週二，大麻生產商Organigram Holdings Inc（納斯達克：OGI）報告稱2025財年第一季度的總銷售額爲6680萬加元，同比增19%，超過了市場預期的6540萬加元。 21%的收成來自高效種子栽培，高於上一季度的9%。 淨收入增長17%至4273萬加元，主要由於休閒大麻銷售增加、國際銷售和Motif銷售的貢獻。 公司表示，Motif的整合正按計劃進行，預計在未來兩年內實現超過1000萬加元的年協同效益。 調整後的毛利潤爲1430萬加元，佔淨收入的33%，而去年同期爲1120萬加元，佔31%。增長的原因包括種植和收穫後的成本降低、庫存準備金減少和銷售結構的變化。 調整後的EBITDA爲140萬加元，而2024財年第一季度調整後的EBITDA爲10萬加元。增長主要得益於收入的增加和運營效率的提升。 “這是Organigram激動人心的時刻，我們作爲加拿大市場份額最大的休閒大麻公司，開啓了2025財年。” CEO Beena Goldenberg說，“我們本財年的戰略重點是整合Motif以最大化運營協同效益，繼續擴大國際市場的存在，並推動更多的創新，無論是在產品組合中取悅消費者，還是在運營中爲股東增加價值。” 大麻公司報告稱淨虧損爲2290萬加元，而去年同期淨虧損爲1580萬加元，主要歸因於對BAT的補充權益的公允價值損失增加，這部分被毛利潤增加和其他金融資產的公允價值收益部分抵消。 截至2024年12月31日，公司擁有7120萬加元的現金。在BAT後續投資的最後一筆款項交割後，Organigram的現金頭寸將在預計基礎上達到約1.13億加元。 價格走勢：截至週二預盤，OGI股價下跌11%，報1.54美元。

以上內容來自Benzinga Earnings專欄，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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