Quadrise Plc · LSE:QED
Quadrise — Investor Presentation (July 2026)
17 slides from Quadrise's investor presentation, July 2026
Slide 1: Investor Presentation
July 2026 Investor Presentation
Slide 2: Disclaimer
Disclaimer This document ("Presentation") has been prepared by Quadrise plc (“Quadrise”, “QED” or the "Company"). Where used in this document, Presentation shall mean and include the slides that follow, any oral presentations of the slides or talks given by the Company's officers in connection with
Slide 3: Introducing Quadrise
Introducing Quadrise Addressing a $140+bn p/a fuel oil market under pressure to reduce costs & emissions • Quadrise enables fuel & biofuel producers to deliver lower cost, lower emission products for shipping, refining and industry. • Our proprietary emulsion fuels are deployable using existing infr
Slide 4: A significant opportunity
A significant opportunity • Fuel oil is a 6+ million barrel/day* (>US$140+ billion pa**) market* expected to remain sizeable for decades to come. • ~60% of fuel oil is used by shipping: • Transporting ~90% of the world’s traded goods. • Contributing nearly 3% of global GHG emissions (~ Japan). • Sub
Slide 5: Why customers need Quadrise
Why customers need Quadrise • Conflicts in Ukraine and the Persian Gulf are increasing focus on fuel security, cost control and operational resilience. • Global uncertainty is delaying and reshaping capital allocation for future fuels in marine and energy sectors. • Regional regulations (e.g. EU) ar
Slide 6: MSAR advantages
MSAR® advantages Improving refinery margins, reducing fuel costs ~30% Distillates ~30% Water • Our proprietary blending process enables refiners (incl. < 1% additives) to improve margins by: • Increasing sales of higher value streams (diesel, HEAVY jet fuel) otherwise blended into HFO. FUEL OIL • Bl
Slide 7: Scaling our biofuel platform
Scaling our biofuel platform Advancing commercial readiness across multiple feedstock options • Multi-feedstock platform supporting the transition from 10% Water 10% Water (incl. < 1% additives) (incl. < 1% additives) MSAR® to lower-carbon bioMSARTM fuels. • Successful blending and testing across a
Slide 8: Our markets
Our markets Market Scale and Drivers Value Proposition Commercial Opportunity Marine >US$80bn p.a. fuel Quadrise drop-in fuels offer Targeting ~12,000 market facing cost lower cost, improved compatible vessels, volatility and efficiency and reduced with MSC/Cargill trials tightening emissions emissi
Slide 9: Our commercial projects
Our commercial projects Multiple pathways to near-term commercial adoption Marine: MSC/Cargill and ARA - establishing a commercial reference case with the world’s largest shipping Company and the largest private Company in the U.S., supporting scalable bunker supply at key marine hubs. Industrial: O
Slide 10: MSC/Cargill Marine roll-out
MSC/Cargill Marine roll-out Progressing toward marine trials and supply readiness • Commercial significance: Establishes a commercial reference case to support fleet adoption and scalable marine fuel demand to MSC and other marine operators. • Current status: Final agreements pending a few items and
Slide 11: OCP
OCP Trial plans advancing, Quadrise equipment on site • Commercial significance: Potential for wider deployment across OCP and other Morocco industrial users, supporting recurring demand. • Current status: Pilot trial at Khouribga successfully complete. Commercial trial to be completed at Jorf Lasfa
Slide 12: Sparkle/Central America
Sparkle/Central America Trial successful, strong regional demand potential • Commercial significance: Opportunity to establish and regional supply hub linking industrial demand with future marine uptake in key strategic marine hub. • Current status: Successful testing completed at Sparkle Power. Per
Slide 13: Valkor
Valkor License revenues due, pilot & commercial demos next • Commercial significance: Demonstrates upstream model to unlock stranded heavy oil and enable scalable fuel supply direct to marine and power sectors, reducing carbon-intensity. • Current status: US$950k license payment due Q3 2026, pilot p
Slide 14: Sharpening our focus
Sharpening our focus Building momentum towards commercialisation • Enhanced refinery engagement: Active discussions with four strategically located refineries, supported by enhanced economic modelling and an experienced Refinery Specialist. • Expanded commercial pipeline: Structured pipeline of comm
Slide 15: Platform for growth
Platform for growth Barriers to entry Execution capability • Protected global IP portfolio covering the • Commercially focused restructuring in 2025 with Quadrise product portfolio. new CEO, Head of Marine, Refining Specialist and NED expertise to supplement existing team. • State of the art UK R&D
Slide 16: Raising up to £2.4m (before costs) via a placing, subscription and a Retail Offer
Raising up to £2.4m (before costs) via a placing, subscription and a Retail Offer Placing & Subscription of £1.2m (before Retail Offer of up to £1.2m (before costs) - costs) - funding to 30 June 2027*: unlocking commercial supply*: • Supplementing existing funds of c.£2.2m at 22 • Total gross procee
Slide 17: Investment Case
Investment Case Large market opportunity with strong drivers • US$140+bn p/a fuel oil market with structural demand in shipping and industry. • Quadrise improves refinery margins, lowers costs for fuel users. • Regulations and geopolitics driving demand for lower-cost transition fuels. Compelling, s