Verde AgriTech (NPK) Corporate presentation summary

Business and products

• Low-carbon specialty fertilizers target sustainable agriculture; Kaapy® provides potassium and multiple nutrients, while BAKS® lets customers tailor nutrient mixes to crop needs.

• Products are promoted for gradual nutrient release, reduced leaching, soil biodiversity and lower salinity; stated carbon-footprint reductions reach up to 89% versus conventional fertilizers.

• More than 9,000 customers served and over 2.5 million tonnes sold by Q2 2026, with products used across more than 70 crops.

• Research and development spans microbiology, mineralogy and agronomy; technology portfolio includes five Brazilian patents and three pending patent applications.

Production and illustrative economics

• Two operating plants in São Gotardo have annual capacities of 0.6 Mt and 2.4 Mt, for 3 Mtpy installed capacity; production is described as requiring zero additional capex at current capacity.

• At 100% capacity, an illustrative scenario estimates C$202.3m net revenue, C$70.85m EBITDA, a 35% EBITDA margin, C$40.3m net profit and C$0.70 EPS; not guidance.

• Scenario assumptions include a US$390/t average KCl CFR Brazil price, product mix of 90% Kaapy® and 10% Special Products®, and 3.8% weighted average market share.

Market and resources

• Brazilian KCl demand is presented at 15 Mt annually, equivalent to 90 Mt of Kaapy®; priority markets are estimated at 67.2 Mt of annual addressable demand.

• Mineral resources total 3.32bn tonnes: 1.47bn measured and indicated at 9.28% K₂O and 1.85bn inferred at 8.60% K₂O, using a 7.5% cutoff grade.

• Resource coverage is estimated at more than 70 years at current demand; operations are located in São Gotardo, Minas Gerais, near Brazil’s main agricultural corridor.