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Did Organigram Global beat or miss consensus estimates last quarter?

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What factors drove the changes in Organigram Global's revenue and profit?

- **Market Dominance**: #1 Canadian LP with 11.6% share, 20.4% vape leadership, and SHRED's 81% repurchase rate.
- **Revenue Surge**: Q3 net $70.8M (+72% YoY), adj. EBITDA $5.7M, free cash flow $5M.
- **International Growth**: $7.4M intl. rev. (+208% YoY), U.S. beverages in 25 states, and EU GMP pending for margin boost.
- **Operational Efficiency**: $4.2M synergies realized, 34% gross margin, and $5M free cash flow.
- **Leadership Transition**: CEO Beena Goldenberg retiring, but confident in team and 40%+ FY26 margin target.

**【CEO Summary Section】**
- **Market Leadership**: Maintained #1 national market share at 11.6%, up 2.5 points year-over-year, with 20.4% share in vapes and 10.6% in flower. SHRED brand achieved 81% repurchase rate in milled flower.
- **Operational Growth**: Harvested 24,000 kg at Moncton (15% QoQ increase), with 14,000 kg annual capacity expansion. Launched SHRED Mac 10 edibles, driving 50 bps sequential share gain to 16.1%.
- **International Expansion**: Q3 international revenue $7.4M (+208% YoY), driven by Germany and Australia. U.S. beverages now in 25 states with 9 SKUs, including Fetch soda line.
- **Integration Progress**: $4.2M synergies realized (annualized $11M), with ERP transition complete and London DC set to reduce freight costs by $3.4M/year.

**【CFO Financial Commentary】**
- **Revenue Records**: Q3 net revenue $70.8M (+72% YoY), adj. EBITDA $5.7M (+64% YoY). Free cash flow $5M, up from $0.5M in Q2.
- **Gross Margin**: 34% (down 200 bps YoY due to Motif drag), with 35% full-year target and 40%+ FY26 outlook. Organigram standalone margin 37% vs. Motif at 29%.
- **Cost Efficiency**: Operating expenses 40% of net revenue, down 5% YoY. $2.7M COGS savings from Elmer expansion and $1.4M annual biomass savings.

**【Q&A Highlights】**
- **GMP Certification**: EU GMP delayed due to regulatory scrutiny, but expected to boost margins via direct exports. Current international flower sales at lower margins due to middlemen.
- **Capacity Strategy**: Reevaluating $8M Moncton expansion to optimize for drying vs. growing. 14,000 kg annualized from LED upgrades and nutrient improvements.
- **U.S. Investment**: Focused on beverages and genetics via Filos partnership. No immediate plant-touching plans despite Schedule III hopes.
- **Synergy Outlook**: On track for $15M total synergies, with $4.2M realized and $10.8M remaining.


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