Q4 2025 Aurora Cannabis Inc Earnings Call Transcript
Key Points
- Aurora Cannabis Inc (ACB) reported a record-setting year in global medical net revenue, adjusted EBITDA, and positive free cash flow.
- Net revenue rose 27% to a record $343 million, with global medical cannabis revenue increasing by 39%.
- The company achieved an improved adjusted gross margin of 55%, up from 49% in the previous year.
- Aurora Cannabis Inc (ACB) is debt-free in its cannabis business and holds a strong cash balance of $185 million.
- The company has a strong international presence, with leading market positions in Canada, Australia, Germany, Poland, and the UK, and is well-positioned to capitalize on global medical cannabis opportunities.
- Aurora Cannabis Inc (ACB) experienced headwinds in Poland due to regulatory changes impacting prescription volumes.
- Consumer cannabis net revenue declined to $8.2 million from $10.2 million in the previous year, reflecting a focus on higher-margin medical cannabis.
- The company anticipates a temporary decline in some international markets, which may affect Q1 2026 revenue.
- Adjusted SG&A expenses increased by 17%, driven by higher freight and logistics costs and incremental costs from acquisitions.
- Despite strong performance, the company faces increasing competition in international markets, which could pressure revenue and margins.
Greetings. Welcome to Aurora Cannabis Inc. fiscal fourth-quarter 2025 results conference call. (Operator Instructions) The conference is being recorded today, Wednesday, June 18, 2025.
I would now like to turn the conference over to your host, Kevin Niland, Director of Strategic Finance and Investor Relations. Please go ahead, sir.
Hello, and thank you for joining us. With me are Miguel Martin, Executive Chairman and CEO; and Simona King, CFO.
Earlier this morning, we filed our financials for the full fiscal year, fiscal fourth quarter 2025 period ending March 31, 2025, and issued a news release containing these results. This news release, along with our financial statements and MD&A are available on our IR website as well as via SEDAR+ and EDGAR.
Our discussion today gives us a reminder that certain matters could constitute forward-looking statements that are subject to risks and uncertainties relating to our future financial or business
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