Auxly Cannabis Group Inc. · TSX:XLY
Auxly Cannabis — Investor Presentation (November 2025)
24 slides from Auxly Cannabis's investor presentation, November 2025
Slide 1: Investor Presentation
Investor Presentation November 2025 TSX: XLY OTCQ: CBWTF www.auxly.com
Slide 2: Disclaimer
Disclaimer Legal Disclaimer The information provided herein is not intended to provide financial, tax, legal or accounting advice. The contents hereof do not constitute an offer to sell or a solicitation of an offer to buy securities of Auxly Cannabis Group Inc. (the “Company”) or represent an inten
Slide 3: Our Mission and Vision
OUR MISSION is to help people live happier lives by providing them with quality cannabis products that they trust and love OUR VISION is to be a global leader in cannabis products
Slide 4: Auxly at a Glance
Founded: 2017 Auxly at a Glance HQ: Toronto, Ontario Publicly traded: TSX: XLY Putting People First Our Brands Growing and Profitable (CAD $ millions) 400+ #1 Brand in $38.8 $39.9 Canada $33.3 $34.6 $32.7 passionate team members Coast to Coast Reach $11.0 $11.5 $12.3 $8.3 Global Strategic Partnershi
Slide 5: The Great Cannabis Opportunity
The Great Cannabis Opportunity
Slide 6: A Growing Global Opportunity
A Growing Global Opportunity | Canada as a launchpad for global leadership | US$134B Why Canada? Global Legal Cannabis Market in 20301 Capital and infrastructure advantage and largest exporter of cannabis globally Valuable IP, genetics and expertise developed in a highly regulated market Strategic p
Slide 7: Canadian Recreational Market
Canadian Recreational Market | 2nd largest cannabis market in the world | CAD$7.4B 2030 TAM in Canada1 56% 13% 72% Of Canadians find Growth in recreational Of cannabis consumers cannabis socially cannabis sales YoY, purchased from a legal acceptable; up from whereas alcohol sales source in 2024 44%
Slide 8: Auxly Cannabis Group
HB FRLECT Foray Dosecann
Slide 9: Homegrown Success, Market Leadership
Homegrown Success, Market Leadership | Trusted Brands, Winning Assets, Sustainably Profitable | #1 Best-selling non- #1 #1 Best-selling all-in- Best-selling flower infused pre-roll one vape brand brand brand #3 2 State-of-the art Consecutive 9 ALL CATEGORIES LP in Canada quarters of Adjusted facilit
Slide 10: Auxly Leamington
Auxly Leamington | 1.1 million sq. ft. cultivation facility | • Highly automated purpose-built with advanced lighting, temperature, and humidity control, powered by state-of-the-art technology • Annual production of ~100,000 kgs, with ability to scale within existing footprint and 40+ acres for futu
Slide 11: #1 Dried Flower Brand
#1 Dried Flower Brand National R3M September 2025 11
Slide 12: Pre-roll Automation
Pre-roll Automation | Consistent, high-quality pre-rolls at scale | • Advanced high-speed cannabis pre-roll filling and packaging capabilities • 5-year R&D partnership with world’s largest manufacturer of tobacco manufacturing equipment • Unrivaled operational and technical know-how • Strain-specifi
Slide 13: #1 Non-Infused Pre-Roll Brand
#1 Non-Infused Pre-Roll Brand National R3M September 2025 13
Slide 14: Auxly Charlottetown
Auxly Charlottetown | 52,000 sq. ft. manufacturing facility | • Purpose-built for vape manufacturing and product development • 5+ years of leadership in first-to-market, category-defining innovations • Fully licensed for processing, sales, analytical and sensory testing • Recognized as industry lead
Slide 15: #1 Disposable Vape Brand
– The undisputed leader in All-In-One vapes – #1 Disposable Vape Brand National R3M September 2025 15
Slide 16: Financial Overview
Financial Overview BAGH EQRTS {UH HE Foray Parcel
Slide 17: Q3 2025 Summary
Q3 2025 Summary | Net revenue increased 20%, Adjusted EBITDA increased 48%, Adjusted EBITDA Margin of 31% | Summary Income Statement Quarterly Net Revenue vs. Adjusted EBITDA (CAD $000s) Q3 2025 Q3 2024 Change % (CAD $000s) Net Revenue $39,898 $33,284 20% Gross Margin on Finished Cannabis Inventory
Slide 18: Improving Financial Performance
Improving Financial Performance Gross Margin on Finished Cannabis Net Revenue Adjusted EBITDA Inventory Sold (CAD $000s) (CAD $000s) (CAD $000s) $42,253 $145,995 $77,149 $122,329 $101,078 $55,861 $26,705 $34,295 53% 46% 34% $1,471 2023 2024 TTM Q3-25 2023 2024 TTM Q3-25 2023 2024 TTM Q3-25 Note: Fin
Slide 19: Generating Sustainable Cash Flow
Generating Sustainable Cash Flow Cash Flow from Operations Cash Flow from Operations Before Net Working Capital Changes After Net Working Capital Changes (CAD $000s) (CAD $000s) $35,180 Cash flow from operations Capex $18,565 $16,778 $16,832 $8,214 $2,763 $2,701 $1,604 2023 2024 TTM Q3-25 2023 2024
Slide 20: Capitalization Table
Capitalization Table As of Sept. 30, 2025 Outstanding shares 1,346,545,498 Escrowed shares 1,888,421 Total issued and outstanding common shares 1,348,433,919 Warrants 159,185,118 Options 15,681,169 Restricted share units 156,878,213 Total Fully Diluted Shares 1,680,178,419 20 20
Slide 21: Q3 Non-GAAP Supplemental Information
Q3 Non-GAAP Supplemental Information | Net Income to Adjusted EBITDA Reconciliation | Three months ended September 30 (CAD $000s) Q3 2023 Q3 2024 Q3 2025 Net Income/(loss) $32,621 $3,239 $20,491 Interest and accretion expenses $6,613 $3,133 $1,423 Interest and other income (16) (54) (26) Income tax
Slide 22: YTD Non-GAAP Supplemental Information
YTD Non-GAAP Supplemental Information | Net Income to Adjusted EBITDA Reconciliation | Nine months ended September 30 (CAD $000s) Q3 2023 Q3 2024 Q3 2025 Net Income/(loss) $ 9,509 $ (20,771) $ 40,912 Interest and accretion expenses $ 18,878 $ 12,750 $ 5,436 Interest and other income (10) (213) (105)
Slide 23: Just Getting Started
Just Getting Started | A clear path to value creation and continued growth | Products and brands that consumers trust and love • #1 brand in Canada • Leadership of largest and fastest growing product categories Focused, efficient and profitable • Automated and efficient operations • Sustainable prof
Slide 24: Auxly Cannabis Group Contact
Auxly Cannabis Group 777 Richmond St W Unit 002 Toronto Ontario M6J 0C2 TSX: XLY OTCQ: CBWTF www.auxly.com Investor Relations Direct Line +1.647.812.0121 Facsimile Line +1.855.669.7881 Email info@auxly.com
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