Guru Organic Energy Corp · TSX:GURU
Guru Organic Energy — Q1 2026 Earnings Presentation
13 slides from Guru Organic Energy's earnings presentation, Mar 12, 2026
Slide 1: First Quarter 2026 Results
EARNINGS PRESENTATION FIRST QUARTER 2026 RESULTS TSX: GURU MARCH 12, 2026
Slide 2: Disclaimer
DISCLAIMER This presentation contains “forward-looking information” within the meaning of applicable Canadian securities legislation. Such forward-looking information includes, but is not limited to, information with respect to the Company’s objectives and the strategies to achieve these objectives,
Slide 3: On a Mission to Clean Up the Energy Drink Industry with Good Energy
ON A MISSION TO CLEAN UP THE ENERGY DRINK INDUSTRY WITH GOOD ENERGY ONE CAN AT A TIME Green Tea Guarana Matcha Yerba Mate Guayusa Stevia Monk Fruit L-Theanine Coconut Water Inulin Natural caffeine Natural sweeteners Active ingredients 3 3
Slide 4: Carl Goyette, President & CEO
CARL GOYETTE PRESIDENT & CEO
Slide 5: Record Q1. Expanded Margins. Third Consecutive EBITDA-Positive Quarter
RECORD Q1. EXPANDED MARGINS. THIRD CONSECUTIVE EBITDA-POSITIVE QUARTER NET REVENUE GROSS MARGIN EBITDA POSITIVE $8.8M 63.0% 3rd Consecutive Quarter First EBITDA-positive Q1 (+14.7% YoY) +345 bps vs. Q1 2025 (59.5%) since IPO Trailing 12 months: 17% revenue growth + $0.8 million in positive Adjusted
Slide 6: Canada: Direct Distribution Driving Structural Gains
CANADA DIRECT DISTRIBUTION DRIVING STRUCTURAL GAINS • Direct Distribution Model: Now fully embedded operationally — delivering commercial agility, deeper retailer engagement and improved visibility across key banners. • Zero Sugar Innovation Momentum: Zero Sugar line continuing to outperform the bro
Slide 7: United States: Inventory Normalizing, Consumer Demand Continues to Grow
UNITED STATES INVENTORY NORMALIZING, AS CONSUMER DEMAND CONTINUES TO GROW • Q1 U.S. revenue decline reflects two specific, temporary factors: o Elevated distributor inventory entering the quarter Consumer scan sales growth (last 12 weeks) o Strong prior-year comparison driven by +15% Consumer Scan S
Slide 8: Zero Sugar Line: Clean Label Leadership
ZERO SUGAR LINE CLEAN LABEL LEADERSHIP Spring 2024: First Zero Sugar launch Q2 2026: Sixth Zero Sugar offering — in just 2 years The Sorbet-inspired series — Dragon Fruit Cherry Sorbet (Q1) and Orange Raspberry Sorbet (Q2) — reflects rapid, consumer-led innovation in the clean- label energy category
Slide 9: Ingy Sarraf, CFO
INGY SARRAF CFO
Slide 10: Financial Performance
FINANCIAL PERFORMANCE NET REVENUE NET LOSS REVENUE GROWTH & MARGIN EXPANSION Gross Profit $8.8M $0.3M • $5.6M, up from $4.6M Up 14.7% • Direct distribution model + pricing discipline + trade Down 77.4% optimization + operational efficiencies vs. $1.3M net loss vs. $7.7M in Q1 2025 in Q1 2025 SG&A •
Slide 11: Carl Goyette, President & CEO
Run like you justhadaGuRU ff our ew CARL GOYETTE PRESIDENT & CEO
Slide 12: Positioned for Sustainable Growth
POSITIONED FOR SUSTAINABLE GROWTH Q1 CONFIRMS THREE STRUCTURAL SHIFTS: 1. Structurally improved gross margin profile. 2. Sustained operating leverage — three consecutive EBITDA-positive quarters. 3. Innovation engine, led by Zero Sugar, continues to strengthen our competitive positioning. 2026 Prior
Slide 13: Thank You
THANK YOU