Agilyx (AGLX) Company presentation summary

Market opportunity and regulatory environment

• EU mandates for recycled content and regulatory clarity are driving demand for advanced recycling solutions, with targets set for 2030 and 2040 across packaging categories.

• Advanced recycling is now formally recognized and counts toward EU content targets, reducing policy risk and increasing earnings visibility.

Platform strengths and financial positioning

• Operates as a specialized investment platform with 20 years of experience, 22 patents, and a primary 44% holding in a leading European recycling company.

• Financially positioned for growth, with self-financed operations and funding secured through 2027.

• Recent restructuring includes full ownership of key assets, bond redemption, and a pivot to focus on European growth.

Operational highlights and growth drivers

• Controls large volumes of plastic waste, processing ~1 million tonnes of packaging and 300,000 tonnes of plastic annually.

• Stable gross margins and profitable core operations, with projected EBITDA growth from €12m in 2025 to €49m in 2028.

• Active pipeline of 19 contracts for advanced recycling feedstock, supporting significant near-term EBITDA upside.