Ecs Botanics Holdings Ltd · ASX:ECS
Ecs Botanics — Investor Presentation (September 2023)
19 slides from Ecs Botanics's investor presentation, Sep 18, 2023
Slide 1: ECS Botanics Holdings Ltd Investor Presentation
For personal use only I N V E S T O R I N V E S T O R P R E S E N T A T I O N ECS Botanics P R E S E N T A T I O N Holdings Ltd A large-scale organic cultivator and manufacturer of medicinal cannabis ASX : ECS SEPTEMBER 2023
Slide 2: Disclaimer
Disclaimer For personal use only “This Presentation may contain forward The actual results may differ materially including the risk factors set out in this I N V E S T O R looking statements, opinions or estimates. from anticipated results, performance Presentation. Investors should consider Any for
Slide 3: Corporate Overview and Key Metrics
Corporate Overview And Key Metrics. Market Cap Trading Revenue EBITDA For personal use only $28m(1) $15.4m (2) $1.6m(2) I N V E S T O R 191% increase vs PY 100% increase vs PY P R E S E N T A T I O N NPAT ESG $0.5m(2) Regenerative Ag 150% increase vs PY Solar Powered 43% Female Issued Capital ECS Fu
Slide 4: Our History
ECS Botanics Our History. For personal use only I N V E S T O R ✓ Established in 2018 as an ASX-listed company with a Tasmanian based Food and Wellness business ✓ Acquired Murray Meds in March 2021, licensed in 2020 P R E S E N T A T I O N ✓ Initial focus on extraction but quality of flower led to G
Slide 5: Strong Foundations
Strong Foundations. For personal use only • Executed $22m new off take I N V E S T O R agreements in Australia and Europe in FY23 • Secured 10-year license P R E S E N T A T I O N agreement for VESIsorb® creating a unique advantage for ECS oils • Expanded GMP manufacturing facility to 800m2 to accom
Slide 6: Medical Cannabis a Large and Growing Market
Medical Cannabis a Large and Growing Market. For personal use only I N V E S T O R Approximately 2.5% of Australians have already accessed medicinal cannabis P R E S E N T A T I O N Canada1 Australia2 At $100 per capita Australia would be $20b 38m $526 Mature $594m 26m $22 Establishing Legal Cannabi
Slide 7: Doctors Looking For Alternatives
Doctors Looking For Alternatives. “ One of the world’s worst public health crises ” For personal use only John Ryan Pennington Opioids and Benzodiazepines not only cause deaths but also destroy lives. Institute CEO I N V E S T O R 6 Australians lose their life to overdose everyday Extracted from Pen
Slide 8: Strong Demand Outpaces Supply
Strong Demand Outpaces Supply. For personal use only I N V E S T O R 20% of Australian flower demand is supplied by local cultivation. Amendments effective July 2023 will make overseas supply more regulated. P R E S E N T A T I O N Focus on yield and productivity before adding more Protective Croppi
Slide 9: ECS model: Profitable Operations
ECS model Profitable Operations. Competitors Financial For personal use only Performance (in A$ million) I N V E S T O R $19.6 Ideal Location $15.4 $13.8 $15.0 Leveraging the sun and soil reducing energy and fertiliser costs $0.5 P R E S E N T A T I O N Asset Lite ECS LGP Cann Althea High Return on
Slide 10: Resilient B2B Customer Base Reduces Risk
Resilient Australia | New Zealand | UK | Germany and Poland B2B Customer Base For personal use only Reduces Risk. I N V E S T O R ECS supplies some of Australia’s, New Zealand’s and UK’s largest cannabis clinic ‘own brands’ P R E S E N T A T I O N New contracts commencing this calendar year: Koyi (P
Slide 11: Creating Value Through Intellectual Property
Creating Value Through ECS Brand of For personal use only Intellectual Property. AVANI VESIsorb ® I N V E S T O R CBD Capsules Scheduled launch Q2 FY24 P R E S E N T A T I O N ® German customers value organic unirradiated flower In-house Genetics – more resilient, higher yields, unique 11
Slide 12: The VESIsorb Difference
The VESIsorb ® “ Natural products utilizing VESIsorb® sets the benchmark for delivering superior Difference. absorption and blood plasma levels. Dr. Barry Ritz Nestlé Health Science ” For personal use only I N V E S T O R Scientific evaluation of VESIsorb® as a delivery system confirms the: ✓ Concen
Slide 13: The Genetic Difference
The Genetic Difference. For personal use only I N V E S T O R ECS has in-house Equipping facility Avg Electricity expertise in Price to breed our (in U.S. cents per kWh) Cannabis genetics. own genetics. P R E S E N T A T I O N Focus is on strain development best suited to ECS environment high yields
Slide 14: The Organic Difference
NASAA Organic The Organic Certification Number Difference. 30046 For personal use only I N V E S T O R Avg Electricity Price ECS has been recently certified as an (in U.S. cents per kWh) Organic Producer P R E S E N T A T I O N There are no other certified organic growers in Australia Soil grown flo
Slide 15: Low Cost Ongoing Margin Improvement
Low Cost Ongoing Margin Improvement. For personal use only I N V E S T O R SunPharma resin Partnership with extraction will Steritech to reduce reduce extraction packaging costs. costs by 50%. P R E S E N T A T I O N R&D trial Introducing mechanical demonstrating processes and processing higher yiel
Slide 16: ESG
ESG For personal use only I N V E S T O R Regenerative, organic Location reduces farming means lower energy required for fertilizer and soil Cannabis production amendments as soil due to high daylight regenerates and intervals. P R E S E N T A T I O N captures carbon. Strong Community Solar power us
Slide 17: Forward-Looking Building on Strong Momentum
Increase Revenue Improve Productivity Forward-Looking $22m in new Heating and Lights contracts Higher yields, more Building on Strong Organic Flower consistent flower For personal use only Momentum. I N V E S T O R Clear strategy to Intellectual Property differentiate through P R E S E N T A T I O N
Slide 18: ECS Board
ECS Board. For personal use only Jeremy Michael I N V E S T O R King Nitsche Non-Executive Chairman Non-Executive Director P R E S E N T A T I O N Nan-Maree Alexander Schoerie Keach Managing Director Non- Executive Director Arthur Sun Chief Financial Officer 18 Mighty Murray
Slide 19: Contact Us
E C S B O T A N I C S H O L D I N G S L T D For personal use only Contact Us 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 VISIT US E CS - B O T A N I C S . C O M ECS BOTANICS HOLDINGS LTD 19
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