LiqTech International (LIQT) Lytham Partners 2025 Industrials & Basic Materials Investor Summit summary

Company overview and technology

• Specializes in silicon carbide ceramic membrane filtration, offering both membrane products and complete system solutions for over 250 customers globally.

• Technology is highly durable, chemically resistant, and effective for aggressive liquids, with filtration capabilities from 3 micrometers to 60 nanometers.

• Systems are highly automated, remotely monitored, and require minimal maintenance, supporting long-term, reliable operation.

• Holds several patents and differentiates by integrating membrane production with system solutions for optimized performance.

Market focus and applications

• Focuses on four main segments: water for energy, commercial swimming pools, maritime water treatment, and diesel particulate removal.

• Water for energy is identified as a high-growth market, while the other three are well-established and positioned for continued growth.

• Combined, these segments represent a $4.2 billion addressable market.

• Market prioritization is based on proven application success, market attractiveness, and strategic fit with core strengths.

Geographic strategy and commercialization

• Europe remains the largest market, but recent efforts have intensified in the U.S. and China, especially in water for energy and maritime water treatment.

• Commercialization leverages robust application cases, strategic distribution agreements, and joint ventures to accelerate market penetration.

• Recent U.S. distribution agreement led to pilot and commercial projects in oil and gas, while a new joint venture in China targets marine scrubber applications.