Verde Agritech Ltd · TSX:NPK
Verde Agritech — Investor Presentation (June 2025)
49 slides from Verde Agritech's investor presentation, Jun 30, 2025
Slide 1: Low Carbon Specialty Fertilizers: Production Growth with Zero Capex
March | 2025 Low Carbon Specialty Fertilizers: Production Growth with Zero Capex_ TSX: NPK | OTCQX: VNPKF
Slide 2: Forward-looking information disclaimer
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 in this presentation. Are risk averse. This presentation contains certain forward-looking information, which includes but is not limited to, statements with respect to Verde AgriTech L
Slide 3: Investment highlights
Investment highlights_ 1 Specialty Fertilizers for Sustainable Agriculture: Offering tailored solutions that support sustainable farming practices. 2 Global Adoption: Products trusted and used by over 9,000 farmers worldwide. 3 Carbon Avoidance: Reducing farmers' CO2 emissions through a sustainable
Slide 4: Potential economics at fully installed production capacity
Potential economics at fully installed production capacity_ Assumptions: • Average Brazilian Real to Canadian dollar exchange rate: C$1.00 = 3.0 Mtpy R$4.1. (C$’million) (100% capacity) • Average Brazilian Real to US dollar exchange rate: US$1.00 = R$5.50. Net Revenue1 227.7 • Average KCl CFR Brazil
Slide 5: Our production facilities
Our production facilities_ Verde’s production plants are based in São Gotardo, Minas Gerais State, Brazil. Plant 1 Plant 2 Bioproduction Plant Plant 1, with an annual production capacity of Plant 2, with an annual production capacity of 2.4 The Bioproduction Plant specializes in large- 0.6 million t
Slide 6: Our R&D facilities
Our R&D facilities_ In addition to our production plants, we also operate three research laboratories, focusing on Microbiology, Mineralogy, and Agronomy. Microbiology Lab Mineralogy Lab Agronomic Testing Labs Over the course of 11 years, we have established The Microbiology Lab plays a pivotal role
Slide 7: Made with technology
Made with technology_ We have developed unique technologies to enable the production of the best solutions for crop nutrition, crop protection, soil improvement and increased sustainability. They are present in the conception of our products. Our focus on research and development has resulted in one
Slide 8: K Forte
K FORTE_ K Forte® (sold internationally as Super Greensand®) is a low carbon multi-nutrient potassium specialty fertilizer designed to enhance soil health and plant nutrition. Key benefits include: • Gradual Nutrient Release: Provides long-lasting soil fertility enhancement and efficient nutrient us
Slide 9: BAKS
BAKS_ BAKS® is a combination of K Forte® plus other nutrients that can be chosen by customers. • Increased nutritional efficiency: it allows farmers to customize nutrient compositions based on the unique requirements of each crop • Increased operational efficiency: reduced source of: number of ferti
Slide 10: BAKS
BAKS_ The best multinutrient fertilizer solution suited for Brazilian agriculture. Phosphate Boron Benefits of BAKS®’ Technologies = + Nitrogen Zinc Granulated Sulphur Sulphur Copper Micro S Technology is BAKS®’s exclusive elemental Key Benefits from using BAKS® sulphur micronization technology, off
Slide 11: Verde's New Low-Carbon Specialty Fertilizer Products
Verde’s New Low-Carbon Specialty Fertilizer Products_ Highly efficient Source of high- Special Highly efficient Nanotechnology Advanced material source of performance formulations source of NPK for enhanced seed coating complete micronutrient approved for yields nutrition. organic agriculture 11
Slide 12: YBA
YBA_ Specialty Fertilizers crafted in partnership with leading experts for different crops. • Improves crop quality: complete nutrition from planting to harvest with essential nutrients, boosting productivity. • Enhances assets: improves soil structure and longevity, supporting sustainable microorga
