Closing the loop with a partner/customer: Innventure looks for a multinational partnership where the partner is among the first customers and/or provides a channel to market, helping confirm demand before launching the company.Starting with the multinational’s work: Innventure evaluates the opportunity based on the multinational’s underlying R&D rationale, validating the science, market need, and how unique the solution is.Beyond proof-of-concept: the science is proven, patents are well developed, and Innve ...

Innventure (NasdaqGM:INV) FY Conference March 24, 2026 04:30 PM ET Company ParticipantsLucas Haire - CIOConference Call ParticipantsNone - AnalystLucas HaireThings that we've had sort of this year are related to Accelsius. AeroFlexx, our flexible liquid packaging solution, business has seen six quarters of revenue and has recently announced a deal with Aveda, an Estée Lauder company. We're really excited about what's going on there. Then of course, Refinity, our newest recycling company. We just recently ex ...

ORLANDO, Fla., March 24, 2026 (GLOBE NEWSWIRE) -- Innventure, Inc. (NASDAQ: INV) (“Innventure”), an industrial growth conglomerate, today announced it will release its fourth quarter and full year 2025 financial results after market close on Monday, March 30, 2026. Management will host a conference call on the day of the release at 5:00 pm ET to discuss the results. The event will be webcasted live via our investor relations website https://ir.innventure.com/ or via this link. Parties interested in joining ...

Core Insights - Innventure, Inc. is participating in the 38th Annual Roth Conference on March 23 and 24, 2026, showcasing its commitment to investor engagement [1][2] Company Overview - Innventure, Inc. is an industrial growth conglomerate focused on building companies with billion-dollar valuations through the commercialization of breakthrough technology solutions [3] - The company aims to bridge the "Valley of Death" between corporate innovation and commercialization by leveraging value-driven multinational partnerships, operational experience, and scaling expertise [3]

Core Insights - AeroFlexx Packaging has achieved Good Manufacturing Practices (GMP) certification for cosmetic packaging, highlighting its commitment to quality and regulatory excellence in the beauty and personal care sector [1][2][3] Group 1: Certification and Compliance - The GMP Ohio certification reinforces AeroFlexx's position as a trusted manufacturing partner for cosmetic brands, ensuring consistent production and control according to quality standards [2] - This certification allows customers to confidently launch products, knowing they meet the highest industry standards for safety and compliance [3] Group 2: Operational Excellence - AeroFlexx's investment in operational excellence and continuous improvement is reflected in its adherence to GMP standards, which supports faster product launches and reduces compliance risks [3] - The certification is part of a broader strategy to enhance customer trust and ensure consistent product quality [3] Group 3: Company Overview - AeroFlexx is an integrated liquid packaging company focused on sustainable solutions across various categories, including personal care and food [4] - The company combines flexible and rigid packaging formats into customizable offerings, enhancing brand value and sustainability [4] - AeroFlexx operates in North America, Europe, and Southeast Asia, and is part of the Innventure family of companies [5]

Core Insights - Innventure, Inc. has announced significant operating and financial milestones indicating accelerating momentum and an improved capital outlook for the enterprise [1] Operating Companies Hitting KPIs and Scaling Independently - Accelsius, AeroFlexx, and Refinity have reached key commercial or technical milestones, validating the scalability of Innventure's create-and-operate model [2] - The goal is to achieve financial self-sufficiency for each operating company, reducing reliance on Innventure's corporate capital [2][3] Transition to Direct Capital Formation - Innventure is shifting from funding its operating companies through its corporate balance sheet to enabling them to raise capital directly as they mature [3] - This model has previously raised over $240 million directly into its operating companies, including PureCycle Technologies [3] Financial Performance and Projections - Accelsius is expected to be cash flow positive by the end of 2026, supported by a sales pipeline exceeding $1 billion and significant deployments [5] - AeroFlexx has secured a global partnership with Aveda and plans to raise capital directly to support its growth [6] - Refinity is raising capital for commercial demonstration and initial plant construction after validating its waste conversion technology [7] Corporate Capital Requirements and Financial Position - Corporate capital requirements are expected to decline due to the financial health of Accelsius and the direct capital raises by AeroFlexx and Refinity [7] - Innventure's balance sheet has been strengthened following a successful $40 million registered direct offering in January 2026 [7] Governance Enhancements - The Board plans to expand independent representation by adding two new independent directors, enhancing governance standards [8][9] Validation of the Create-and-Operate Model - The progress of Accelsius, AeroFlexx, and Refinity reflects the validation of Innventure's create-and-operate model, which has a history of generating significant value [10] - Innventure has successfully scaled PureCycle to an $835 million pre-market valuation and has grown Accelsius to a valuation of $665 million following strategic investments [10]

