The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Frederico Gomes - ATB Capital Markets Inc - Analyst
: I guess the first question on your adjusted gross margins, and I guess the outlook here. I guess you're still expecting the full year adjusted gross
margin to be in that 35% range. It does seem to imply a significant, I guess, expansion in Q4. So could you just talk about that, the drivers behind
that and how confident you are in reaching that gross margin expansion?
Question: Frederico Gomes - ATB Capital Markets Inc - Analyst
: Got it. I guess the second question, just if you could talk about how you are looking at your cultivation capacity right now? Because I know that --
you made some improvements there. At the same time, I think, Dino, you mentioned that you are reevaluating some previous plans to invest in
CapEx there.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
AUGUST 13, 2025 / 12:00PM, OGI.TO - Q3 2025 Organigram Global Inc Earnings Call
At the same time, I guess we're seeing an improvement in prices in Canada and then strong international demand. So how do you balance that?
And how are you looking at that right now?
Question: Aaron Grey - AGP / Alliance Global Partners Corp - Analyst
: So I want to piggyback off that last question from Fred a bit. So speaking specifically to the international opportunities, you did mention with the
GMP certificate as you guys are still waiting. So first, if you can just give some expected timing on that because it seems like it's been delayed from
what we were expecting before.
And then second, regarding the increase in volume that you expect that you could achieve from that, could you maybe help us to kind of quantify
how much of a lift we could expect there? How much revenue are you currently leaving on the table now or isn't as appealing because it's not as
profitable right now because you're going through the middleman, that will become more appealing once you receive the certificate. So any color
on that would be appreciated as we might be able to some -- expect some type of step change with international once you get the GMP.
Question: Aaron Grey - AGP / Alliance Global Partners Corp - Analyst
: Okay. Great. Really appreciate that color, Bina. Second question for me, just as we think about investment opportunities, particularly in the US, can
you talk about some of the appealing investment opportunities available today? And then how might that change in the event of federal reform
by the way of rescheduling to Schedule III or otherwise as obviously, there's been a number of news reports that have come out recently on that.
|
