Onterris (ONT) Investor presentation summary

Business overview and growth strategy

• Operates as a pure-play environmental science and technology company with integrated consulting, testing, and treatment services, leveraging proprietary, patent-protected technologies.

• Achieved 13% average annual organic revenue growth and 3x total revenue growth over five years, with 76 acquisitions since 2013.

• Focuses on recurring revenue, with approximately 96% of top revenue being annual recurring, and a diversified client base primarily in the private sector.

• Positioned in a $1.8T global environmental industry, with a $650B+ addressable services market and strong structural demand drivers such as regulatory requirements and climate events.

Integrated model and cross-selling

• Integrated consulting, testing, and remediation solutions differentiate the company, supporting scalability and cross-selling opportunities.

• Third-party research shows 73% of surveyed companies are highly interested in integrated environmental solutions, but 81% are unaware of where to find them.

• Cross-selling has increased revenue from customers purchasing multiple services, contributing to 13% average annual organic growth.

• Case studies demonstrate how integrated services expand client relationships and increase share of wallet over time.

Technology and innovation

• Maintains a strong innovation pipeline with 12 PhDs and senior scientists, three R&D labs, and 30 granted patents.

• Proprietary technologies such as FOAM-X, NanoSORB, and SORBIX address complex environmental challenges, especially PFAS remediation.

• Investments in real-time air monitoring and advanced data analytics support future growth and create barriers to entry.