Agilyx Asa · OSL:AGLX
Agilyx Asa — Investor Presentation (March 2026)
14 slides from Agilyx Asa's investor presentation, March 2026
Slide 1: Capitalizing on Europe's recycling momentum
Capitalizing on Europe´s recycling momentum Company Presentation March, 2026 1 1
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 at a glance
Agilyx at a glance A plastic waste investment platform Financially positioned for growth Agilyx is a specialized platform with a GreenDot operations are self-financed, specialized team, 20 years of operational Agilyx’s IP, data, and development activities history, and 22 patents. are funded through
Slide 4: Waste plastic is an unsolved global challenge, worsening every year
Waste plastic is an unsolved global challenge, worsening every year Agilyx can help solve one of the greatest Currently, plastic flow is linear with 91% (320 million tonnes) environmental challenges having little to no post-use value Current recycling market: 9% of value chain (mostly mechanical rec
Slide 5: February 2026: Regulatory inflection point for EU plastic recycling
February 2026: Regulatory inflection point for EU plastic recycling From regulatory uncertainty to investable market Required volumes under PPWR Regulatory clarity established 6000 • PPWR content targets agreed • Advanced recycling formally recognized 4000 • Mass balance accounting approved kt 2000
Slide 6: Recent strategic and operational developments – key highlights
Recent strategic and operational developments – key highlights Cyclyx Senior bond Convertible Europe Full ownership Restructuring redemption bond placed focus • C1-Houston, US • Agilyx re- • Full redemption • EUR 16m • Pivot to circularity center absorbs Cyclyx’s of USD 50m convertible supporting tr
Slide 7: GreenDot: 35 years of European leadership in recycling
GreenDot: 35 years of European leadership in recycling, controlling large volume of plastic waste • Europe’s leading recycling brand, with trademark licensed in 29 countries and facilities in Germany, Italy, France and Austria • Pioneer of Germany’s EPR system, with 30+ years of brand owner relation
Slide 8: Agilyx/GreenDot serve as industrial-scale counterparty for petrochemical companies and brands
Agilyx/GreenDot serve as industrial-scale counterparty for petrochemical companies and brands Secures access to high volumes of plastic waste through its EPR segment Directs volumes to its mechanical or advanced recycling feedstock preparation plants Leverages technical know-how and 20 years of R&D
Slide 9: GreenDot stable gross margins over multiple years
GreenDot stable gross margins over multiple years providing profitable core to expanded strategic expansion EPR Gross Profit (EURm) 2021 • Raw material price increase from Covid EUWID PPC > 140 EUR/t 67.7 50.3 46.8 47.5 46.8 48.2 44.1 44.1 35.8 2024 • Challenging German macro-environment with cost i
Slide 10: GreenDot's AR business delivering feedstock with an active pipeline
GreenDot´s AR business delivering feedstock with an active pipeline to support growth Key feedstock agreements signed or in negotiation • By 2028, GreenDot’s existing pipeline of 19 Customer Volume Status contracts has the potential to deliver >11m 4kta Delivering EBITDA p.a. 20kta Agreed • GD has e
Slide 11: GreenDot generating operating profits with significant near-term upside
GreenDot generating operating profits with significant near-term upside (Illustrative 2028 forecast by segment) Revenue (EURm) EBITDA(1,2) (EURm) 2025 2028 2025 2028 21 24 EPR 350 360 6% 7% (6) 15 Mechanical Recycling 50 120 nm 13% (1) 11 Advanced Recycling 1 30 nm 38% Total EUR 400m EUR 510m EUR 12
Slide 12: GreenDot EBITDA Bridge
GreenDot EBITDA Bridge (Illustrative 2025-2028) (Euros in millions) 49 12 22 24 3 12 2025 EBITDA Proj. 2026 EBITDA EPR MR AR 2028E EBITDA 12
Slide 13: Agilyx investment highlights
Agilyx investment highlights FIRST MOVER IN PROFITABLE EU DERISKED MARKET LOW CAPITAL A DYNAMIC PLATFORM POSITIONING NEEDS MARKET Strengthened financial Position upstream in A structural supply gap Scaled, integrated and position and extended the value chain, in European recycled profitable recyclin
Slide 14: Thank You
Thank You 14