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Canopy Growth Narrows Losses and Sets Profit Target as It Integrates MTL

January recapitalization plus rising international sales underpin a push into Europe despite near-term integration costs.

Overview

  • Canopy reported improved fiscal Q4 results on Monday, posting an adjusted loss per share of $0.29 and revenue that rose about 13.6% to $51.95 million, signaling narrower losses versus a year earlier.
  • The company finished fiscal 2026 with CA$131.3 million in net cash after a January recapitalization and cut free cash outflow from CA$176.6 million to CA$69.1 million over the year.
  • Canopy completed its acquisition of MTL Cannabis during the year and said the deal makes it Canada’s largest medical cannabis business by revenue while already delivering roughly CA$6 million of CA$10 million annual cost-synergy targets.
  • Management flagged strong international momentum, with international cannabis revenue up about 68% in Q4, and said Europe is the next growth focus even as MTL integration and related costs will weigh on early fiscal 2027 results.
  • Investors remain cautious: the company is targeting positive adjusted EBITDA for fiscal 2027 but the stock has lagged, which could keep pressure on valuation until margin gains and integration milestones materialize.