GURU Organic Energy (GURU) Investor presentation summary

Market overview and positioning

• Competing in the $27B North American energy drink market, with sugar-free products now over 50% of the segment.

• Positioned as a better-for-you, plant-based, organic energy drink brand targeting health-conscious consumers.

• Holds #1 organic energy drink brand status in Canada and #3 overall in Quebec.

• Core consumer group is 18-24 year olds, with 56% of this demographic consuming energy drinks.

• Expanding in both Canada and the U.S., focusing on natural food stores, wholesale clubs, and online channels.

Product innovation and differentiation

• Offers a portfolio of natural energy drinks with zero sugar, zero sucralose, and zero aspartame.

• Key ingredients include organic green tea, coconut water, agave inulin, monk fruit, stevia, and L-theanine.

• Recent launches include Zero Ice Pop, Island Breeze Punch, Peach Mango Punch, and the Sorbet series (Orange Raspberry, Dragon Fruit Cherry).

• Products are designed to provide long-lasting energy, metabolism boost, and improved mental focus.

• Recognized as a leader in innovation in Quebec, with multiple top-ranked new products.

Financial performance and growth

• Achieved $37.9M net revenue (TTM), with consistent revenue growth and record quarters.

• Second consecutive positive TTM adjusted EBITDA since IPO, signaling a structural inflection toward profitability.

• Canadian and U.S. sales momentum: 46.8% revenue growth in Canada, U.S. natural accounts growing at 1.7x the category rate.

• Market capitalization of $143M as of June 2026, with strong insider and institutional ownership.