Desert Control (DSRT) CMD 2026 summary

Strategic Focus and Market Expansion

• Refocused strategy on high-value, water-scarce markets in California and Arizona, targeting permanent crops and golf courses for rapid commercial adoption.

• Consolidated R&D and expanded sales force to accelerate U.S. market penetration, emphasizing operational efficiency and customer validation.

• Partnerships with Siemens and Syngenta, and collaborations with academic institutions, reinforce technology credibility and market access.

• Middle East expansion continues via distributor-led, capital-light licensing model, with royalties and hardware sales to local operators, but progress is slower due to geopolitical factors.

• Plans to expand into new U.S. states and international markets post-2027, leveraging proven success in core regions and a globally replicable model.

Market Context and Challenges

• Water scarcity and rising costs are creating urgent demand for efficiency solutions in agriculture, with 1.3 billion people affected by desertification and a projected 40% global water deficit by 2030.

• Farmers face degrading soil, threatened crop yields, and unsustainable cost inflation, especially in high-value regions like California and Arizona.

• 100 million hectares of productive land are lost each year, intensifying the need for sustainable solutions.

Technology and Operational Advancements

• Liquid Natural Clay (LNC) technology enables water and nutrient retention in sandy soils without disrupting existing crops or infrastructure, and is OMRI organic certified.

• New production units increase output capacity four-fold, with further improvements expected from continuous production processes; units are portable, robust, and scalable.

• Proprietary DC Portal system collects and analyzes field data, supporting remote monitoring and ongoing process optimization.

• Integration with all major irrigation systems achieved, enabling broad applicability across customer types.

• Production units are highly scalable, with 3.2–4.3x annual return on capex at full utilisation.