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Elixinol Wellness Limited (ELLXF) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Elixinol Wellness appointed Gavin Evans as Chair in December 2025 to drive scalable growth, leveraging his expertise in vertically integrated brands and M&A from OpenWay Food Co. The company reported Q4 2025 progress, emphasizing financial discipline, operational efficiency, and high-margin category focus under Evans’ leadership. CEO Natalie Butler and CFO Adam Dimitropoulos joined the earnings call, highlighting a stronger, more focused business position compared to six months prior. Leadership restructuring in 2025 aimed to rebuild the company’s foundation, aligning costs with core revenue drivers for long-term stability. The call outlined strategic priorities: brand-building, supply chain optimization, and potential acquisitions to expand Elixinol’s market presence.
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SA Transcripts158.31K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Elixinol Wellness Limited (ELLXF) Q4 2025 Earnings Call February 11, 2026 6:00 PM EST Company Participants Katie MackenzieGavin EvansAdam Dimitropoulos - Chief Financial OfficerNatalie Butler - CEO & Executive Director Presentation Katie Mackenzie Good morning, everyone, and welcome to the Elixinol Q4 FY '25 Results and Outlook Webinar. On our call today, we have Gavin Evans, the Chair; Natalie Butler, Executive Director and CEO; and Adam Dimitropoulos, CFO. And my name is Katie Mackenzie, Investor Relations for Elixinol. The presentation today will run for about 20 minutes, and then we will open up for Q&A. [Operator Instructions]. So now I'd like to hand over to Gavin Evans.

Gavin Evans Thank you, Katie, and good morning, everyone. Thanks for joining us today to listen to this presentation about the solid progress that we're making at Elixinol. Let me start by providing some context to my role in the business. I was appointed Chair of Elixinol Wellness in December 2025 at a pivotal time for the company. Most recently, I've founded OpenWay Food Co., where we built a vertically integrated category-leading portfolio of better-for-you brands, brands such as Red Tractor, Table of Plenty and Keep it Cleaner. That experience building brands, strengthening supply chains and integrating businesses to deliver scale is highly relevant to EXL today. Over the last 2 decades, I've developed strong relationships across food supply chains, retail distribution and the broader investment community. My focus is on financial and operational discipline, targeting scalable, high-margin categories and aligning our cost base to those core revenue drivers. I also bring proven experience in M&A. From my perspective, my mandate is clear; to create a solid foundation for scalable growth. We're now operating from a stronger, more focused position than we were 6 months ago. In 2025, we rebuilt the leadership

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