ECS Botanics Blooms with Record Harvest, Eyes Global Expansion

Key Highlights:

• ECS forecasts 50% jump in FY25 cannabis production, with a record 9.8 tonnes
• Premium flower output surges; four new Terphogz strains to launch in June
• Stock jumps 22% on investor optimism, hitting $0.011 by midday trade

ECS Botanics Holdings Ltd (ASX: ECS) surged 22.22% to $0.011 on Friday as investors cheered the company’s record-breaking harvest forecast and strategic global expansion plans. With the medicinal cannabis producer set to exceed its FY24 output by 50%, ECS is signaling a breakout year fueled by quality-focused production, lower costs, and a push into international markets.

The company projects a total annual yield of 9.8 tonnes for FY25, a significant leap driven by strong performance from both its outdoor operations and its Protective Cropping Enclosures (PCEs). Notably, ECS’s outdoor harvest will reach 6 tonnes this year, with 2.6 tonnes comprising high-value, A-grade dried flower—a major improvement over prior years where much of the output was biomass.

The PCEs are expected to contribute 3.8 tonnes, including 2.5 tonnes of A-grade flower, all of which is already pre-committed to customers in Australia and Europe. Lower production costs and quality improvements are expected to support stronger margins as ECS moves closer to its goal of becoming cash-flow positive in 2025.

Enhancing its premium product push, ECS is set to launch four Terphogz strains—The Original Z, Zruntz, Cherry Rope, and RS-40—to Australian consumers in June. These globally popular genetics are expected to lift ECS’s profile in the B2C segment. European expansion is also on the horizon, with UK and German regulatory pathways progressing.

Internally, ECS is investing in infrastructure upgrades, including a refrigerated curing room and a clean packaging facility, with a modest $200,000 capex budget covered by current reserves and an expanded NAB loan facility.

Despite a challenging year that saw its share price fall nearly 39%, ECS appears to be regaining momentum. With increased demand, strong international brand alignment, and a sharply improved product mix, the company is positioning itself as a cost-effective, premium provider in the global medicinal cannabis space.