Avantium (AVTX) Investor presentation summary

Strategic progress and commercial transition

• Completed construction and commissioning of the FDCA Flagship Plant, with first commercial sales expected by end of 2026 under 23 offtake agreements.

• Divested non-core assets and spun out Volta and Parana, sharpening strategic focus.

• Reduced headcount by 15% since mid-2025, aligning the organization for commercial operations.

• Targeting €90m annualized revenue and EBITDA break-even by end of 2027.

Business model and revenue engines

• Two revenue streams: direct product sales from the FDCA Flagship Plant and technology licensing with milestone and royalty payments.

• FDCA Flagship Plant expected to generate €55m revenue per year at full capacity (5ktpa).

• Over 150ktpa of capacity reservations secured for future license plants, representing €750m annual product value.

• Ambition to have up to four licensing prospects generating income by end of 2027.

Product and technology advantages

• PEF (branded as releafⓇ) offers 10x better oxygen and 15x better CO₂ barrier than PET, enabling longer shelf life and lighter packaging.

• 100% plant-based, fully recyclable, and up to 88% lower carbon footprint compared to PET.

• Compatible with existing PET infrastructure, allowing for brownfield retrofits.

• Strong IP portfolio with 555 patents/applications and 100+ patent families globally.