Innventure, Inc. · NASDAQ:INV
Innventure — Q3 2025 Earnings Presentation
15 slides from Innventure's earnings presentation, Nov 13, 2025
Slide 1: Third Quarter 2025 Earnings
Third Quarter 2025 Earnings November 13, 2025
Slide 2: Disclaimer
2 Disclaimer The material that follows is a presentation ("Presentation") of information about Innventure, Inc. and its subsidiaries (together referred to herein as "Innventure," the "Company," "us," "our," or "we") as of the date of this presentation. The Presentation does not purport to contain al
Slide 3: Disclaimer (cont.)
3 Disclaimer (cont.) • the Company’s access to funds under the Standby Equity Purchase Agreement with YA II PN, Ltd. due to certain conditions, restrictions and limitations set forth therein and in other agreements with YA II PN, Ltd.; • certain restrictions and limitations set forth in the Company’
Slide 4: Disclaimer (cont.)
4 Disclaimer (cont.) • sustained unfavorable economic or other conditions that could cause the need for the Company to evaluate and potentially record additional impairment chares for all, or a portion of, its goodwill and other intangibles; and • operational risks related to the Company and its sub
Slide 5: Non-GAAP Financial Measures
5 Non-GAAP Financial Measures We use certain financial measures that are not calculated in accordance with generally accepted accounting principles in the U.S. (GAAP) to supplement our consolidated financial statements. These non-GAAP financial measures provide additional information to investors to
Slide 6: Operating Company Updates
6 OPERATING COMPANY UPDATES
Slide 7: Momentum is Accelerating
7 Momentum is Accelerating Grew opportunity pipeline +79% quarter-over-quarter; now Opportunity Pipeline exceeds $1 billion Over 80% of the pipeline now represents production opportunities for Shift to Production 2026, marking a clear shift from proof-of-concept to large-scale deployments Q3 order b
Slide 8: AeroFlexx – Continued Momentum and Execution
8 AeroFlexx – Continued Momentum and Execution Expanding Strategic Demonstrating Industry Accolades Partnerships Operational Excellence 2 5 Announced strategic partnership with ĕleeo brands to introduce Received two recent industry Achieved 5th consecutive Boogie Bubbling awards including CosmPet pe
Slide 9: Refinity – Executing on 2025 Strategic Priorities
9 Refinity – Executing on 2025 Strategic Priorities Strategic Priority Status Sign engineering, procurement and construction partner for first Completed 2Q25 plant design and delivery Demonstrate viability of fluid bed conversion of mixed plastic waste On track for year-end to liquid product at pilo
Slide 10: Financial Overview
10 FINANCIAL OVERVIEW
Slide 11: 3rd Quarter Financial Highlights
11 3rd Quarter Financial Highlights • Strong pipeline of demand • 3Q commercial bookings for Accelsius surpassed all Three months ended previous bookings combined • Opportunity pipeline of approximately $1 billion dollars September 30, September 30, $ in millions 2025 2024 • Expected operating lever
Slide 12: Q&A
12 Q&A
Slide 13: Appendix
13 Appendix
Slide 14: Reconciliation of Net Loss to EBITDA and Adjusted EBITDA
14 Reconciliation of Net Loss to EBITDA and Adjusted EBITDA The following table provides a reconciliation from Net Loss to EBITDA and Adjusted EBITDA for the specified periods: Three Months Ended Nine Months Ended September 30, 2025 September 30, 2024 September 30, 2025 September 30, 2024 in thousan
Slide 15: Innventure
Innventure Creating Companies to Transform Tomorrow