Slide 13: Carbon avoidance
Carbon avoidance_ K Forte® is a fertilizer produced in Brazil using national raw materials. Its production process has low energy consumption from renewable sources and, consequently, a low environmental and GHG emissions footprint. Whereas the high carbon footprint of KCl results from a complex pro
Slide 14: Carbon removal
Carbon removal_ Our products’ potential to permanently remove carbon dioxide from the atmosphere through Enhanced Rock Weathering has been validated by renowned international researchers.1 our raw material Our products have the potential to Our products undergo mineral extract CO2 from the atmospher
Slide 15: Our impact, so far
Our impact, so far_ Combining the potential carbon removal and carbon emissions avoided by the use our Product since the start of production, our total impact stands at over 297 thousand tons of CO2. From 2018 to 2024 , the Company has sold 1.94 million tons of Product, which can remove up to 229 th
Slide 16: Accelerated growth interrupted by Brazilian agricultural crises
Accelerated growth interupted by Brazilian agricultural crises_ 73% Volume CAGR 628,000 2017-2024 428,000 400,000 319,077 243,707 119,809 29,648 3,949 2017 2018 2019 2020 2021 2022 2023 2024 KCl Equivalent 0.7 4.9 20 41 67 104 71 53 (‘000 tonnes1): Sales Volume (‘000 tonnes) 16 16 1. K2O equivalent
Slide 17: Our 2025 sales team
Our 2025 sales team_ Bahia Salvador Strengthening Our Commercial Team Brasília Goiás • 1 new Chief Revenue Officer Goiânia • 5 new Sales Directors; Minas Gerais • 26 new Field Sales Managers; • 6 new Inside Sales Executives; Espírito Santo • 4 new Field Customer Success Executives Belo Horizonte Vit
Slide 18: Investment summary
Investment summary_ Why Verde, and why now? 1 Low Carbon Specialty Fertilizers ideal for Sustainable Agriculture. 2 Global Adoption. 3 Carbon Capture Technology. 4 Carbon Avoidance. 5 Strategic Location. 6 ZERO CAPEX required. 7 Scalable Project. 18
Slide 19: TSX: NPK | OTCQX: VNPKF
U7 verde AGRITECH TSX: NPK | OTCQX: VNPKF
Slide 20: Appendix
Appendix_ verde AGRITECH
Slide 21: Buy Super Greensand at Amazon
TSX: NPK Buy Super Greensand® at Amazon: Estados unidos - ícones de bandeiras grátis 5% OFF Coupon (USA): 5OFFQ12025 The discount codes are valid through April 17, 2025. The code is limited to a single unit per order and to a single order. 21
Slide 22: About Verde Agritech
We drive sustainable and regenerative agriculture through the production of low carbon specialty fertilizers, essential in promoting decarbonization in the agricultural sector. About Our products are essential for regenerative agricultural ecosystems Verde Agritech_ as they are free from salinity an
Slide 23: 6 benefits of our products
6 benefits of our products _ 1. Improves 2. Improves 3. Increases the 4. Reduces the 5. Optimizes 6. Reduces productivity crop quality value of your farmer’s risk management carbon continuously Complete assets The presence May allow for footprint Proven nutrition Improves soil of silicon reduced The
Slide 24: Reserves and resources
Reserves and resources_ 5.9 billion tons of total resources approved by the Brazilian Strategic location Mining Agency. Our reserves are situated in São Gotardo, Minas Gerais 3.32 billion tons state, Brazil, adjacent to a of resources certified under major food-producing region. Canadian National In
Slide 25: Up to C$352.19 Net Present Value Per Share
The problem we are fixing is big, Pre-Feasibility Study production scenario for 50Mtpy of Verde’s product, composed of K2O + S + Micronutrients so is our NPV: Proven and probable reserves (Mt) 1,297.66 Up to C$352.19 Net Capex (US$M) Operating cost (US$/t of Product) 553.99 8.06 Present Value Per Ge
Slide 26: Decarbonization solutions
