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Aurora Cannabis Dominates 30% Of Canada's Medical Marijuana Exports: Will Its Bold International Expansion Pay Off?

Aurora Cannabis Dominates 30% Of Canada's Medical Marijuana Exports: Will Its Bold International Expansion Pay Off?

極光大麻佔據加拿大30%的醫療大麻出口:其大膽的國際擴張會迎來回報嗎?
Benzinga ·  08/23 00:26

Aurora Cannabis (NASDAQ:ACB) saw its international sales for the first half of 2024 reach C$39.3 million ($28.9 million), reflecting a 31% year-over-year increase. This growth includes the full acquisition of MedReleaf Australia in February 2024, which contributed significantly to the sales boost. A Wednesday report by Pablo Zuanic of Zuanic & Associates provides a detailed analysis of the company's recent activities and financial standing.

極光大麻(NASDAQ:ACB)看到其2024年上半年國際銷售達到C$3930萬($2890萬),同比增長31%。本次增長包括對澳大利亞MedReleaf的完全收購,該收購對銷售增長做出了重大貢獻。Zuanic & Associates的Pablo Zuanic在週三的一份報告中對公司的最近活動和財務狀況進行了詳細分析。

International Sales And Market Position

國際銷售和市場地位

Aurora remains a leader in the export of Canadian medical marijuana (MMJ), accounting for more than 30% of Canada's MMJ exports.

極光大麻仍然是加拿大醫用大麻出口的領導者,佔加拿大醫用大麻出口量的超過30%。

Key markets include Australia, Germany, Israel, Czechia and Portugal, with notable growth in the Czech and Portuguese markets.

主要市場包括澳大利亞、德國、以色列、捷克和葡萄牙,捷克和葡萄牙市場增長明顯。

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獲取Benzinga獨家分析以及關於大麻行業和市場的最新資訊,每天免費發送到您的郵箱。點擊此處訂閱我們的新聞稿。如果您認真對待業務,那麼不能錯過。

Profit Margins And Cash Flow Trends

利潤率和現金流趨勢

The company reported encouraging profit margin trends, with adjusted cash gross margins for its global cannabis business reaching 69% in the June quarter, up from 66% in March and 61% a year ago.

公司報告顯示,2024年6月季度全球大麻業務的調整後現金毛利率達到69%,高於3月的66%和一年前的61%。

Despite this, recurring cash operating expenses in Q2 2024 were slightly higher than adjusted cash gross profits, leading to a 102% ratio.

儘管如此,2024年Q2的經常性現金營業費用略高於調整後現金毛利潤,比例達到102%。

Still, this represents an improvement compared to the previous fiscal year. Aurora's net cash position improved to C$63 million, with positive operating cash flows of C$8.4 million for the quarter.

不過,與上個財年相比,這表示了一種改善。極光大麻的淨現金狀況改善到6300萬加幣,本季度的營業現金流爲840萬加幣。

Valuation And Strategic Outlook

估值和戰略展望

Aurora Cannabis is currently valued at C$516 million, with an enterprise value of C$543 million. The company trades at 1.6 times its current sales run rate, significantly below the multiples seen by competitors like Tilray (NASDAQ:TLRY) and Canopy Growth (NASDAQ:CGC). Zuanic suggests that while Aurora's financial and operational trends are showing signs of improvement, the company's valuation remains relatively attractive compared to its peers.

極光大麻目前的估值爲51600萬加幣,企業價值爲54300萬加幣。公司的交易價格是其當前銷售速率的1.6倍,遠低於競爭對手如Tilray(納斯達克:TLRY)和Canopy Growth(納斯達克:CGC)的倍數。Zuanic認爲,儘管極光大麻的財務和運營趨勢顯示出改善跡象,但與同行相比,公司的估值仍然相對較有吸引力。

Cover image made with AI

封面圖片由人工智能製作

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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