Reploid Group Ag · VIE:HRX5
Reploid — Investor Presentation (October 2026)
25 slides from Reploid's investor presentation, October 2026
Slide 1: Investor presentation October 2026
Investor presentation October 2026 REPLOID Group AG: Investor Presentation – October 2026
Slide 2: REPLOID at a glance
REPLOID at a glance Turning food industry residues and side streams into valuable raw materials and products. Structural demand Scalable platform €37.9M €108M 3 global challenges, 1 circular solution Standardized & modular FY 2025 revenue order backlog One process addressing three structural ReFarmU
Slide 3: Food waste: massive, costly – EU law mandates cuts by 2030
M O M E N T U M F O R C I R C U L A R A L T E R N A T I V E S # 1 C H AL L E NG E Food waste: massive, costly – EU law mandates cuts by 2030 MASSIVE FOOD WASTE & LOSS HIGH CLIMATE & BIODIVERSITY IMPACT REGULATORY & MARKET PRESSURE 1B metric tons up to 10% –30% –10% of food wasted every year by retai
Slide 4: Livestock health and productivity
M O M E N T U M F O R C I R C U L A R A L T E R N A T I V E S # 2 C H AL L E NG E Livestock health and productivity ANIMAL HEALTH IS PUBLIC HEALTH GROWING MARKET + ANTIMICROBIAL USE PRESSURE TO ACT 1.3B $1,600B 39M –50% people depend on farmed animals projected value of the farm animal & meat market
Slide 5: Europe's fertilizer supply: imported, volatile, fossil-based
M O M E N T U M F O R C I R C U L A R A L T E R N A T I V E S # 3 C H AL L E NG E Europe's fertilizer supply: imported, volatile, fossil-based INDISPENSABLE & VOLATILE IMPORT-DEPENDENT REGULATORY & MARKET PRESSURE ~50% ~70% +62% +40% of the world's population is fed thanks to synthetic of phosphate
Slide 6: REPLOID industrializes nature's proven bioconversion process
R E P L O I D ' S C I R C U L A R S O L U T I O N T U R N S F O O D W AST E I NT O FU NC T I O NAL P R O T E I N, FAT AND I NSE C T FR ASS # SO L U T I O N REPLOID industrializes nature's proven bioconversion process 1 INPUT 2 BIOCONVERSION 3 OUTPUT Organic residues Black Soldier Fly Larvae Larvae,
Slide 7: BSFL: one feed material, three main component groups
B L AC K S O L D I E R F L Y L A R V A E BSFL: one feed material, three main component groups CRUDE PROTEIN INSECT FAT CHITIN Amino acid profile comparable to soybean and fish ~50% of it lauric acid¹ and regional – an alternative as a bioactive fiber meal – a regional alternative to imported protein
Slide 8: ReFarmUnit enables bioconversion at scale
SC AL A B L E P L A T F O R M : S T A N D A R D I Z E D & A U T O M AT E D ReFarmUnit enables bioconversion at scale SCALABLE PLATFORM Decentralized, modular and scalable plants (no giga-factories) Highly automated: approximately 1.5 FTE for one-shift operation Compact building footprint of 24 × 60
Slide 9: A circular business model
SC AL A B L E P L A T F O R M : S T A N D A R D I Z E D & A U T O M AT E D A circular business model ReFarmUnit PROTEIN FAT INSECT FRASS TURNING FOOD WASTE & SIDE STREAMS INTO RAW MATERIALS “Bioconversion plants”: core of REPLOID’s business ORGANIC RESIDUES ANIMAL FEED INDUSTRY FERTILIZER model REPL
Slide 10: Revenue streams across the plant lifecycle
DIVERSIFIED REVENUES Revenue streams across the plant lifecycle ONE-TIME PROJECT REVENUE RECURRING REVENUE CURRENT REVENUE DRIVER FURTHER REVENUE STREAMS REFARMUNIT SALE OPERATIONS & SERVICES planning, procurement, construction Sale of young larvae to ReFarmUnit Standard size Servicing ReFarmUnit In
Slide 11: From proof of concept to €108m backlog
R O AD M A P From proof of concept to €108m backlog BACKLOG AT AN ALL-TIME HIGH¹ BURGHAUSEN: THE BLUEPRINT FOR FURTHER UNITS Lead list qualified leads > €500M Backlog signed contracts €108M COSTUMER SEGMENTS AGRICULTURE INDUSTRY Early adopters E.g. food processors Experience working Access to Financ
Slide 12: Core & growth markets
