Verde Agritech Ltd · TSX:NPK

Verde Agritech — Q2 2026 Earnings Presentation

21 slides from Verde Agritech's earnings presentation, August 2026

  1. Slide 1: Q2 2026 Investors Update

    Q2 2026 Investors Update August 2026

  2. Slide 2: We are not good enough for you to invest if you:

    If you are risk averse don’t buy our stock. Don’t rely on anything on this We are not good enough for you to invest if you: TSX: NPK presentation. This presentation contains certain forward-looking information, which includes but is not limited to, statements with respect Are risk averse. to Verde A

  3. Slide 3: Our Leadership Team

    Our Leadership Team AGRITECH

  4. Slide 4: Our team

    Our team_ Management Team Reberth Machado– Chief Executive Officer Marcus Ribeiro – Chief Revenue Officer Mr. Machado is a Chemical Engineer and Senior Executive with almost Mr. Ribeiro was acclaimed as one of the top three sale managers in 30 years of international experience across project managem

  5. Slide 5: Investment Highlights

    Investment Highlights_ AGRITECH

  6. Slide 6: Investment highlights

    Investment highlights_ 1 De-risked asset base: more than R$500 million already deployed in plants, infrastructure, technology and R&D. 2 ZERO CAPEX: CAPEX fully deployed, establishing a current production capacity of up to 3 million tons per year, with potential to generate C$70.1 million of EBTIDA.

  7. Slide 7: The full value chain is already in place

    The full value chain is already in place_ More than R$500 million deployed across a 100% vertically integrated platform, with 3.0 Mtpa installed and no additional capex required for installed capacity. 2 3 4 5 1 OWN MINERAL PLANT 1 PLANT 2 IN-HOUSE R&D MARKET VALIDATION RESOURCE 0.6 Mtpa of installe

  8. Slide 8: Verde is inside Brazil's potash market

    Verde is inside Brazil’s potash market_ TSX: NPK 15 Mt Brazilian KCl demand each year ≈90 Mt equivalent demand for K Forte 5.9 Bt total resource base 70+ yrs estimated coverage at current demand Commercial coverage is concentrated in states that represent 85% of Verde's identified sales annual poten

  9. Slide 9: Potential economics at fully installed production capacity

    Potential economics at fully installed production capacity_ Assumptions: 3.0 Mtpy (C$’million) • Average Brazilian Real to Canadian dollar exchange rate: C$1.00 = (100% capacity) R$3.7. Net Revenue1 202.3 • Average Brazilian Real to US dollar exchange rate: US$1.00 = R$5.10. Production costs (36.5)

  10. Slide 10: Macroeconomic and Market Overview

    Macroeconomic and Market Overview_

  11. Slide 11: Brazilian economic scenario

    Brazilian economic scenario_ TSX: NPK Selic Rate 16.00% 15.00% 14.25% • The Central Bank of Brazil reduced 14.00% 13.75% 13.75% 14.00% the Selic rate to 14.25% in June 12.00% 10.75% 11.75% 12.25% 13.75% 12.00% 11.00% 10.50% and further to 14.00% after quarter- 10.00% 10.00% 9.25% 12.50% 7.00% 10.00%

  12. Slide 12: Brazilian agricultural market

    Brazilian agricultural market_ TSX: NPK • Sector credit quality also deteriorated, with a record Agribusiness judicial recovery requests 1,263 Brazilian agricultural businesses in judicial 1,400 reorganization at the end of June 2026, up 66% from 1,263 1,200 the end of June 2025. 1,000 +66% 800 761

  13. Slide 13: Crisis in the agricultural market

    Crisis in the agricultural market _ TSX: NPK 13 13 Sources: CNN Money, BrasilAgro, InfoMoney, AgFeed, Patos Já and Globo Rural (2025–2026)

  14. Slide 14: Ag cycles: input shocks squeeze margins

    Ag cycles: input shocks squeeze margins_ World Bank monthly indices from 1980 to 2026 show the current downturn as a recurring input/crop-price squeeze: fertilizers rose TSX: NPK again while grain prices remain below the 2022 peak. 2023–26 CURRENT DOWNTURN Input costs vs. crop prices vs. farmer marg

  15. Slide 15: Q2 2026 results

    Q2 2026 results_ AGRITECH

  16. Slide 16: Q2 2026 Financial Highlights

    Q2 2026 Financial Highlights_ TSX: NPK • Revenue in Q2 2026 was $3.4 million compared with $4.8 million in Q2 2025 and sales volume totaled 46,709 tons in Q2 2026 compared with 80,354 tons in Q2 2025. Excluding product delivery freight revenue, average revenue per ton increased to $40 from $38. • Un

  17. Slide 17: Q2 2026 Financial and Operational Results

    Q2 2O26 Financial and Operational Results_ TSX: NPK All amounts in CAD $’000 Q2 2026 Q2 2025 %Δ 2026 YTD 2025 YTD %Δ Tons sold ‘000 47 80 (41%) 74 128 (42%) Average Revenue per ton sold $ 73 60 22% 69 60 15% Average Production cost per ton sold $ (17) (16) 6% (20) (16) 25% Average Gross Profit per

  18. Slide 18: Operational summary

    Operational summary_ All amounts in CAD $’000 Q2 2026 Q2 2025 %Δ 2026 YTD 2025 YTD %Δ TSX: NPK Tons sold ‘000 47 80 (41%) 74 128 (42%) Average Revenue per ton sold $ 73 60 22% 69 60 15% Average Production cost per ton sold $ (17) (16) 6% (20) (16) 25% Average Gross Profit per ton sold $ 11% 56 44 27

  19. Slide 19: Sales, general and administrative expenses

    Sales, general and administrative expenses_ TSX: NPK All amounts in CAD $’000, except percentages Q2 2026 Q2 2025 %Δ 2026 YTD 2025 YTD %Δ Sales expenses Sales and marketing expenses (663) (756) (12%) (1,305) (1,524) (14%) Fees paid to sales agents (88) (135) (35%) (173) (218) (21%) Total Sales expen

  20. Slide 20: August/2026 Q&A

    August/2026, AGRITECH

  21. Slide 21: Thank you

    August/2026, Thank you_ AGRITECH

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