#carbonxt

🚰 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.

With its Kentucky facility nearing commercial production and exposure to the rapidly expanding PFAS treatment market, CG1 is building momentum across both operational growth and environmental solutions.

🔎 Key Highlights

Kentucky facility progressing toward commercial production

Potential to increase sales capacity by nearly 200%

Ownership stake increased, targeting 50% ownership

FY26 half-year revenue up 15.7%

FY25 annual revenue increased 71%

Positive EBITDA maintained across reporting periods

Entering high-growth PFAS water treatment sector

Share price increased 57.45% YoY

🌎 Why It Matters

Activated carbon plays a critical role in air purification, PFAS filtration, wastewater treatment, and industrial emissions control.

As environmental regulations tighten globally — particularly around PFAS “forever chemicals” in the US — demand for advanced activated carbon solutions is expected to grow significantly, positioning Carbonxt within a major long-term industry trend.

📊 Market Snapshot

Share Price: $0.074 Market Cap: $32.49M

🚀 Investor Takeaway

With commercial expansion, improving profitability, rising environmental demand, and increasing exposure to PFAS treatment markets, Carbonxt is positioning itself as an emerging cleantech growth story in the US activated carbon sector.

Following quarter-end, Carbonxt completed a further $750,000 convertible note package on 16 April 2026. This funding supports capital expenditure for the Minnesota pellet manufacturing expansion, another US$250,000 investment into Kentucky, and broader working capital requirements.

As Carbonxt Strengthens Growth Pipeline with $750,000 Convertible Note Funding, stakeholders will be watching closely for progress updates and measurable operational improvements. Performance delivery following funding announcements often determines future investor sentiment.

The broader outlook remains positive as Carbonxt continues aligning capital strategy with market demand, operational efficiency, and innovation-led growth planning.

Why This Funding Matters for the Industry

The fact that Carbonxt Strengthens Growth Pipeline with $750,000 Convertible Note Funding is significant not only for the company but also for the wider sustainability and emissions control sector. Strategic funding in this industry supports innovation, cleaner operations, and improved industrial responsibility.

As more companies prioritize carbon reduction, businesses like Carbonxt become increasingly important to industrial transformation. Funding announcements like this help strengthen sector confidence and demonstrate investor support for environmental technology solutions.

Carbonxt is positioning for a major growth phase, with its Kentucky facility nearing start-up, new pellet orders emerging, and strong regulatory tailwinds driving long-term demand.

🔎 Key Highlights

$3.3M receipts with temporary slowdown now recovering

Ownership interest in New Carbon Processing, LLC, increased from 47.4% to 48.1%

New ACP purchase order opens fresh market segment

Transition to 24-hour production to boost pellet volumes

Kentucky plant set to deliver ~200% increase in group sales

💡 Why It Matters

With EPA PFAS regulations tightening and demand for water treatment solutions rising, Carbonxt is strategically positioned as a domestic U.S. supplier of activated carbon.

📊 Market Snapshot

Share Price: $0.083 Market Cap: ~$36 Million

📈 Big Picture

Short-term headwinds, long-term upside — as Kentucky comes online and new contracts ramp up, Carbonxt is moving toward a scalable cleantech growth story.

👉 Read more: https://colitco.com/carbonxt-march-26-quarterly-update-the-company/