Elixinol Wellness Ltd · ASX:EXL
Elixinol Wellness — Investor Presentation (May 2026)
19 slides from Elixinol Wellness's investor presentation, May 19, 2026
Slide 1: Business Update Investor Presentation
For personal use only 1 BUSINESS UPDATE INVESTOR PRESENTATION 19 MAY 2026
Slide 2: Elixinol has a bold, ambitious vision for a healthy food roll-up
Elixinol has a bold, ambitious vision for a healthy food roll-up... For personal use only To build a portfolio of premium- branded health food assets, with Australian manufacturing capabilities and global growth potential. 2 2
Slide 3: Diversified health and nutrition platform built for longevity and everyday wellness
Elixinol Wellness is a diversified health and nutrition platform built for longevity and everyday wellness For personal use only Nutrition Supplements Superfoods Hemp Foods Australia The Healthy Chef Australian Primary Hemp Mt Elephant Elixinol USA The Super Food Co Soul Seeds 3
Slide 4: Operational Momentum
For personal use only ELIXINOL WELLNESS (ASX:EXL) OPERATIONAL MOMENTUM
Slide 5: Re-setting and right-sizing is working
Re-setting and right-sizing is working For personal use only Margin Expansion Consumer-led innovation Scalable platform • Retailers are backing true • Ecommerce drives higher margins • Q1 FY26 gross margins improved innovation aligned to consumer and consumer ownership to 45% (+8% YOY) demand • Reta
Slide 6: The Healthy Chef expands into Priceline
The Healthy Chef expands into Priceline For personal use only Multi-stage national distribution partnership: • Stage One in Q3 FY26 across ~410 stores • Stage Two in early 2027 with potential range expansion and increased stores Supports channel diversification, expanded brand awareness & new custom
Slide 7: Mt Elephant – Innovation collaboration with Retailers
Mt Elephant – Innovation collaboration with Retailers For personal use only Mt. Elephant brand re-positioned as: Clean. Wholefood. Sustainably differentiated. Premium – not luxury. Coles & Metcash supporting real innovation in traditional categories Momentum is building: • Pics now in 800+ Coles sto
Slide 8: Operational Reset with Clear Strategic Focus
For personal use only OPERATIONAL RESET WITH CLEAR STRATEGIC FOCUS
Slide 9: Repositioned for sustainable growth
Repositioned for sustainable growth ü Sharper strategic focus For personal use only Strategic ü Higher margin revenue shift to ü Higher margin e-commerce sales of The Healthy Chef, up 25% YoY in Q1 FY26 higher ü Improved gross margin margin ü 45% gross margin in Q1 FY26, up 8 percentage points YoY c
Slide 10: Strategic focus on higher-margin revenue and improved gross margins
Strategic focus on higher-margin revenue and improved gross margins For personal use only Gross Margin Americas Australia 45% 4.5 40% 42% 45 38% 39% 38% 4.0 37% 40 36% 34% 3.5 35 Gross Margin (%) 3.0 30 Revenue ($M) 2.5 25 2.0 20 1.5 15 1.0 10 0.5 5 0.0 0 Q1-24 Q2-24 Q3-24 Q4-24 Q1-25 Q2-25 Q3-25 Q4
Slide 11: Back-to-back quarters of positive underlying operating cash flow
Back-to-back quarters of positive underlying operating cash flow1 use only 200 +12 +19 0 -122 -244 -275 -200 -486 -645 -664 -400 For personal -1,050 -600 Thousands $ -1,405 -800 -1,000 -1,200 -1,400 -1,600 Q4-23 Q1-24 Q2-24 Q3-24 Q4-24 Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 1Underlying operating cash flow ex
Slide 12: Capital Reset for Organic Growth and M&A
For personal use only CAPITAL RESET FOR ORGANIC GROWTH AND M&A
Slide 13: Capital reset provides foundation for sustainable growth
Capital reset provides foundation for sustainable growth • Existing share register For personal use only • Small parcel sale facility A simpler capital • Around 8,000 shareholders, representing 6% of issued capital have small holdings structure will • Loan note holders rollover enable EXL to execute
Slide 14: FY26 Outlook & Short-Term Catalysts
For personal use only FY26 OUTLOOK & SHORT- TERM CATALYSTS
Slide 15: FY26 Outlook
FY26 Outlook For personal use only EXL is now operating from a stronger, more Operational Cost Growth Strategic efficient cost base, Momentum Efficiency Foundation Opportunities ready to capture growth • Improve • Maintain a • Building a • Pursue value- opportunities and performance structural platf
Slide 16: Multiple short-term catalysts
Multiple short-term catalysts Investors can Q2 FY26 For personal use only look forward • Capital injection with supportive new shareholders and new terms agreed to by to continued existing loan note holders market • Completion of small parcel sale facility updates on the capital Q3 FY26 reset and •
Slide 17: New Executive management team with broad industry experience
New Executive management team with broad industry experience CEO and CFO appointed in FY25 For personal use only Natalie Butler Gavin Evans Pauline Gately Executive Director & CEO Non-exec Chair Non-exec Director 25 years industry experience, International business leader with Accomplished Non-Execu
Slide 18: Important Notice & Disclaimer
Important Notice & Disclaimer The following material is for general information purposes only and should not be relied on for the making of any investment decision. Any investment in Elixinol Wellness Limited ACN 621 479 794 (Elixinol Wellness) is subject to a number of investment risks including th
Slide 19: Thank-you
For personal use only Thank-you Elixinol Wellness Limited (ASX:EXL) Gavin Evans, Non-executive Chair Gavin.evans@elixinolwellness.com Katie Mackenzie, Investor Relations kmackenzie@belleviewir.com.au Suite 2, Level 11, 385 Bourke St, Melbourne VIC 3000 info@elixinolwellness.com www.elixinolwellness.