Blumetric Environmental (BLM) Investor presentation summary

Strategic positioning and market opportunity

• Specializes in decentralized water and infrastructure solutions, targeting water scarcity, aging infrastructure, and military demand tailwinds.

• Addresses a $10.2 trillion global water infrastructure gap, with investments in water yielding high economic multipliers.

• Operates across four key markets: commercial & industrial, government, military, and mining, providing diversification and resilience.

• Plays a key role in equitable access and infrastructure resilience, two pillars highlighted by the World Economic Forum.

Business model and service offerings

• Delivers end-to-end solutions, from assessment and engineering to build, operate, and maintain (O&M) services.

• Offers both Professional Services (environmental engineering, compliance, geotechnical, remediation) and WaterTech (desalination, wastewater, mobile and fixed purification, emergency response).

• Expanding recurring revenue base through multiyear O&M contracts, targeting 10% of customer CAPEX annually.

• Maintains a strong presence in Canada, North America, and the Caribbean, with 16 offices, 3 manufacturing facilities, and 4 laboratories.

Financial performance and growth

• Achieved $62.6 million in revenues and $2.4 million in Adjusted EBITDA for FY2025, with 80% year-over-year revenue growth.

• Long-term revenue CAGR (2022–2026) of 27%, driven by organic growth and two strategic acquisitions.

• DS Consultants acquisition added $24 million in revenues, 40% gross margin, and $3.7 million EBITDA in FY2025.

• No long-term, interest-bearing debt; maintains a net cash balance and strong balance sheet.