Aurora Cannabis Inc. · TSX:ACB
Aurora Cannabis — Q3 2024 Earnings Presentation
17 slides from Aurora Cannabis's earnings presentation, Feb 8, 2024
Slide 1: Investor Presentation February 2024
INVESTOR PRESENTATION FEBRUARY 2024
Slide 2: Disclaimer
Disclaimer CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS: Certain information contained in this presentation constitutes forward-looking statements under applicable securities laws. Any statements that are contained in this presentation that are not statements of historical fact may be deemed
Slide 3: Diversified Global Business Model
Diversified Global Business Model Focus on Defensive, Stable, High Margin Segments Canadian International Plant Propagation Adult Science & Medical Medical Recreational Innovation Controlling interest in Bevo, one #1 Canadian Medical International medical of the largest suppliers of Ability to deliv
Slide 4: Canadian Medical Leadership
Canadian Medical Leadership Consistent Revenue Stream #1 Canadian Medical Share by Revenue Direct-to-patient distribution model; end-to-end experience from medical consultation to prescription fulfillment Patient model consistently achieves predictable revenue and cash gross profit margins D
Slide 5: Leading Global Cannabis Platform
Leading Global Cannabis Platform • International medical cannabis net revenue up 41% in Q3 FY24 compared to the prior year period • Increase attributable to organic growth and the success of newly launched next generation cultivars • Internationally diversified with a presence in 15 global cannabis
Slide 6: Leadership in Key Global Cannabis Markets
Leadership in Key Global Cannabis Markets Czech Republic: 10m population • #1 importer of medical cannabis POLAND: 38m population UK: 67m population in Q3 • Rapidly growing medical market • Solid market position • #2 Market share in Q3 through relationships with •High barriers to entry advantage key
Slide 7: A Compelling Portfolio of Adult Recreational Brands
A Compelling Portfolio of Adult Recreational Brands Value Core Core Premium Super Premium Wellness Biggest flavour, biggest No-nonsense bud - Mid-to-high THC offerings House-bred strains. Ultra-premium, high- A rapid, precise and clouds. The best value; good quality weed, with with proprietary offer
Slide 8: Upcoming Innovation
Upcoming Innovation New SKUs designed to continuously delight consumers New high THC and high terpene cultivars from our unique genetic breeding program New flavours offered in our 50% THC infused pre-rolls New flavours offered in our 1000mg vapes in a 1.2 gram cartridge New Being large format minor
Slide 9: Sales and Marketing Support
Sales and Marketing Support Continuing Tasty’s national brand launch with activations in major markets – BC, ON, and AB Targeted investment on new brand to amplify in-store presence brand/product awareness Brand Ambassadors personally visited retailers , providing in-store education and delive
Slide 10: MedReleaf Australia Acquisition: Transaction Overview
MedReleaf Australia Acquisition: Transaction Overview • In February 2024, Aurora acquired the remaining approximately 90% equity interest of MedReleaf Australia that Aurora did not previously own, at an enterprise value of AUD$50 million (CAD$44M), subject to customary adjustments • The acquisition
Slide 11: MedReleaf Australia Acquisition Strategic Rationale
MedReleaf Australia Acquisition Strategic Rationale Supports Aurora’s Leverages Aurora’s Increases Profitability Supports Aurora’s Path Global Cannabis Strength in Providing of Australian Business to Profitability Leadership Pharma-grade Cannabis Model MedReleaf Australia was The acquisition Austral
Slide 12: Plant Propagation Overview
Plant Propagation Overview • Aurora holds a controlling interest in Bevo Farms, an in d u s t r y le a d e r in plant propagation and one of the largest suppliers of propagated vegetables and ornamental plants in North America • Bevo is c a s h f lo w p o s it iv e on an annualized basis and contrib
Slide 13: Science & Innovation Program
Science & Innovation Program A state-of-the-art breeding facility in Vancouver Island’s Comox Valley: Built specifically to find the next big genetics: high yielding, high cannabinoid strains with unique terpene flavours and distinctive experiences Delivered 19 new proprietary cultivars, grown at
Slide 14: Key Takeaways
Key Takeaways Diversified and growing global footprint with a presence in 15 countries Opening the Largest global medical cannabis company in nationally legal markets World to Consistent sequential and year-over-year revenue growth, including 41% Q3 growth in our international segment Cannabis
Slide 15: Senior Management Team
Senior Management Team Miguel Martin Director & CEO Miguel’s career spans nearly 30 years in consumer- packaged goods, covering various regulated categories and fast-moving markets. Miguel is the former CEO & President of Reliva. Glen Ibbott Nathalie Clark Alex Miller Chief Financial Officer EVP, Ge
Slide 16: Board of Directors
Board of Directors Ronald Funk Chairman Ron brings over 30 years of experience in business and consulting and has worked with clients in a range of industries, including heavily regulated consumer products such as tobacco, alcohol and food products, in addition to retail, advanced data analytics, ga
Slide 17: Investor Presentation
INVESTOR PRESENTATION Email: aurora@icrinc.com Website: auroramj.com/investors