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    Varyk Kutnick • Divyde Capital Partners

    Varyk Kutnick's questions to Loop Industries Inc (LOOP) leadership

    Varyk Kutnick's questions to Loop Industries Inc (LOOP) leadership • Q1 2026

    Question

    Varyk Kutnick of Divyde Capital Partners asked for details on Loop's capital intensity, specifically requesting the gross and net CapEx per pound for its planned facility to compare against a competitor's figures.

    Answer

    CEO Daniel Solomita stated that for Loop's technology alone, excluding land, financing, and polymerization, the CapEx is 61 cents per pound for a 154 million pound-per-year facility. He highlighted that this cost is highly competitive and could decrease further with scale. When including the polymerization unit, the cost rises to 75 cents per pound.

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    Varyk Kutnick's questions to Loop Industries Inc (LOOP) leadership • Q4 2025

    Question

    The analyst asked for a comparison of the India plant's CapEx with previous projects, details on the structure of offtake agreements, pricing competitiveness, expected profit margins, and confirmation of the investment payback period.

    Answer

    The India project's CapEx represents an 80% reduction compared to the previous Korean project estimate. Offtake agreements are structured to be bankable with guaranteed volumes and take-or-pay features. The low CapEx allows for competitive pricing against mechanical recycling while offering superior quality. Margins are expected to be robust from day one, and the company confirmed the analyst's calculated payback period of 1.5 to 2.5 years on their equity investment is correct.

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