Birchtech (BCHT) Investor presentation summary

Business overview and market position

• Develops activated carbon technologies for mercury and PFAS removal in air and water, leveraging a team of industry-leading experts.

• Patented SEA® sorbent technology used at 80% of U.S. coal-fired power plants with sorbent systems.

• Entered the multi-billion-dollar PFAS water treatment market, applying air expertise to water.

• Generated $188M in revenues to date and expects significant growth from regulatory tailwinds.

• Holds a strong IP portfolio, securing $37M from license agreements and legal claims since 2020.

Technology and solutions

• Offers customized activated carbon solutions for mercury emissions and PFAS water treatment.

• SEA® technology provides cost-effective compliance for coal-fired power plants.

• Water platform structured in three tiers: design centers, treatment solutions, and carbon rejuvenation.

• Carbon rejuvenation services reduce lifecycle costs for utilities by 30–50%.

• New design centers and rejuvenation facility support advanced, sustainable water treatment.

Financial performance and legal outcomes

• Q1 2026 revenue was $4.2M with a 33% gross margin; TTM revenues and legal income reached $18.6M.

• Received a $78.4M final judgment in December 2025 from patent litigation, with collection efforts underway.

• Raised $16.4M in February 2026, repaid all debt, and uplisted to NYSE American.

• Maintains strong cash management with $14.7M in cash and no debt as of Q1 2026.

• Achieved 100% success rate in IP enforcement, with ongoing litigation and settlements boosting cash position.