Ecs Botanics Holdings Ltd · ASX:ECS
Ecs Botanics — Q4 FY25 Earnings Presentation
13 slides from Ecs Botanics's earnings presentation, Aug 7, 2025
Slide 1: Corporate Presentation: ECS Botanics Holdings Ltd
For personal use only C O R P O R A T E P R E S E N T A T I O N ECS Botanics Holdings Ltd A leading organic cultivator and manufacturer of medicinal cannabis Q4 FY25 Webinar ASX : ECS 07 August 2025
Slide 2: FY25 Final Quarter Investor Update
FY25 Final Quarter Investor Update For personal use only 1. Sales Strategy I N V E S T O R 2. Sales Trends 3. Brand Strategy P R E S E N T A T I O N 4. Product Positioning 5. Wages and Salaries 6. Cash Flow 7. Other Initiatives 8. Related Entities 9. Strategic Roadmap 2 Bling Blaow
Slide 3: Sales History and Strategy
Sales History and Strategy Market Shift B2B and B2C and Total Sales since start up For personal use only • In late FY24, the Australian medicinal cannabis market dynamics changed significantly • Several B2B customers began sourcing some of their products I N V E S T O R directly from international s
Slide 4: ECS Sales Trends
ECS Sales Trends B2B Australia in Millions B2C launch: Enabled ECS to recapture share and margin 4 including building a value brand and an oils and capsules 3.5 product line For personal use only 3 Growth in exports: As GMP manufacturer exports provided an 2.5 alternative to crowded and relatively p
Slide 5: Why brands matter
Why brands matter Product Mix (millions) Product Mix (millions) Retention Flower almost 70% Flower almost 70% ofof sales sales • ECS manufactured white-label oils for a major customer for 25.0 25.0 over two years. When that customer switched to importing 20.0 For personal use only oils, there was no
Slide 6: ECS Product Positioning
ECS Product Positioning For personal use only I N V E S T O R Terphogz B2B UK/EU AVANI P R E S E N T A T I O N *a B2B Australia ADVANCED B2B Australia RAP AVANI Quality Outdoor OzSun Price 6
Slide 7: Wages & Salaries FY25
Direct Labour Efficiencies vs Flower Sold Wages & Salaries FY25 10% Increase 34% increase 26% increase FY24 Wages are a direct manufacturing cost 21% increase For personal use only Wages increase with flower production FY23 I N V E S T O R ECS have also had super increase of 0.5% and statutory incre
Slide 8: Road to Cash Flow Positive
Road to Cash Flow Positive Inventory • In a B2C model the critical success factor is having stock to avoid Doctors having to re-prescribe or pharmacies swapping the product out For personal use only • ECS had to build up consignment inventory for Capsules, Oils, Terphogz and ECS branded flower from
Slide 9: Update on other Initiatives
Update on other Initiatives ❑ Sun Pharma ❑ Terphogz For personal use only I N V E S T O R ▪ Sun Pharma experienced significant • Successful launch in Australia, Original Z selling delays in installing extractor, now particularly well operational ▪ Sun Pharma obtaining organic • German regulator with
Slide 10: Related Entities
0 Related Entities PharmOut (Invoiced $24K in F25* and $32K for FY24) • Leading Pharmaceutical and MC regulatory & engineering expert; designed ECS facility & secured license in record time For personal use only • Preferential large-pharma rates + significant pro bono support • Urgent GMP staff cove
Slide 11: Strategic Roadmap
Strategic Roadmap Delivering on a Clear Strategy to Drive Value For personal use only 2018-2020 2021-2023 2024-2026 2027-2029 I N V E S T O R Developing Capability Focused, Expanding Drive Profitability, Leading Australian and Confidence and Growing Revenue Innovation and Expansion Medicinal Cannabi
Slide 12: Contact Us
E C S B O T A N I C S H O L D I N G S L T D Contact Us For personal use only 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 Investor Relations tim@nwrcommunications.com.au VISIT US 12
Slide 13: Disclaimer
Disclaimer For personal use only This presentation has been prepared by ECS Botanics recommendation in relation to the purchase or sales of contractors or agents about the accuracy, completeness I N V E S T O R Holdings Limited (“Company”). shares or other securities in any jurisdiction. or fairness
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