Rubicon Organics, Inc. · TSXV:ROMJ
Rubicon Organics — Investor Presentation (May 2026)
19 slides from Rubicon Organics's investor presentation, May 13, 2026
Slide 1: Canada's Leading House of Premium Brands
CANADA’S LEADING HOUSE OF PREMIUM BRANDS COMPANY PRESENTATION TSXV: ROMJ May 2026 OTCQX: ROMJF
Slide 2: Disclaimer
DISCLAIMER This presentation is not, and under no circumstances is to be construed as, a RubiconOrganics assumes no obligation to update any forward-looking statement, even if The production, packaging, labelling, handling, distribution, importation, prospectus, or advertisement or a public offering
Slide 3: Our Vision and Mission
OUR VISION To be the most trusted house of premium cannabis brands — creating elevated experiences for people everywhere. OUR MISSION We build brands people believe in by delivering elevated experiences in all we do. Through uncompromising quality, purposeful innovation, and trusted partnerships, we
Slide 4: Who Is Rubicon?
WHO IS RUBICON? #1 premium1 licensed producer in Canada Portfolio of premium brands Products in key categories designed for premium cannabis consumers Two facilities located in British Columbia Production capacity: 15,500 kgs premium flower Experienced management and board of directors w
Slide 5: We Are Driving Growth as Canada's Leading House of Premium Brands
WE ARE DRIVING GROWTH AS CANADA’S LEADING HOUSE OF PREMIUM BRANDS STRONG BALANCE SHEET POSITIONED FOR GROWTH PROFITABILITY AND LIQUIDITY Strong growth nationally in the past Four consecutive years (2022– Positive working capital and 12 months across key categories and 2025) of positive AEBITDA. Q1 2
Slide 6: Q1 2026 Highlights
Q1 2026 HIGHLIGHTS Canada's #1 7.5% PREMIUM LP1 10.3% Premium Market Premium Flower Share1 Market Share1 #1 $13.7 million $2.1M Selling Premium Cash flow from Brand2 Net Revenue operations 11% increase vs. Q1 2025 25.7% 40% First Cascadia Estimated premium biomass increase from Harvests Topical Casc
Slide 7: Q1 2026 Selected Financial Information
Q1 2026 SELECTED FINANCIAL INFORMATION For the 3 months ending For the 3 months ending YoY % Change March 31, 2025 March 31, 2026 Net Revenue $12.4M $13.7M +11% GP Before FV Adjustments $3.8M $2.7M -29% Gross Margin 31% 20% -11% Adjusted EBITDA1 $0.7M ($0.6M) Net (loss) Income ($0.3M) ($2.8M) Operat
Slide 8: Capturing Market Share Through Leading Quality
CAPTURING MARKET SHARE THROUGH LEADING QUALITY Market Share1 Q1 2026 Q1 2025 Change Market Share1 Q1 2026 Q1 2025 Change British Columbia 3.8% 4.2% -0.4% Flower 2.0% 1.9% +0.1% Pre-Rolls 2.3% 1.9% +0.4% Ontario 2.3% 2.0% +0.3% Concentrates 5.2% 5.8% -0.6% Alberta 2.7% 2.1% +0.6% Topicals 25.7% 26.2%
Slide 9: Recent Growth Drivers
RECENT GROWTH DRIVERS Rubicon (+11% Q1 YOY1) is outpacing the Canadian Net Revenue and Gross Profit for the trailing 12 industry growth overall (+2% Q1 YOY1) months ended: $59.5 M $60.8 M $57.2 M $55.1 M Premium-led growth from 1964 SupplyCo.TM (+$1.0m $52.2 M in Q1 YoY), insulated revenue from
Slide 10: 2026 Growth Drivers
2026 GROWTH DRIVERS Demand for premium cannabis exceeds supply Increased annual capacity Greater scale supports larger product formats, new SKUs, by 40% with Cascadia Capacity and margin expansion facility Legal medical market expansion Patient population growth 1964 Supply Co. International interna
