周二，大麻生产商Organigram Holdings Inc（纳斯达克：OGI）报告称2025财年第一季度的总销售额为6680万加元，同比增19%，超过了市场预期的6540万加元。 21%的收成来自高效种子栽培，高于上一季度的9%。 净收入增长17%至4273万加元，主要由于休闲大麻销售增加、国际销售和Motif销售的贡献。 公司表示，Motif的整合正按计划进行，预计在未来两年内实现超过1000万加元的年协同效益。 调整后的毛利润为1430万加元，占净收入的33%，而去年同期为1120万加元，占31%。增长的原因包括种植和收获后的成本降低、库存准备金减少和销售结构的变化。 调整后的EBITDA为140万加元，而2024财年第一季度调整后的EBITDA为10万加元。增长主要得益于收入的增加和运营效率的提升。 “这是Organigram激动人心的时刻，我们作为加拿大市场份额最大的休闲大麻公司，开启了2025财年。” CEO Beena Goldenberg说，“我们本财年的战略重点是整合Motif以最大化运营协同效益，继续扩大国际市场的存在，并推动更多的创新，无论是在产品组合中取悦消费者，还是在运营中为股东增加价值。” 大麻公司报告称净亏损为2290万加元，而去年同期净亏损为1580万加元，主要归因于对BAT的补充权益的公允价值损失增加，这部分被毛利润增加和其他金融资产的公允价值收益部分抵消。 截至2024年12月31日，公司拥有7120万加元的现金。在BAT后续投资的最后一笔款项交割后，Organigram的现金头寸将在预计基础上达到约1.13亿加元。 价格走势：截至周二预盘，OGI股价下跌11%，报1.54美元。

以上内容来自Benzinga Earnings专栏，原文如下：

On Tuesday, Cannabis producer Organigram Holdings Inc (NASDAQ:OGI) reported first-quarter 2025 gross sales of CA$66.8 million, up 19% year-over-year, beating the consensus of CA$65.4 million.

21% of harvests came from higher efficiency seed-based cultivation, up from 9% in the prior quarter.

Net revenues increased 17% to CA$42.73 million, primarily due to increased recreational cannabis sales, international sales and contributions from Motif sales.

The company adds that the integration of Motif is progressing as planned, with over CA$10 million in annual run-rate synergies expected to be realized within the next two years.

Also Read: DEA Accused Of Bias In Cannabis Rescheduling Hearings: Weed Stocks Plummeted In 2024 As Process Drags On

Adjusted gross margin was CA$14.3 million, or 33% of net revenue, compared to CA$11.2 million, or 31%, a year ago. The increase is attributable to several factors, including lower cultivation and post-harvest costs, reduced inventory provisions, and sales mix.

Adjusted EBITDA was $1.4 million compared to $0.1 million in adjusted EBITDA in Q1 Fiscal 2024. The increase was primarily attributable to higher revenue and operational efficiency gains.

“This is an exciting time for Organigram as we kick off Fiscal 2025 as Canada’s largest recreational cannabis company by market share,” said CEO Beena Goldenberg. “Our strategic priorities for the fiscal year focus on integrating Motif to maximize operational synergies, continuing to expand our presence in international markets, and driving even more innovation—both in our product portfolio to delight our consumers, and also within our operations to enhance value for our shareholders.”

The cannabis company reported a net loss of CA$22.9 million compared to a net loss of CA$15.8 million a year ago, primarily attributable to a higher fair value loss recognized in relation to top-up-rights of BAT, which was partially offset by an increase in gross margin and fair value gain on other financial assets.

As of December 31, 2024, the company had cash of CA$71.2 million. On a pro forma basis, Organigram will have a cash position of approximately CA$113 million upon closing the final tranche of BAT’s follow-on investment.

Price Action: OGI stock is down 11% at $1.54 during the premarket session on last check Tuesday.

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