Charbone (CH) Corporate presentation summary

Business overview and strategy

• Vertically integrated platform produces, stores, and distributes ultra-high-purity (UHP) industrial gases, focusing on hydrogen, helium, and other critical gases for high-growth sectors.

• Decentralized, modular production plants and regional supply hubs reduce costs, emissions, and logistics complexity, targeting underserved markets in North America and Asia-Pacific.

• Asset-light, partnership-driven expansion model with recurring revenue from long-term supply agreements and distribution contracts.

• Mission to become the leading decentralized UHP industrial gases provider for industries like semiconductors, AI, pharma, and aerospace.

Market opportunity and industry trends

• Global UHP gas market projected to grow from $37.5B in 2025 to $52.8B by 2030, driven by semiconductors, AI, pharma, and aerospace.

• Hydrogen and helium are high-growth, high-margin, and supply-constrained, with clean hydrogen demand set to increase fivefold by 2030.

• Less than 1% of hydrogen supply is currently low-emissions, creating a major opportunity for clean producers.

• Market dominated by global giants, leaving a structural gap for regional, modular players.

Competitive differentiation

• Modular, decentralized approach enables rapid deployment (6-12 months), lower capex, and proximity to customers, unlike centralized mega-plants.

• No known advanced-stage competition in modular, decentralized clean UHP hydrogen production.

• Local supply reduces transportation costs, product loss, and carbon footprint, while improving reliability.