Core Insights - EverGen Infrastructure Corp. reported its Q3 2025 financial results, highlighting a record in RNG production and ongoing optimization efforts across its facilities [2][5]. Financial Performance - Revenue for Q3 2025 was CAD 2.81 million, a decrease of 22% from CAD 3.60 million in Q3 2024 [4]. - The net loss increased to CAD 1.11 million in Q3 2025 from CAD 0.47 million in Q3 2024, marking a 134% rise [4][8]. - Adjusted EBITDA for Q3 2025 was CAD 0.47 million, down 52% from CAD 0.98 million in the same period last year [4][9]. - Total assets decreased by 16% to CAD 76.54 million from CAD 91.64 million year-over-year [4]. Operational Highlights - RNG production reached a new quarterly record, with total production of 51,770 gigajoules in Q3 2025, an increase of 27% compared to 40,674 gigajoules in Q3 2024 [4][7]. - The FVB facility set a new monthly RNG production record of over 13,000 gigajoules in September 2025 [3][5]. - Incoming organic feedstock decreased by 40% to 15,310 tonnes compared to 25,555 tonnes in Q3 2024 [4]. Strategic Developments - The PCR RNG Expansion project received regulatory support from Abbotsford City Council in July 2025, marking a key milestone [5][10]. - The company is advancing refinancing efforts, targeting a CAD 13 million debt facility to close in Q4 2025, along with an additional private placement of up to CAD 2 million [11]

Evogene (NasdaqCM:EVGN) Q3 2025 Earnings Call November 20, 2025 09:00 AM ET Company ParticipantsYaron Eldad - CFOOfer Haviv - CEOOperatorWelcome to Evogene Q3 2025 Results Conference Call. All participants are at present in listen-only mode. Following management's formal presentation, we will open the Q&A session. You may send questions via chat. Please type your name and company before your question. As a reminder, this conference is being recorded on November 20, 2025. Before we begin, I would like to cau ...

Evogene (NasdaqCM:EVGN) Q3 2025 Earnings Call November 20, 2025 09:00 AM ET Speaker0Welcome to Evogene Q3 2025 Results Conference Call. All participants are at present in listen-only mode. Following management's formal presentation, we will open the Q&A session. You may send questions via chat. Please type your name and company before your question. As a reminder, this conference is being recorded on November 20, 2025. Before we begin, I would like to caution that certain statements made during this earning ...

Core Insights - Casterra Ag Ltd. and Fantini Italia S.R.L. have announced a strategic collaboration aimed at large-scale commercial castor cultivation through advanced mechanization technologies, addressing the rising global demand for castor oil used in biofuels and bio-based industrial products [1][2][4] Industry Overview - The global castor oil and derivatives market is valued at approximately USD 2.4 billion and is projected to reach USD 3.09 billion by 2030, growing at a CAGR of 5.20% [3] Company Collaboration - The partnership between Casterra and Fantini focuses on integrating high-yield castor varieties with advanced harvesting and threshing technologies, aiming to modernize castor farming and support industrial-scale production [4][5] - Casterra's high-yield castor varieties are designed for industrial-scale cultivation and are compatible with Fantini's precision harvesting technologies, facilitating tailored solutions for various geographical markets [4][5] Environmental Commitment - Both companies emphasize their commitment to sustainability, with Fantini's machinery reportedly reducing carbon footprint by about two-thirds compared to conventional solutions [5][10]

Core Insights - Evogene Ltd. will release its financial results for Q3 2025 on November 20, 2025, followed by a conference call at 9:00 AM ET to discuss the results [1][2]. Company Overview - Evogene Ltd. is a pioneering company in computational chemistry, focusing on the generative design of small molecules for the pharmaceutical and agricultural sectors [3]. - The company's technology is centered around ChemPass AI, a proprietary generative AI engine that enhances the design of novel, highly potent small molecules, optimizing multiple critical parameters [3]. - This platform aims to improve success rates while reducing development time and costs [3]. Strategic Focus - Evogene is dedicated to creating breakthrough products through strategic partnerships and internal product development, emphasizing the integration of scientific innovation with real-world industry needs, termed "Real-World Innovation" [4].

