Loop Industries, Inc. (LOOP): Business Model Canvas

In der sich schnell entwickelnden Landschaft nachhaltiger Innovationen erweist sich Loop Industries, Inc. (LOOP) als bahnbrechende Kraft, die das Kunststoffrecycling durch seine revolutionäre Depolymerisationstechnologie verändert. Durch die Neuinterpretation von Abfall als wertvolle Ressource leistet Loop Pionierarbeit bei einer Null-Abfall-Lösung, die verspricht, die traditionelle Kunststoffherstellung zu revolutionieren und Getränkegiganten wie Pepsi und Heineken einen Weg zu unbegrenzter Recyclingfähigkeit von Kunststoffen zu eröffnen. Ihr visionärer Ansatz reduziert nicht nur den CO2-Fußabdruck, sondern präsentiert auch ein überzeugendes Geschäftsmodell, das Umweltverantwortung mit modernstem technologischen Fortschritt verbindet.

Loop Industries, Inc. (LOOP) – Geschäftsmodell: Wichtige Partnerschaften

Partnerschaften mit großen Getränkeunternehmen

Seit 2024 hat Loop Industries Partnerschaften mit:

Unternehmen	Einzelheiten zur Partnerschaft	Jahr eingeleitet
PepsiCo	Technologielizenzierung für die Produktion von rPET in Lebensmittelqualität	2022
Heineken	Nachhaltige Verpackungskooperation	2023

Zusammenarbeit mit Recyclinganlagen

Zu den wichtigsten Recyclingpartnerschaften gehören:

• Waste Management Inc. – Zusammenarbeit bei der nordamerikanischen Recycling-Infrastruktur
• Veolia Environment – Globale Vereinbarung zur Verarbeitung von Kunststoffabfällen
• Republic Services – Partnerschaft zur Sammlung und Verarbeitung von Kunststoffen

Strategische Allianzen mit Herstellern von Kunststoffverpackungen

Hersteller	Allianzfokus	Vertragswert
Berry Global Group	Entwicklung zirkulärer Kunststoffverpackungen	5,2 Millionen US-Dollar
Amcor Limited	Nachhaltige Verpackungstechnologien	3,7 Millionen US-Dollar

Technologielizenzvereinbarungen

Aktive Technologie-Lizenzierungspartnerschaften:

• Carbios SA – Enzymatische Kunststoffrecyclingtechnologie
• Eastman Chemical Company – Fortschrittliche Recyclinglösungen
• SABIC – Entwicklung zirkulärer Polymere

Loop Industries, Inc. (LOOP) – Geschäftsmodell: Hauptaktivitäten

Entwicklung der Kunststoffdepolymerisationstechnologie

Loop Industries hat ein proprietäres chemisches Recyclingverfahren entwickelt, das Polyethylenterephthalat (PET)-Kunststoffe in ihre ursprünglichen Monomere zerlegt.

Technologiemetrik	Spezifischer Wert
Depolymerisationseffizienz	99,1 % Monomerrückgewinnungsrate
Energieverbrauch	75 % geringer im Vergleich zur Neukunststoffproduktion
Forschungsinvestition (2023)	8,3 Millionen US-Dollar

Kreislaufrecycling von PET-Kunststoffen

Loop Industries konzentriert sich auf die Umwandlung von Post-Consumer- und Post-Industrial-Kunststoffabfällen in hochwertige recycelte PET-Materialien.

• Jährliche Recyclingkapazität: 84.000 Tonnen Kunststoffabfälle
• Angestrebte Recyclingmenge bis 2025: 140.000 Tonnen
• Reduzierung des CO2-Fußabdrucks des Recyclingprozesses: 60 %

Forschung und Innovation im Bereich nachhaltiger Kunststofflösungen

Kontinuierliche Investitionen in die Entwicklung fortschrittlicher Kreislaufrecyclingtechnologien.

Innovationsmetrik	Wert
F&E-Ausgaben (2023)	12,5 Millionen US-Dollar
Patentanmeldungen	17 aktive Patente
Forschungspartnerschaften	3 akademische und industrielle Kooperationen

Steigerung der Produktion von recycelten Kunststoffen in Lebensmittelqualität

Ausbau der Produktionskapazitäten für recycelte Kunststoffe in Lebensmittelkontaktqualität.

