Birchtech (BCHT) Noble Capital Markets June 2026 Emerging Growth Virtual Equity Conference summary

Strategic business overview

• Focused on clean air and clean water technologies, with a mature air business and expanding water segment.

• Patented SEA technology underpins both air and water solutions, with strong IP defense and recent legal victories.

• Clean air business expected to remain stable and grow through 2027, supported by demand and settlements.

• Clean water segment seen as a major growth driver, with market potential 10x that of air business.

• Three integrated growth opportunities: stable air business, IP portfolio defense, and water market expansion.

Legal and intellectual property developments

• Secured a final judgment award exceeding $80 million, with ongoing collection efforts and interest accruing.

• Over $37 million collected to date from patent infringement settlements.

• All IPR (inter partes review) challenges to patents have been removed, clearing the path for further litigation and collections.

• Ability to pursue claims against Ameren and other defendants without risk of patent challenges.

• Legal team confident in ongoing appeals and collection process, with 70% of any award net to the company.

Clean water technology and market entry

• Active in clean water technologies for three years, targeting a $1.5 billion annual market.

• Significant revenue growth expected from water segment in 2026 and beyond, with commercial operations starting this year.

• Focus on PFAS/PFOA removal, leveraging proprietary sorbent enhancing additives and carbon rejuvenation.

• Partnerships with engineering firms and utilities to develop and implement cost-effective solutions.

• Rebranding and expanding product line for industrial and municipal water treatment.