Pyxus International, Inc. · OTC:PYYX
Pyxus International — BMO (May 2019)
21 slides from Pyxus International's conference presentation, May 16, 2019
Slide 1: Pyxus International, Inc. BMO Presentation
Exhibit 99.01 Pyxus International, Inc., (NYSE: PYX) BMO May 16, 2019 © Copyright 2019 Pyxus International, Inc. The information contained herein is subject to change without noticeExhibit 99.01 Pyxus International, Inc., (NYSE: PYX) BMO May 16, 2019 © Copyright 2019 Pyxus International, Inc. The in
Slide 2: Legal Disclosures
Legal Disclosures This presentation may include forward-looking information or “forward-looking statements” within the meaning of applicable securities laws. These statements are based on current FORWARD-LOOKING expectations of future events. Such statements may include, but are not limited to, stat
Slide 3: Investment highlights overview
Established Fully integrated Established footprint agricultural and solution to capitalize in Canada and consumer on global cannabinoid fast-growing US CBD products company opportunity market Scalable model Delivering & uniquely Disciplined which can be positioned for next growth strategy replicated
Slide 4: Established Agricultural And Consumer Products Company Focused On Next Generation Products
Established Agricultural And Consumer Products Company Focused On Next Generation Products Global company with 145 years of agronomy experience Fiscal 2018 sales and operating revenues of ±$1.9B; Adjusted EBITDA of ±$170.8M1 Access to ~20.6 million square feet globally Trusted provider of responsibl
Slide 5: Building A Seed-to-consumer Global Consumer Products Company
Building A Seed-to-consumer Global Consumer Building A Seed-To-Consumer Products Company Global Consumer Products Company Pyxus Companies do not participate in markets where cannabis is illegal, and participate in legal cannabis markets in compliance with all applicable laws. Pyxus Companies partici
Slide 6: Well-positioned To Capitalize On The $146B Global Cannabinoid Market Opportunity
Well-positioned To Capitalize 1 On The $146B Global Cannabinoid Market Opportunity Through A Fully Integrated Solution Across The Value Chain 2 2 Flavor & vapor liquid expertise Consumer Products, Hemp Consumer Products, Cannabis for current and next generation Production, Cannabinoid Growing, Canna
Slide 7: Flavor and Vapor Liquid Expertise
Flavor and Vapor Liquid ExpertiseFlavor and Vapor Liquid Expertise
Slide 8: Flavor and Vapor Liquid Products Key Facts
PRODUCTS KEY FACTS • White label and premium branded vapor liquid • 19,000 sq. ft. GMP facility • Food grade flavoring and flavor formulation • Expertise in food-grade, molecular flavor formulation • Automated bottling and pod filling and assembly • Vapable oils manufacturer registered with FDA • Ex
Slide 9: Consumer Products, Hemp, Cannabinoid Extraction, Sales, Marketing, and Distribution
Consumer Products, Hemp, Cannabinoid Extraction, Sales, Marketing, and Distribution Pyxus Companies participate in industrial hemp in the United States in compliance with applicable federal and state laws and agricultural pilot program requirements.Consumer Products, Hemp, Cannabinoid Extraction, Sa
Slide 10: Hemp Volume, Extraction Capacity and CBD Output
1,2 CONTRACTED EXTRACTION CBD OUTPUT 1,2 1,2 Kg/year KEY FACTS HEMP VOLUME CAPACITY Kg/year, in thousands Kg/year, in thousands • Location: North Carolina, US 33,099 • Highly specialized in proprietary environmentally-friendly supercritical extraction and 23,997 specialization processes 427 417 • 55
Slide 11: Consumer Products, Cannabis Growing, Cannabinoid Extraction, and Processing
Consumer Products, Cannabis Growing, Cannabinoid Extraction, and Processing Pyxus Companies do not participate in markets where cannabis is illegal, and participate in legal cannabis markets in compliance with all applicable laws. Consumer Products, Cannabis Growing, Cannabinoid Extraction, and Proc
Slide 12: Growing and Extraction Capacity, Square Footage
GROWING EXTRACTION SQUARE 1 2 CAPACITY 1,2 CAPACITY FOOTAGE Kg/year, in thousands KEY FACTS Kg/year, in thousands In thousands 168 1,165 East EAST NORFOLK 40 East 330 • Location: Prince Edward • Location: Ontario, Canada 100 Island, Canada • Cultivating since 2018 East • Cultivating since 2016 • 20
Slide 13: Consumer Products Strategy
Consumer Products Strategy Continuous development of an innovative, consumer-focused product portfolio informed by in-depth market segmentation data SEGMENTATION Creating customer-centric products PRE-ROLL DRIEDFLOWER CANNABIS OIL Pre-rolls Flowers Oil 1 1 1 #2 BRAND BRAND #3 #4 BRAND SPIRITUALISTS
Slide 14: Positioned For Next Generation Of Trusted Consumer Products
Positioned For Next Generation Of Trusted Consumer Products* Investment in extraction and flavor science enables next-gen product development Pod-Based Adult Energy Drinks Snacks & Condiments & Food Vapable Oils Beverages & Casual Beverages Appetizers Enhancements CBD/HEMP- DERIVED Other forms: balm
Slide 15: Consumer Confidence, With End-to-end Immutable Product Tracking
Consumer Confidence, With End-to-end Immutable Product Tracking Over 50% of consumers rank trust in ingredients 1 as top product consideration Over 45% of consumers want to understand what ingredients go into their product and 1 how it is made 73% of consumers consider it important to buy 1 local ca
Slide 16: Leaders of Growth: Broadway Hemp Company
Leaders of Growth: Broadway Hemp Company was founded in the spring of 2018 by Rudy Mullis and Ryan Patterson. The Patterson family are fourth generation farmers and have 25 years of greenhouse farming experience. With over 50,000 square feet under greenhouses and 40 acres outdoors, Broadway Hemp Com
Slide 17: Scalable model that can be replicated worldwide
Scalable model that can be replicated worldwide in markets expected to legalize hemp and cannabis in the near future Pyxus Operating Locations 1 LEGAL STATUS OF CBD AND THC All products Hemp CBD legal Hemp CBD, All products illegal or cannabis medicinal, or fully legal decriminalized adult-use legal
Slide 18: A Disciplined Growth Strategy
A Disciplined Growth Strategy INCREASE DIFFERENTIATED GEOGRAPHIC CAPACITY INNOVATION EXPANSIONA Disciplined Growth Strategy INCREASE DIFFERENTIATED GEOGRAPHIC CAPACITY INNOVATION EXPANSION
Slide 19: Pyxus Companies do not participate in markets where cannabis is illegal, and participate in
Pyxus Companies do not participate in markets where cannabis is illegal, and participate in legal cannabis markets in compliance with all applicable laws. Pyxus Companies participate in industrial hemp in the United States in compliance with applicable federal and state laws and agricultural pilot p
Slide 20: Appendix A
Appendix AAppendix A
Slide 21: EBITDA and Adjusted EBITDA Reconciliation
(1) Earn in g s b efore in teres t, taxes , d ep reciation an d am ortization (“EBITDA”) an d ad ju s ted earn in g s b efore in teres t, taxes , d ep reciation an d am ortization (“Ad ju s ted EBITDA”) are n ot m eas u res of res u lts of op eration s u n d er g en erally accep ted accou n tin g p