Agilyx Asa · OSL:AGLX
Agilyx Asa — Pareto Energy Conference 2026
15 slides from Agilyx Asa's conference presentation, Sep 16, 2026
Slide 1: Company Presentation – Pareto Energy Conference
Company Presentation Pareto Energy Conference September 16th 2026
Slide 2: Disclaimer
Disclaimer This presentation (the "Presentation") has been prepared by Agilyx ASA ("Agilyx" or the "Company", and together with its subsidiaries, the "Group"), solely for information purposes. The contents of this Presentation have not been reviewed by or registered with any regulatory authority or
Slide 3: Agilyx is a scaled European recycler turning plastic waste into value
Agilyx is a scaled European recycler turning plastic waste into value Founded in 2004 to address the rapidly increasing plastic waste crisis1 Executive summary Scale and exposure across the recycling value chain in a fragmented European market Positioned to capitalize on expected recycled plastic de
Slide 4: Two complementary businesses delivering circular plastic solutions
Two complementary businesses delivering circular plastic solutions GreenDot arcLABS (50.1% ownership) (100% ownership) Core operating platform Analytics services Operating Scale IP Rich 22 chemical recycling patents More than doubled plastic recycling capacity over the last 12 months, operating faci
Slide 5: Unique exposure across the recycling value chain
Unique exposure across the recycling value chain Six integrated capabilities unmatched by peers 1 2 3 4 5 6 Extended Producer Mechanical Feedstock for chemical AI-driven EPR R&D analytics and Chemical recycling Responsibility (EPR)1 recycling recycling compliance SaaS laboratory services technology
Slide 6: Europe's plastic recyclers have faced structural headwinds
Europe´s plastic recyclers have faced structural headwinds - Challenging economics for recyclers have caused low utilization rates and a decrease in EU capacity - 1.5 Mt of plastic waste exported, shrinking supply, and 1.6 Mt of low-priced circular imports decrease demand - Cheap virgin resins and e
Slide 7: EU legislation is set to transform the European recycling industry
EU legislation is set to transform the European recycling industry Regulatory highlights (PPWR formally came into force 12/08/26) Recycling industry expected to benefit from demand tailwind EU recycled content targets from 2030 and increasing thereafter1 All packaging in the EU must be recyclable by
Slide 8: Demand for European recycled plastic expected to double in near-term
Demand for European recycled plastic expected to double in near-term Recycled plastic required to meet EU packaging targets1 (mill. tons) • Current European recycled plastic output is 7Mt ‒ Only 2.5Mt is used for packaging 11.5 • PPWR to drive huge demand growth ‒ More than 2x to 2030 ‒ More than 4x
Slide 9: Agilyx has been preparing… ahead of expected demand shift
Agilyx has been preparing… …ahead of expected demand shift ACQUISITIONS TO EXPAND PLATFORM POLICY DRIVEN GROWTH Capacity 2.5x Oct 2025 Feb 2026 Jun 2026 Nov 2026 Jan 2030 Agilyx acquires 46% GreenDot acquires GreenDot acquires Ban on plastic waste 10-35% targets of GreenDot RG Group Anviplas exports
Slide 10: GreenDot's EPR handles waste collection, sorting and recycling
GreenDot´s EPR handles waste collection, sorting and recycling MORE THAN 90,000 CUSTOMERS GENERATE STABLE CASH FLOW FROM EPR CONTRACTS GreenDot EPR segment gross profit, EUR m 68 50 49 47 48 47 44 44 36 2020 2021* 2022 2023 2024* 2025 2026F 2027F 2028F * 2021: Price increase due to Covid, 2024: Decr
Slide 11: GreenDot - set for a profitable 2026 with significant near-term upside
GreenDot - set for a profitable 2026 with significant near-term upside Revenue (EURm) EBITDA (EURm) Segment Comments 2025 A 2026 F 2028 F 2025 A 2026 F 2028 F • Stable volumes EPR 351 325 360 21 21 25 • Mix uplift • Driven by high-grading of capacity MR 31 93 150 -2 4.5 21 • Volume growth accelerate
Slide 12: H1 2026 financial summary
H1 2026 financial summary • Agilyx financials only partly reflect underlying AGILYX CONSOLIDATED GREENDOT 100% BASIS performance Revenue Revenue ‒ GreenDot 100% consolidated from 20 April EUR 85.1m EUR 229.0m • Agilyx EBITDA with positive contribution from (EUR 0.4m)1 (EUR 219.2m)1 GreenDot ‒ EUR 2.
Slide 13: Agilyx ASA - no near-term capital needs. Self funded growth.
Agilyx ASA - no near-term capital needs. Self funded growth. EUR 50m convertible bond placed Nov´25 to May ´26 fully funds Agilyx through at least late 2027 GreenDot fully-funded by a EUR 9.3m share issue in June´26 Refinancing optionality on GreenDot bank facilities in 2027 13 Investor Presentation
Slide 14: Summary
Summary Closing the loop on plastic waste GreenDot anchors the platform — at scale sourcing, sorting and processing waste plastic into feedstock. PyOil Producers EU regulation is catalyzing a wave of demand and Agilyx is well positioned to capitalize on it. Chemical recycling Consumers GreenDot movi
Slide 15: agilyx.com
asilyx agilyx.com