Anaergia (ANRG) Investor presentation summary

Business overview and strategy

• Operates in 18+ countries with over 230 RNG facilities and 1,750+ technology installations, leveraging a deep IP portfolio and in-house manufacturing in Germany, Italy, and Canada.

• Provides end-to-end solutions for converting organic waste into renewable natural gas, clean water, and fertilizer, serving municipalities, agriculture, and food processing sectors.

• Vertically integrated model includes capital sales, long-term service contracts, and build-own-operate (BOO) assets, with a capital-light approach and recurring revenue streams.

• Strategic partnerships and geographic expansion have strengthened the balance sheet and improved operational execution.

• Recent leadership changes and a significant equity investment in 2024 have set a new strategic direction and restored financial discipline.

Technology and innovation

• Holds approximately 300 patents worldwide, covering proprietary equipment and processes for organic extraction, digestion, biogas upgrading, and water recycling.

• Technology enables processing of diverse feedstocks, maximizes biogas yield, and allows retrofitting of existing infrastructure for rapid deployment.

• Dual R&D platform focuses on disruptive innovation and continuous improvements, with commercial deployment at scale.

• In-house manufacturing ensures quality control and supply chain reliability.

Market opportunities and regulatory drivers

• Regulatory mandates in North America and Europe, such as California SB 1383 and the EU Landfill Directive, are driving demand for new RNG infrastructure.

• Over $13B in new RNG infrastructure required in California by 2030; EU targets 1.3B MMBtu of RNG by 2030, requiring ~$78B in investment.

• Asia presents growth opportunities due to high organic waste availability and favorable economics for bio-LNG and methanol projects.

• Anaergia’s modular systems and local presence provide a competitive advantage in emerging markets.