Rua Bioscience Ltd. · NZX:RUA
Rua Bioscience — Shareholder Meeting (October 2026)
41 slides from Rua Bioscience's shareholder meeting presentation, Oct 20, 2026
Slide 1: Hui a Tau Annual Shareholders Meeting
Hui a Tau Annual Shareholders Meeting 20 October 2026
Slide 2: Disclaimer and important notice
Disclaimer and important notice Rua Bioscience Limited (Rua) is a New Zealand pharmaceutical company aiming to be a leading distributor of cannabinoid derived medicines. This presentation and the information contained in or accompanying this presentation are not, and are under no circumstances to be
Slide 3: How to Participate in Virtual/Hybrid Meetings and Ask a Question
How to Participate in Virtual/ Hybrid Meetings and Ask a Question Shareholder & Proxyholder Q & A Participation Online Questions If you have a question to submit during the live meeting, please select the Q & A tab on the right half of your screen at anytime. Type your question into the field and pr
Slide 4: How to Participate in Virtual/Hybrid Meetings and Vote
How to Participate in Virtual/ Hybrid Meetings and Vote Shareholder & Proxyholder Voting • Once the voting has been opened, the resolutions and voting options will allow voting. • To vote, simply click on the Vote tab, and select your voting direction from the options shown on the screen. • Your vot
Slide 5: Board of Directors
Board of Directors Te Poari Ringatohu Anna Stove Panapa Ehau Teresa Ciprian Tony Barclay Chair Executive Director, Co- Non-Executive Director Non-Executive Director Founder More than 25 years’ global Co-founder of a number of Global expertise in innovation, Over 30 years’ experience in executive and
Slide 6: Agenda
Agenda Rarangi take 01 Company overview and Chair’s address Ordinary resolutions 02 Chief Executive’s presentation 1 Auditor’s remuneration 2 Re-election of Anna Stove as Director 03 Annual Results presentation 3 Re-election of Panapa Ehau as Director 04 Shareholder questions 4 Re-election of Antony
Slide 7: Company overview and Chair's address
01 Company overview and Chair’s address Te tirohanga whanui o te kamupene me te korero a te Heamana
Slide 8: Rua's differentiated, capital-light model
Rua’s differentiated, capital-light model Built around unique genetics, market access and trusted partners Rua’s point of difference Trusted cultivation and manufacturing partners provide scalable capacity close to market, at lower per-unit cost and without the high capital costs of GMP infrastructu
Slide 9: FY26 Key Achievements summary
FY26 Key Achievements summary Financial results and progress across our markets Commercial momentum Cost control Shareholder support $2.9m $3.1m $2.3m Total revenue +53% Operating loss ↓7% Equity raised Commercial milestones Canada First live cannabis clone export — the first known Customer revenue
Slide 10: UK agreement: a significant commercial milestone
UK agreement: a significant commercial milestone A major step forward for Rua’s export-led strategy LARGEST EXPORT AGREEMENT TO DATE A significant route to market Access to an established UK clinic and distribution channel. $10m+ Evidence of the strategy’s potential EXPECTED REVENUE A major export o
Slide 11: Approximately $1m raised from recent rights issue
Approximately $1mill raised from recent rights issue Working capital is the immediate constraint — not infrastructure • Funds inventory and working capital ahead of sales, particularly to fulfil the UK agreement. • Supports demand in Australia and Aotearoa, New Zealand- alongside opportunities in Ca
Slide 12: Chief Executive Officer's presentation
02 Chief Executive Officer’s presentation Te whakatakotoranga o te Kaiwhakahaere Matua
Slide 13: FY26: An overview
FY26: An overview Tirohanga whanui $2.9m Total Revenue $2.9m 71% 6 $1.9m Revenue growth Markets $0.3m FY24 FY25 FY26
Slide 14: Global progress
Global progress Kokiri ki te ao Aotearoa New Grew market share; five new product approvals Zealand Australia Almost doubled revenue through key clinic chains Largest export agreement to date, signed July United Kingdom 2026 Expanded product range at a time of market Germany change Canada First expor
Slide 15: Aotearoa, New Zealand is our home market
Aotearoa, New Zealand is our home market • Revenue almost tripled to $1.30m (FY25: $0.44m), with increased market share. • New products introduced, including a medical vaporising device. • Five further products approved by the regulator in July 2026. Sales revenue $1.30m $0.44m FY25 FY26
Slide 16: Australia is the second largest market
Australia is the second largest market • Revenue almost doubled to $1.03m (FY25: $585k), with margin also almost doubling. • World’s second largest medicinal cannabis market, estimated at $1.4b. • Grew market share through strong clinic chain relationships, despite the regulator’s review. Sales reve
Slide 17: Germany is the largest market
Germany is the largest market • World’s largest market, estimated at $2b; a government review and oversupply made FY26 challenging. • Expanded our range with NZ grown genetics; progressing talks with large clinic chains. • Delivered cost reduced by close to 50%. Estimated market size $2.0b $1.4b $0.
