Anaergia (ANRG) investor relations material

Business overview and strategy

• Operates in 18+ countries with over 230 RNG facilities and 1,750+ technology installations, leveraging a capital-light, vertically integrated model.

• Provides end-to-end solutions for converting organic waste into renewable natural gas, clean water, and fertilizer, with proprietary technology and in-house manufacturing in Germany, Italy, and Canada.

• Focuses on capital sales, long-term service contracts, and build-own-operate (BOO) assets, generating diversified and recurring revenue streams.

• Strategic partnerships and a leaner cost structure have strengthened the balance sheet and expanded the geographic footprint.

Technology and innovation

• Holds approximately 300 active and pending patents, covering digestion, gas upgrading, and water treatment.

• Proprietary technologies like OREX® and Omnivore® enable efficient extraction and digestion of organics, reducing capex and increasing system capacity.

• Manufactures precision-engineered equipment for maximum biogas yield and resource recovery, embedding operational experience into product design.

• Dual R&D platform drives both disruptive innovation and continuous improvements, supporting global commercial deployment.

Market opportunity and regulatory drivers

• Global organic waste generation is projected to reach 3.86 billion tonnes by 2050, with only 6% currently treated.

• Regulatory mandates in North America and Europe, such as California SB 1383 and the EU Landfill Directive, are driving demand for new RNG infrastructure.

• Over $13B in new RNG infrastructure is required in California by 2030, and $78B in Europe to meet ambitious targets.

• Asia presents significant growth opportunities due to high organic content in waste and emerging offtake markets.