Canopy Growth (WEED) Investor presentation summary

Strategic positioning and market opportunity

• Focused on unleashing cannabis potential in key markets with a consumer-led, brand-centric approach and global reach, targeting a $70B+ CAD market by 2028 across the U.S., Canada, Germany, Australia, Poland, and Czech Republic.

• Asset-right strategy combines owned core assets with leading contract manufacturing partnerships to improve adaptability.

• Dynamic leadership team united by a passion for cannabis and market execution.

Business execution and operational focus

• Leadership in Canada’s medical cannabis market, expanding product portfolio and deepening partnerships with healthcare providers.

• Prioritizing profitable scale in Canada’s adult-use market by focusing on high-demand, high-margin categories and optimizing wholesale distribution.

• International growth driven by reliable supply, established brands, and targeted expansion, especially in Europe and the UK.

• Continued global leadership in vaporization through innovation and operational efficiencies.

FY2026 performance highlights

• Returned to growth in Canada adult-use cannabis (+20% YoY) and medical cannabis (+18% YoY).

• Achieved two consecutive quarters of international cannabis growth, with Q4 FY2026 net revenue up 68% YoY.

• Maintained vaporization leadership with the launch of Storz & Bickel VEAZYTM.

• Strengthened financials via a US$150M term loan, extended debt maturities to 2031, and C$29M in annualized cost savings; ended FY2026 with C$365M in cash and C$131M net cash.

• Acquired MTL Cannabis, enhancing competitive position and financial performance.