Core Insights - EverGen Infrastructure Corp. provided updates on its operations in renewable natural gas (RNG) and organic waste processing facilities, highlighting strong production metrics and strategic initiatives aimed at enhancing revenue and profitability [1][2][3] Operations Update - In July 2025, EverGen's Fraser Valley Biogas and GrowTEC facilities produced approximately 16,000 gigajoules (GJs) (~520 GJ/d), while in August 2025, production increased to over 17,000 GJs (~550 GJ/d), indicating stable growth in core RNG assets [2] - The company focused on optimization initiatives at its organic waste processing facilities, including screening finished compost and reducing inventory [2] - The PCR RNG Expansion project achieved a key regulatory milestone with support from Abbotsford City Council, and a legacy organics processing contract with the City of Coquitlam was terminated [2] Strategic Initiatives - EverGen aims to attract higher-value organic feedstock through process improvements and RNG expansion, which are expected to support increased revenue in 2026 and long-term profitability [2][3] - The company is committed to optimizing its RNG and organics processing platform while delivering strong operational performance and driving sustainable growth [3] Company Overview - EverGen Infrastructure Corp. is recognized as Canada's Renewable Natural Gas Infrastructure Platform, focusing on combating climate change and contributing to a sustainable future [3] - The company is an established independent renewable energy producer, acquiring, developing, building, owning, and operating a portfolio of RNG and waste-to-energy projects, with growth expected across North America [3]

Core Insights - Evogene Ltd. will present at the H.C. Wainwright 27th Annual Global Investment Conference in New York from September 8-10, 2025 [1] - The presentation will focus on the strategic emphasis on ChemPass AI, a proprietary generative AI technology for small molecule discovery and optimization in pharmaceuticals and agriculture [2] - One-on-one meetings will be available for interested investors and companies during the conference [3] Company Overview - Evogene Ltd. is an AI-driven discovery and development company specializing in novel small molecules for the pharmaceutical and agricultural chemical industries [4] - The company's innovation is centered around ChemPass AI, designed to create highly potent small molecules while addressing challenges in discovery and optimization [4] - Evogene aims to enhance the probability of success and reduce development costs through its technology, which supports both strategic partnerships and internal product pipelines [4]

Financial Data and Key Metrics Changes - Total revenues for 2025 were approximately $3.2 million, an increase from $2.3 million in 2024, primarily driven by strong seed sales from the subsidiary Castera [9][26] - Research and development expenses for 2025 were approximately $4.8 million, down from $6.5 million in the same period last year, due to reduced R&D activities at Biomica and the discontinuation of operations at Canonic [10][27] - Total operating expenses for 2025 were approximately $7.7 million, significantly decreased from $11.1 million in the same period last year, attributed to reduced activity levels in subsidiaries [11][29] - The net loss for 2025 was approximately $7.7 million, compared to $9.8 million in the same period last year, reflecting decreased operating expenses and increased financing income [32] Business Line Data and Key Metrics Changes - Castera, the subsidiary responsible for seed sales, was the primary contributor to revenue growth, with revenues recognized for seed sales in 2025 [9][26] - Biomica is focused on completing its clinical trial expected in early 2026 and securing partners for its development programs, holding approximately $4 million in cash [17][21] - Laviv Bio's activities were largely sold to ICL, with a total consideration of $15.25 million, enhancing cash flow for Evogene [14] Market Data and Key Metrics Changes - The company is undergoing a strategic shift to maximize the value of Campus AI, focusing on AI-driven discovery and optimization in pharmaceuticals and agriculture [12][19] - The collaboration with Tel Aviv University aims to develop small molecule therapeutics targeting diseases caused by metabolite accumulation, leveraging Campus AI [13] Company Strategy and Development Direction - The strategic priorities include strengthening Campus AI, expanding collaborations in small molecule drug discovery, and streamlining operational expenses [12][19] - The company plans to establish a dedicated business development arm to accelerate growth in the pharmaceutical vertical and maintain strategic collaborations in agriculture [20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the new strategic direction and the potential for increased investor interest as new collaborations are announced [40] - The company expects continued reductions in operating expenses in the third and fourth quarters of 2025 [42] Other Important Information - Evogene raised $4.4 million through an at-the-market facility, enhancing its financial position and providing an operational runway of approximately 18 months [18] - The company is focusing on operational discipline and long-term value creation, with plans to present its updated corporate strategy at industry conferences [23] Q&A Session Summary Question: How much caster seed inventory do you have today, both finished and expected to be finished after the harvest? - The company has a few hundred tons of castor seed ready for sale and plans to utilize its seeds for cultivation to sell grain to partners [35][36] Question: What steps need to occur before you can announce a castor oil business? - The company is currently focused on grain cultivation and selling grain to partners, with existing crushing oil factories eager for castor grain [38] Question: The stock is still low. When will it start going up? - Management indicated that they cannot control the stock market but are finalizing a new company presentation and plan to announce new collaborations that could positively impact stock value [39][40] Question: How representative are operating expenses in Q2 2025 for going forward operations? - Management confirmed that all cost reductions are fully reflected in the numbers, with expectations for continued expense declines [42] Question: What was revenue in Q2 2025? How should we think about peak sales given recent results? - The revenue in Q2 2025 was primarily from Castera, with expectations for future sales growth as the company engages with multiple partners [43][44] Question: For Campus AI platform, what catalyst milestones should we expect in the next twelve to eighteen months? - The company anticipates announcements of new collaborations and breakthroughs in technology development as key milestones [46][49]

