Calmer Co International Limited · ASX:CCO
Calmer Co International — The Calmer Co. International — Investor Presentation (August 2026)
23 slides from Calmer Co International's investor presentation, Aug 19, 2026
Slide 1: A Strong Close to FY26, Building Momentum for FY27
For personal use only ASX: CCO | INVESTOR UPDATE A Strong Close to FY26, Building Momentum for FY27 Full-year FY26 results, a 24% quarterly retail surge that made it our largest channel, and a new A$25m exclusive global distribution agreement August 2026 The Calmer Co. International Limited | thecal
Slide 2: What We'll Cover
INVESTOR UPDATE What We'll Cover For personal use only 01 Strategic pillars 09 US growth & retail Recent progress across our four growth engines Current demand and the Natural Products retail channel entry 02 The problem & the solution 10 Kaiming Agro partnership Stress, anxiety, insomnia and the al
Slide 3: Four Pillars of Growth
OUR STRATEGIC FRAMEWORK Four Pillars of Growth For personal use only 01 02 03 04 Regional Supply Direct to Consumer Profitable & Wholesale & Innovation (incl. Amazon) Scalable Retail (Bulk Ingredients) RECENT PROGRESS RECENT PROGRESS RECENT PROGRESS RECENT PROGRESS Kaiming Agro Heads of Agreement Hi
Slide 4: The Problem — and Kava's Solution
THE OPPORTUNITY The Problem — and Kava's Solution For personal use only THE PROBLEM THE SOLUTION: KAVA ● Modern life is driving rising stress, anxiety and sleep difficulty across major consumer markets ● A traditional Pacific plant, used for centuries for its calming, muscle- ● A growing shift towar
Slide 5: Kava's Current Regulatory Status
REGULATORY POSITION Kava's Current Regulatory Status For personal use only A summary of confirmed regulatory status and recent engagement WHERE WE STAND WASHINGTON, D.C. BRIEFING ● FY26: FDA confirmed traditionally prepared kava beverages, steeped in ● CEO Zane Yoshida and Chairman James Tonkin brie
Slide 6: Kava: A Proven Market, Rebuilt on Stronger Foundations
MARKET HISTORY Kava: A Proven Market, Rebuilt on Stronger Foundations For personal use only THEN (1997–2002) NOW: A REBUILT REGULATORY FRAMEWORK ● US kava consumer sales grew from US$22m (1997) to a peak of US$70m ● FAO/WHO Codex Standard CXS 336R-2020 formally defines traditional in 1999, ranking k
Slide 7: A Strong Foundation in Supply Chain & Quality
OUR FOUNDATION A Strong Foundation in Supply Chain & Quality For personal use only The base on which manufacturing, regulation and scale are built 1 Grower Relationships 2 FDA-Registered Facility Manufacturing is conducted from an FDA-registered facility in Fiji, supporting CCO maintains direct rela
Slide 8: Quality & Testing: Speed, Cost and Regional Reach
OUR FOUNDATION Quality & Testing: Speed, Cost and Regional Reach For personal use only Developing an in-house testing capability that strengthens quality control and taps a broader regional supply chain CURRENT THIRD-PARTY LABS (FIJI) CCO'S REGIONAL TESTING CAPABILITY IN PROGRESS US$300–400 Days, No
Slide 9: Kava: A Growing Global Wellness Category
GLOBAL MARKET DEMAND Kava: A Growing Global Wellness Category For personal use only Setting the scene for our number one growth priority: the United States What's driving global demand A$2.8B ● Premiumisation of natural wellness products and functional beverages — the global wellness economy reached
Slide 10: Kava Is Going Mainstream in the USA
US MARKET GROWTH Kava Is Going Mainstream in the USA For personal use only North America is described in industry and company materials as the world's fastest-growing kava consumption market 10.7% 600+ Food FY26: FDA confirmed traditionally prepared kava of US adults reported consuming kava in the p
Slide 11: Building on Category Leadership in the US
US GROWTH & RETAIL EXPANSION Building on Category Leadership in the US For personal use only Entry strategy: the Natural Products channel United States revenue, A$'000, and % of Group revenue US Retail Entry: Natural Products Channel 1,150 1,010 936 ● Entry point is the Natural Products channel — sp
Slide 12: A Strategic Manufacturing Partnership with Kaiming Agro Processing