1. Carbon Avoidance: Immediate solution to reduce GHG inventories of companies that that have their own decarbonization commitments and net zero targets. • Customized solutions for farmers and agricultural companies; Decarbonization • • Focus on large clients with commitments to decarbonization; Sho
Slide 27: Carbon avoidance: soybeans/corn
Carbon avoidance_ SOYBEANS/CORN Example of calculation considering the freight emissions of fertilizers to the city of Unái, MG, located 455 km from the Verde Agritech factory (São Gotardo, MG): Reduces carbon K2O DEMAND KFORTE® DEMAND CO2 EMISSIONS AVOIDED footprint Replacing KCl with KFORTE® The u
Slide 28: Carbon avoidance: coffee
Carbon avoidance_ COFFEE Example of calculation considering the freight emissions of fertilizers to the city of Patrocínio, MG, located 171 km from the Verde Agritech factory (São Gotardo, MG): Reduces carbon K2O DEMAND KFORTE® DEMAND CO2 EMISSIONS AVOIDED footprint Replacing KCl with KFORTE® The us
Slide 29: Carbon avoidance: sugarcane
Carbon avoidance_ SUGARCANE Example of calculation considering the freight emissions of fertilizers to the city of Uberlândia, MG, located 322 km from the Verde Agritech factory (São Gotardo, MG): Reduces carbon K2O DEMAND KFORTE® DEMAND CO2 EMISSIONS AVOIDED footprint PRODUÇÃO Replacing KCl with KF
Slide 30: Carbon market
Carbon market_ Acquisition of credits generated through Enhanced Rock Weathering, comparable to Verde's approach. bought bought bought bought $57.1 million $4.35 million $200 million $6.3 million from from from from to remove to remove to remove among others to remove 154,240 tons 5,000 tons 800,000
Slide 31: Life cycle assessment (LCA)
Life cycle assessment (LCA)_ • Conducted by leading consulting firm endorsed by Nasdaq/Puro Earth 1 in compliance with ISO 14040/44:2006 standards and the Puro Earth ERW Methodology. 2, 3 • “From cradle-to-grave” assessment shows significantly low production emissions due to, for example, 100% renew
Slide 32: Current carbon removal potential
Current carbon removal potential_ Production Removal Commercial Technologies Facility Capacity Potential Status We are Brazil’s largest potash producer by (product tpy) (CO2 tpy) Production Deployed capacity. Micro S, 3D Alliance, Plant 1 600,000 72,000 Concluded In operation Cambridge Tech, Our ins
Slide 33: Our team: Board of Directors
Our team_ Board of Directors Cristiano Veloso – Chairman, CEO and Founder Fernando Prezzotto Cristiano Veloso is the founder of Verde AgriTech, Oby Rare Earths, and Mr. Prezzotto is a serial entrepreneur focused on innovative solutions Toucan Metals, with over 20 years of experience in the agricultu
Slide 34: Our team: Management Team
Our team_ Management Team Marcus Ribeiro – Chief Revenue Officer Mr. Ribeiro was acclaimed as one of the top three sale managers in Brazil for two consecutive years due to his outstanding results as Sales Manager at Timac Agro. He was responsible for the agricultural bio-inputs and fertilizers for s
Slide 35: Our team: Management Team
Our team_ Management Team Aislann Rosa – Sales Director (Northwest Minas Gerais ) Maurício Rocha Junior – Sales Director (São Paulo) Mr. Rosa has 10 years of technical-commercial experience in Fertilizers Mr. Júnior is a Regional Manager for Paraná/São Paulo and is a and Soils, working for both nati
Slide 36: Summary of licenses and permits
Summary of licenses and permits_ Under Brazilian law, a pit is fully permitted to mine when the Company holds both a Mining Concession/Permit and Environmental License for that area. The Company has different mine pits, each at different permitting stages and targeted volumes, as summarized below: F
Slide 37: Pre-feasibility study snapshot: 10Mtpy
