Ecs Botanics Holdings Ltd · ASX:ECS
Ecs Botanics — FY2025 Earnings Presentation
17 slides from Ecs Botanics's earnings presentation, Oct 13, 2025
Slide 1: ECS Botanics FY25 Results Investor Presentation
For personal use only ECS Botanics Holdings Ltd Australia’s leading organic medicinal cannabis company FY25 RESULTS ASX : ECS INVESTOR PRESENTATION OCT 2025
Slide 2: 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 Holdings Limited (“Company”). shares or other securities in any jurisdiction. or fairness of any informat
Slide 3: Corporate Overview
Corporate Overview A PLATFORM FOR SUSTAINABLE GROWTH For personal use only ASX Code ECS I N V E S T O R Ordinary Shares 1,296m Performance Rights 17.5m Options exp 28 Feb 2026 @ 3.3c 20m Options exp 31 Dec 2029 @ 2.4c 20m FY25 Revenue Q1 FY26 Market cap (Fully diluted @ 0.8 cents) $10.8m $19.5m Cash
Slide 4: Operational Snapshot
Operational Snapshot For personal use only I N V E S T O R Our new generation of ECS cultivated flower, produced in the autumn/winter months under mixed lights in the new Protective P R E S E N T A T I O N Cropping Enclosures Brands AVANI, OzSun, RAP, TerpHogz (PCE’s) Product Categories Flower, Caps
Slide 5: Australian Grown, Naturally
Australian Grown, Naturally ECS produces high-quality medicinal cannabis in Australia using For personal use only sustainable, organic practices. Our cultivation model blends scale, quality and cost efficiency, supported by our strategy which leverages our unique value differentiators: I N V E S T O
Slide 6: FY25 Highlights: Strategic Investments for Long-Term Growth
FY25 Highlights: Strategic Investments for Long-Term Growth For personal use only Operational Financial I N V E S T O R Production: 10.6t harvest, +61% YoY Revenue: $19.5m, consistent YoY B2C revenue: grew to account for 53% of total sales by Q4 FY25 Infrastructure: 9 new PCEs, 6 now capable of year
Slide 7: Demand Drivers
Demand Drivers For personal use only I N V E S T O R Australian Market Global Markets • Regulatory tightening: focus on • Germany (which ECS supplies): prescribing practices Source: TGA Imports up from 35t (2023) to 90t (2025 est.) • ECS well positioned with capsules P R E S E N T A T I O N (VESIsor
Slide 8: Strategy Delivering Results with B2C Growth Momentum
Strategy Delivering Results with B2C Growth Momentum Overall B2C Sales in Millions Avani Advanced Units Sold (VESIsorb) For personal use only 3.50 800 B2C revenue: $10.3m in FY25, 3.00 700 now 53% of quarterly sales I N V E S T O R 2.50 600 500 2.00 Consistent QoQ growth in B2C 400 1.50 sales, refle
Slide 9: Why ECS is Winning in B2C
Why ECS is Winning in B2C ECS launched its B2C business just before the start of FY25 and has already: For personal use only Reached $3.2m in B2C Achieved >50% revenue Built brand equity Ranked in Australia’s revenue in Q1 FY26 contribution from with OzSun and top 10 brand owners I N V E S T O R (+2
Slide 10: Product Portfolio and Innovation Pipeline
Product Portfolio and Innovation Pipeline ECS now offers a diversified range of products aligned to prescribing trends: For personal use only Flower Capsules Pastilles Premium and value-tier (OzSun, ECS, ECS- VESIsorb enhanced, with more SKUs in VESIsorb, Avani range launching Q2 FY26 grown mixed li
Slide 11: Path to Profitability
Path to Profitability For personal use only FY26 focus is on margin expansion and sustained cash flow positivity: I N V E S T O R Positive cash flow delivered in Q1 FY26 Complete infrastructure investment in PCEs and curing rooms in Q1 FY26 P R E S E N T A T I O N No further major capex required to
Slide 12: Our Vision and FY26 Strategic Priorities
Our Vision and FY26 Strategic Priorities Vision Strategic Priorities FY26 For personal use only I N V E S T O R Drive revenue growth via brand-led B2C strategy, capitalising on Australian-grown, organic To be Australia’s credentials to keep brands in top 10 leading vertically Maintain and grow B2B w
Slide 13: Regulatory Environment & Differentiation
Regulatory Environment & Differentiation Key concerns from regulators For personal use only • Unsafe or high-volume prescribing, single-issue clinics and over-servicing • High levels of THC • Consumer advertising of medicinal cannabis and adherence to TGO93 I N V E S T O R • Models that link prescri
Slide 14: Sustainability
Sustainability For personal use only Australia 26 Italy 27 United Kingdom I N V E S T O R 27 Avg Electricity Price Ireland 29 (in U.S. cents per kWh) Belgium 32 Portugal 32 Source Global petrol price retail energy price data Denmark 34 https://www.electricrate.com/data-center/electricity-prices-by-c
Slide 15: Investment Highlights
Investment Highlights For personal use only Positive operating cash flow delivered Premium brand + low-cost model = high-margin growth I N V E S T O R Facility expansion and B2C investment near completion Diversified, innovative product pipeline P R E S E N T A T I O N Growing B2C market share and b
Slide 16: Senior Leadership Team
Senior Leadership Team For personal use only I N V E S T O R Nan-Maree Schoerie Nicholas Thomas David Marr Brendan James Arthur Sun Managing Director and CEO Chief Operating Officer GM Cultivation & Production GM Commercial Chief Financial Officer P R E S E N T A T I O N Nan has held Australian 25 y
Slide 17: 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 Call us today at P R E S E N T A T I O N 1300 833 988 Email us at info@ecs-botanics.com Investor Relations tim@nwrcommunications.com.au VISIT US Linkedin circled White Icons – Free Download SVG, PNG, GIF 17