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Tilray projects $68M-$75M adjusted EBITDA in fiscal 2027 as it targets margin expansion

source: news (news:seeking-alpha)published 2026-07-29 07:44ingested 2026-07-29 08:29

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Earnings Call Insights

Tilray projects $68M-$75M adjusted EBITDA in fiscal 2027 as it targets margin expansion

Jul 29, 2026, 3:44 AM ETTilray Brands, Inc. (TLRY) Stock, TLRY:CA StockAI-Generated Earnings Calls Insights

Earnings Call Insights: Tilray Brands, Inc. (TLRY) Q4 fiscal 2026

Management view

"Fiscal 2026 proves something important and exciting. Tilray Brands is more than the company many people think it is." (President, CEO & Chairman Irwin Simon) "Today, Tilray is a diversified global consumer products and pharmaceutical

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Quick Insights

Management emphasizes record revenue and adjusted EBITDA, margin expansion, efficiency improvements, and integrating BrewDog, forecasting higher adjusted EBITDA for fiscal 2027.

Management identifies continued international cannabis price compression, Canadian medical cannabis reimbursement changes, and slow U.S. beer brand integration as primary risks to margins and earnings.

Management stresses disciplined M&A, entering large states if policy is durable, and states projections don't include federal legalization or rescheduling impacts, prioritizing integration and strong balance sheet.

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