#carbonxt

Most mercury sorbents solve one problem and quietly create another. Carbonxt's non-brominated powdered activated carbon captures mercury from flue gas without the corrosion that comes with brominated products, protecting plant equipment while keeping operators compliant.

🔹 The Product Edge

Non-halogenated, oxidising PAC, so no bromine and no added corrosion risk to air-heaters or downstream equipment

Mercury capture on par with or better than brominated sorbents, so plants don't trade results for protection

Built for US EPA MATS mercury compliance across coal-fired power and cement operations

Corrosion from bromine-based controls is a documented, industry-recognised issue, flagged in EPRI balance-of-plant research, not a marketing line

📈 Why It Matters for Investors

A real product differentiator in a regulated, compliance-driven market where switching costs are high and relationships are sticky

Works across more than one end market, coal-fired power and cement, which widens the customer base

The same non-corrosive platform reaches into the fast-growing PFAS water treatment segment, where Carbonxt's Inez plant in Kentucky is in commissioning

Commercial traction is building through multi-year US supply agreements, including a four-year Reworld Waste PAC deal and orders with Wisconsin Public Service

📊 Market Snapshot Current Price: A$0.070 Market Cap: A$30.33M

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🚀 Carbonxt Group (ASX: CG1) is strengthening its balance sheet while moving its Kentucky activated carbon plant closer to production.

🔎 Quarterly Highlights:

Agreed a restructuring worth up to A$11M to strengthen the balance sheet

Reduced debt pathway of approximately A$5M

Generated A$4.1M in quarterly customer receipts

Delivered positive operating cash flow and a 52.4% gross margin

Kentucky plant nearing commissioning, with production expected to unlock the next growth phase

Long-term customer contract extended on improved pricing

📊 Share Price: $0.076 | Market Cap: $35.96M

📈 With a stronger financial position, growing regulatory demand for PFAS treatment and Kentucky nearing commercial production, Carbonxt is entering a catalyst-rich period with significant growth potential.

Carbonxt delivered a strong June 2026 quarter, agreeing to a transformational balance sheet restructuring while advancing its Kentucky activated carbon facility toward commissioning. With improving cash flow, rising revenues and growing demand driven by US environmental regulations, the Company is entering a catalyst-rich period.

🔎 Key Highlights

Agreed a two-stage balance sheet restructuring worth up to A$11M, with potential to reduce senior debt by approximately A$5M

Reported A$4.1M in quarterly customer receipts, up from A$3.3M in the previous quarter

Achieved positive operating cash flow of A$271K and delivered a strong 52.4% gross margin

Kentucky activated carbon plant moved closer to commissioning, with kiln construction expected to be completed this quarter

Extended a major long-term customer contract on improved pricing, with expected annual revenue from the contract increasing by more than 30%

Continued momentum in the US PFAS market, supported by tightening EPA regulations and increased government funding for water treatment

📊 Market Snapshot

Share Price: $0.076 Market Cap: $35.96M

🚀 Investor Takeaway

Carbonxt has strengthened its financial position while preparing for a major growth phase. With Kentucky nearing production, an improved balance sheet, growing customer demand and favourable regulatory tailwinds, the Company is well positioned to accelerate revenue growth and deliver sustained news flow through FY27.

Read More: https://colitco.com/carbonxt-kentucky-growth-restructure-colitco/

🎥 Carbonxt Limited (ASX: CG1) Unveils A$11M Recapitalisation to Drive Future Growth

Carbonxt Limited (ASX: CG1) has announced a significant recapitalisation initiative aimed at strengthening its balance sheet, reducing debt, and supporting the Company's next phase of growth.

The announcement outlines:

Potential cash injection of up to A$11 million

Net debt reduction of approximately A$5 million

Positive operating cash flow and EBITDA year-to-date

Gross margins exceeding 45%

Kentucky facility expected to increase group sales capacity by more than 200%

A simplified capital structure designed to support future expansion and long-term shareholder value.

🚰 America's PFAS Crackdown Is Creating a Multi-Billion Dollar Opportunity. Carbonxt (ASX: CG1) Is Already There.

As the US tightens regulations on PFAS "forever chemicals" and industrial emissions, demand for activated carbon is accelerating. Carbonxt is supplying the products that help utilities and industries remove contaminants from air and water, positioning the Company at the heart of a structural environmental growth story.

