Replenish Nutrients Completes Commissioning of Patented Pellet Fertilizer Facility at Beiseker Hutterite Colony

Executive Summary

• Replenish Nutrients has completed the commissioning of its patented pellet fertilizer facility at the Beiseker Hutterite Colony, establishing a new production baseline.
• The facility is expected to produce at least 1,000 metric tonnes per month starting in Q3 2026, with projected average pricing of ~$600/tonne and gross margins of 25% to 35%.
• The company plans to scale this capital-light partnership model across the ~4 million acres managed by Hutterite colonies in North America, targeting significant expansion in Alberta, other Canadian provinces, and the U.S.

Key Details

• Facility & Production: Commissioning completed for the patented pellet fertilizer facility at the Beiseker Hutterite Colony (OKOTOKS, AB); production ramp targets at least 1,000 metric tonnes per month beginning in Q3 2026.
• Financial Guidance: Average selling price expected at ~$600 per metric tonne with gross margins of 25% to 35%; margins expected to flow directly to the bottom line, driving increased profitability and cash flows starting Q3 2026.
• Market Opportunity: Hutterite colonies manage ~4 million acres across Canada and the U.S. (~75% Canada, ~25% U.S.), representing ~4% of Canada's agricultural land base, with Alberta accounting for ~1.7 million acres.
• Strategic Expansion: Company intends to replicate this partnership model to scale production near target acres, aiming to build a scalable regenerative fertilizer platform for large-acre commercial agriculture across North America.
• Product & Agronomic Benefits: The regenerative fertilizer focuses on restoring key mineral nutrients, critical biology, and microbiome diversity to improve crop yields, soil water retention, plant nutrient density, and resilience to pests/disease, with potential carbon sequestration benefits.

Notable Quotes

• Neil Wiens, CEO: "Completing commissioning at the Beiseker Hutterite Colony is a meaningful milestone for Replenish and a clear proof point for our partnership model... We view this facility as the first of many partnerships of its kind across Western Canada and beyond, and a foundational step toward building a scalable regenerative fertilizer platform for large-acre commercial agriculture."