Blumetric Environmental (BLM) Planet MicroCap Showcase: VEGAS 2025 summary
Event summary combining transcript, slides, and related documents.
Planet MicroCap Showcase: VEGAS 2025 summary
3 Feb, 2026Company overview and strategy
Over 45 years in water technologies and professional services, with 5,000+ projects and 109+ water tech systems deployed.
Trailing 12-month revenue is CAD 40 million, EBITDA CAD 2.1 million, no material debt, and over CAD 5 million in cash.
Focus on sustainability, water scarcity, and military demand, with a diversified customer base and 92% client retention.
Strategic goal to increase recurring revenues and balance between water tech and professional services.
Emphasis on both organic and selective inorganic growth, with recent successful acquisition and integration of Gemini Water.
Business operations and expansion
Two main verticals: professional services (environmental consulting, engineering) and water tech systems (mission-ready, military, remote, and mining applications).
Recent acquisition of Gemini Water doubled its capacity and expanded U.S. and Caribbean presence.
Major contracts include CAD 12 million with Rheinmetall (Germany) for military mobile water systems and CAD 14 million with St. Kitts for a large desalination plant.
Ongoing focus on geographic expansion, especially in the U.S., Caribbean, and remote Canadian regions.
Integration strategy respects acquired brands and leverages local expertise.
Financial performance and growth targets
Market cap increased from CAD 3 million to mid-CAD 40 million range in seven years; stock price rose from CAD 0.08 to CAD 1.15–1.20.
Targeting CAD 50 million revenue and CAD 4 million EBITDA by year-end.
Current cash position is CAD 5.5 million with a CAD 4 million credit facility.
Year-over-year quarterly revenue growth at 65%.
Internal ownership at 43%, with a focus on maintaining profitability and prudent capital management.
Latest events from Blumetric Environmental
- Q1 revenue up 45% year-over-year, led by DS Consultants acquisition and strong military and mining growth.BLM
Q1 202626 Feb 2026 - Revenue up 80% to $62.6M, but net loss of $2.3M due to margin pressure and project costs.BLM
Q4 202520 Feb 2026 - Q3 revenue up 17%, gross margin at 44%, and cleantech contracts drive future growth.BLM
Q3 202422 Jan 2026 - Stable revenue, higher margins, and Gemini acquisition set stage for strong 2025 growth.BLM
Q4 20249 Jan 2026 - Revenue and earnings rose on Gemini and WaterTech growth, despite lower gross margin.BLM
Q1 202526 Dec 2025 - Q3 revenue surged 81% on WaterTech and military growth, with Q4 margin improvement expected.BLM
Q3 202516 Dec 2025 - Q2 revenue doubled on WaterTech and Gemini growth, with margin recovery and O&M gains expected.BLM
Q2 202510 Nov 2025 - Strong revenue growth and expansion in water tech, driven by innovation and strategic acquisitions.BLM
Planet MicroCap Showcase: TORONTO 202523 Oct 2025