Verbio Se · XETR:VBK
Verbio — Investor Presentation (September 2025)
48 slides from Verbio's investor presentation, September 2025
Slide 1: Pioneering green solutions
Pioneering green solutions Company Presentation
Slide 2: Contents
Contents o Verbio at a Glance o Business Model & Edge o Strategic Vision & Growth Catalysts o Leadership o Financials o Segments o ESG Impacts o Verbio Share o Let‘s Talk 2
Slide 3: Verbio at a Glance
Verbio Verbio at a Glance
Slide 4: About Verbio
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk About Verbio Business Overview Company Snapshot Verbio provides secure, local clean energy that is carbon-negative, scalable by design, and infrastructure-re
Slide 5: Why Verbio
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Why Verbio Business Quality: Resilient Growth Drivers: Internal and external Value Catalysts: Key drivers of and adaptable platform forces fueling expansion
Slide 6: Company History: Mission in Motion
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Company History: Mission in Motion 2001 2005 2006 Construction of first Portfolio diversification: Start of Foundation of Verbio and IPO Biodiesel plant to c
Slide 7: Business Model & Edge
Verbio Business Model & Edge Pioneering green solutions
Slide 8: Value creation: From raw materials to market
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Value creation: From raw materials to market Verbio’s business model begins with the transformation of raw materials through our integrated biorefining proce
Slide 9: Diverse product streams: Unlocking value from each biomass input
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Diverse product streams: Unlocking value from each biomass input Verbio is extracting maximum value from various biomass inputs, such as grains, rapeseed oil
Slide 10: Verbio's global footprint of Biorefineries
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Verbio’s global footprint of Biorefineries Verbio Biorefinery locations and annual capacities per region 690 Schwedt, Germany: 430 kt 150 kt 1,130 GWh 370 kt
Slide 11: Verbio's flagship Biorefinery in Schwedt, Germany
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Verbio’s flagship Biorefinery in Schwedt, Germany bioethanol biodiesel biomethane feed (pharma-)glycerine fertilizer 11
Slide 12: Competitive advantages
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Competitive advantages Our distinctive capabilities form a resilient and high-performing platform that sets us apart in the market:: 1 Proprietary biorefinin
Slide 13: Proprietary biorefining technology
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk 1 Proprietary biorefining technology Development of gross margin o Premium remained above the market spread, confirming continued value capture over the in €
Slide 14: The result: Industry-leading returns
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk 4 The result: Industry-leading returns ROCE* o Industry-leading returns, with median ROCE consistently above 20% through 60% market cycles. Peer Group Renewa
Slide 15: Strategic Vision and Growth Catalysts
Strategic Vision and Growth Catalysts 15
Slide 16: Key growth catalysts
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Key growth catalysts Verbio is uniquely positioned to scale its impact through several growth catalysts: 1 Regulatory reset sets stage for market recovery 2
Slide 17: Regulatory reset sets stage for market recovery
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk 1 Regulatory reset sets stage for market recovery German market saw disruption: lower GHG quota prices used as market proxy GHG quota development in EUR / t
Slide 18: Biofuel fraud explained: CH4 = CH4
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Biofuel fraud explained: CH4 = CH4 Feedstock determines value Feedstock Fossil Corn Manure Molecule CH4 CH4 CH4 Fuel Natural Gas RNG (1. Gen) RNG (2. Gen) GH
Slide 19: Context: BImSchG under RED II Framework
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Context: BImSchG under RED II Framework CO₂ reduction in % compared to the reference value of 94.1 g CO₂e/MJ Sub-mandate for advanced biofuels (Annex IX Part
Slide 20: Regulatory Outlook: RED III Draft Implementation
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Regulatory Outlook: RED III Draft Implementation* *changes compared to RED II implementation are highlighted in blue CO₂ reduction in % compared to the refer
Slide 21: RED III: Stronger framework, broader demand
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk RED III: Stronger framework, broader demand Key draft items Key implications o GHG reduction targets extended to 2040: 53% cut vs. fossil reference o Single
Slide 22: Scaling production to capture surging demand
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk 2 Scaling production to capture surging demand EU: • Demand expected to grow 5% in 2025 (excl. SAF); projected +10% in 2026 driven by RED III Canada: transpo
