Anaergia (ANRG) Investor presentation summary

Strategic positioning and market opportunity

• Operates in 18+ countries with over 230 RNG facilities and 1,750+ technology installations, leveraging a vertically integrated model from technology to delivery.

• Addresses a global organic waste market estimated at C$150B–C$300B over the next decade, with 94% of organic waste currently untreated and regulatory mandates driving demand for RNG infrastructure.

• Expanding presence in Asia, capitalizing on high organic waste availability and emerging offtake opportunities, with key reference projects in Japan, Taiwan, and Southeast Asia.

• Strategic partnerships and a strengthened balance sheet support growth in targeted regions.

Technology and innovation

• Holds ~300 active and pending patents, with proprietary technologies for organic extraction, digestion, biogas upgrading, and water recycling.

• Manufactures core technology in-house in Germany, Italy, and Canada, ensuring quality and rapid deployment.

• Dual R&D platform drives both disruptive innovation and continuous improvement, supporting commercial deployment at scale.

• Technology enables conversion of diverse organic waste streams into renewable natural gas, clean water, and fertilizer, maximizing resource recovery and plant performance.

Business model and revenue streams

• Operates across capital sales, service contracts, and build-own-operate (BOO) assets, with capital sales representing ~80% of revenue.

• Revenue backlog reached $275M in Q2 2026, with $235M from capital sales and $40M from O&M services.

• Multiple delivery models serve municipalities, private developers, and industrial clients, offering turnkey solutions and recurring revenue.

• BOO portfolio includes major RNG assets in the US, such as So-Cal Biomethane and Rhode Island Bioenergy.