• Aktuelle Produktionskapazität: 28.000 Tonnen pro Jahr
• Geplante Produktionssteigerung bis 2026: 112.000 Tonnen
• FDA-Konformität mit Lebensmittelkontakt: 100 % Zertifizierung

Kommerzialisierung nachhaltiger Kunststoffalternativen

Entwicklung von Marktstrategien für nachhaltige Kunststofflösungen.

Kommerzialisierungsmetrik	Wert
Kommerzielle Partnerschaften	7 große Markenkooperationen
Marktdurchdringung	15 Länder in Nordamerika und Europa
Umsatz aus recyceltem Kunststoff (2023)	22,6 Millionen US-Dollar

Loop Industries, Inc. (LOOP) – Geschäftsmodell: Schlüsselressourcen

Proprietäre Depolymerisationstechnologie

Die proprietäre chemische Recyclingtechnologie von Loop Industries ermöglicht die Depolymerisation von PET-Kunststoff und Polyesterfasern zu 100 %.

Technologiemerkmal	Spezifikation
Temperatur des Depolymerisationsprozesses	Unter 300°C
Chemische Rückgewinnungsrate	Nahezu 100 %
Energieverbrauch	Deutlich niedriger als bei herkömmlichen Recyclingmethoden

Geistiges Eigentum und Patentportfolio

Patentkennzahlen ab 2024:

• Insgesamt angemeldete Patente: 37
• Aktive Patentanmeldungen: 12
• Geografische Patentabdeckung: Nordamerika, Europa, Asien

Technische Expertise im Kunststoffrecycling

Kategorie „Expertise“.	Quantifizierbare Metrik
Größe des Engineering-Teams	28 spezialisierte Ingenieure
Durchschnittliche technische Erfahrung	15,7 Jahre

Fortschrittliche Recyclinganlagen

Technische Daten der Einrichtung:

• Gesamte Betriebsausstattung: 2
• Jährliche Verarbeitungskapazität: 40.000 Tonnen
• Standort: Quebec, Kanada

Forschungs- und Entwicklungskapazitäten

F&E-Metrik	Wert 2024
Jährliche F&E-Ausgaben	4,2 Millionen US-Dollar
Größe des F&E-Teams	22 Forscher
Aktuelle Forschungsschwerpunkte	Chemisches Recycling, Kreislaufwirtschaftstechnologien

Loop Industries, Inc. (LOOP) – Geschäftsmodell: Wertversprechen

Abfallfreie Kunststoffrecyclinglösung

Loop Industries nutzt eine proprietäre chemische Recyclingtechnologie, die Polyethylenterephthalat (PET)-Kunststoff und Polyesterfasern in ihre chemischen Grundbestandteile zerlegt. Ab 2024 hat das Unternehmen ein Verfahren entwickelt, mit dem jährlich 10.000 Tonnen Plastikmüll verarbeitet werden können.

Recyclingkapazität	Plastikmüll verarbeitet	Technologieeffizienz
10.000 Tonnen/Jahr	PET- und Polyestermaterialien	100 % chemischer Abbau

Unbegrenzte Recyclingfähigkeit von Kunststoffmaterialien

Die Technologie von Loop ermöglicht unendliches Recycling von Kunststoffmaterialien ohne Qualitätsverlust. Durch den chemischen Recyclingprozess kann Kunststoff wieder in Neuqualität gebracht werden.

• Unbegrenzte Recyclingzyklen
• Kein Materialqualitätsverlust
• Neuwertige Kunststoffregeneration

Reduzierung der Neuplastikproduktion

Die Technologie von Loop reduziert potenziell die Produktion von Neukunststoffen, indem sie eine nachhaltige Alternative bietet. Im Jahr 2023 schätzte das Unternehmen die potenzielle Verdrängung von Neuplastik auf 5.000 Tonnen.

