Polygiene (POLYG) investor relations material

Company Overview and Strategic Positioning

• Operates at the intersection of sustainability, hygiene, and material performance, addressing long-term global trends and challenges.

• Utilizes proprietary odor control and antimicrobial technologies integrated across textiles, plastics, coatings, and more.

• Asset-light, scalable business model with strong gross margins and low capital intensity, leveraging a global supplier and distributor network.

• Global presence with subsidiaries in China, UK, Germany, and the US, serving a diversified customer base including major global brands.

• Focused on long-term growth through innovation, market expansion, and strategic acquisitions.

Technology, Innovation, and Growth Strategy

• Offers odor control and antimicrobial surface protection technologies embedded during manufacturing, supporting co-branding with partners.

• Recent launches include OdorCrunch 2.0 (non-biocidal odor capture) and ShedGuard (prevents microplastic shedding in textiles).

• Ongoing development of bio-based materials and new functional additives, with new products typically taking 12-18 months to reach market.

• Growth strategy centers on scaling core technologies, expanding into new categories and markets, and pursuing M&A opportunities.

• Innovation pipeline and selective acquisitions of unique technology startups support future growth.

Financial Performance and Market Reach

• Net sales fluctuated between MSEK 113.5 and 181.6 from 2021 to 2025, with EBITDA margins ranging from -4.4% to 22.7%.

• Revenue is well-diversified across regions: EMEA 45%, APAC 31%, Americas 16%, Global 8%.

• Key categories: Sports & Outdoor (31%), Distributors & other (23%), Industry (18%), with smaller shares in packaging, fashion, home, water, workwear, healthcare, and hospitality.

• Experienced strong growth during the pandemic, followed by market normalization and strategic refocusing.

• Aims for consistent, sustainable profitability by targeting must-have solutions rather than marketing-driven features.