Q4 2025 Organigram Global Inc Earnings Call Transcript
Key Points
- Organigram Global Inc (OGI) achieved the number one market share position in Canada, with a 11.9% market share in fiscal 2025.
- The company delivered record quarterly gross and net revenue, along with the highest adjusted gross margin and adjusted EBITDA since 2019.
- International sales reached a record $26.3 million, up 171% from the previous year, supported by partnerships in Germany, the UK, and Australia.
- The acquisition of Motif Labs enhanced operational capabilities without resulting in market share dilution, contributing to significant cost savings.
- Organigram Global Inc (OGI) is expanding its product offerings with new launches in vapes, pre-rolls, and beverages, including the introduction of Shred Soda.
- The company experienced a temporary market share impact due to an eight-week strike by the BC General Employees Union, affecting large LPs.
- Net loss for the quarter increased to $38 million, primarily due to non-cash mark-to-market adjustments in derivative liabilities and other financial assets.
- Higher biomass costs and temporary disruptions related to the Motif ERP integration impacted financial performance.
- The US Federal Funding Act provision could potentially ban hemp-derived THC by November 2026, posing a risk to the US business.
- Despite record results, free cash flow was slightly negative at $0.7 million in Q4 fiscal 2025, due to higher investment in working capital.
Good morning. My name is Tiffany, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Organogram Global Fourth quarter fiscal 2025 earnings conference call. After the speaker's prepared remarks, there will be a Q&A session.
Please limit yourself to one question and one follow-up. You may re queue for additional questions.
Thank you. I'll now turn the call over to Max Schwartz, director of investor relations.
Thank you, Tiffany. Good morning and thank you very much for joining us today. As a reminder, this call is being recorded and a replay will be available on our website within 24 hours. Today's call will include forward-looking statements. Actual results could differ materially due to a number of risk factors outlined in our filings and the cautionary statements included in our Q4 fiscal 2025 press release and MD&A.
We'll also reference certain non-IFRS measures such as adjusted EBITA, adjusted gross margin, and
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