STRATEGIC PARTNERSHIP A Strategic Manufacturing Partnership For personal use only with Kaiming Agro Processing Binding Heads of Agreement executed with Kaiming Agro Processing's subsidiary — expanding manufacturing capability while complementing our existing extraction partners in Australia and Indi
Slide 13: Each Party Focused on Where It Creates the Most Value
THE OPERATING MODEL Each Party Focused on Where It Creates the Most Value For personal use only THE CALMER CO. RETAINS KAPPL PROVIDES ● Brands, IP & product specifications ● Supercritical CO₂ extraction & spray drying ● Customer relationships & commercialisation ● Manufacturing, blending & packaging
Slide 14: Securing Regional Kava Supply
STRATEGIC SUPPLY AGREEMENT Securing Regional Kava Supply For personal use only A binding supply agreement reserving premium noble kava capacity across Papua New Guinea and Vanuatu 1 Reserved Monthly Capacity 2 Regional Diversification Secures reserved minimum monthly supply capacity of premium noble
Slide 15: From Kava-Only to a Three-Extract Platform
PRODUCT PORTFOLIO EXPANSION From Kava‐Only to a Three‐Extract Platform For personal use only Access to KAPPL's extraction and spray-drying infrastructure expands The Calmer Co.'s commercialisation rights beyond kava — without funding any new extraction equipment. NEW NEW Kava Extracts Ginger Extract
Slide 16: Exclusive Global Distribution Agreement for Kava Extract Ingredients
GLOBAL DISTRIBUTION AGREEMENT Exclusive Global Distribution Agreement for Kava Extract Ingredients For personal use only A binding agreement granting exclusive global distribution rights for CCO's kava extract ingredient range, secured by contracted minimum purchase commitments. EXCLUSIVE EXCLUSIVE
Slide 17: The Market Opportunity: Ginger & Turmeric Extracts
PRODUCT PORTFOLIO EXPANSION The Market Opportunity: Ginger & Turmeric Extracts For personal use only Global ginger market size today, A$ billions Global curcumin market by region, 2025, A$ millions A$8.48B A$48.4M A$42.3M A$42.0M A$2.03B Ginger extract market Broader ginger root market Asia Pacific
Slide 18: Three Engines Powering Our Growth
GROWTH THESIS Three Engines Powering Our Growth For personal use only 1 2 3 D2C Insourced + Amazon Scaling Profitable, Scalable Retail Wholesale — Kava, Ginger & Turmeric A$180k p.a. Coles + Woolworths 33% of Group Realized D2C cost savings from ending external agency ~67% of Australia's national gr
Slide 19: Wholesale: Our Fastest, Most Capital-Efficient Channel
STRATEGIC PILLAR 4 Wholesale: Our Fastest, Most Capital‐Efficient Channel For personal use only Wholesale channel, % of group revenue (actual) Wholesale distribution momentum 33% ● Repeat ordering from the existing distribution relationship continues to grow, alongside multiple U.S. resellers ● Whol
Slide 20: Retail Becomes Our Largest Channel
PILLARS 2 & 3 Retail Becomes Our Largest Channel For personal use only Retail & Direct-to-Consumer highlights, Q4 FY26 PROFITABLE & SCALABLE RETAIL DIRECT TO CONSUMER 45% of Group Retail revenue, Q4 FY26 (A$779,879) — up 24% QoQ, now CCO's largest single channel ● D2C channel brought fully in-house
Slide 21: Renounceable Entitlement Offer
CAPITAL RAISING Renounceable Entitlement Offer For personal use only A 1-for-1 rights issue announced 27 July 2026; closing date extended to 26 August 2026 1‐for‐1 @ A$0.001 Up to A$3.5m 26 Aug 2026 Closing Date (5pm AEST), extended from 17 August; New 50% discount to the last traded price of A$0.00
Slide 22: Positive Highlights: FY26 Full-Year Unaudited Results
FINANCIAL SNAPSHOT Positive Highlights: FY26 Full‐Year Unaudited Results For personal use only Group revenue, A$'000 — FY25 vs FY26 A$8.115m 8,034 8,115 FY26 revenue (unaudited, full year) — up on FY25 (A$8.034m), across retail, DTC, wholesale and B2B channels A$3.0m Funding secured during FY26: A$1
Slide 23: From the CEO
FROM THE CEO For personal use only “FY26 was the year we rebalanced our business — from one reliant on Australian D2C and retail revenue to one generating meaningful revenue across all three of our revenue pillars, alongside a determined push into our single biggest target market, the United States.
The Calmer Co. International — Investor Presentation (August 2026) on 6ix