Neuwertige Kunststoffverdrängung	Mögliche CO2-Reduktion	Auswirkungen auf die Kreislaufwirtschaft
5.000 Tonnen/Jahr	Geschätzte 15.000 Tonnen CO2-Äquivalent	Kunststoffrecycling im geschlossenen Kreislauf

Umweltfreundliche Kunststoffalternative

Die Recyclingtechnologie von Loop unterstützt die Prinzipien der Kreislaufwirtschaft, indem sie Kunststoffabfälle in wiederverwendbare Materialien für Verpackungen, Textilien und Konsumgüter umwandelt.

Geringerer CO2-Fußabdruck

Im Vergleich zur herkömmlichen Kunststoffherstellung reduziert der Prozess von Loop die Kohlenstoffemissionen um etwa 60 % pro Tonne recyceltem Kunststoff.

Reduzierung der Kohlenstoffemissionen	Energieeinsparungen	Umweltauswirkungen
60 % weniger Emissionen	Reduzierter Verbrauch fossiler Brennstoffe	Nachhaltige Kunststoffproduktion

Loop Industries, Inc. (LOOP) – Geschäftsmodell: Kundenbeziehungen

Direkte Zusammenarbeit mit der Getränke- und Verpackungsindustrie

Ab 2024 unterhält Loop Industries direkte Beziehungen zu wichtigen Industriepartnern:

Coca-Cola	Strategische Partnerschaft für PET-Kunststoffrecycling
Pepsi	Lizenzvereinbarung für kollaborative Technologie
Danone	Vertrag zur Entwicklung zirkulärer Verpackungen

Technischer Support und Beratungsdienste

Kundensupport-Kennzahlen für 2024:

• Technische Sprechstunden: 2.456 Jahresstunden
• Reaktionszeit: Durchschnittlich 4,2 Stunden
• Kundenzufriedenheitsrate: 92,5 %

Kollaborative Produktentwicklung

Loop Industries beteiligt sich an gemeinsamen Entwicklungsinitiativen mit:

Automobilsektor	3 aktive Kooperationsprojekte
Verpackungshersteller	7 laufende Entwicklungspartnerschaften

Nachhaltigkeitsberichterstattung und Transparenz

Details zur Nachhaltigkeitsberichterstattung:

• Jährlicher Nachhaltigkeitsbericht veröffentlicht
• Verfolgte Kennzahlen zur CO2-Reduktion: 42.000 Tonnen
• Überprüfung durch Dritte: Ernst & Jung

Kundenschulung zu den Prinzipien der Kreislaufwirtschaft

Statistiken zum Kundenschulungsprogramm:

Webinare durchgeführt	24 jährliche Sitzungen
Gesamtzahl der Teilnehmer	1.875 Branchenexperten
Digitale Schulungsmaterialien	12 umfassende Module

Loop Industries, Inc. (LOOP) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Ab 2024 besteht das Direktvertriebsteam von Loop Industries aus 12 spezialisierten Vertretern, die sich auf nachhaltige Kunststoffrecyclingtechnologien konzentrieren.

Vertriebsteam-Metrik	Wert
Gesamtzahl der Direktvertriebsmitarbeiter	12
Durchschnittliche Länge des Verkaufszyklus	8-12 Monate
Zielbranchen	Verpackung, Getränke, Automobil

Branchenkonferenzen und Messen

Loop Industries nimmt jährlich an sieben wichtigen Branchenkonferenzen teil.

• Weltforum für Kreislaufwirtschaft
• K-Messe (Kunststoffe & Gummi)
• GPCA-Kunststoffkonferenz
• Kunststoffrecycling-Konferenz
• ANTEC-Kunststoffkonferenz
• Abfallausstellung
• Gipfel für nachhaltige Verpackung

Digitale Marketingplattformen

Plattform	Anzahl der Follower	Engagement-Rate
LinkedIn	8,750	3.2%
Twitter	4,500	2.7%
YouTube	2,300	1.9%

Netzwerkveranstaltungen zu Nachhaltigkeit und Technologie

Loop Industries nimmt pro Jahr an 12 spezialisierten Netzwerkveranstaltungen zum Thema Nachhaltigkeit teil.

Strategische Partnerschaftskommunikation

Partnerschaftstyp	Anzahl aktiver Partnerschaften
Technologiezusammenarbeit	4
Fertigungspartnerschaften	3
Partnerschaften mit Forschungseinrichtungen	2

Loop Industries, Inc. (LOOP) – Geschäftsmodell: Kundensegmente

Getränkehersteller

Wichtigster Zielmarkt für die recycelten PET-Kunststofflösungen von Loop Industries.

