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Rubicon Organics Inc. (ROMJ:CA) Q4 2025 Earnings Call Transcript

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Rubicon Organics, Canada’s top premium cannabis producer, reported record 2025 financials with 22% revenue growth and 25% adjusted EBITDA increase despite capacity constraints. The company operationalized its newly acquired Cascadia facility, boosting cultivation capacity by at least 40% to meet unmet demand for its leading national brands. CEO Margaret Brodie highlighted 2026 growth plans, emphasizing optimization of existing operations and strategic investments to drive further EBITDA expansion. International expansion advanced significantly in 2025, positioning Rubicon to execute branded market entry strategies globally in 2026. CFO Glen Ibbott will detail financials, but the focus remains on scaling production and leveraging brand strength to capture market share.
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SA Transcripts159.1K FollowersFollow5ShareSaveComments Rubicon Organics Inc. (ROMJ:CA) Q4 2025 Earnings Call March 24, 2026 10:00 AM EDT Company Participants Margaret Brodie - CEO & DirectorWilliam Ibbott - CFO & Corporate Secretary Conference Call Participants Neal Gilmer - Haywood Securities Inc., Research DivisionNicholas Cortellucci - Atrium Research CorporationPablo Zuanic - Zuanic & AssociatesJosh Felker Presentation Operator Good morning, everyone. Welcome to Rubicon Organics Q4 2025 Earnings Call for the 3 and 12 months ended December 31, 2025. As a reminder, this call is being recorded. [Operator Instructions] Before we begin, please refer to Slide 2 for our caution regarding forward-looking statements and non-GAAP measures. Today's presenters are Margaret Brodie, CEO; and Glen Ibbott, CFO. I will now turn the call over to Margaret. Margaret BrodieCEO & Director Thank you, and good morning, everyone, from Vancouver. I'm pleased to share our 2025 results and provide an update on our strategy for significant revenue and EBITDA growth in 2026. 2025 was a transformational year for Rubicon as Canada's #1 premium licensed producer. We achieved record financial performance, growing revenue by 22% and adjusted EBITDA by 25% despite our constrained capacity and scale up investments. We swiftly operationalized the newly acquired highly accretive Cascadia facility. This purpose-built facility will increase our existing cultivation capacity output by at least 40% and unlock our ability to service the large unmet demand for our national leading brand portfolio. In 2025, we had made significant progress on our international strategy, and we are now ready to execute our branded strategic entry. We also advanced several other critical projects that will begin delivering further growth and operating leverage in 2026. Before Glen takes you through the financial results, I want to again emphasize our focus in optimizing our existing operational profile and facilities and driving further leverage into our 2026

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