Pre-feasibility study snapshot_ Plant 3 Scenario - 10Mtpy Production Capacity Description Unit Value Proven and probable reserves million tonnes 715.67 K2O grade % 10.01 Capex US$ million 52.77 Operating cost US$/tonne of Product 12.83 Sustaining capital US$/tonne of Product 0.50 Product composition
Slide 38: Pre-feasibility study snapshot: 23Mtpy
Pre-feasibility study snapshot_ Plant 3 Scenario - 23Mtpy Scenario Description Unit Value Proven and probable reserves million tonnes 715.67 K2O grade % 10.01 Capex US$ million 129.84 Operating cost US$/tonne of Product 11.18 Sustaining capital US$/tonne of Product 0.50 Product composition Unit K2O
Slide 39: Pre-feasibility study snapshot: 50Mtpy
Pre-feasibility study snapshot_ Plant 3 Scenario - 50Mtpy Scenario Description Unit Value Proven and probable reserves million tonnes 1,297.66 K2O grade % 9.19 Capex US$ million 553.99 Operating cost US$/tonne of Product 8.06 General and Administrative Expenses US$/tonne of Product 2.01 Sustaining c
Slide 40: Q4&FY 2024 financial statements
Q4&FY 2024 financial statements__ TSX: NPK All amounts in CAD $’000 Q4 2024 Q4 2023 %Δ FY 2024 FY 20223 %Δ Revenue 2,888 7,058 (59%) 21,597 37,863 (43%) Production costs (986) (2,230) (56%) (6,302) (9,689) (35%) Gross Profit 1,902 4,828 (61%) 15,295 28,174 (46%) Gross Margin 66% 68% n/a 71% 74% n/a
Slide 41: Outstanding share data
Outstanding share Type Amount data_ Ordinary shares Stock options 52,669,724 4,923,985 The following securities are outstanding, as of March 20, 2025: Total 57,593,709 41 41
Slide 42: Verde's market size according to average KCl CFR Ports price
Verde’s market size according to average KCl CFR Ports price_ K Forte® has 10% K2O whereas KCl has 60% K2O. Therefore, a farmer in Brazil pays 6 times less per tonne of K Forte® than it pays per tonne of KCl. Verde delivers K Forte® to the farmers for the same price per tonne of K2O than KCl. Verde’
Slide 43: Verde's margin according to average KCl price
Verde’s margin according to average KCl price_ The table below compares Verde’s and KCl’s prices delivered to the farmer and shows Verde’s potential revenue at each case. (+) (+) (=) K Forte® Brazil’s potential KCl price per K Forte® K Forte® Freight cost to delivered market size to be Verde's KCl C
Slide 44: KCl CFR Ports delivered to the farmer
KCl CFR Ports delivered to the farmer The table below shows a breakdown of KCl CFR Ports price delivered to the farmer in Brazil. (+) (+) (+) (+) (+) (+) (=) Blender/deale KCl's price KCl CFR Brazilian Marine brokerage Demurrage and Freight from the Freight from the Blender/dealer's r's margin delie
Slide 45: Our commitment to ESG
Our commitment to ESG_ Lower- Sustainable agriculture, strong 100% Renewable impact governance, supporting the legacy for energy mining operations our surrounding communities With new vision that integrates agriculture and Zero 30,000+ native trees carbon capture solutions, we are leading the Tailin
Slide 46: Environmental
Environmental_ Lower-impact operations to foster sustainable agriculture 100% Green Power Lower-impact mining KCl replacement and soil Transition plan for railway Our operations use 100% The area where we extract biodiversity improvement transportation underway hydropower renewable our raw materials
Slide 47: Social
Social_ Guided by the definition of "Just Transition", we are committed to promoting the sustainable economic development of the local communities in which we operate. Social initiatives and Environmental Worldwide food chain Investment in infrastructure community engagement education Modern agricul
Slide 48: Governance
Governance_ Solid corporate governance foundations and track record Publicly listed Quality control Internationally certified Transparency Singaporean company We hold ISO 9001 and products To maximize transparency We are listed in Toronto 14001 certifications, Our products are certified and corporat
Slide 49: TSX: NPK | OTCQX: VNPKF
U7 verde AGRITECH TSX: NPK | OTCQX: VNPKF