Replenish Nutrients Holding (ERTH) Investor presentation summary

Market opportunity and trends

• Fertilizer markets in North America and internationally are large and growing, driven by population growth and food security needs.

• Canadian fertilizer spend reached $9.43 billion in 2024, with premium and specialty fertilizers outpacing conventional products in growth.

• Premium and specialty fertilizer volumes in 2025 are significantly ahead of 2024 levels, reflecting a shift toward regenerative solutions.

Technology and product differentiation

• Patented, zero-waste, biologically active, pH-balanced, chemical-free regenerative fertilizer technology is core to the offering.

• Products are validated by multi-year third-party field trials and have covered over 1,000,000 acres.

• Biofertilizers improve soil health, enhance microbial life, and provide balanced macro/micronutrients for resilient crops.

• Product portfolio includes HESO, Rebuilder, and Super KS, each targeting specific soil and crop needs with high microbial diversity.

Business model and growth strategy

• Two-pronged growth: 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 supports multi-year growth, with production capacity scaling toward 200,000+ MT.