $3.5 3.1 2.7 800 +55% YoY growth in B2C sales $3.0 $2.5 2.1 600 $2.0 1.6 400 Continued market
Slide 10: Product Expansion Driving Growth
Product Expansion Driving Growth ECS now offers a diversified portfolio across price tiers and formats: For personal use only OzSun Value Range AVANI & AVANI Advanced AVANI AVA – Women’s Health • Expansion of value-focused products • Continued traction in capsules and oils • Launch in May 2026 II N
Slide 11: Market Conditions – Structural Reset Underway
Market Conditions – Structural Reset Underway • Medicinal cannabis industry volumes declined ~30% For personal use only (H2 2025) • Driven by regulatory enforcement targeting high- volume prescribers I N V E S T O R • Industry Impact: • Short-term reduction in overall volumes • Improved focus on com
Slide 12: Gaining Share in a Contracting Market
Gaining Share in a Contracting Market For personal use only • Industry volumes declining materially Medicinal cannabis units sold in Australia vs ECS B2C growth I N V E S T O R 4000000 8 • ECS B2C sales continuing to grow strongly 3500000 7 • Revenue stability indicates market share gains 3000000 6
Slide 13: 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 • Initial OzSun batches cleared regulatory testing Source: Bloomberg • First commercial shipments expected Q4 FY26 P R E S E N T A T I O N Cannabis Sales in Germany 2020
Slide 14: International Growth Opportunity
International Growth Opportunity New Zealand – Expanding Product Formats For personal use only • First commercial oil shipment is imminent • Partnership with NUBU Pharmaceuticals I N V E S T O R • Balanced THC:CBD formulation Strategic Importance • Expands ECS into oils and GMP manufacturing P R E S
Slide 15: 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 emerging P R E S E N T A T I O N Three positive cash flow quarters delivered Focus on: • Yield opt
Slide 16: Our Vision and Strategic Priorities for H2 FY26
Our Vision and Strategic Priorities for H2 FY26 Vision Strategic Priorities H2 FY26 and Beyond For personal use only Expand B2C market share domestically I N V E S T O R To build Australia’s leading diversified and Scale Germany entry and European presence Grow export revenue (NZ oils, EU flower) ve
Slide 17: Investment Highlights – Execution Underway
Investment Highlights – Execution Underway For personal use only Positive operating cash flow established (3 quarters) Market share gains I N V E S T O R Infrastructure complete – operating leverage emerging International expansion underway (Germany, NZ) P R E S E N T A T I O N B2C ~71% and growing
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 Investor Relations tim@nwrcommunications.com.au VISIT US 18
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