Loop Industries (LOOP) investor relations material

Market opportunity and industry drivers

• Global polyester market is 86M tons, with only 11M tons recycled; Loop's 10 facilities would represent less than 1% of total market and under 7% of recycled market.

• Strong regulatory push for recycled content, with mandates in the US, EU, and India requiring up to 50% recycled content in packaging by 2030.

• Major brands like Nike, Danone, H&M, and IKEA have set ambitious recycled content and emissions reduction targets for 2030.

• Only 12% of 500 billion plastic bottles used annually are recycled; less than 1% of 92M tons of textile waste is recycled back into fiber.

Technology and product differentiation

• Patented depolymerization technology enables recycling of low-value, hard-to-recycle polyester waste into virgin-quality resin.

• Process uses low heat and no added pressure, reducing GHG emissions by up to 81% compared to virgin polyester production.

• Technology validated at a Canadian facility, with successful trials by global brands and independent third parties.

• Output is food-safe, REACH certified, and suitable for textile-to-textile and packaging-to-packaging recycling.

Commercialization and global expansion

• Commercial strategy combines direct investment (JVs), licensing, and engineering services to maximize ROI and accelerate deployment.

• First technology license sold to Reed Société Générale Group in 2024 for a European facility; Loop retains up to 50% investment rights in Europe.

• Infinite Loop India JV with Ester Industries targets 70KTA capacity, completion in 2028, with land secured and engineering underway.

• Multi-year offtake agreements signed with Nike (anchor customer) and Taro Plast, diversifying revenue streams.