TOMI Environmental Solutions (TOMZ) IAccess Alpha Virtual Best Ideas Fall Conference 2025 summary

Vision and product innovation

• SteraMist offers rapid, eco-friendly disinfection with no residue, using a patented cold plasma hydrogen peroxide process for broad efficacy and high sterilization levels.

• Technology originated from DARPA, now protected by 32 patents and over 200 trademarks in 50 states and 30+ countries.

• Product is portable, scalable, and effective against a wide range of pathogens, including weaponized agents.

• SteraMist is integrated into various platforms, including custom-engineered systems for rooms, buildings, and specialized equipment.

• Razor-razorblade business model drives recurring revenue through proprietary consumables.

Market opportunity and client base

• Addressable markets span biotechnology, food and beverage, commercial services, and healthcare, representing multi-billion dollar opportunities.

• Premier clients include Pfizer, Merck, NIH, FDA, NASA, and Nestlé, demonstrating broad industry acceptance.

• Custom integration projects have accelerated since 2021, with a growing pipeline and installations matching prior years.

• Regulatory changes, such as FDA's broadened hydrogen peroxide use, open new food safety and production markets.

• Life sciences and pharmaceutical sectors drive recurring service revenue, with regular disinfection cycles required.

Financial performance and growth drivers

• Achieved 40% growth in the first half of 2025 versus 2024, with gross margins around 60%.

• Revenue has grown 38% over pre-COVID levels, with both product and service segments expanding.

• Service revenue rose over 30% year-over-year, led by life sciences and pharmaceutical clients.

• Current pipeline includes $21 million in opportunities, with $7 million in active design and $5 million near-term for 2025.

• Break-even at $12 million revenue, with net income margin rising to 18% at $18 million.