Birchtech (BCHT) Investor presentation summary

Business overview and market position

• Specializes in activated carbon technologies for mercury and PFAS removal in air and water, leveraging a strong team of industry experts.

• Patented SEA® sorbent technology is used at 80% of U.S. coal-fired power plants employing sorbent systems.

• Entered the multi-billion-dollar PFAS water treatment market, with regulatory tailwinds from new EPA rules.

• Generated $188M in revenues to date and expects significant growth from both air and water businesses.

• Holds a robust IP portfolio, securing $37M from license agreements and legal claims since 2020.

Technology and solutions

• Offers customized activated carbon solutions for mercury emissions and PFAS removal, tailored to specific utility needs.

• SEA® technology provides a two-part system for mercury capture, reducing costs and environmental impact.

• Water business structured in three tiers: design centers, treatment solutions, and carbon rejuvenation services.

• Carbon rejuvenation process reduces lifecycle costs for utilities by 30-50% and supports sustainability.

• New design centers and advanced analytics enable rapid, cost-effective PFAS compliance for utilities.

Financial performance and growth

• Q1 2026 revenue reached $4.2M with a 33% gross margin; trailing twelve months revenue and legal income totaled $18.6M.

• No debt as of Q1 2026; $14.7M in cash following a $16.4M capital raise and NYSE uplisting.

• Final judgment award of $78.4M received in December 2025, with collection efforts underway.

• Ongoing recurring revenues from product sales, consulting, and licensing agreements, with average $2M annual revenue per utility customer.

• Water business sales initiated, with additional growth expected as PFAS regulations take effect.