Loop Industries (LOOP) investor relations material

Market opportunity and industry drivers

• Global polyester recycling market is expanding, driven by regulations, brand commitments, and sustainability mandates.

• Only 12% of 500 billion plastic bottles and less than 1% of 92 million metric tons of textile waste are recycled annually.

• Government mandates worldwide are increasing recycled content requirements and imposing taxes on virgin plastics.

• Major brands have set ambitious 2030 targets for recycled content and emissions reductions.

• Even with 10 facilities, market penetration would be less than 1% of total polyester and 7% of recycled polyester.

Technology and product differentiation

• Proprietary depolymerization technology enables recycling of low-value, hard-to-recycle polyester waste.

• Produces virgin-quality polyester from 100% recycled content, with up to 81% lower GHG emissions than virgin production.

• Technology is globally patented in over 80 countries and certified food-safe by FDA and Health Canada.

• Can process any type of polyester waste, enabling textile-to-textile and packaging-to-packaging recycling.

• Product portfolio includes Twist™ polyester for textiles, PET bottle-grade resin, tire cord fiber, and DMT monomer.

Commercialization and strategic partnerships

• Commercialization strategy combines direct investment (JVs), licensing, and engineering services for global deployment.

• First technology license sold to Reed Société Générale Group in 2024 for a European facility.

• Joint ventures with Ester Industries (India) and Reed Société Générale Group (Europe) target large-scale facilities.

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

• Multi-year offtake agreements secured with Nike and Taro Plast for resin and DMT supply.