Elixinol Wellness Ltd · ASX:EXL
Elixinol Wellness — Q4 FY25 Earnings Presentation
23 slides from Elixinol Wellness's earnings presentation, Feb 12, 2026
Slide 1: Q4 FY25 EXL Results & Outlook
1 Q4 FY25 EXL RESULTS & OUTLOOK INVESTOR PRESENTATION February 2026
Slide 2: Chair Elixinol Wellness – Gavin Evans
Chair Elixinol Wellness– Gavin Evans (appointed December 2025) • Experienced Founder in healthy food sector: Founder of Openway Food Co and proven architect of vertically integrated, category-leading business models • Strong industry relationships across the supply chain, retail, distribution and in
Slide 3: New Executive Management Team
New Executive management team with broad industry experience CEO and CFO recently appointed Natalie Butler Gavin Evans Pauline Gately Executive Director & CEO Non-exec Chair Non-exec Director International business leader with Accomplished Non-Executive Director with 25 years industry experience, 20
Slide 4: Elixinol's Vision for a Healthy Food Roll-up
Elixinol has a bold, ambitious vision for a healthy food roll-up... To build a portfolio of premium- branded health food assets, with Australian manufacturing capabilities and global growth potential. 4 4
Slide 5: Australia Wellness Market
Australia is a large & high-growth wellness market 2024 Value 2030/2033 Forecast Growth/Position Aust Wellness Market1 AUD 160B AUD 307B by 2033 ~7% CAGR Functional Foods AUD 10.5B AUD 16.5B by 2033 ~5% CAGR Dietary Supplements AUD 5.4B AUD 10.4B by 2033 ~8% CAGR Per Capita Health Spend ~AUD 7,402/y
Slide 6: Elixinol Wellness Overview
ELIXINOL WELLNESS (ASX:EXL) OVERVIEW
Slide 7: A Sustainable Nutrition & Wellness Company
Elixinol Wellness: A Sustainable Nutrition & Wellness Company Elixinol Wellness operates a vertically integrated business in Australia and the USA producing, manufacturing and distributing a range of complementary products across key verticals including nutrition, wellness and superfood ingredients.
Slide 8: Diversified Health and Nutrition Platform
Elixinol Wellness is a diversified health and nutrition platform built for longevity and everyday wellness Nutrition Supplements Superfoods Hemp Foods Australia The Healthy Chef Australian Primary Hemp Mt Elephant Elixinol USA The Super Food Co Soul Seeds 8
Slide 9: Branding Supporting New Product Introductions
Key branding supporting existing and new product introductions Wholefood Baking Mixes CBD Healthy Savoury Snacking Supplements 9 9
Slide 10: Diversified Distribution Channels
Diversified distribution channels to both B2B and B2C Retail partners, direct to consumer through e-commerce and white label products Healthy Savoury Snacking 10 10 10 10
Slide 11: Q4 FY25 Financial Results
ELIXINOL WELLNESS (ASX:EXL) Q4 FY25 FINANCIAL RESULTS
Slide 12: Q4 FY25 Key Highlights
Q4 FY25 Key Highlights Revenue ✓ Q4 FY25 revenue of $4.1 million, up 9.5% QoQ, reflecting a seasonally strong quarter growth, lower ✓ Revenue for FY25 increased compared to FY24 operating ✓ Diversified revenues through e-commerce sales of Healthy Chef, at higher margins cost base & due to product in
Slide 13: Strategic Focus on Higher-Margin Revenue
Strategic focus on higher-margin revenue Revenue Mix FY-25 Revenue Mix FY-24 • Q4 is a seasonally strong quarter E-commerce 21.2% • Q4 revenue of $4.1m, up 9.5% QoQ E-commerce Retail 47.8% 38.4% • FY25 revenue of $15.5m, up 3.6% YoY Retail 54.6% 24.1% • Improved gross margins through deliberate 13.8
Slide 14: Structural Reduction in Cost Base
Structural reduction in cost base and clear path to profitability Revenue by Quarter ($M) • Decrease in operating cost base by approx. 5.0 30% in Q4 FY25 v Q4 FY24 4.0 3.0 • Cost reduction initiatives were accelerated in 2.0 Q3 FY25 across staffing, marketing & 1.0 corporate overheads 0.0 Q1-25 Q2-2
Slide 15: FY26 Strategic Outlook
ELIXINOL WELLNESS (ASX:EXL) FY26 STRATEGIC OUTLOOK
Slide 16: Quantified Tailwinds Supporting Wellness Spend
Quantified tailwinds supporting health & wellness spend Longevity is reshaping Food-First Wellness is Diversified Product food & nutrition spend embedded in daily life Portfolio Improves Resilience • 70–80% of consumers • Functional foods • Grocery-led wellness rate wellness as high priority growing
Slide 17: Executing Against the Wellness Megatrends
EXL is executing against the Wellness Megatrends Accelerate DTC Where Category Leadership Everyday Nutrition Is Growth and Margin Are Compounds as Hemp Where Wellness Scales Highest Grows • DTC delivers faster growth, • Retail wellness categories • Hemp demand grows deeper data and higher remain ear
Slide 18: Metabolic Burn: Capturing the GLP-1 Curious Consumer
Metabolic Burn: Capturing the GLP-1 Curious Consumer Interest far exceeds usage 400–500k Australians use GLP-1s today, but interest is much larger. Global data shows 2–3x more consumers are interested, limited by cost, access, and long-term concerns. A large pre-GLP-1 market ~9 million Australians a
Slide 19: Protein Waters: Leading Growth in the Protein Category
Protein Waters: Leading Growth in the Protein Category A fast-growing market with a clear winner Australia’s protein supplements market is tracking to ~$1.1B by 2034. Protein water is the growth leader at 8.3% CAGR, ahead of traditional powders. Right format, right consumer, right time Consumers wan
Slide 20: Building a Stronger Brand in a SKU Rationalised Retail Environment
Building a Stronger Brand in a SKU Rationalised Retail Environment In partnership with Innovation validated by Coles World-first sustainable formats and cross- category collaborations are launching with Coles, demonstrating retailer confidence in Mt. Elephant’s ability to drive growth. Brand refresh
Slide 21: FY26 Outlook
FY26 Outlook EXL is now operating from a stronger, Operational Cost Growth Strategic more efficient cost Momentum Efficiency Foundation Opportunities base, ready to • Improve • Maintain a • Building a • Pursue value- capture growth performance structurally platform for accretive M&A off a right- low
Slide 22: Important Notice & Disclaimer
Important Notice & Disclaimer The following material is for general information purposes only and should not be relied on for the making of any investment decision. Any investment in Elixinol Wellness Limited ACN 621 479 794 (Elixinol Wellness) is subject to a number of investment risks including th
Slide 23: Q&A
Q&A Elixinol Wellness Limited (ASX:EXL) Gavin Evans, Non-executive Chair Gavin.evans@elixinolwellness.com Katie Mackenzie, Investor Relations kmackenzie@belleviewir.com.au Suite 2, Level 11, 385 Bourke St, Melbourne VIC 3000 info@elixinolwellness.com www.elixinolwellness.com | @EXLWellness