Third Quarter 2025 Earnings Call Enabling the world's transition to sustainable materials USE OF PROJECTIONS. This presentation contains Origin's projected financial information. Such projected financial information is forward-looking and is for illustrative purposes only. It should not be relied upon as being indicative of future results. The assumptions and estimates underlying such projected financial information are inherently uncertain and are subject to many significant business, economic, competitive ...

Financial Highlights - Origin Materials projects revenue of $20 million to $30 million in 2026[8] and $100 million to $200 million in 2027[8, 15] - The company anticipates achieving Adjusted EBITDA positive run rate in 2027[8, 15] - Manufacturing lines are expected to have a payback period of less than 18 months[12, 13] Market and Demand - The total addressable market for Origin closures is greater than $65 billion[8, 32, 57] - The company is currently in the $7 billion water market segment[56, 57] and is qualifying for the $6 billion carbonated soft drink (CSD) market[57, 60] - Demand currently exceeds projected manufacturing capacity for the foreseeable future[6, 72] Manufacturing and Technology - Origin Materials commenced production on its first CapFormer line in February 2025[17, 60] - The company is on track to have 8 to 10 CapFormer lines in operation in 2026[15, 17] - Origin Materials has secured over 70 patents protecting its technology and products[9, 75]

Financial Projections - Origin Materials projects revenue of $50 million to $70 million in 2026[8, 15] - The company anticipates revenue of $150 million to $210 million in 2027[8, 15] - Adjusted EBITDA is projected to be positive on a run-rate basis by the end of 2026[8, 15] Market and Technology - The total addressable market for Origin closures is greater than $65 billion[8, 31] - Origin Materials has developed proprietary technology for 100% PET caps and closures[6, 58] - The company has secured over 70 patents protecting its technology and products[9, 61] Manufacturing and Operations - Origin commenced production of its first CapFormer line in February 2025[17, 50] - The company is aiming to have 8 to 10 CapFormer lines operating in 2026[15, 17] - The payback period for the manufacturing lines is expected to be less than 18 months[8, 12]