Anaergia (ANRG) Investor presentation summary

Platform and business model

• End-to-end organic waste-to-value offering spans design, engineering, construction, equipment, operations and maintenance, producing RNG, clean water, fertilizer and other recovered products.

• Footprint includes 18+ countries, 230+ turnkey RNG facilities and 1,750+ technology installations; equipment is manufactured in Germany, Italy and Canada.

• Revenue mix is ~86% Capital Sales, ~7% Service and ~7% Build-Own-Operate; service contracts typically run ~5–10 years, while BOO assets target contracted long-term revenue.

• Proprietary platform covers organic extraction, digestion, biogas upgrading, water recycling and fertilizer production; Omnivore digestion is described as requiring 60% less capex and increasing existing-system capacity by 300%.

Market opportunity

• Estimated addressable market is C$150B–C$300B over the next decade+, against 970M tonnes of annual organic waste generation and 94% untreated.

• Waste accounts for 20% of anthropogenic methane emissions; global MSW is projected to reach 3.86B tonnes by 2050, 50% above today’s level.

• North American mandates indicate >$13B of required RNG infrastructure by 2030; Europe is projected to need ~ $78B in infrastructure investment and >1,000 new RNG facilities to meet mandates.

• Growth opportunities span municipal organics, wastewater, food processing, agriculture and private developers, with modular solutions aimed at waste diversion, energy recovery and decarbonization.

• Asia offers feedstock and offtake opportunities; cited references include Japan’s largest cow manure-to-AD facility and Southeast Asia’s largest food-waste processing plant.

Execution and commercial examples

• Strategic priorities include stronger contract momentum, balance-sheet discipline, expanded partnerships, leaner costs and targeted geographic growth; footprint cited as 18+ countries and 235+ facilities.

• Sterling Natural Resources Center produces 3.0 MW renewable electricity, 8M GPD recycled water and ~2,000 TPY fertilizer; the presentation describes all feedstock as converted to commercial product with net grid energy export.

• PepsiCo food waste is converted to RNG in four countries; Colombia operations divert ~50,000 tonnes of organic waste annually, reduce on-site power needs ~20% and avoid 3,700 tonnes of CO₂ annually.

• Southern California BOO assets include So-Cal Biomethane, with 310,000 MMBtu/year RNG design capacity, and Escondido and Mojave, with 1.2 MW electricity and 300 ft³/min biogas capacity.

• Food-waste RNG facilities are cited as having potential carbon-intensity scores of -50 to -150 gCO₂e/MJ; the platform converts methane-emitting waste into RNG compatible with existing gas infrastructure.