Dyadic International (DYAI) Investor presentation summary

Business overview and strategy

• Focuses on scalable, animal-free protein solutions for life sciences, food & nutrition, and bioindustrial markets, leveraging proprietary platforms for commercial-scale production.

• Transitioned from a development-stage platform to a commercial-stage product company, launching multiple products and expanding recurring revenue streams.

• Addresses large, high-growth markets with a diversified portfolio and multiple monetization models, including direct sales, licensing, and profit-sharing partnerships.

• Strategic collaborations with global partners and distribution agreements are expanding market reach and accelerating commercialization.

• Strong industry tailwinds from demand for animal-free, sustainable, and cost-effective protein solutions.

Financial highlights and growth

• Revenue increased from $2.9M in 2022 to $3.5M in 2025, with $3.09M reported for Q1 2026.

• Maintains a lean operating structure with disciplined capital deployment and a strong balance sheet, including $6.6M in cash and investments as of Q1 2026.

• Market capitalization of $26.4M and insider ownership of approximately 24.7%.

• Multiple revenue streams from product sales, partnerships, licensing, and profit-sharing.

Product portfolio and commercialization

• Key products include DNase I, albumin, FGF, transferrin, EN3ZYME™, and non-animal dairy proteins, targeting life sciences, food & nutrition, and bioindustrial sectors.

• Recent launches: DNase I, albumin (AlbuFree DX), and chymosin, with early commercial traction and bulk orders secured.

• Pipeline includes human and bovine proteins, growth factors, and industrial enzymes, with multiple launches planned through 2027.

• Commercial partnerships with Proliant, IBT, Fermbox, BRIG Bio, and Inzymes drive recurring revenue and global distribution.