Origin Materials(ORGN) - 2025 Q1 - Earnings Call Presentation

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]