Replenish Nutrients Holding (ERTH) Investor presentation summary

Market opportunity and trends

• North American and international fertilizer markets are large and expanding, driven by population growth and food security needs.

• Canadian fertilizer spend has grown at an 8.3% CAGR since 2020, reaching $9.43 billion in 2024, with premium and specialty fertilizers outpacing conventional products.

• Premium and specialty fertilizer volumes are increasing, reflecting a shift toward regenerative solutions.

Technology and product differentiation

• Patented, zero-waste, biologically active, pH-balanced, chemical-free regenerative fertilizer technology.

• Products validated by multi-year third-party field trials and over 1,000,000 acres of farmland.

• Biofertilizers enhance soil health, restore biodiversity, and improve nutrient absorption with low salt formulations.

• Flagship home and garden product is OMRI listed, safe for organic use, and improves soil structure and resilience.

Business model and growth strategy

• Two-pronged approach: owned/operated facilities for innovation and cash flow, and capital-light licensing for rapid expansion.

• Licensing model validated by deals with MJ Ag Solutions (Canada) and Farmers Union Enterprises (US), providing recurring revenue and scalability.

• Defined pipeline of owned and licensed facilities targeting significant production growth by 2026.