Low Carbon Energy Solutions Investor Update
Certarus: Premier Low Carbon Fuels Distributor in North America
A North American Leader
A leader in on-road low carbon energy solutions
in North America with extensive fleet of Mobile Storage Units
("MSUS")
Energy Security
Works with utility providers to supply gas
as a dependable alternative for peak loads as well as
planned and unplanned outages
Volume and MSU Count (MMBtu/day)
-
Extensive Virtual Pipeline
Using MSUs to deliver low cost and low
carbon intensity energy alternatives
250,000+ Loads
Delivered since inception
Energy Transition Flexibility
Varying customer energy needs met
since MSUS can be used interchangeably to
transport CNG, RNG and hydrogen
Adjusted EBITDA² ($m)
$6.0 $8.0 Billion Total
Addressable Market ("TAM")1 and Growing
Certarus' 2022 revenue makes up
6% 8% of TAM which is rapidly growing
-
650
✓
468
72,000
100% Organic Growth
$49
Driven by adding MSUs and increasing
efficiency
32,364
60% CAGR
$126
Significant Growth in Volume
and EBITDA² in 2022
Driven by increased efficiency per MSU
and a return to normalized pricing
2020
Volume (MMBtu/d)
Q1 2023
MSU Count (Quarter End)
2020
2022
Adjusted EBITDA
Proven financial growth driven by superior sustainability and economic proposition to its customers through cost savings
and lower carbon intensity
Superior Plus See end notes for further information
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