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Birchtech (BCHT) investor relations material
Birchtech Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and business model
Develops activated carbon technologies for mercury and PFAS removal in air and water, with a strong IP portfolio and successful enforcement strategy, including $78.4M in recent legal awards and $37M in license agreements since 2020.
Core air business uses patented SEA® technology at 80% of U.S. coal-fired plants using sorbent systems, generating recurring revenues from product sales and consulting.
Entered the multi-billion-dollar PFAS water treatment market, leveraging regulatory tailwinds from new EPA rules and offering vertically integrated solutions across design, supply, and carbon rejuvenation.
Q2 2026 revenue was $3.8M with a 27% gross margin; trailing twelve months revenue was $18.6M.
No debt as of Q2 2026, with $11.8M in cash following a $16.4M capital raise and NYSE uplisting.
Technology and market opportunity
SEA® technology provides cost-effective mercury emissions control for coal-fired power plants, with a two-part system tailored to plant configurations.
PFAS regulations create a $1.5B annual U.S. market opportunity; company offers design centers, water treatment solutions, and carbon rejuvenation services for utilities.
Proprietary carbon rejuvenation technology reduces utility costs by 30-50% and minimizes environmental impact.
Over 50,000 U.S. water utilities face PFAS compliance mandates by 2029/2031, driving demand for advanced activated carbon solutions.
EPA recognizes activated carbon as the best available technology for PFAS removal.
Intellectual property and legal outcomes
Aggressive IP enforcement has resulted in $78.4M final judgment and $37M in settlements and license agreements since 2020.
100% success rate in defending patents; all IPR petitions terminated and infringing parties barred from further challenges.
License and supply agreements with major utilities improve cash flow and market share.
Legal awards and settlements structured to secure long-term supply contracts.
- Expanding water treatment operations and legal wins drive growth in the PFAS compliance market.BCHT
H.C. Wainwright 28th Annual Global Investment Conference - Q2 2026 revenue grew to $3.8M, net loss widened, and all patent challenges were resolved.BCHT
Q2 2026 - All proposals passed, with a strategic shift to water purification and new business growth planned.BCHT
AGM 2026 - Shareholders will vote on director elections, auditor ratification, executive pay, and reducing authorized shares.BCHT
Proxy filing - Shareholders will vote on directors, auditor, executive pay, and reducing authorized shares.BCHT
Proxy filing - Major legal wins and water tech expansion set stage for rapid growth and margin improvement.BCHT
Noble Capital Markets June 2026 Emerging Growth Virtual Equity Conference - Patented carbon tech and legal wins fuel growth in air and water purification markets.BCHT
Investor presentation - Strong IP, regulatory tailwinds, and new PFAS rules fuel growth in air and water purification.BCHT
Investor presentation - Q4 revenue up 37% to $5.6M with 60% margin; water business and IP drive future growth.BCHT
Q4 2024
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