Elixinol Wellness Ltd · ASX:EXL
Elixinol Wellness — Investor Presentation (August 2026)
18 slides from Elixinol Wellness's investor presentation, Aug 7, 2026
Slide 1: Building the future of everyday wellness
ELIXINOL WELLNESS. (EXL) Building the future of everyday wellness A strong foundation. A clear market position. A growing pipeline. Coffee Microcaps Investor Presentation | 7 August 2026
Slide 2: The investment case is becoming simpler
INVESTOR PRESENTATION The investment case is becoming simpler The heavy lifting is largely behind us. The next phase is about building off that stable base into growth. $4.3m 45% -23% 3 Quarters gross margin operating expenses positive underlying record Q2 FY26 revenue vs 38% pcp vs pcp operating ca
Slide 3: The business changed substantially over the past three years
INVESTOR PRESENTATION The business changed substantially over the past three years That transformation accelerated in the last 12 months EXL has moved from a legacy US Cannabis (CBD) story to an Australian health and wellness platform. 01 02 03 04 AUSTRALIAN PLATFORM US CBD SCALE CATEGORY CONTRACTS
Slide 4: We Committed to a Reset. We Delivered the Transformation.
INVESTOR PRESENTATION We Committed to a Reset. We Delivered the Transformation. Clear commitments delivered, creating a stronger base for the next phase of growth. ✓ Stabilise the business ✓ Improve unit economics Capital management and liquidity reset completed. Gross margin reached 45%, up 3 perce
Slide 5: Record revenue with gross margin expanding to 45%
INVESTOR PRESENTATION Record revenue with gross margin expanding to 45% $4.3m record Q2 FY26 revenue 45% gross margin, up from 38% pcp Source: Elixinol Wellness Q2 FY26 Quarterly Activity Report and Appendix 4C, 28 July 2026. ELIXINOL WELLNESS | ASX: EXL 04
Slide 6: A leaner cost base is translating into cash discipline
INVESTOR PRESENTATION A leaner cost base is translating into cash discipline Operating expenses -23% Employee costs -23% 3 consecutive quarters Distribution -25% positive underlying Marketing -32% operating cash flow Admin + corporate -15% Q2 FY26 underlying operating cash flow +$0.05m Reported Q2 c
Slide 7: A Wellness Platform with Four brands, each with a clear purpose
INVESTOR PRESENTATION A Wellness Platform with Four brands, each with a clear purpose THE HEALTHY CHEF MT ELEPHANT HEMP FOODS AUSTRALIA B2B INGREDIENTS Women’s strength, vitality Better-for-you indulgence Plant-based nutrition and Nature-led innovation, and healthy ageing and family wellness ingredi
Slide 8: Australia's largest hemp foods company
B2B INGREDIENTS Australia’s largest hemp foods company A vertically integrated platform connecting contracted supply, Australian processing and established retail relationships. 2 major grocery retailers supplied under contracted arrangements with partners 2027 existing supply contracts extend to 20
Slide 9: The Healthy Chef is emerging as a core growth engine
INVESTOR PRESENTATION The Healthy Chef is emerging as a core growth engine $1.15m 27% Q2 FY26 revenue of Group revenue +20% +26% revenue increase vs pcp revenue increase vs Q1 FY26 Premium ecommerce base + pharmacy scale + functional nutrition innovation ELIXINOL WELLNESS | ASX: EXL 08
Slide 10: Priceline puts The Healthy Chef in front of a national audience
CHANNEL EXPANSION Priceline puts The Healthy Chef in front of a national audience ~410 STORES Stage 1 rollout Accessible entry 01 DISCOVERY Pharmacy visibility → 02 TRIAL → 03 REPEAT Retail + ecommerce formats ELIXINOL WELLNESS | ASX: EXL 09
Slide 11: A large part of the wellness market is shifting toward healthy ageing
INVESTOR PRESENTATION A large part of the wellness market is shifting toward healthy ageing US$6.8tn UP TO global wellness economy in 2024 Projected to reach 60% consider healthy ageing US$9.8tn a top or very important priority by 2029 The opportunity sits where everyday nutrition meets strength, me
Slide 12: GLP-1 awareness is creating a much wider "curious" market
INVESTOR PRESENTATION GLP-1 awareness is creating a much wider “curious” market GLOBAL WELLNESS CONSUMERS Cleaner food, energy, strength and healthy ageing GLP-1 CURIOUS Everyday support for metabolism, satiety and protein intake PEPTIDE CURIOUS Interested in targeted nutrition without pharmaceutica
Slide 13: The portfolio already has a credible entry point
INNOVATION PLATFORM The portfolio already has a credible entry point 01 02 03 PROTEIN WATERS → METABOLIC BURN → NUTRITIONAL PEPTIDES Sleep, muscle and expanded Lighter, convenient protein Everyday metabolic support weight management NOW Existing products establish demand and permission. The pipeline
Slide 14: EXL growth comes from four practical engines
INVESTOR PRESENTATION EXL growth comes from four practical engines 01 PRODUCT INNOVATION 02 CHANNEL EXPANSION Build around protein, healthy ageing, convenience Scale through ecommerce, grocery, pharmacy, and better-for-you indulgence. health food and B2B. 03 OPERATING DISCIPLINE 04 SELECTIVE ACQUISI
Slide 15: The next 6-12 months offer multiple proof points on execution
INVESTOR PRESENTATION The next 6-12 months offer multiple proof points on execution RETAIL Priceline rollout and broader pharmacy awareness GROCERY Mt Elephant national expansion and new formats INNOVATION Functional nutrition and nutritional or bioactive peptide pipeline PORTFOLIO Continued mix imp
Slide 16: Re-rating upside as market prices in revenue and earnings growth potential
INVESTOR PRESENTATION Re-rating upside as market prices in revenue and earnings growth potential EXL’s current valuation provides a low starting point as the Group moves from reset to growth. A$15.7m A$6.7m 0.18× A$2.9m L12M revenue L12M gross profit market cap / revenue market capitalisation Based
Slide 17: A stronger foundation. A clearer position. A growing pipeline.
ELIXINOL WELLNESS | ASX: EXL A stronger foundation. A clearer position. A growing pipeline. We are building a scalable wellness platform in categories supported by long-term consumer demand. LIVE WELL LIVE STRONG AGE BETTER investorhub.elixinolwellness.com
Slide 18: 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
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