Water and Wastewater Treatment Solutions
Executive Summary
New and Highly
Experienced
Leadership
Strategic Shift to
Higher-Margin
Revenue Segments
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Over 100 years of experience in the water and wastewater treatment industry
Chairman, CEO, CFO, and CCO all joined within the last two years
Notable turnaround experience and a number of highly successful exits leading to material returns for shareholders
Restructuring and realignment announced in Q4 2022 - substantially reduced overhead and enhanced cross-selling and
collaboration
Focusing on high-margin Smart Product Solutions ("SPS") and Recurring Revenue
Transitioning from lower-margin and higher-risk Custom Engineered Solutions ("CES")
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Pipeline conversion (new orders) showing success of new strategy
New Focus on
Large, High-Growth
End Markets
US Environmental Protection Agency ("EPA") has assessed the need to spend >$200B in municipal water and wastewater
treatment plant upgrades over the next 20 years to meet required standards²
Global High-Strength Wastewater and Wastewater-to-Energy market estimated to be $6B²
Proven and
Established
Technology and
Product-line
Leading ESG Impact
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Over 800 global installations
Membrane Aerated Biofilm Reactor technology ("MABR") is the lowest cost wastewater treatment technology for new
effluent standards being adopted globally
Major decarbonization initiatives in North America and Europe create significant demand for Wastewater-to-Energy projects
Fluence has 41 installed anaerobic digester plants, typically used in Wastewater-to-Energy applications
Water reuse applications (such as semiconductor chip manufacturing) and lithium mining to drive growth in industrial markets
Fluence MABR and Wastewater-to-Energy technologies are highly energy efficient and lower CO2 and other harmful
contaminants
New Contracts
Highlight Improving
Financial Outlook
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Shift in strategy to deliver sustainable revenue growth and higher margins
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Large and growing sales pipeline driving strong new contract momentum
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US$16M in SPS projects recently announced
€48M Ivory Coast Addendum positions Fluence for long term O&M contract
Contracted backlog (Orders in hand) currently stands at US$119M and forecast to be US$135M by year end
Water and Wastewater Treatment Market by Type (Water Treatment, Wastewater Treatment), Offering, Application (Municipal, Industrial), and Geography - Global Forecast to
2032; June 2023, Meticulous Research.
(1)
fluence
(2)
GWI, independent research circa 2020.
3View entire presentation