Slide 1: Investor presentation June 2026
Investor presentation June 2026
Slide 2: The Time Is Now: Turning Waste Into Value
The Time Is Now: Turning Waste Into Value 2 // REPLOID Group AG: Investor Presentation – June 2026
Slide 3: REPLOID at a glance
REPLOID at a glance We radically rewrite how organic waste powers resilient circular business models to unlock greater impact for the environment and the bottom line. Concept: Industrialization of insect technology Recycling of regional organic residues Key data Engineering of insect rearing plants
Slide 4: REPLOID Addresses Major Challenges
REPLOID Addresses 3 Major Challenges
Slide 5: Challenge #1: Food waste & carbon emissions
Challenge#1: Food waste & carbon emissions 1 billion tons (1,000,000,000,000 kg) per year*: ❖A truck convoy circling the equator 40 times ❖20,000 soccer stadiums filled with food waste ❖100,000 Eiffel Towers AI generated Costs: Significant cost factor for producers Emissions : methane and carbon dio
Slide 6: Challenge #2: EU's protein gap & animal protein need
Challenge #2: EU’s protein gap & animal protein need Proteins are a key component of animal feed. The EU is highly dependent on plant - based proteins to feed its livestock (soybeans from Argentina, Brazil and the US) Protein gap*: Import of 19Mt crude plant protein p (on top of domestic production
Slide 7: Challenge #3: Fertilizer dependency
Challenge #3: Fertilizer dependency Only ½ of the global population could be fed without synthetic fertilizers; yet the population is growing. EU depends on imports*: ❖N (nitrogen): 30% ❖P (phosphorus): 68% Fertilizer price index (in $/t)** 350 ❖K (potassium): 85% 300 Fertilizer market is global: EU
Slide 8: About the Company
About the Company © Fabian Fallend
Slide 9: REPLOID in a nutshell
REPLOID in a nutshell Founded and HQ: 2020 in Wels, Austria Since 07/2025 listed on the VSE‘s Global Innovation Center: Leipzig, Germany direct market plus segment (MTF) ISIN: AT0000A3HRX5 Ticker: HRX5 Fertilizer Competence Center: Pegau, Germany Scale - up revenues ( parent company , Austrian GAAP)
Slide 10: Latest financials
Latest financials (parent company , Austrian GAAP) Balance sheet (June 30, 2025) P&L (H1 2025) Non - current assets €5.7M Revenues €10.3M Current assets €18.6M EBIT €4.4M Total assets €24.4M Net income €3.2M Equity €13.9M Cash flow (H1 2025) Net debt €3.4M Cash flow from operations €0.2M Cash flow f
Slide 11: How REPLOID operates
How REPLOID operates © Fabian Fallend
Slide 12: We build on winners
We build on winners Insects have the solution, for 350 million years. The black soldier fly (BSF) is a true upcycling 42% of global all- arounder – fast and highly efficient. animal biomass 4% © Christoph Bockisch 2.5% We industrialize BSFs’ natural processes. Humans Livestock Arthropods (e.g., inse
Slide 13: ReFarmUnits enable a circular economy
ReFarmUnits enable a circular economy ReFarmUnits (insect rearing plants) are at the heart of REPLOID’s business REPLOID implements and services ReFarmUnits for customers 7- day - old - larvae reared for 7 days Each ReFarmUnit converts 9,500 tons of residues per year into ❖2,000 tons of larvae (prot
Slide 14: ReFarmUnit – A local solution for residues
ReFarmUnit – A local solution for residues Decentralized, modular and scalable plants (no giga - factories) Highly automated (1 FTE) Close to local residual material sources Building: 24 x 60 x 7m footprint Generic ReFarmOS software AI to optimize processes and support R&D (big data) 14 // REPLOID G
Slide 15: ReFarmUnit – Input factors (local)
ReFarmUnit – Input factors (local ) From waste to value Feed mix ❖Blend of residual materials from the food industry and food retail sector ❖Heterogeneous inputs, varying by region and season ❖REPLOID develops optimized feed formulations Suitable feed inputs ( examples ) ❖Fruit and vegetables ❖Brans
Slide 16: Revenue Streams & Outlook
S> REPLOID Forward for change. Revenue Streams & Outlook
Slide 17: Revenue stream with ReFarmUnit
Revenue stream with ReFarmUnit Project revenues Sale of ReFarmUnits ( unit cost : approx €4.7M + €800K for the hall) ReFarmUnit customers Recurring revenues Farmers Sale of young larvae to ReFarmUnit Food processing industry Servicing the ReFarmUnit ( maintenance , SLA) Food retailer chains Profits
Slide 18: Revenue streams from ReFarmUnit output
Revenue streams from ReFarmUnit output Larvae Insect frass Sale of Larvae Organic fertilizer ❖frozen ❖AgriVio for agriculture (B2B) ❖dried ❖ReFlora Liquid for home gardens (B2C) pet food and animal feed industry ; wholesale Industrial ReFarmUnits Rendering, i.e. extraction of fat and Size can differ
Slide 19: Outlook
Outlook Business Sustainability Dynamic growth to be continued in 2026 Carbon footprint is being evaluated Headcount to more than double in 2026 alongside ESG ratings and ESG reporting Portfolio of deployed ReFarmUnits will Potential from CO 2 certificates continue to expand (double digit #/year) Ge
Slide 20: Appendix
S> REPLOID Forward for change. Appendix
Slide 21: Managing bodies
Managing bodies Executive Board Supervisory Board • Wenzel Staub (former CEO of MUKI insurance) • Julian Hödlmayr (former GM of drugstore chain Müller, Austria) • Elisabeth Köstinger (former Austrian Minister of Agriculture) • Johannes Siller (business angel, GM of a software company) • Peter Hill (
Slide 22: R&D – The Group's brain
R&D – The Group‘s brain EU LIFE Waste4Growth Global Innovation Center in Leipzig (Germany) Center of Excellence for fertilizers in Pegau (Germany) Big data – Each ReFarmUnit is equipped with hundreds of sensors BSF - expertise, including reproduction Development of feed - mix formulations Process kn
Slide 23: ReFarmUnit Burghausen
ReFarmUnit Burghausen Official opening in March 2026 Blueprint of the standard ReFarmUnit design © Fabian Fallend © Fabian Fallend 23 // REPLOID Group AG: Investor Presentation – June 2026
Slide 24: Disclaimer
Disclaimer This presentation was compiled by REPLOID Group AG (“REPLOID”) solely for use at this presentation. It is furnished to you so lely for your information and its content must not be copied, distributed, disclosed or otherwise be made available, directly or indirectly, to any other person by
Slide 25: reploid.eu
Mr Hans Lang Director of Group Communications Investor Relations Office: Am Hof 4, 1010 Vienna, Austria investors@reploid.eu REPLOID Group AG Durisolstraße 6, 4600 Wels, Austria reploid.eu