Rubicon Organics, Inc. · TSXV:ROMJ
Rubicon Organics — Investor Presentation (August 2025)
19 slides from Rubicon Organics's investor presentation, August 2025
Slide 1: Canada's Leading House of Premium Brands
CANADA’S LEADING HOUSE OF PREMIUM BRANDS 2025 COMPANY PRESENTATION TSXV: ROMJ August 2025 OTCQX: ROMJF
Slide 2: Disclaimer
DISCLAIMER This presentation is not, and under no circumstances is to be construed as, Organics assumes no obligation to update any forward-looking statement, The production, packaging, labelling, handling, distribution, importation, a prospectus, or advertisement or a public offering of securities
Slide 3: Our Vision and Mission
OUR VISION To be the most trusted house of premium cannabis brands — creating elevated experiences for people everywhere. OUR MISSION We build brands people believe in by delivering elevated experiences in all we do. Through uncompromising quality, purposeful innovation, and trusted partnerships, we
Slide 4: Who Is Rubicon?
WHO IS RUBICON? #1 premium1 licensed producer in Canada Portfolio of premium brands Products in key categories designed for premium cannabis consumers Two facilities2 located in British Columbia Production capacity: 15,500 kgs premium flower Experienced management and board of directors
Slide 5: Driving Growth as Canada's Leading House of Premium Brands
WE ARE DRIVING GROWTH AS CANADA’S LEADING HOUSE OF PREMIUM BRANDS STRONG BALANCE SHEET POSITIONED FOR GROWTH PROFITABILITY AND LIQUIDITY Strong growth nationally in the past 3 years of AEBITDA (2022, 2023 and Positive working capital, 3 years’ 12 months across key categories and 2024) positive from
Slide 6: Leadership Team and Independent Directors
LEADERSHIP TEAM INDEPENDENT DIRECTORS Margaret Brodie, CPA, CA Melanie Ramsey Len Boggio John Pigottt Chief Executive Officer & Director Chief Operating Officer Chair Director 20+ years in finance 25+ years in brand development & 40+ years as auditor, advisor, and 35+ years in food and beverage Over
Slide 7: Q2 2025 Highlights
Q2 2025 HIGHLIGHTS #1 PREMIUM LP 1 6.0% 24% Premium Market Net Revenue Share1 Growth Q2 2025 over Q2 2024 26.2% $15.0 million #2 Premium Edibles Market Net Revenue Q2 Resin Vape in Sales3 Share2 2025 28.3% $4.5 million Topical Market Share2 Private Placement 1: Hifyre data for premium products for O
Slide 8: Key Growth Drivers
KEY GROWTH DRIVERS Rubicon (+30% YOY1) is outpacing the Canadian industry growth overall (+0.2% YOY2) Net Revenue and Gross Profit for the Trailing-12 months ended: Incremental biomass capacity secured through $55.1 M planned Hope acquisition (40% increased capacity) $52.2 M and multiple, long-t
Slide 9: Rubicon Organics Unique Positioning
RUBICON ORGANICS UNIQUE POSITIONING OTHER PREMIUM: CRAFT PREMIUM LARGE CANADIAN PUBLIC & PRIVATE COMPANIES OPERATORS CANNABIS COMPANIES CERTIFIED ORGANIC CULTIVATION IN-HOUSE SCALED CULTIVATION NATIONAL ROUTE TO INCONSISTENT MARKET PREMIUM BRANDS P9
Slide 10: Capturing Market Share Through a Focus on High Quality
CAPTURING MARKET SHARE THROUGH A FOCUS ON HIGH QUALITY 11 KIND AWARDS Market Share ($) Q2 2025 Q2 2024 Change #1 PREMIUM WON IN 2024 PRODUCER1 Flower & Pre-Rolls 1.9% 1.9% 0% Edibles 3.2% 2.9% +0.3% 2 OF TOP 5 CANADA’S #1 FAVOURITE PREMIUM BUDTENDER Resin Vapes 15.1% 0% New BRANDS2 EDIBLE4 Concentra
