Verbio Se · XETR:VBK
Verbio — Investor Presentation (October 2026)
34 slides from Verbio's investor presentation, October 2026
Slide 1: Pioneering green solutions
Pioneering green solutions October 2026
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements that are based on current assumptions and estimates made by the management of Verbio SE. Although the Company’s management is of the opinion that these assumptions and estimates are realistic, actual future developments and actual futu
Slide 3: Agenda
Agenda 4 Investment case 4 Investment case Company profile and reasons to invest Company profile and reasons to invest 6 Business edge 6 Business & edge Integrated biorefineries, margins and returns Integrated biorefineries, margins and returns 11 Growth execution 11 Growth & execution Market demand
Slide 4: About Verbio
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact About Verbio Business Overview Company Snapshot At Verbio, we make more from biomass. In Eur
Slide 5: Why Verbio
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Why Verbio Business Quality Growth in Earnings & Cash Flow Value Catalysts • Proprietary tec
Slide 6: From biomass to products and end markets
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact From biomass to products and end markets In its proprietary biorefineries, Verbio turns agri
Slide 7: Integration increases the value of each tonne of biomass
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Integration increases the value of each tonne of biomass How integrated production creates a
Slide 8: Continuous improvement delivers higher output
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Continuous improvement delivers higher output Monthly production in tonnes in Europe 60.000
Slide 9: European track record: margins above market reference
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact European track record: margins above market reference Development of Verbio’s gross margin i
Slide 10: Returns above peers over the cycle – while investing ~1bn in the platform
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Returns above peers over the cycle – while investing ~1bn in the platform ROCE1 60% Peer Gro
Slide 11: New era for biofuels
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact New era for biofuels 1. Supply chain resilience 2. Farm support 3. Sustainability Canada: EU
Slide 12: Bio-LNG offers the lowest cost of ownership in German heavy-duty transport
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Bio-LNG offers the lowest cost of ownership in German heavy-duty transport Cost of truck own
Slide 13: RED III strengthens demand for physical biofuels
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact RED III strengthens demand for physical biofuels Regulatory-driven demand for real CO₂ savin
Slide 14: US platform: ramp-up and earnings potential
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact US platform: ramp-up and earnings potential ~$30–50m annual US base EBITDA potential Based o
Slide 15: 45Z: additional upside from lower carbon intensity
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact 45Z: additional upside from lower carbon intensity @90% annual Carbon Intensity 45Z Value ca
Slide 16: Expanding into bio-based specialty chemicals
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Expanding into bio-based specialty chemicals Proprietary Ethenolysis process for bio-based c
Slide 17: Commercial validation through customer engagement
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Commercial validation through customer engagement C10 molecules 1-Decene 9-DAME lubricants F
Slide 18: Specialty chemicals build on the integrated platform
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Specialty chemicals build on the integrated platform Technology & IP Customer lock-in • Excl
Slide 19: Production and earnings
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Production and earnings in €m 2020/21 2021/22 2022/23 2023/24 2024/25 2025/26 Production Bio
Slide 20: Cash flow and balance sheet
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Cash flow and balance sheet in €m 2020/21 2021/22 2022/23 2023/24 2024/25 2025/26 Operating
Slide 21: Building the platform
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Building the platform Capex1 in €m 250 203 200 171 150 133 115 87 100 63 68 67 50 19 25 0 20
Slide 22: Outlook for FY 2026/27E: Growth led by Bioethanol/Biomethane
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Outlook for FY 2026/27E: Growth led by Bioethanol/Biomethane 2025/26 2026/27E Key assumption
Slide 23: FY 2026/27E: Lower capex with continued strategic investments
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact FY 2026/27E: Lower capex with continued strategic investments Investments in PPE in € m Capi
Slide 24: Illustrative earnings power across market cycles
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Illustrative earnings power across market cycles Current platform at full capacity Published
Slide 25: Shifting from platform expansion to value realization
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Shifting from platform expansion to value realization Platform maturity supports growing fre
Slide 26: A clear order of priority
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact A clear order of priority A through-the-cycle approach to disciplined capital allocation 3 P
Slide 27: Focus on ESG at Verbio
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Focus on ESG at Verbio Circular bio-based business model embedded across the value chain Env
Slide 28: Appendix: supporting detail
Appendix: supporting detail 29 Biofuel market disruption and Verbio’s earnings recovery 29 Biofuel market disruption and Verbio’s earnings recovery GHG quota development, EBITDA recovery and regulatory response GHG quota development, EBITDA recovery and regulatory response 30 Management Board 30 Man
Slide 29: Biofuel market disruption and Verbio’s earnings recovery
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Biofuel market disruption and Verbio’s earnings recovery German market saw disruption: lower
Slide 30: Management Board
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Management Board Claus Sauter Prof. Dr. Oliver Lüdtke Founder & CEO Deputy CEO, CTO North Am
Slide 31: Supervisory Board
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Supervisory Board Alexander von Witzleben Chairman of the Supervisory Board Member of the Su
Slide 32: Company History
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Company History 2001 2005 2006 Construction of first Portfolio diversification: Foundation o
Slide 33: Share information
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Share information At a glance Shareholder structure Verbio shares have been listed on the Fr
Slide 34: Investor Relations/ESG contacts
Investment case Business edge Growth execution Financials capital ESG governance Appendix / contact Investment case Business & edge Growth & execution Financials & capital ESG & governance Appendix / contact Investor Relations/ESG contacts Alina Köhler Katharina Manok Isha Mohanty Christian Neuperge