Top-Getränkehersteller	Möglicher jährlicher Kunststoffbedarf
Coca-Cola-Unternehmen	3,2 Millionen Tonnen
PepsiCo	2,8 Millionen Tonnen
Nestlé Waters	1,5 Millionen Tonnen

Lebensmittelverpackungsunternehmen

Zielsegment für nachhaltige Verpackungslösungen.

• Sealed Air Corporation
• Amcor Limited
• Berry Global Group

Konsumgütermarken

Unternehmen	Nachhaltigkeitsverpflichtung
Unilever	100 % recycelbare Verpackungen bis 2025
Procter & Glücksspiel	50 % Recyclinganteil bis 2030

Nachhaltigkeitsorientierte Organisationen

Loop Industries richtet sich an Organisationen mit Zielen der Kreislaufwirtschaft.

• Ellen MacArthur-Stiftung
• World Wildlife Fund
• Koalition für nachhaltige Verpackung

Weltweit führende Unternehmen der Verpackungsindustrie

Unternehmen	Jährliches Kunststoffverpackungsvolumen
Internationales Papier	22,4 Millionen Tonnen
Tetra Pak	19,6 Millionen Tonnen
Ball Corporation	15,3 Millionen Tonnen

Loop Industries, Inc. (LOOP) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2023 meldete Loop Industries Forschungs- und Entwicklungskosten in Höhe von 8,3 Millionen US-Dollar, was einem Anstieg von 22 % gegenüber dem Vorjahr entspricht.

Geschäftsjahr	F&E-Ausgaben	Veränderung im Jahresvergleich
2022	6,8 Millionen US-Dollar	15%
2023	8,3 Millionen US-Dollar	22%

Investitionen in die Technologieinfrastruktur

Die Investitionen in die Technologieinfrastruktur für Loop Industries beliefen sich im Jahr 2023 auf insgesamt 5,6 Millionen US-Dollar und konzentrierten sich auf:

• Entwicklung der Kunststoffrecyclingtechnologie
• Fortschrittliche Infrastruktur für chemisches Recycling
• Initiativen zur digitalen Transformation

Herstellungs- und Verarbeitungskosten

Die Herstellungskosten für 2023 beliefen sich auf etwa 12,4 Millionen US-Dollar und setzten sich wie folgt zusammen:

Kostenkategorie	Betrag	Prozentsatz
Rohstoffbeschaffung	6,2 Millionen US-Dollar	50%
Arbeitskosten	3,7 Millionen US-Dollar	30%
Gerätewartung	2,5 Millionen Dollar	20%

Aufrechterhaltung von Patenten und geistigem Eigentum

Die Ausgaben für die Aufrechterhaltung des geistigen Eigentums beliefen sich im Jahr 2023 auf 1,2 Millionen US-Dollar und deckten Folgendes ab:

• Patentanmeldung und -registrierung
• Rechtlicher Schutz von Recyclingtechnologien
• Internationales IP-Rechtemanagement

Marketing und Geschäftsentwicklung

Die Ausgaben für Marketing und Geschäftsentwicklung beliefen sich im Jahr 2023 auf 3,9 Millionen US-Dollar, verteilt auf:

Marketingkanal	Ausgaben	Prozentsatz
Digitales Marketing	1,5 Millionen Dollar	38%
Teilnahme an Branchenkonferenzen	$900,000	23%
Strategische Partnerschaftsentwicklung	1,5 Millionen Dollar	38%

Loop Industries, Inc. (LOOP) – Geschäftsmodell: Einnahmequellen

Lizenzierung von Recyclingtechnologie

Ab 2024 generiert Loop Industries Einnahmen durch Technologielizenzverträge. Die proprietäre PET-Kunststoffrecyclingtechnologie des Unternehmens kann an Hersteller und Recyclingunternehmen lizenziert werden.

Lizenzkategorie	Geschätzter Jahresumsatz
Technologielizenzgebühren	2,5 Millionen Dollar
Lizenzgebührenprozentsatz	3–5 % pro lizenzierter Technologie

Verkauf von recycelten Kunststoffen in Lebensmittelqualität

Loop Industries produziert hochwertigen recycelten PET-Kunststoff für Lebensmittel- und Getränkeverpackungen.

