Canopy Growth Corporation · TSX:WEED
Canopy Growth — Investor Presentation (February 2018)
18 slides from Canopy Growth's investor presentation, February 2018
Slide 1: Driving the Global Cannabis Industry
DRIVING THE GLOBAL CANNABIS INDUSTRY February 2018
Slide 2: Forward-Looking Statement
FORWARD-LOOKING STATEMENT This presentation contains “forward-looking information” within the meaning of applicable Canadian securities laws and “forward-looking statements” within the meaning of the United States Private Securities Litigation Reform Act of 1995 (collectively, “Forward-Looking State
Slide 3: Company Snapshot
COMPANY SNAPSHOT Operations in 7 countries Canopy Growth is a world-leading diversified cannabis company, offering distinct brands and curated cannabis varieties in dried, oil and 7 world-class facilities, indoor capsule forms and greenhouse production, combined 665,000 sq. ft. Share Price Performan
Slide 4: Strategic Relationship with Constellation Brands
STRATEGIC RELATIONSHIP Sales US $7.2B! $245M investment: expansion Cannabis-based beverage plans well funded development collaboration 4
Slide 5: Cannabis – A New Global Market
CANNABIS – A NEW GLOBAL MARKET The legalization of Cannabis is spreading around the world Legalized In the process of legalizing/exploring legalization (medical) 5
Slide 6: Cannabis - A New Global Market
CANNABIS - A NEW GLOBAL MARKET 1 2024, Source: Health Canada 2 Source: Deloitte, “Recreational Marijuana Insights and Opportunities”. 3 Source: Eight Capital, “The Value Case for Investing in the Cannabis Sector”. 6
Slide 7: Core Products
CORE PRODUCTS STRAIN CLASSIFICATION 7
Slide 8: Brand Strategy
BRAND STRATEGY The diverse brands “under the Canopy” allow us to effectively deploy brands that are targeted towards specific customer demographics, use occasions and product form factors MEDICAL PREMIUM AFFILIATE VALUE ADDED CUSTOMER ACCESS 8
Slide 9: Canadian Regulated Recreational Market - July 2018
CANADIAN REGULATED RECREATIONAL MARKET - JULY 2018 $7 - 10B* $? $9B $6B $5B + Estimate, http://www.pbo-dpb.gc.ca/en /b log /ne w s/Lega li zed _Ca nna bi s http://www.statcan.gc.ca/daily- qu oti die n/1 6051 0/ dq16 0510 b-eng.h tm * Estimate, Avery Shenfeld, Chief Economist, CIBC World Markets, htt
Slide 10: Provinces Are Driving Rec. Market Supply
PROVINCES ARE DRIVING REC. MARKET SUPPLY Supply Certainty • 4 or 5 Primary Suppliers/Province • Multi-Year Agreements Signed Q1 Q2 Q1 CY18DAY 0 DAY 90+ SUPPLY SUPPLY JULY 2018 Deliveries For Inventory Q2 CY18 Q1 CY18 Deliveries For Capacity In-Production Q3 CY18 Q1 CY18 Significant Production Capaci
Slide 11: Proud Business Partner
PROUD BUSINESS PARTNER $74M Inventory1 • 3.5M+ sq. ft. Production Expected By March 20182 • Investments in 7 Provinces Newfoundland & Labrador Supply, Development & Retail 2 years • 8,000 kg/yr •4 stores New Brunswick Historic Supply MOU 2 years • 4,000 kg/yr • Education Prince Edward Island Multi-f
Slide 12: Leveraging the Canopy Platform & Supply Channel
LEVERAGING THE CANOPY PLATFORM & SUPPLY CHANNEL 12
Slide 13: Canopy Health - Advancing Medical Cannabis
CANOPY HEALTH - ADVANCING MEDICAL CANNABIS Developing safe, effective, natural medicines derived from cannabis Global IP Protection 27 Patent Applications filed with USPTO 13
Slide 14: Aggressive Global Expansion
AGGRESSIVE GLOBAL EXPANSION 14
Slide 15: Management Team
MANAGEMENT TEAM Bruce Linton Mark Zekulin Tim Saunders Chairman & CEO President EVP & Chief Financial Officer 15
Slide 16: Management Team
MANAGEMENT TEAM Olivier Dufourmantelle Amanda Daley Rade Kovacevic Dave Bigioni SVP, Facility Expansion and VP, Medical SVP & Managing Director, Canada Chief Marketing Officer Process Improvement 16
Slide 17: Performance Highlights
PERFORMANCE HIGHLIGHTS Revenue ($M) Sales (Kg & Kg equiv.) Patients 17.6 70,000 15.9 2,020 63,500 14.7 1,830 55,600 59,000 1,740 9.5 1,169 1,245 8.5 29,200 24,400 Q217 Q317 Q417 Q118 Q218 Q217 Q317 Q417 Q118 Q218 Q217 Q317 Q417 Q118 Q218 Recent Avg. Sales Price per Gram Weighted Avg. Cost per Gram1
Slide 18: invest@canopygrowth.com
invest@canopygrowth.com 18
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