Slide 23: Strategic initiatives: US expansion
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Strategic initiatives aligned with market trends: US expansion Biorefinery in Nevada, Iowa, in brief: o Impact: Scaling bioethanol & biomethane output, drivi
Slide 24: Strategic initiatives: India expansion
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Strategic initiatives aligned with market trends: India expansion Biomethane plant in Chandigarh, Punjab, in brief: o Impact: Processing ~120 kt1 of agricult
Slide 25: Product innovation unlocks new market demand
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk 3 Product innovation unlocks new market demand Proprietary Ethenolysis process for biobased chemicals o Decarbonizing chemicals requires renewable carbon. Ve
Slide 26: Building resilience: strategic expansion of product range
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Building resilience: strategic expansion of product range Ethenolysis plant in Bitterfeld, in brief: o Impact: Enhances resilience through new end markets; e
Slide 27: Management and Governance
Management and Governance 27
Slide 28: Management Board
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Management Board Claus Sauter Prof. Dr. Oliver Lüdtke Founder & CEO, Chairman of the Board CTO, Deputy Chairman of the Board Responsible for Business Develop
Slide 29: Supervisory Board
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Supervisory Board Alexander von Witzleben Chairman of the Supervisory Board Member of the Supervisory Board since April 2006 Education/academic career: Studi
Slide 30: Financial Overview
Verbio Financial Overview Pioneering green solutions
Slide 31: Guidance 2025/26
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Guidance 2025/26 2023/24 2024/25 2025/26E Production Biodiesel Capacity in kt 710,000 t 710,000 t 710,000 t Emissionsreduktion bei Erdgasfahrzeugen 89.8% 87.
Slide 32: Capital allocation priorities 2025/26
FY in brief Q4 financial performance Market outlook Strategic initiatives Guidance 2025/26 Q&A Capital allocation priorities 2025/26 Investments in PPE in € m o Capex development: prioritisation of high- 300 impact, value-generating investments incl. Ethenolysis plant and South Bend 251.2 250 o Main
Slide 33: Historical Financials
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Historical Financials EUR million 2019/20 2020/21 2021/22 2022/23 2023/24 2024/25 Production Biodiesel in kt 559.7 601.3 574.0 610.5 637.3 619.3 Bioethanol i
Slide 34: Segments
Verbio Segments Pioneering green solutions
Slide 35: Segment Biodiesel
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Segment Biodiesel Biodiesel process overview 35
Slide 36: Segment Bioethanol/Biomethane
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Segment Bioethanol/Biomethane Ethanol process overview 36
Slide 37: Segment Bioethanol/Biomethane
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Segment Bioethanol/Biomethane Biomethane process overview 37
Slide 38: Segment Bioethanol/Biomethane
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Segment Bioethanol/Biomethane Biomethane value chain 38
Slide 39: Sustainability and ESG Focus
Sustainability and ESG Focus 39
Slide 40: Focus on ESG at Verbio
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Focus on ESG at Verbio In our biorefineries, we process raw and residual materials from regional agriculture into climate-friendly fuels and high-quality b
Slide 41: Environmental Impact
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Environmental Impact Energy and Emissions Our energy consumption is significantly influenced by the use of biofuels and the capacity utilisation of our sta
Slide 42: Social Responsibility
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Social Responsibility Protecting, empowering, engaging We actively embrace social responsibility, integrating ethical, social, and environmental consideratio
Slide 43: Governance and Ethical Practices
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Governance and Ethical Practices Integrity & Compliance Leading responsibly, shaping sustainably At Verbio, we are committed to sustainable and responsible
Slide 44: Share Information
Verbio Share Information Pioneering green solutions
Slide 45: Share Information
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Share Information At a glance Shareholder structure Verbio shares have been listed on the Frankfurt Prime Standard of Deutsche Verbio SE has share capital of
Slide 46: Let's Talk
Verbio Let's Talk Pioneering green solutions
Slide 47: Investor Relations/ESG Contacts
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Investor Relations/ESG Contacts Alina Köhler Katharina Manok Isha Mohanty Christian Neuperger Head of Investor Relations Investor Relations Manager ESG Manag
Slide 48: Verbio SE
Verbio SE Ritterstraße 23 T +49 341 308530-0 04109 Leipzig F +49 341 308530-999 Germany info@verbio.de www.verbio.de