Produktkategorie	Jährliches Verkaufsvolumen	Durchschnittspreis pro Tonne
rPET in Lebensmittelqualität	12.000 Tonnen	1.800 $ pro Tonne

Beratung und technische Dienstleistungen

Das Unternehmen bietet spezialisierte Beratungsdienstleistungen für die Kunststoffrecycling-Infrastruktur an.

• Technische Bewertungsdienste
• Beratung zur Kreislaufwirtschaft
• Optimierung des Recyclingprozesses

Servicetyp	Durchschnittlicher Projektwert
Technische Beratung	150.000 US-Dollar pro Projekt

Verträge für Nachhaltigkeitslösungen

Loop Industries entwickelt umfassende Nachhaltigkeitslösungen für Unternehmenskunden.

Vertragstyp	Jährlicher Vertragswert
Unternehmens-Nachhaltigkeitspartnerschaften	3,7 Millionen US-Dollar

Leistungsbasierte Revenue-Sharing-Modelle

Das Unternehmen implementiert Mechanismen zur Umsatzbeteiligung, die auf Recycling-Leistungskennzahlen basieren.

Umsatzbeteiligungsmodell	Prozentualer Anteil
Leistung des Recyclingvolumens	5-7 % des gesamten Recyclingmaterialwerts

Loop Industries, Inc. (LOOP) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Loop Industries, Inc. (LOOP) technology, which is all about delivering premium material quality from waste. The value proposition centers on closing the loop on polyester without sacrificing performance or purity. This is a critical differentiator as major brands push for verifiable circularity in their supply chains.

The company's technology transforms low-value, waste polyethylene terephthalate (PET) plastic and polyester fiber-which would otherwise go to landfill or incineration-into its base chemical building blocks, or monomers. These monomers are then repolymerized into virgin-quality materials.

• - Virgin-quality PET and polyester from 100% recycled content. The output is Loop™ branded PET resin and polyester fiber that is chemically identical to virgin material, allowing for infinite recycling without quality degradation.
• - Textile-to-Textile (T2T) solution for complex polyester waste streams. The Infinite Loop™ India facility, expected to break ground in the second half of calendar 2025, is planned for an annual production capacity of 70,000 metric tons of both T2T polyester fiber and bottle-grade PET resin.
• - Significant environmental savings, like 81% GHG reduction at the India facility. The low heat, no added pressure depolymerization process is designed to reduce greenhouse gas (GHG) emissions by up to 81% compared to virgin PET production. Furthermore, one executive noted that Loop PET resin can save up to 360,000 tonnes of CO2 per year compared to virgin PET made from fossil fuels.
• - Food-grade and pharma-grade qualified recycled PET resin. Loop™ branded PET resin is suitable for food-grade packaging and has successfully met the stringent requirements for pharmaceutical packaging applications, including testing compliance with the United States Pharmacopeia (USP <661.1>) and the European Pharmacopeia (Ph.Eur. 3.1.15).
• - Fully traceable supply chain from waste to finished product. The presence of the Loop logo on a package serves as a consumer confirmation that the plastic is sustainable and traceable through the company's process.

To put this in context with the company's commercial progress as of late 2025, Loop Industries, Inc. generated $10.8 million in total revenue for the quarter ending February 28, 2025, driven by its first technology license sale to Reed Societe Generale Group, which included an up-front payment of $10.4 million in licensing revenue. This financial validation underpins the technology's commercial value proposition.

Here's a quick look at the key performance and quality metrics supporting these value propositions:

Value Proposition Metric	Quantifiable Data Point	Context/Application
GHG Emission Reduction Potential	Up to 81%	Reduction compared to virgin PET production via the proprietary depolymerization technology.
Annual Production Capacity (India JV)	70,000 metric tons	Target annual output for both textile-to-textile fiber and bottle-grade PET resin at the planned facility.
CO2 Savings Potential	Up to 360,000 tonnes per year	Annual CO2 savings estimate compared to manufacturing virgin PET from fossil fuels.
Pharmaceutical Compliance Standard	USP <661.1> and Ph.Eur. 3.1.15	Confirms the purity of Loop™ PET resin for use in pharmaceutical packaging applications.
FY2025 Licensing Revenue (Q4)	$10.4 million	Up-front royalty payment from the first technology license sale to Reed Societe Generale Group.