Slide 11: Expanding Capacity: Cascadia Comes Online
EXPANDING CAPACITY: CASCADIA COMES ONLINE CASCADIA FACILITY • 47,500 square foot premium indoor cultivation facility in Hope, BC • Annual capacity of 4,500kg (Estimated 40% increase over existing capacity) • Indoor cultivation complements Pacifica greenhouse capabilities • Fully operational with fir
Slide 12: Rubicon Organics: Creating Lasting Value
RUBICON ORGANICS: CREATING LASTING VALUE Our Pacifica greenhouse grows in living soil, producing super-premium cannabis with rich tastes and full aromas Our Cascadia indoor facility is purpose-built for cannabis cultivation, contributing consistent, high-quality cannabis Dual-facility model op
Slide 13: Canada's Leading House of Premium Brands
CANADA’S LEADING HOUSE OF PREMIUM BRANDS HOMESTEAD CANNABIS SIMPLY BARE ORGANIC 1964 SUPPLY CO WILDFLOWER SUPPLY Simply Bare is crafted to respect the land it was 1964, is all about delivering genuine, Wildflower's mission is to connect people Homestead delivers uncomplicated, grown in. Always certi
Slide 14: Leadership Team and Independent Directors
LEADERSHIP TEAM INDEPENDENT DIRECTORS Margaret Brodie, CPA, CA Melanie Ramsey Doris Bitz John Pigott Chief Executive Officer &Director Chief Operating Officer Chair Director 20+ years in finance 25+ years in brand development & 30+ years building, scaling, and growing 35+ years in food and beverage
Slide 15: Market Information
MARKET INFORMATION 43.1% 67.6M AMOUNT HELD BY MANAGEMENT AND INSIDERS As of May 13, 2026 # OF SHARES % Shares Outstanding Management & Insiders 29,135,803 43.1% Public Float 38,443,113 56.9% Total Outstanding 67,578,916 100% Options 1,520,200 OPTIONS EXERCISE RESEARCH Warrants 5,341,963 EXPIRING COV
Slide 16: The Expectations Curve for Canadian Cannabis Industry
THE EXPECTATIONS CURVE FOR CANADIAN CANNABIS INDUSTRY The expectations curve INTERNATIONAL EXPORT is projected to be sharper DRIVES INCREMENTAL VOLUME FOR CANADA than forecasted, due to the following factors: •Increase in exports EXPECTATIONS •Wholesale price increase 2025-2027 U.S. M A R K E T •Sup
Slide 17: Legal Cannabis Market in Canada Estimated to Reach CAD $7.4B by 2030
LEGAL CANNABIS MARKET IN CANADA ESTIMATED TO REACH CAD $7.4B BY 2030 Rubicon’s growth is outpacing the Canadian industry $10 International medical market growth $9 RECREATIONAL CANNABIS SALES ($BN) driving new opportunity: $8 $7.4 $6.6 $7.0 $7 $6.3 Strengthened Canadian brand $6 $5.5 $5.9 $5.2
Slide 18: Consistently Bringing World Class Genetics to Premium Consumers
CONSISTENTLY BRINGING WORLD CLASS GENETICS TO PREMIUM CONSUMERS Q4 2025 Q1 2026 Q2 2026 Q3 2026 BLACK ZOAP TEA TIME #7 LEMOLADA MANDARIN ZKTZ LIME DRIZZLE TANGERINE HIBACHI BLUE SUNRISE Q4 2025 Q1 2026 Q2 2026 Q3 2026 APPLES AND KUSH GASOLINA KUSH GASOLINA TROPICANNA GASOLINA BANANAS MINTS MINTS P 1
Slide 19: Contact Us
CONTACT US Investor Relations www.rubiconorganics.com ir@rubiconorganics.com +1-437-929-1964 Rubicon Organics Inc. 701 – 744 W. Hastings Street Vancouver, BC V6C 1A5 23 P 19