R O AD M A P Core & growth markets CEE-COUNTRIES CORE MARKETS AT | DE | CH | FR | IT NORTH & SOUTH AMERICA SOUTH KOREA KEY LOCATIONS CORE MARKETS GROWTH MARKETS Leipzig KEY LOCATION Global Innovation Center Pegau Fertilizer Competence Center HQ Wels Headquarters OCEANIA REPLOID Group AG: Investor Pr
Slide 13: H1 2026: continued growth and 37.3% EBIT margin
FI NA N C I A L S H 1 2 0 2 6 H1 2026: continued growth and 37.3% EBIT margin REVENUE EBIT PROFIT FOR THE PERIOD HEADCOUNT in €m1 in €m1 in €m1 37.3% EBIT margin1 37.9 +60 79 +2.1% 12.6 -9.8% 9.4 -45.4% 50 10.3 10.6 4.4 3.9 3.2 1.8 19 FY 2025 HY 2025 HY 2026 FY 2025 HY 2025 HY 2026 FY 2025 HY 2025 H
Slide 14: Capital base strengthened for the next growth phase
FI NA N C I A L S H 1 2 0 2 6 Capital base strengthened for the next growth phase Equity increased by 17.1%, from €19.2M to €22.5M, EQUITY driven by contribution-in-kind capital increase, a waiver of receivables and the positive H1 result in €m1 +17.1% Total assets increased to €67.5M Equity ratio o
Slide 15: Four funding sources for REPLOID's growth
FU ND I N G Four funding sources for REPLOID's growth,… 1 EQUITY 2 DEBT 3 CROWD FUNDING 4 PUBLIC FUNDING Capital increases and convertible Bank financing with working capital and Building a retail investor base and further EU, federal and state funding for bond including conversion. investment facil
Slide 16: Capital market roadmap
C AP I T A L M A R K E T Capital market roadmap SHORT-TERM ROADMAP Oct 2026 Implementation of 15-for-1 stock split Transition from auction trading to continuous trading in Nov 2026 direct market plus 2026 Preparation of capital measures to increase free float First IFRS consolidated financial statem
Slide 17: Mid-term ambition: €1B valuation
GROWTH STRATEGY AND AMBITION Mid-term ambition: €1B valuation driven by... 1 SCALING 2 INTEGRATING 3 2 EXANDING ReFarmUnits M&A horizontal Georgrafical KI, automatization M&A vertical Products & Applications SCM, logistic M&A B2B New, data-driven business models Genetic M&A B2C Sustainability: Scope
Slide 18: Appendix
Appendix REPLOID Group AG: Investor Presentation – October 2026
Slide 19: Investor relations
I NV E S T O R R E L A T I O N S Investor relations 2026 FINANCIAL CALENDAR SHAREHOLDER STRUCTURE ART: Autumn Round Table (Frankfurt) - as of September 30, 2026 October 22, 2026 ODDO BHF Austrian Investment Talk (online) - Wiener November 10, 2026 15.3% Free float Börse Deutsches Eigenkapitalforum (
Slide 20: Management team
M AN A G E M E N T Management team MANAGEMENT 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 21: Key figures
FI NA N C I A L S Key figures BALANCE SHEET FIGURES (EUR K) December 31, 2024 December 31, 2025 June 30, 2026 Δ Total assets 7,705 48,277 67,485 +39.8% Shareholders‘ equity 4,735 19,177 22,451 +17.1% Equity ratio 61.5% 39.7% 33.3% -6.4PP Liabilities 2,970 22,006 37,112 +68.6% INCOME FIGURES (EUR K)
Slide 22: R&D: the Group's knowledge base
R E SE A R C H & D E V E L O P M E N T R&D: the Group's knowledge base 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 Deve
Slide 23: Sources
SO U R C E S Sources Slide 3: UNEP Food Waste Index Report 2024/FAO 2022; UNEP 2024/FAO 2013; revised EU Waste Framework Directive, in force since October 16, 2025, UNEP 2025 Slide 4: World Organization for Animal Health, 2026; Base 2029 FAO/Acosta et al., Nature Communications 2025; FAO 2018; GRAM,
Slide 24: Disclaimer
D I SC L A I M E R Disclaimer This presentation was compiled by REPLOID Group AG (“REPLOID”) solely for use at this presentation. It is furnished to you solely for your information and its content must not be copied, distributed, disclosed or otherwise be made available, directly or indirectly, to a
Slide 25: reploid.eu
Mr Hans Lang Director of Group Communications Investor Relations Office: Mariahilfer Straße 103/18 Vienna, Austria [email protected] REPLOID Group AG Durisolstraße 6, 4600 Wels, Austria REPLOID Group AG: Investor Presentation – October 2026 reploid.eu