ATOME PLC - Villeta FID and Investor Update

Atome PLC’s latest investor update highlights a transformational milestone with the fully financed $665 million Vietta Project, the world’s first industrial-scale, low-carbon fertiliser plant powered entirely by renewable energy. The company’s financial results and strategic progress demonstrate a compelling growth strategy focused on sustainable agriculture, energy transition, and scalable infrastructure. With projected production of 260,000 tonnes annually and strong EBITDA potential (c.$84 million based on base case assumptions), the project underscores robust future revenue visibility and attractive margins. Backed by tier-one partners, long-term offtake agreements, and concessional financing from global institutions, Atom has significantly de-risked execution while strengthening its balance sheet through recent capital raises. The company’s platform model, combining green hydrogen, ammonia, and fertiliser production, positions it competitively as a lowest-cost producer versus imports, enhancing supply chain resilience and regional food security. With construction underway and first production targeted by 2029, Atom is transitioning from development to execution, with early-stage cash flow supported by management fees. Beyond Vietta, a strong project pipeline and expansion into renewable power infrastructure underpin long-term revenue growth and scalability. Overall, Atom’s company performance reflects improving financial fundamentals, increasing investor confidence, and a clear pathway to sustainable EBITDA growth driven by innovation in low-carbon fertiliser and clean energy solutions.