Loop Industries (LOOP) Investor presentation summary

Market opportunity and positioning

• Significant untapped market in global polyester recycling, driven by regulations, brand commitments, and sustainability mandates.

• Technology enables recycling of low-quality and hard-to-recycle polyester waste, addressing major disposal challenges.

• Strong validation from global brands such as Nike, Evian, L'Oréal, and On shoes.

• Attractive unit economics at commercial scale, with the first joint venture facility planned for India.

• Capital-light licensing model accelerates global expansion, with the first license sold in 2024.

Technology and environmental impact

• Proprietary depolymerization technology breaks down polyester waste into monomers, producing virgin-quality resin.

• Low heat, no added pressure process reduces GHG emissions by up to 81% compared to virgin polyester.

• Can recycle any type of polyester waste, including textile and packaging, with food-safe certification.

• Globally patented in over 80 countries.

• A 70,000 metric ton facility could save up to 418,600 metric tons of CO2eq annually.

Commercialization and strategic partnerships

• Commercialization strategy includes direct investment, joint ventures, and technology licensing.

• Joint ventures target low-cost manufacturing regions for higher ROI.

• Engineering services and modular construction provide additional revenue streams.

• Strategic alliances with Shinkong Synthetic Fibers and Hyosung TNC integrate recycled resin into global textile supply chains.

• Offtake agreements with Nike and Taro Plast secure multi-year supply and diversify revenue.