Slide 11: Canada's Leading House of Premium Brands
CANADA’S LEADING HOUSE OF PREMIUM BRANDS HOMESTEAD CANNABIS SIMPLY BARE ORGANIC 1964 SUPPLY CO WILDFLOWER SUPPLY Simply Bare is crafted to respect the land it 1964, is all about delivering genuine, Wildflower mission is to connect people Homestead delivers uncomplicated, was grown in. Always certifi
Slide 12: Leader in Premium Across All Categories
LEADER IN PREMIUM ACROSS ALL CATEGORIES FLOWER PRE-ROLL INFUSED PRE-ROLL EDIBLES CAPSULES CONCENTRATES SUPER PREMIUM TOPICALS CAPSULES OIL EDIBLES SUPER PREMIUM FLOWER PRE-ROLL INFUSED PRE-ROLL EDIBLES VAPES CONCENTRATES PREMIUM FLOWER PRE-ROLL CONCENTRATES MAINSTREAM EDIBLES P 12
Slide 13: Q2 2025 Selected Financial Information
Q2 2025 SELECTED FINANCIAL INFORMATION FOR THE THREE MONTHS ENDING Numbers are in millions with exception of gross margin which is displayed as a percentage Q2 2025 Q2 2024 Movement Total Revenue $19.2 $15.9 +$3.3 Net Revenue $15.0 $12.1 +$2.9 GP Before FV Adjustments $5.1 $3.7 +$1.4 Gross Mar
Slide 14: Canadian Market Past, Present & Future
CANADIAN MARKET PAST, PRESENT & FUTURE LEGALIZATION (2018 TO 2024) CURRENT STATE 2-5 YEARS CANNABIS • POOR • STABILIZATION • IMPROVED QUALITY PRODUCT • PROVINCIAL BOARDS • CPG PORTFOLIO • SCATTERED APPROACH MANAGEMENT TIGHTENING OFFERINGS PORTFOLIOS PROVINCIAL • LIST PRODUCTS OFFERED • LIST PRODUCTS
Slide 15: The Expectations Curve for Canadian Cannabis Industry
THE EXPECTATIONS CURVE FOR CANADIAN CANNABIS INDUSTRY The expectations curve INTERNATIONAL EXPORT is projected to be sharper DRIVES INCREMENTAL VOLUME FOR CANADA than forecasted, due to the following factors: • Increase in exports EXPECTATIONS • Wholesale price increase 2025-2027 U.S. M AR K E T • S
Slide 16: Legal Cannabis Market in Canada Estimated to Reach CAD $7.4B by 2030
LEGAL CANNABIS MARKET IN CANADA ESTIMATED TO REACH CAD $7.4B BY 2030 • Rubicon’s growth is outpacing the Canadian $10 industry RECREATIONAL CANNABIS SALES ($BN) $90 $80 $7.4 $6.6 $7.0 • Increased capacity with $70 $6.3 $5.6 $5.9 planned Hope acquisition; $60 $5.2 $5.2 supports continued strong $50 $
Slide 17: Market Information
MARKET INFORMATION 42.5% 67.2M AMOUNT HELD BY MANAGEMENT AND INSIDERS Shares AS OF AUGUST 15, 2025 # OF SHARES % Outstanding Management & Insiders 28,333,362 42.5% Public Float 38,842,409 57.5% Total Outstanding 67,175,771 100% OPTIONS EXERCISE RESEARCH Options 2,047,200 EXPIRING OUTSTANDING PRICE (
Slide 18: Consistently Bringing World Class Genetics to Premium Consumers
CONSISTENTLY BRINGING WORLD CLASS GENETICS TO PREMIUM CONSUMERS Q4 2024 Q1 2025 Q2 2025 UPCOMING LAUNCHES Photos coming soon FIRE PINEAPPLE PINK GRAPE CREAM LEMON LOOPZ SUNSET LUV AFFAIR BLACK ZOAP OG SOUR DRIP CAKE RUNTZ TEA TIME #7 Q3 2024 Q4 2024 Q1 2025 Q3 2025 LA KUSH SOUR LEMON CAKE TANGIE DIE
Slide 19: Contact Us
CONTACT US Investor Relations www.rubiconorganics.com ir@rubiconorganics.com +1-437-929-1964 Rubicon Organics Inc. 505 – 744 W. Hastings Street Vancouver, BC V6C 1A5 23 P 19
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