Professional
Added to YB: 2026-03-27
Pitch date: 2026-03-24
ROMJ.V [bullish]
Rubicon Organics Inc.
+3.13%
current return
Author Info
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Company Info
Rubicon Organics Inc., together with its subsidiaries, engages in the production, processing, and sale of organic cannabis for the recreational and medical-use markets in Canada and internationally.
Market Cap
CAD 33.1M
Pitch Price
CAD 0.48
Price Target
1.00 (+102%)
Dividend
N/A
EV/EBITDA
8.01
P/E
30.73
EV/Sales
0.70
Sector
Pharmaceuticals
Category
growth
Rubicon Organics – Solid Q4 Financial Results & Strategic Outlook
ROMJ.V (earnings): Q4 rev $16.5M (+16% YoY) beat est $15.8M; FY25 rev $59.5M (+22% YoY) vs $58.8M est. Adj EBITDA $5.0M (8% margin) missed $5.6M on Cascadia start-up costs. Cascadia facility harvested on time/budget, 4500kg capacity (+40% total), revenue starts Q2/26. Premium market share gains +0.8% overall, +3.1% in pre-rolls to 10.4%. Mgmt guides H2/26 margin improvement to >40% gross, >12% EBITDA. International launch planned 2026. Trades 5.0x 2026E EBITDA vs peers 4.9x-6.2x. $1 PT (9x EBITDA). Catalysts: Cascadia ramp H2/26, international expansion.
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