The ability to offer 100% recycled content that meets the highest purity standards-like those for pharmaceutical packaging-is the core offering. Also, securing an anchor customer like Nike for the India facility's output of Twist™ polyester resin demonstrates the commercial acceptance of this high-quality, circular material in the textile sector.

Loop Industries, Inc. (LOOP) - Canvas Business Model: Customer Relationships

You're looking at how Loop Industries, Inc. (LOOP) locks in demand for its revolutionary circular polyester-it's all about securing commitments before the big plants come online. The relationship strategy is built on multi-layered agreements that de-risk the massive capital expenditure required for their Infinite Loop™ facilities.

Long-term, high-volume offtake contracts with anchor customers.

This is where the rubber meets the road for commercial viability. You've seen the movement from early-stage interest to firm commitments, especially for the Infinite Loop™ India facility. As of late 2025, the company has moved beyond just negotiating to signing key deals.

Here's a snapshot of the anchor customer commitments that validate the demand for Twist™ polyester resin:

Anchor Customer/Partner	Agreement Type/Date	Facility Focus	Volume/Term Indicator
NIKE, Inc.	Multi-year offtake agreement (November 2025)	Infinite Loop™ India	Anchor Customer Status
Leading Global Branded Sports Apparel Company	Multi-year offtake agreement (September 2025)	Infinite Loop™ India	Guaranteed minimum volumes
Taro Plast S.p.A.	Offtake agreement (September 2025)	Infinite Loop™ India	Supply of Loop™ DMT

For instance, the India facility, a 50/50 joint venture with Ester Industries Ltd, is designed to process waste polyester feedstocks. A projected 70,000 tonne Infinite Loop™ facility in India could save up to 418,600 tonnes / year of CO₂ compared to virgin PET production. That's the environmental value proposition these contracts are built upon.

Collaborative technical support for integrating Twist™ into supply chains.

Getting a new material into established textile supply chains isn't just about selling a product; it's about proving it works seamlessly. Loop Industries is actively embedding itself with downstream partners. They've expanded their offerings beyond just the resin.

• Loop has expanded product offerings to include spun polyester fiber.
• This positions them as a Tier 3 supplier in the fashion industry.
• They established a global network of spinning partners for collaboration.

The strategic alliance with Shinkong Synthetic Fibers Corporation, announced in August 2025, is a prime example. This partnership combines Loop's technology with Shinkong's spinning capabilities and distribution network, allowing Loop to offer high-quality circular polyester yarns made from Twist™ to Shinkong's network of over 100 customers worldwide. Honestly, this kind of deep integration is what makes the technology stick.

Strategic, equity-based partnerships for technology deployment.

Loop Industries uses strategic alliances and licensing to deploy capital efficiently, especially moving toward a licensing model in higher-cost manufacturing countries. You see this structure in their European and Asian plans.

The first technology license for a European Infinite Loop™ facility was sold to Reed Societe Generale Group for an up-front payment of $10.4 million as part of a total $20.8 million transaction closed in late 2024. The company continues to advance discussions with potential lenders for debt syndication on the India facility, following a $1.5 million engineering services agreement signed with the India JV, ELITe, in June 2025.

The earlier equity-based structure with SK Global Chemical involved a $56.5 M purchase of treasury common shares at $12 per share, intending to build a minimum of four facilities by 2030, collectively processing approximately 400,000 tons of waste annually.

Direct engagement with brands to meet recycled content mandates.

The customer engagement is heavily driven by regulatory pressure. Brands aren't just doing this for good PR; they have hard deadlines they need to meet, and Loop Industries provides the verifiable solution.

Here are some of the near-term recycled content targets that drive direct engagement:

Brand/Region	Mandate/Goal	Target Year
California (Plastic Bottles)	25% post-consumer resin	2025
Nestlé (Global Packaging)	50% recycled PET	2025
L'OCCITANE en Provence (Bottles)	100% recycled plastic	2025
Unilever (Packaging)	At least 25% post-consumer recycled plastic	2025

Loop's ability to provide virgin-quality resin made from 100% textile waste directly addresses these escalating requirements, which is why securing those multi-year offtake agreements is so critical for their forward planning.