Core Insights - Evogene Ltd. is undergoing a transformative phase focused on its ChemPass AI platform for AI-driven discovery and optimization of small molecules, targeting the pharmaceutical and agricultural markets [3][11]. Financial Performance - For the first half of 2025, total revenues were approximately $3.2 million, up from $2.3 million in the same period of 2024, primarily due to increased seed sales from Casterra [8][15]. - Total operating expenses for the first half of 2025 were approximately $7.7 million, a decrease from $11.1 million in the first half of 2024, attributed to reduced activities in subsidiaries [8][20]. - The net loss for the first half of 2025 was approximately $7.7 million, compared to $9.8 million in the same period last year, reflecting decreased operating expenses and increased financing income [8][23]. Strategic Developments - The company launched version 1.0 of its generative AI foundation model in partnership with Google Cloud, trained on a dataset of approximately 38 billion molecular structures [5]. - A collaboration with Tel Aviv University was announced to discover small molecule therapeutics for metabolic diseases, marking the start of a broader pharmaceutical ecosystem [6]. - Evogene is integrating AgPlenus' activities into its operations, which includes a 40% workforce reduction at AgPlenus to enhance operational efficiency [7]. Cash Position and Financing - As of June 30, 2025, Evogene had a cash balance of approximately $11.7 million, with cash usage during the second quarter of 2025 at approximately $2.4 million [12]. - The company raised $4.4 million through its existing at-the-market facility in June 2025, reflecting strong market confidence [10]. Operational Focus - The company is streamlining operations and focusing on enhancing ChemPass AI as its core engine, expanding strategic collaborations in pharmaceuticals, and optimizing agricultural offerings [9][14]. - Evogene executed a 30% workforce reduction, with cost savings expected to be realized from the third quarter of 2025 onwards [13].

Core Insights - Evogene Ltd. has entered a scientific collaboration with Professor Ehud Gazit's research group from Tel Aviv University to develop novel small molecules aimed at inhibiting pathological self-assembly processes associated with diseases like Tyrosinemia and Gout [1][3][5] Company Overview - Evogene Ltd. is a computational biology and chemistry company that utilizes big data and artificial intelligence to enhance the development of life-science products, aiming to increase success rates while reducing time and costs [6][7] Collaboration Details - The partnership will leverage Evogene's ChemPass AI technology, which focuses on generative molecular design, combined with Professor Gazit's expertise in molecular self-assembly [4][5] - The collaboration aims to create therapeutics that specifically target the self-assembly of small metabolites, potentially benefiting millions of patients suffering from related diseases [3][5] Technological Capabilities - Evogene has developed three tech-engines: MicroBoost AI, ChemPass AI, and GeneRator AI, each focusing on different aspects of product development [7] - ChemPass AI will be utilized to drive generative molecular design, creating novel molecules tailored for therapeutic efficacy [7]