Verde AgriTech Limited (NPK:CA) Q2 2026 Earnings Call Transcript

Reberth Machado
Chief Executive Officer

Good morning, everybody. My name is Reberth Machado. I’m the new CEO here at Verde AgriTech. Today, we’re going to be talking about a brief introduction about the company, the market situation in Brazil. We’re going to be looking at the financials for the second quarter, when I’m going to turn this presentation over to our CFO, Mr. Paolucci, and we’re going to hold the Q&A section at the end. So let’s get started.

So the company — just for you guys to have a brief idea, we’ve recently changed the management. My name is Reberth Machado. I’m the new CEO, as I said. I’m a chemical engineer with almost 30 years of experience in the agricultural section and technology development, both in Canada and Brazil. I spent almost 13, 14 years as CEO in a sugarcane mill here in Brazil. Recently, I was working in a company in Canada, converting biomass into biofuels. And I decided to join Verde as a new challenge to develop new markets in Brazil and increase our sales, talk to different clients, focused pretty much on the B2B business and institutional relationships. The management is still the same. Marcos Ribeiro is still our Chief Revenue Officer, and Felipe Paolucci still as a CFO for us.

So talking about the investment highlights, what actually brought me into Verde? Well, Verde has already made a $500 million investment into research and development and infrastructure and plant capacity. So there is no need for CapEx for further CapEx to reach our full capacity at 3 million tonnes per year of potassium production. The project is pretty much scalable. We can reach