Carerx Corporation · TSX:CRRX
Carerx — Investor Presentation (May 2026)
17 slides from Carerx's investor presentation, May 29, 2026
Slide 1: Investor Presentation
Investor Presentation May 2026 TSX: CRRX
Slide 2: Cautionary Statements
Cautionary Statements Unless otherwise indicated, references in this presentation to “CareRx”, the “Company”, “we”, “our”, “us”, or similar terms refers to CareRx Corporation, together with its subsidiaries . Any information demonstrating our historical performance is intended only to reflect past p
Slide 3: Canada's leading provider of specialty pharmacy services to seniors housing communities
Canada’s leading provider of specialty pharmacy services to seniors housing communities Enhancing the health of seniors with complex medication needs with high - touch, same - day delivery of specially packaged medications 3
Slide 4: Canadian Market
Canadian Market Adults 65+ consume 1 in 5 Most seniors in Canadians long - term care take ~ 40% are aged 4 to 12 of prescription drugs & m edications daily ~ 25% 65 or older of OTC drugs Source: Statistics Canada An aging population is driving unprecedented demand for 4 medications and care services
Slide 5: Increasing Demand
Increasing Demand Currently >500,000 1,025,000 CareRx 92,000 beds congregate care beds in Canada 1 18% Canada’s over 65 population is projected to grow by 1.5 million Current market has The Ontario government has to 9.3 million ~500,000 beds 1 pledged to build over the next 5 years 58,000 new or upg
Slide 6: Company Overview
Company Overview Coast to Coast ~92,000 ~1,480 Footprint Average Beds Senior’s housing Serviced 1 communities as of March 31 , 2026 served 25 5+ Year average contract Fulfillment centres term with our largest CareRx customers Tripled Average Beds Serviced since ~92,000 $8.4M 9.0% 2020 $93.9M 2026 Q1
Slide 7: Purpose-Built Senior Care Pharmacy Model
Purpose - Built Senior Care Pharmacy Model • Comprehensive medication management for LTC residents • Tailored clinical and operational support for care teams • Streamlined delivery, packaging, and reporting designed for LTC needs • Distinct from retail pharmacy and focused exclusively on senior care
Slide 8: Service Offering Drives Stronger Customer Partnerships
Service Offering Drives Stronger Customer Partnerships Integrated Service Offering Clinical Technology Operational Expertise Leadership Excellence We offer the most comprehensive suite of pharmacy and medical supply services in Canada With integrated clinical, operational, and distribution solutions
Slide 9: Stable Contracted Economics
Stable Contracted Economics • 5+ year contract length with largest customers Government Insurance • Direct billing to government and insurance payors • Payments flow directly from government and insurance, not care homes • Inelastic demand for essential medication services • Low resident turnover su
Slide 10: Growth Strategy
Growth Strategy Organic Bed Wins • Broadening scope of products and services (e.g. Revicare , BOOMR, etc.) • Leverage scale & capabilities to provide superior pharmacy services offering • Increased focus on expansion to other congregate care settings • LTC occupancy increasing post - Covid Existing
Slide 11: Capital Priorities
Capital Priorities 1. Invest to Drive Growth • Seek organic growth and margin expansion opportunities • Accretive tuck - in and strategic acquisitions that meet our profitability criteria 2. Return Capital to Shareholders • Fund regular dividend payments • Opportunistic share repurchases where marke
Slide 12: Financial Performance
Financial Performance Revenue Adjusted EBITDA 1 Cash from Operations $38 $382 $32 $33 $31 $371 $367 $370 $30 $29 $27 $22 $263 $23 $7 2021 2022 2023 2024 2025 2021 2022 2023 2024 2025 2021 2022 2023 2024 2025 Note: All figures in millions. 1. Adjusted EBITDA is a non - IFRS financial measure. See “No
Slide 13: Focus on Profitability
Focus on Profitability Growing Adjusted EBITDA Margin 1 Growing Adjusted EBITDA/Bed 1 9.5% $100.00 9.0% $95.00 9.0% $91 $90.00 8.5% $85.00 $80.00 8.0% $72 $75.00 7.5% 7.5% $70.00 7.0% $65.00 $60.00 6.5% $55.00 6.0% $50.00 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1
Slide 14: Capitalization
Capitalization At March 31, 2026 Ownership Common Shares Non - Diluted Ownership Ticker CRRX:TSX Yorkville Asset Management 3 16,301,305 26% Shares Outstanding 62.9M Directors & Officers 6,888,429 11% Share Price 1 C$3. 75 Other 39,720,118 63% Market Cap $ 235.9M Total 62,909,852 100% Cash $14.8M De
Slide 15: The CareRx Advantage
The CareRx Advantage Differentiated Contracted Increasing Infrastructure & Strategy Recurring Revenue Demand Technology Largest pure - play 5+ year contract length Increasing senior’s National platform with pharmacy focused on with largest customers population and best - in - class long - term care
Slide 16: Experienced Leadership Team
Experienced Leadership Team Puneet Khanna Alpinder Grewal President & Chief Executive Officer Chief Operating Officer Former Chief Commercial Officer, COO and SVP, Corporate Development of CareRx; Joined CareRx in 2014 and has held various roles with increasing responsibility former CEO of MED e - c
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