LiqTech International (LIQT) Lytham Partners Fall 2025 Investor Conference summary

Business overview and differentiation

• Specializes in advanced membrane filtration technology for liquid and gas purification, focusing on industries where its technology can make the greatest impact.

• Offers fully automatic, in-house designed filtration systems with remote monitoring and continuous service improvement.

• Proprietary silicon carbide ceramic membranes provide superior durability, chemical resistance, and fouling resistance compared to polymer alternatives.

• Industry-leading lifetime warranties on membranes address high operational costs in challenging markets.

Market focus and applications

• Targets oil and gas, maritime, and commercial swimming pool markets, all seeking efficient and sustainable water treatment solutions.

• In oil and gas, enables beneficial reuse projects and significant waste disposal cost reductions by treating toxic produced water.

• Swimming pool systems reduce energy, water, and chemical consumption by up to 60% and are suitable for retrofitting existing systems.

• Industrial applications include steel, refinery, paper, plastic recycling, and chemical industries, with growing interest and recent orders.

• DPF filters and plastics remain stable, established component businesses with moderate growth expected.

Geographic expansion and strategic initiatives

• Expanding beyond Europe into the U.S. and China, with new service centers and a joint venture to support local customers and assembly.

• U.S. service center enhances customer support and responsiveness; China JV targets the maritime market, where most new vessels are built.