Core Viewpoint - Innventure, Inc. is committed to long-term growth and shareholder value through strategic partnerships and a disciplined approach to building and scaling companies focused on breakthrough technologies [2][3][10] Group 1: Company Strategy and Operations - Innventure partners with multinational corporations to commercialize innovative technologies, aiming to mitigate risks associated with market entry [2] - The company operates a Disruptive Conglomerate Model, having successfully launched four companies since its inception, including PureCycle, AeroFlexx, Accelsius, and Refinity [2][3] - Each operating company has achieved significant milestones, positioning them for continued growth and value creation [4] Group 2: Financial Performance and Growth - Accelsius has a robust opportunity pipeline exceeding $1 billion and secured a $65 million financing round from industry leaders Johnson Controls and Legrand [5] - AeroFlexx has reported six consecutive quarters of revenue recognition, expanding its customer base across various market categories [5] - Refinity has validated its technology within its first 14 months, demonstrating successful conversion of plastic waste and filing patent applications for its proprietary designs [5] Group 3: Capital Structure and Cost Management - The company employs a disciplined approach to optimize its capital structure, aiming to enhance financial flexibility and mitigate dilution from capital raising [6] - General and administrative expenses have decreased from $19.7 million in Q1 2025 to $16.9 million in Q3 2025, reflecting ongoing cost-cutting initiatives [7] Group 4: Governance and Leadership - The Board of Directors consists of nine qualified members, with a focus on corporate development and scaling businesses [8] - Recent appointments, including Bruce Brown as Lead Independent Director, aim to enhance the Board's effectiveness in driving long-term shareholder value [9]

Core Insights - Refinity, an Innventure company, has made significant progress in transforming plastic waste into valuable chemical intermediates within its first 14 months of operations, achieving milestones typically reserved for larger companies [2][12] - The company has confirmed its conversion technology's effectiveness with real-world plastic waste, filed patent applications for its proprietary reactor designs, and secured technology licenses to enhance its capabilities [1][6][7] Technology Validation - Refinity's technology has been validated through dozens of optimization runs using real-world plastic waste, demonstrating performance levels consistent with earlier results from controlled feedstocks [3][5] - The company produced a metric ton of product from real-world waste materials with yields typically exceeding 60 to 70 percent and virtually no char byproducts during a week of continuous pilot-scale production [4] Intellectual Property and Technology Licenses - Refinity has filed a patent application for its proprietary Refinity DuoZone™ reactor design, which allows for flexible processing of solid plastic waste and precise control of reaction conditions [6] - A second patent application has been filed to protect the conversion of difficult-to-recycle plastic wastes, along with securing technology licenses that enhance feedstock flexibility and expand high-value product options [7][9] Commercialization Strategy - The company plans a mid-scale demonstration of approximately 2.5 kilotonnes per year in 2026, followed by a 10 kilotonne commercial demonstration and a full-scale operation designed for approximately 150 kilotonnes per year [2][10] - Refinity is collaborating with Dow for technical expertise to determine product specifications and connect its conversion systems with petrochemical infrastructure [8][12] Future Plans - In 2026, Refinity aims to repeat its validation work at a larger scale, with plans to complete final engineering and begin construction on a commercial demonstration system with a nominal throughput of 10 kilotonnes per year [10] - The technology platform is designed to operate across multiple scales, providing flexibility in deployment and market approach [11]

Core Viewpoint - Innventure, Inc. has successfully closed a registered direct offering of common stock, raising approximately $40 million to strengthen its balance sheet and support its long-term growth strategy [1][3]. Group 1: Offering Details - The offering was made to four institutional investors and resulted in gross proceeds of about $40 million before expenses [1]. - The net proceeds will be used to redeem outstanding convertible debentures and for working capital, including the potential conversion of approximately $8 million of intercompany convertible debt into equity in Accelsius [2]. - The offering was conducted under an effective shelf registration statement filed with the SEC [4]. Group 2: Strategic Implications - The CEO of Innventure emphasized that the capital raised will enhance the company's ability to unlock value from breakthrough technologies and increase ownership in Accelsius, which is positioned in a growing market with a sales opportunity pipeline exceeding $1 billion [3]. - The company aims to drive durable shareholder value as it progresses through future quarters and years [3]. Group 3: Company Overview - Innventure focuses on building companies with billion-dollar valuations by commercializing breakthrough technology solutions and bridging the gap between corporate innovation and commercialization [6].

Core Viewpoint - Innventure, Inc. has entered into securities purchase agreements to sell 11,428,572 shares of common stock for approximately $40 million, aimed at repaying outstanding convertible debentures and for working capital purposes [1][2]. Group 1: Offering Details - The offering is expected to close on or about January 14, 2026, pending customary closing conditions [1]. - Titan Partners is acting as the sole placement agent for the offering [3]. - The offering is made under an effective shelf registration statement on Form S-3, filed with the SEC on December 23, 2025, and declared effective on January 9, 2026 [4]. Group 2: Use of Proceeds - The net proceeds from the offering will be used to repay all outstanding obligations under convertible debentures and for general corporate purposes, including the repayment of approximately $8 million in intercompany convertible debt [2]. Group 3: Company Overview - Innventure is an industrial growth conglomerate focused on building companies with billion-dollar valuations by commercializing breakthrough technology solutions [6]. - The company aims to bridge the gap between corporate innovation and commercialization through value-driven partnerships and operational expertise [6].