Origin Materials(ORGN) - 2025 Q2 - Earnings Call Presentation

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]