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Gevo (GEVO) investor relations material
Gevo Lytham Partners Fall 2025 Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Lytham Partners Fall 2025 Investor Conference summary30 Sep, 2025
Key business highlights
Pioneered alcohol-to-hydrocarbon fuels, achieving several industry firsts including ASTM certification and the first synthetic aviation fuel flight on a U.S. Navy aircraft.
Operates a diversified renewable energy platform focused on drop-in fuels, leveraging existing infrastructure and scalable, cost-competitive processes.
North Dakota assets produce 67 million gallons/year of low carbon ethanol, animal feed, and vegetable oil, with a Class VI carbon capture well capable of 1 million tons/year.
Profitable methane capture business from dairy partners and a proprietary software subsidiary, Verity, for sustainability audit trails.
Over 300 patents and strategic partnerships with LG and Axens support ongoing R&D and process improvement.
Financial and operational performance
Achieved a run-rate adjusted EBITDA of $20 million, with $17 million reported in the last quarter; targeting $40 million near-term and over $100 million with further optimization and expansion.
Holds $127 million in cash and equivalents, $700 million in total assets, and $168 million in debt, including tax-exempt green bonds and non-recourse asset-backed loans.
Revenue streams include ethanol, animal feed, carbon capture credits, and voluntary carbon offset sales, with the ability to optimize margins by targeting high-value markets.
Strategic growth and market outlook
Alcohol-to-Jet (ATJ) technology enables conversion of ethanol to sustainable aviation fuel (SAF), with first commercial-scale plants planned for North and South Dakota.
U.S. jet fuel demand is forecasted to rise by 2.3 billion gallons/year, while gasoline demand declines, positioning SAF as critical for aviation decarbonization.
ATJ process can achieve 90% jet fuel yield, is cost-competitive with fossil jet fuel, and offers $5/gallon EBITDA margin for a 30 million gallon/year plant.
Plans to license or build ATJ plants at existing ethanol sites, leveraging policy support and industry demand for low-carbon fuels.
Path to $100M+ EBITDA before SAF?
Strategy for maximizing carbon credit value?
SAF deployment strategy beyond serial #1?
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Q3 20256 Nov, 2025
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Frequently asked questions
Gevo, Inc. operates as a renewable fuels company. The company provides technologies for the cost-effective conversion of non-food, non-feed agricultural and forestry materials into isobutanol and ethanol. Its chief technology is a process for producing isobutanol from renewable, non-food sources including switchgrass and corn kernel fiber; it also produces ethanol from fermented sugarcane and sugarcane bagasse. The company offers proprietary technology, AgriCleanseTM; IsoFlexSM, consisting of isobutanol tolerant gasoline line filler hardware and gasoline specification bio-naphtha blendstock; and Bio Energia SecaTM Renewable Diesel, an isooctane, renewable diesel fuel derived from the Fischer Tropsch process that uses only natural gas as a feedstock. It also provides bio diesel in bulk and finished product through third party distributors in the United States and Europe.
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