Slide 1: Pioneering green solutions
Pioneering green solutions July 2026
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements that are based on current assumptions and estimates made by the management of Verbio SE. Although the Company’s management is of the opinion that these assumptions and estimates are realistic, actual future developments and actual futu
Slide 3: About Verbio
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk About Verbio Business Overview Company Snapshot As a leading integrated bioenergy producer, we transform agricultural residues and IPO 2006 raw materials into
Slide 4: Why Verbio
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Why Verbio Business Quality: Resilient Growth Drivers: Internal and external Value Catalysts: Key drivers of and adaptable platform forces fueling expansion n
Slide 5: Local value creation: From raw materials to market
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Local value creation: From raw materials to market Integrated biorefineries turn biomass into multiple green molecules, enabled by proprietary technology. 5
Slide 6: Diverse product streams: Unlocking value from each biomass input
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Diverse product streams: Unlocking value from each biomass input Verbio is extracting maximum value from various biomass inputs, such as grains, rapeseed oil,
Slide 7: Competitive advantage through our proprietary biorefineries
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Competitive advantage through our proprietary biorefineries Development of gross margin in €/t of biodiesel and bioethanol sold • Our proprietary conversion t
Slide 8: The result: Industry-leading returns
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk The result: Industry-leading returns ROCE* 60% 52,7% Peer Group Renewable Diesel/HVO Peer Group Bioethanol • Industry-leading returns, with median 40% Peer Gr
Slide 9: Market disruption caused by fraud and weak verification
Background Market disruption caused by fraud and weak verification German market saw disruption: lower GHG quota prices used as market proxy GHG quota development in € / t CO2-saving RED III implementation 600 Influx of fraudulent biofuel 500 into the market has led to significant disruptions New re
Slide 10: Regulatory reset sets stage for market recovery: Better rules, real demand
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Regulatory reset sets stage for market recovery: Better rules, real demand Regulatory-driven demand for real CO₂ savings in Germany RED III strengthens demand
Slide 11: New era for biofuels
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk New era for biofuels 1. Supply chain resilience 2. Farm support 3. Sustainability Canada: EU: • Tax credits for biodiesel producers4 • EU considers E208 • Ont
Slide 12: Attractive blending economics for US ethanol
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Attractive blending economics for US ethanol in USD/gal 2,50 Positive implications of the US Renewable Volume Obligation decision 2,00 • Canadian operations m
Slide 13: Strategic initiatives aligned with market trends: US expansion
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Strategic initiatives aligned with market trends: US expansion Biorefinery in Nevada, Iowa: • Output scaling drives higher ethanol and biomethane sales • Peak
Slide 14: Lower geopolitical exposure supports long-term renewable energy adoption
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Lower geopolitical exposure supports long-term renewable energy adoption Indexed commodity price development BioLNG costs ~1/3 of diesel on an energy basis 25
Slide 15: Drivers of margin expansion: example of green CO₂ utilization in Germany
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Drivers of margin expansion: example of green CO₂ utilization in Germany Verbio‘s gross margin drivers One illustrative case: co-product capture Incremental m
Slide 16: Product innovation unlocks new market demand
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Product innovation unlocks new market demand Proprietary Ethenolysis process for bio-based chemicals • Defossilizing chemicals requires renewable carbon • Ver
Slide 17: Management Board
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials Segments ESG Impact Verbio Share Let‘s Talk Management Board Claus Sauter Prof. Dr. Oliver Lüdtke Founder & CEO Deputy CEO, CTO North America Responsible for the Business Strategy and Mergers & Acquisi
Slide 18: Supervisory Board
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Supervisory Board Alexander von Witzleben Chairman of the Supervisory Board Member of the Supervisory Board since April 2006 Education/academic career: Studie
Slide 19: Historical financials
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Historical financials in €m 2020/21 2021/22 2022/23 2023/24 2024/25 9M 2025/26 Production Biodiesel in kt 601.3 574.0 610.5 637.3 619.3 457.7 Bioethanol in kt
Slide 20: Upgraded EBITDA-guidance 2025/26
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Upgraded EBITDA-guidance 2025/26 2023/24 2024/25 2025/26E Production Biodiesel capacity in kt 710,000 t 710,000 t 710,000 t capacity utilisation 89.8% 87.2% ↑
Slide 21: Company History
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Company History 2001 2005 2006 Construction of first Portfolio diversification: Foundation of Verbio and Biodiesel plant to combat Start of bioethanol IPO cli
Slide 22: Focus on ESG at Verbio
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Focus on ESG at Verbio Circular bio-based business model embedded across the value chain Environmental (E) – Circularity & climate impact • We convert raw and
Slide 23: Share information
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Share information At a glance Shareholder structure Verbio shares have been listed on the Frankfurt Prime Standard of Deutsche Verbio SE has share capital of
Slide 24: Investor Relations/ESG contacts
Verbio at a Glance Business Model & Edge Strategic Vision & Growth Catalysts Leadership Financials History ESG Impact Verbio Share Let‘s Talk Investor Relations/ESG contacts Alina Köhler Katharina Manok Isha Mohanty Christian Neuperger Head of Investor Relations Investor Relations Manager ESG Manage
Slide 25: Verbio SE www.verbio.de
Verbio SE Ritterstraße 23 T +49 341 308530-0 04109 Leipzig F +49 341 308530-999 Germany info@verbio.de www.verbio.de