Loop Industries (LOOP) Investor presentation summary

Market opportunity and industry context

• Global polyester market is 86 million tons, with only 11 million tons recycled; Loop's technology addresses a significant gap in recycling low-value polyester waste.

• Only 12% of 500 billion plastic bottles and less than 1% of 92 million tons of textile waste are recycled annually.

• Government mandates and brand commitments are accelerating demand for recycled content, with regulations in the US, EU, and India requiring up to 50% recycled content by 2030.

• Major brands like Nike, Danone, H&M, and IKEA have set ambitious sustainability targets, driving industry-wide adoption of recycled materials.

Technology and competitive advantage

• Patented depolymerization technology enables recycling of any polyester waste into virgin-quality resin, outperforming conventional mechanical recycling.

• Process uses low heat and no added pressure, reducing GHG emissions by up to 81% and achieving higher yields at lower costs.

• Technology validated by independent third parties and in operation for over five years at the Terrebonne, Canada facility.

• Food-safe and certified for use in Europe, US, and Canada, with global patent coverage in over 80 countries.

Commercialization and partnerships

• Commercial strategy combines direct investment in joint ventures and a capital-light licensing model to accelerate global rollout.

• First full-scale joint venture facility in India (70KTA) with Ester Industries, construction completion targeted for 2028; Nike and Taro Plast signed as anchor customers.

• Joint venture in Europe with Reed Société Générale Group, with a licensed plant in Germany and €10M upfront payment.

• Strategic alliances with Shinkong and Hyosung TNC integrate Loop's resin into global textile supply chains.