🔎 Why Investors Are Watching Carbonxt

Operates in a US activated carbon market already worth more than US$1 billion, with forecasts pointing to US$2 billion+ as PFAS regulations tighten.

Scaling production capacity to 43,500 tonnes annually by 2027 across three US manufacturing facilities.

Kentucky plant achieved 99% removal of PFOA during treatment trials, validating its technology for PFAS remediation.

Serves multiple end markets including power generation, cement, waste-to-energy, industrial processing and water treatment.

Proprietary non-brominated activated carbon delivers effective mercury removal while reducing equipment corrosion.

FY2025 revenue increased to A$16.2 million, demonstrating continued commercial traction.

Regulatory momentum continues to build, with 11+ US states implementing PFAS standards, creating long-term demand for Carbonxt's products.

📈 Why It Matters

Unlike many early-stage cleantech companies, Carbonxt already has commercial operations, established customers and growing revenue. As environmental regulations become stricter across the US, the Company is positioned to benefit from increasing demand for clean air and clean water solutions.

🎥 Could PFAS Regulations and Kentucky Commissioning Unlock Carbonxt's Next Growth Phase? 💧

Carbonxt Group (ASX: CG1) is positioning itself to benefit from rising PFAS remediation demand, expanding activated carbon production and a growing preference for US-made supply chains.

With regulatory momentum building and key operational milestones approaching, CG1 is entering a potentially transformative period.

🔎 Video Highlights

130M+ Americans impacted by PFAS-contaminated water

EPA compliance deadline set for 2031

Activated carbon remains the leading PFAS treatment solution

A$3.3M Q3 FY26 revenue with 46.7% gross margin

EBITDA positive for all 9 months YTD FY26

New ACP purchase order secured in April 2026

Kentucky facility could deliver a ~200% uplift in group sales

Entry into the significantly larger liquid-phase activated carbon market

US$945M in federal PFAS funding released

Carbonxt benefits from a tariff-free, Made-in-USA manufacturing footprint

📊 Market Snapshot

Share Price: $0.070 Market Cap: $30.33M

🚀 Why Watch This Story?

For a company valued at just $30.33M, Carbonxt is gaining exposure to powerful long-term tailwinds in water treatment and environmental remediation. With PFAS regulations tightening, Kentucky commissioning nearing completion and demand for activated carbon growing, CG1 has multiple catalysts that could shape its next phase of growth.

Carbonxt’s Push Into America’s Fast-Growing Water Treatment Market

The US has a water contamination problem most people still underestimate.

PFAS “forever chemicals” have been detected in drinking water across all 50 states, impacting millions of Americans.

Now regulators are forcing action. 🧵

PFAS are known as “forever chemicals” because they barely break down naturally.

Studies have linked long-term exposure to:

Cancer

Liver damage

Hormonal disruption

Immune system impacts

In 2024, the EPA introduced its first national PFAS drinking water standards.

One of the key treatment technologies being adopted?

Activated carbon.

It is widely used to remove harmful PFAS compounds from contaminated water systems.

The activated carbon market is growing rapidly.

Global market: ~US$5.6B today Projected to reach ~US$11.9B by 2034

At the same time, the US is pushing for more domestic supply as demand accelerates.

Carbonxt (ASX: CG1) already operates activated carbon facilities in the US.

Its Kentucky facility is designed to target the liquid-phase water treatment market, including PFAS filtration.

The company says the plant could increase group sales by ~200%.

What makes the story interesting is that growth isn’t starting from zero.

Existing customer contracts already in place

Revenue growth continuing

Gross margins improved from 38% to 52% in one year

Kentucky expected to become the next major growth driver

As PFAS regulation expands, demand for activated carbon solutions could continue rising across the US water sector.

Its products are used in utility plants, waste management facilities, industrial processing operations, and environmental compliance systems. Carbonxt’s primary strength lies in its specialized non-brominated activated carbons that help reduce harmful emissions while maintaining operational efficiency for industrial customers.

The Carbonxt Group Limited March 2026 Quarterly Revenue Trend is closely linked to these industrial applications because recurring contracts from utilities and waste-to-energy businesses form the foundation of quarterly revenue consistency. These sectors often involve multi-year supply agreements, creating stronger predictability in financial performance.