Green Impact Partners Inc · TSXV:GIP
Green Impact Partners — Investor Presentation (June 2025)
20 slides from Green Impact Partners's investor presentation, June 2025
Slide 1: Leadership in Biofuels Infrastructure
Leadership in Biofuels Infrastructure Investor Presentation investors@greenipi.com June 2025 TSX.V:GIP
Slide 2: Disclaimers
Disclaimers CAUTIONARY NOTE REGARDING FORWARD-LOOKING INFORMATION AND IMPORTANT – YOU MUST READ THE FOLLOWING BEFORE CONTINUING FORWARD-LOOKING STATEMENTS The information contained in this presentation has been prepared by Green Impact Partners Inc. (the Certain statements in this presentation const
Slide 3: Disclaimers
Disclaimers THIRD PARTY INFORMATION Events or circumstances could cause the actual results, performance or achievements of the Company or This presentation includes market and industry data which was obtained from various publicly available industry results to differ materially from any future resul
Slide 4: About Green Impact Partners
About Green Impact Partners • Be the leader in the fast-growing biofuels market by Our Mission transforming waste into energy • Acquire, develop, construct, and operate facilities that produce energy while reducing waste and Our Focus lowering emissions • Build one of the largest waste-to-energy bio
Slide 5: Biofuels Sector: A Snapshot
Biofuels Sector: A Snapshot Leadership in developing and operating North American biofuel projects underpinned by long- term contracted feedstock and investment-grade offtake US$3B ~US$99.5B Industry investments in biogas 2023 Global facilities in the U.S. in 2024 biofuels market 489 338 RNG facilit
Slide 6: RNG Projects in North America
RNG Projects in North America Growing number of RNG facilities in operation and under development in a highly fragmented market Total Facilities By Operating Status 500+ 37% Operating & Development RNG Facilities in North America 63% Operating Development Canada & USA Facilities by Province/State 10
Slide 7: Differentiated Strategy
Differentiated Strategy Differentiated execution strategy supported by de-risked capital costs, reliable technology and high-quality contracting • Lump sum EPC contracts secured by bonds, letters of credit and guarantees, with reputable and experienced counterparties to Fixed Capital mitigate capita
Slide 8: Future Energy Park
Future Energy Park Expected to be one of the largest carbon negative waste-to-energy projects in North America ~$2 billion Capital cost(1) ~$400MM+ Expected run-rate EBITDA 4,000,000 GJ Annual RNG sales 300,000,000 liters Annual ethanol production Negative CI Score One of the largest carbon negative
Slide 9: Future Energy Park – Overview
Future Energy Park – Overview Project Profile • Targeted annual project revenue (1,2) of $613 million to $748 million; full run-rate EBITDA (2) expected to range between $325 million and $460 million • 30 to 40% of EBITDA will be on fixed-price offtake contracts • 100% volume commitments with credit
Slide 10: Future Energy Park
Future Energy Park Direct benefits to the City of Calgary and Province of Alberta including: • Approximately 800 jobs over 24 months during construction and 100 jobs (direct and indirect) during operations • Direct revenue of over $150 million annually to rural wheat producers(1) • Provincial and mu
Slide 11: U.S. RNG Market and Policy Impacts
U.S. RNG Market and Policy Impacts US RNG Market Policy Proposals GIP U.S. Projects Colorado JV • One Big Beautiful Bill Act of 2025(1) • Two dairy RNG facilities expected to produce over 360,000 MMBtu annually • Proposed changes include: • 20-year feedstock supply from with on-site gas interconnect
Slide 12: Sale of Water & Recycling Facilities
Sale of Water & Recycling Facilities Transaction Details(1) • Entered into a definitive agreement with a private, arm’s-length party for the sale of its water, waste treatment, and recycling facilities located in Alberta and Saskatchewan • Purchase Price: $53.25 million subject to working capital ad
Slide 13: Continued Progress and Milestone Achievements
Continued Progress and Milestone Achievements 2023 2024 2025 COD at GreenGas Colorado Executed ITC, EPC and Water & Recycling Asset Sale/ Offtake Contracts FEP Financial Close & Start of Construction GreenGas Colorado GreenGas Colorado Water & Recycling Facilities Sale • Commenced commercial operati
Slide 14: Executive Leadership Team & Board of Directors
Executive Leadership Team & Board of Directors Best-in-class management team with experience managing and executing over $30 billion of development projects ▪ Founded and successfully sold multiple ▪ Successful public markets specialist; experienced in businesses Jesse Douglas equity financing acros
Slide 15: Capitalization & Research Coverage
Capitalization & Research Coverage Share Capital Institution Research Analyst Share price as of June 11, 2025 $4.10 Basic Shares Outstanding(1) 21,607,149 Brent Stadler Balance Sheet (as at March 31, 2025) Cash $1,054 Nelson Ng Current portion of long-term debt $29,923 Long-term debt $373 Yuri Zored
Slide 16: Appendix
Appendix TSX.V: GIP 16
Slide 17: Precedent Market Transactions
Precedent Market Transactions Three notable major transactions set the foundation for subsequent RNG opportunities ▪ 50 RNG and landfill gas facilities, producing ~35,000 MMBtu / day (12,500,000 MMBtu / year) ▪ Development pipeline of 80 projects US$4.1Bn ▪ 2022 EBITDA of $140MM, target of $1Bn by 2
Slide 18: Development, Commissioning & Leadership Team
Development, Commissioning & Leadership Team Robert Beekhuizen – Vice President, Major Projects Jeff MacBeath – Vice President, Finance • Professional engineer and business executive with over 35 years industry experience • Proven senior finance executive with over 20 years of experience in financia
Slide 19: Carbon Intensity Primer (CI)
Carbon Intensity Primer (CI) • Carbon intensity is defined as carbon dioxide (CO2) emissions per unit of energy by the US Energy Information Administration1 Example Ranges of Carbon Intensity by • The carbon intensity score Source (Full Lifecycle)1 measures GHG emissions associated with the full lif
Slide 20: RNG is an Impactful and Clean Source of Energy
RNG is an Impactful and Clean Source of Energy Examples of RNG Feedstock • RNG is processed methane produced from renewable, natural sources such as manure, Poultry Waste food waste and gasified biomass Wheat / Spent Grain Dairy Manure • RNG is interchangeable with conventional natural gas, but with
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