Slide 18: United Kingdom is the fastest growing market
United Kingdom is the fastest growing market • Fastest growing market: prescriptions doubled in the past year; estimated at $400m. • July 2026: sales and distribution agreement signed with a leading UK clinic chain. • Working with NZ cultivators to bring Rua’s genetics to the UK. ~$10m Expected sale
Slide 19: Czechia: We are one of the early entrants
Czechia: We are one of the early entrants • April 2025 reform allowed GPs to prescribe medicinal cannabis. • First product launched through distribution partner Motagon. • Early-stage market (~$10m); modest revenue expected to build through FY27. Sept 2025 First product launched
Slide 20: Canada: A first foothold for Rua genetics
Canada: A first foothold for Rua genetics • April 2026: first known legal export of live cannabis genetics from New Zealand. • Four varieties shipped as clones to Apollo Green in Ontario, establishing a genetic bank. • Creates further options for distribution and revenue. $5–6b Estimated annual adul
Slide 21: Compassionate Access Programme supports 52 patients per month
We continue to support 52 patients per month through our Compassionate Access Programme 52 patients supported each month
Slide 22: Our Scholarship Programme is inspiring rangatahi
Our Scholarship Programme is inspiring rangatahi In FY26 we awarded 14 scholarships to local rangatahi 14 67 Scholarships in FY26 Recipients since 2020 8 3 School trips funded Internships
Slide 23: Rua's FY26 GHG report
Rua’s FY26 GHG report Te ripoata GHG o Rua mo FY26 Scope 1 and 2 emissions (tCO2-e) Scope 1 and 2 emissions 19% ↓ reduced by 19% (FY25: 39, FY26: 32 tCO2-e) 51 41 39 Scope 1 emissions reduced 32 14% ↓ by 14%, with a smaller vehicle fleet Scope 2 emissions reduced 22% ↓ by 22%, as NZ’s grid emissions
Slide 24: The next generation of Rua products
The next generation of Rua products INITIAL PHASE RESEARCH PROGRAMME RESEARCH PROGRAMME RESEARCH PROGRAMME MDMA distribution Tū Wairua Wairuakōhu Cytisine from PharmAla agreement: Rua Psilocybin-containing Radula liverwort, native to kōwhai imports, distributes and sells mushrooms for Aotearoa, prod
Slide 25: Our plans for FY27 are to continue growing sales
Our plans for FY27 are to continue growing sales UK DIS T RIBUT I O N A G RE E ME N T N E W PRO DUCT S N E W MA RK E T S ~$10m over two Five new approvals Canada years in Aotearoa NZ
Slide 26: FY26 financial commentary
03 FY26 financial commentary Nga korero mo nga putea
Slide 27: Profit & loss
Profit & loss Nga korero mo nga putea Rua’s annual financial results for the year ended 30 June 2026. $2.6m $2.9m -$3.4m Revenue from customers Total revenue and other income Loss before tax Strong revenue growth
Slide 28: Balance sheet
Balance sheet Nga korero mo nga putea Rua’s annual financial results for the year ended 30 June 2026. $534k $7.17m $2.92m $4.25m Cash and investments Total assets Total liabilities Net assets Rua requires further capital
Slide 29: Cashflow
Cashflow Nga korero mo nga putea Rua’s annual financial results for the year ended 30 June 2026. $2.96m $0.01m $3.24m Net cash outflow from operating Net cash inflow from investing Net cash inflow from financing activities activities activities Investing in growth
Slide 30: Operating loss is narrowing
Operating loss is narrowing Nga korero mo nga putea Operating loss before net financing costs FY25 FY26 $3.30m $3.07m Operating loss Operating loss
Slide 31: Sales revenue is growing
Sales revenue is growing Nga korero mo nga putea Annual revenue from customers $2.58m $1.51m $0.09m FY24 FY25 FY26
Slide 32: Shareholder questions
04 Shareholder questions Nga patai a nga kaipupuri hea
Slide 33: Ordinary resolutions
05 Ordinary resolutions Whakataunga noa
Slide 34: Resolution One
Resolution One That the Board be authorised to fix the auditor’s remuneration.
Slide 35: Resolution Two
Resolution Two That Anna Stove be re-elected as a Director of Rua
Slide 36: Resolution Three
Resolution Three That Panapa Ehau be re- elected as a Director of Rua
Slide 37: Resolution Four
Resolution Four That Antony Barclay be re- elected as a Director of Rua
Slide 38: Resolution Five
Resolution Five That Qi (Keith) Zhou be elected as a Director of Rua • Nominated within the Director Nomination Period • Would not be an Independent Director if elected • The Board supports his election
Slide 39: Resolution Six
Resolution Six That the Directors are authorised to issue New Shares if required • Up to 69,635,032 shares • At a price of not less than $0.03 per share • At any time during the 12 months following approval
Slide 40: General business
06 General business Nga take hakirikiri
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