Leef Brands (LEEF) Investor presentation summary

Vision and market positioning

• Aims to become the largest vertically integrated extraction company globally, leveraging a sophisticated supply chain and innovative extraction processes in California and New York.

• Operates one of the largest cannabis farms and extraction facilities, with a focus on quality and efficiency.

• Products are utilized in over half of California’s $4.4B and New York’s $1.6B cannabis markets.

Operations and supply chain

• Owns a 1900-acre ranch with a 180-acre cannabis cultivation permit, the largest in Santa Barbara County, and potential for further expansion.

• Extraction facility can process up to 835,000 lbs annually, covering ethanol, hydrocarbon, and solventless methods.

• Maintains partnerships with over 200 farms and operates a modern retail dispensary in Palm Desert.

Corporate strategy and growth pillars

• Four growth pillars: scaling Salisbury Canyon Ranch, interstate commerce/global export, Medicare CBD program participation, and opportunistic M&A.

• Scaling cultivation is expected to reduce COGS by 50% and boost gross margins from 30% to 50% by H2 2026.

• DEA registration applications position the company for interstate and international expansion.

• Medicare CBD program could provide a $4.5B annual revenue opportunity.

• Recent acquisition of Himalaya to accelerate growth and expand distribution.