Birchtech (BCHT) IAccess Alpha Virtual Best Ideas Spring Investment Conference 2026 summary

Strategic overview and market positioning

• Focus on clean coal and clean water technologies, leveraging expertise in activated carbon for mercury and PFAS removal.

• Transitioned skills from air to water purification, targeting the multi-billion-dollar PFAS market with new EPA regulations driving demand.

• Strong intellectual property portfolio, with $37 million collected in license agreements and a $78 million federal court judgment in collection.

• Regulatory tailwinds expected to boost both air and water businesses, with PFAS regulations phased in from 2027 to 2031.

• Three growth pillars: core air business, recurring supply contracts, and expansion into water treatment solutions.

Business development and operational progress

• Recent settlements enable competition for renewed supply contracts, positioning for growth in 2026 and beyond.

• Collection of the $78 million judgment is underway, with new legal teams ensuring progress and interest accruing.

• Advanced rejuvenation process for granular activated carbon (GAC) being demonstrated, with contract wins expected through 2026-2027.

• Two new design centers in North Dakota and Pennsylvania accelerate entry into the water market, supporting nationwide utility testing.

• Commercialization of new water technologies and solutions to begin this year, with activated carbon recognized by EPA as best available technology.

Market opportunity and customer engagement

• Over 50,000 U.S. water utilities face PFAS compliance challenges, creating a vast addressable market.

• Customized solutions for utilities, including analytical services, rejuvenation, and specialty carbon development.

• First water treatment contract announced in late 2025, with the division expected to ramp up through 2026-2027.

• Rejuvenation services offer utilities cost-effective, high-efficacy PFAS removal, matching new GAC performance.

• Deep expertise and partnerships with engineering firms position the company as a preferred technology provider.