What is IM Cannabis's gross profit margin?

What guidance did IM Cannabis's management provide for the next earnings period?

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What were the key takeaways from IM Cannabis's earnings call?

What is the market's earnings forecast for IM Cannabis next quarter?

What does IM Cannabis do and what are its main business segments?

What is the revenue and EPS growth rate for IM Cannabis year over year?

What were the key takeaways from IM Cannabis’s earnings call?

- **Q1 Profit Milestone**: First profitable quarter with 87% gross margin improvement, driven by German market dominance (569% growth).
- **Cost Efficiency**: 56% reduction in operating expenses and 94% rise in gross profit highlight operational turnaround.
- **Focus Restructuring**: Critical tax-optimized transfer of 25% Focus stake to achieve 100% ownership and avoid tax risks.

**【CEO Opening Remarks】**
- Q1 2025 marked the company's first profitable quarter, with an 87% improvement in gross margin vs. Q1 2024.
- German market revenue surged 569% YoY, driven by 12 new strain launches contributing €3M (~39%) of FLOWR sales.
- Israeli revenue declined 56% YoY due to strategic resource reallocation, but cost-cutting measures (e.g., production facility shift) reduced expenses and improved profitability.

**【CFO Financial Highlights】**
- Adjusted EBITDA turned positive at $0.6M (vs. -$2.2M in Q1 2024), with net profit of $0.2M.
- Total revenue remained stable at $12.5M (up 4% YoY), with Germany accounting for 62% of sales (vs. 24% in Q1 2024).
- Operating expenses dropped 56% YoY to $3.3M, driven by $1M reduction in selling/marketing costs and $0.8M from Oranim deal cancellation.
- Gross profit rose 94% YoY to $3.4M, with cost of revenue declining 12% to $9.1M.

**【Q&A Key Takeaways】**
- Upcoming Focus company ownership approval (25% stake transfer) is critical for tax optimization and restructuring.
- Regulatory process requires 100% ownership of Focus to avoid tax complications, necessitating external valuation and stake adjustment.
- Management emphasizes long-term strategic alignment of subsidiaries to maximize operational efficiency and minimize tax liabilities.

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