Atome Plc · LSE:ATOM
Atome — Investor Presentation (May 2026)
23 slides from Atome's investor presentation, May 2026
Slide 1: Industrial-Scale Infrastructure for a Secure & Sustainable Global Food System
1 Industrial-Scale Infrastructure for a Secure & Sustainable Global Food System Corporate Presentation May 2026 www.atomeplc.com info@atomeplc.com
Slide 2: Disclaimer
2 Disclaimer The information contained herein has been provided solely for information purposes and does not purport to be comprehensive or contain all the information that may be required by recipients to evaluate Atome PLC (the “Company”). This presentation and the information contained in it has
Slide 3: Executive Summary
Executive Summary 3 ATOME is a global leader in sustainable food and agriculture • Final Investment Decision (“FID”) achieved1 at Villeta - the world’s largest dedicated low-carbon fertiliser plant • US$665M project finance completed from leading development finance institutions and infrastructure f
Slide 4: In the Right Place, At the Right Time
4 In the Right Place, At the Right Time ATOME is the first industrial-scale mover in this US$100 billion+ green fertiliser market transition Fragile Market Fertiliser severely exposed due to war in Middle East • Nitrogen fertiliser is effectively "solid gas.” - 60-80% of production cost is natural g
Slide 5: Expert Management Team
5 Expert Management Team Proven track record of value creation across agriculture, infrastructure and finance; alignment with shareholders Peter Levine Olivier Mussat James Spalding Terje Bakken Mary-Rose de Valladares Chair Director and CEO Director and President Head of Ammonia Independent Non- of
Slide 6: The Need for Low-Carbon Fertiliser
6 The Need for Low-Carbon Fertiliser
Slide 7: The Need for Low-Carbon Fertiliser
7 The Need for Low- Nitrogen fertiliser feeds >4 billion people, helping sustain global food security but accounts for 5% of global GHG Carbon Fertiliser World population supported by nitrogen fertilisers (population in billions) Population Growth 8 Global population to reach 10 billion by 2050 – ap
Slide 8: The Shift in Food and Agriculture
8 • Up to 50% of a product’s emissions comes from production and use of fertiliser The Shift in Food • However, adoption of low-carbon fertiliser only increases end-product cost by 1- 3% and Agriculture • Nearly 50% of the world’s largest consumer goods companies – representing $850 billion in annua
Slide 9: Our Low Carbon Product
9 Our Low Carbon Product Decentralised Production in the heart of the world’s largest fertiliser Commercially viable drop-in solution to significantly import market (30MT/year nitrogen containing fertiliser) decarbonise the agricultural and food value chain Maize/Whea 2 Secure Market Position t Gree
Slide 10: Our Process
10 Our Process Proven technologies utilising abundant renewable power, allowing for cost-effective production ELECTROLYSIS PLANT 1 Producing hydrogen (H2) from water and renewable power 6 AIR SEPARATION UNIT (ASU) 5 2 Producing nitrogen (N2) from air 7 4 AMMONIA LOOP 3 Producing Ammonia (NH3) from H
Slide 11: Villeta Project Overview
*salome Villeta Project Overview
Slide 12: Villeta Project Overview
12 Villeta Project Overview FID achieved at the world’s first dedicated low-carbon 125MW fertiliser facility based on 100% baseload renewable power PPA for low-cost baseload 100% renewable power Project Fundamentals in Place Key Commercial Milestones Complete Long-term 125MW PPA with ANDE US$465 mil
Slide 13: Villeta Project Funding
13 Villeta Project Funding Commercial Structure Overview Equity Consortium Debt Providers US$665M Villeta Project Funding now completed, led by DFIs and infrastructure funds Senior and concessional debt finance package: IDB Invest, IFC, European Investment Bank, FMO – Dutch US$420 M Development Bank
Slide 14: Financial Highlights
Financial Highlights 14 ATOME increases working interest in Villeta to 29.8% The Project is “Ready-to-Build” with income from FID Indicative Financial Highlights (Company Estimates)1 Management Base Case2 Today’s Price Estimates Annual Production (US$510/t) (US$700/t) • 100% of production contracted
Slide 15: Villeta Project – Tier 1 Strategic Partners
15 Villeta Project – Tier 1 Strategic Partners Best-in-class partnerships with strong and reputable players across finance, engineering and agriculture Lender Group Equity Consortium Offtake Partner EPC Contractor Power Supplier Credit/Board approved US$240M: Global fertiliser market leader - Leadin
Slide 16: Project Pipeline
*salome Project Pipeline
Slide 17: Rolling Out The Commercial Blueprint
17 Rolling Out The Commercial Blueprint ATOME at the vanguard of a $100B+ green transition market Villeta – Proof of Concept Built Capabilities Scalable Growth POWER EXPERTISE NOW IN EXECUTION PPA structuring, right-sizing REPLICABLE VALUE CREATION • 125MW • 260,000tpa CAN ENGINEERING PLAYBOOK Accel
Slide 18: Global Prospects
18 Global Prospects ATOME is currently evaluating 25+ projects globally representing up to 9GW of capacity Illustrative map of global prospects • Project opportunities brought to management based on progress at Villeta • Projects include green fertiliser, green ammonia and other Power-to-X EU opport
Slide 19: Existing Pipeline
19 Existing Pipeline Acceleration of announced pipeline (Paraguay & Costa Rica) YGUAZU PROJECT (Pre-FEED) • 300MW Yguazu Project – 2x size of Villeta • Up to 220,000 tpa of zero-carbon ammonia • Potential of multi-product production, utilising 100% renewable baseload power • Pre-PPA signed with ANDE
Slide 20: ATOME POWER
20 ATOME POWER First Project : “POWER CITY” A new standalone renewable power and tech • Up to 400MW utility-scale solar and battery storage project infrastructure division • Located near Villeta, Paraguay ATOME POWER* • Option entered into for purchase of 685-hectare site • Delivering power as a ser
Slide 21: Summary and Next Steps
*salome Summary and Next Steps
Slide 22: Summary
22 ATOME is the world’s most advanced developer of low-carbon fertiliser projects having achieved FID at flagship Villeta Project Summary US$665M Project Funding led by reputable international development finance institutions and private equity and infrastructure funds ATOME – a global leader in US$
Slide 23: ATOME PLC Carrwood Park, Selby Road, Leeds, LS15 4LG
23 ATOME PLC Carrwood Park, Selby Road, Leeds, LS15 4LG info@atomeplc.com www.atomeplc.com @atomeplc @AtomePlc