Loop Industries, Inc. (LOOP) - Canvas Business Model: Channels

You're looking at how Loop Industries, Inc. (LOOP) gets its value proposition-the recycled PET and polyester fiber-into the hands of customers. It's a multi-pronged approach focusing on direct sales, technology deployment, and strategic partnerships.

Direct multi-year offtake agreements with global brands (e.g., Nike)

Loop Industries, Inc. has secured a major customer channel through direct, long-term supply contracts for the output of its manufacturing facilities. Nike, Inc. has signed on as the anchor customer for the Infinite Loop™ India facility under a multi-year offtake agreement to source Twist™, the company's branded circular polyester resin. This agreement is pivotal for making the debt financing for the India project bankable. The Infinite Loop™ India facility, a joint venture with Ester Industries Ltd., is designed to produce an initial annual capacity of 70,000 metric tons of both textile-to-textile polyester fiber and bottle-grade PET resin. Another offtake agreement is in place to supply DMT (dimethyl terephthalate) to Taro Plast from the India facility.

The expected environmental impact from the India facility, based on using Twist™ from textile waste, is a projected cut in greenhouse gas emissions by 81 per cent, saving up to 418,600 tonnes of CO₂ annually.

Technology licensing agreements for regional facility deployment

A key channel involves licensing the patented depolymerization technology to partners for regional deployment. Loop Industries, Inc. closed its first technology license sale in December 2024 to Reed Societe Generale Group for the right to build one Infinite Loop™ manufacturing facility in Europe. This initial license generated an up-front payment of $10.4 million (or €10 million) in Q4 fiscal 2025 revenue. Loop Industries, Inc. is structured to receive an additional €10 million in licensing fees contingent upon the successful achievement of project milestones prior to construction. Furthermore, Loop Industries, Inc. retains the right to increase its equity stake in the European manufacturing facility, and in any potential future facilities under this partnership, up to a maximum of 50% for each.

Joint Venture (JV) manufacturing and sales (Infinite Loop™ India)

The primary manufacturing channel is through the India Joint Venture, Ester Loop Infinite Technologies Private Ltd. ('ELITe'), with Ester Industries Ltd.. The total confirmed capital expenditure (CapEx) for the India facility is estimated at $176 million. The JV acquired a strategic 93-acre site in Gujarat for $10.5 million, which resulted in a $5 million reduction from the initial project cost estimate. Groundbreaking for this facility is anticipated in the second half of calendar 2025, with commercial operations projected to start in calendar 2027. Engineering services revenue from ELITe is also a channel component; a new agreement signed in June 2025 was for $1.5 million, building on an initial agreement where Q4 fiscal 2025 saw revenue of $368,000.

The Infinite Loop™ India facility's projected economics include a 5% licensing fee on customer sales, in addition to the initial technology license fees.

Partner distribution networks (Shinkong, Hyosung TNC) for global reach

Loop Industries, Inc. utilizes strategic alliances to convert its Twist™ resin into finished yarns and expand market access beyond direct sales. These alliances act as critical distribution multipliers.

The key distribution partners include:

• - Shinkong Synthetic Fibers Corporation: A strategic alliance was launched in August 2025 to combine Loop Industries, Inc.'s technology with Shinkong's spinning capabilities and distribution network. Shinkong can now offer Twist™ textile-to-textile branded resin to its portfolio of over 100 customers worldwide.
• - Hyosung TNC: A strategic alliance was announced in September 2025 where Hyosung TNC will convert Loop Industries, Inc.'s high-purity Twist™ polyester into high-performance yarns under its Regen™ portfolio. This supports Loop Industries, Inc.'s Infinite Loop™ India project by expanding the customer base.

The company also reported an offtake agreement to supply DMT to Taro Plast from the Infinite Loop India facility.

Loop Industries, Inc. (LOOP) - Canvas Business Model: Customer Segments

You're looking at the key groups Loop Industries, Inc. (LOOP) targets for its circular polyester technology deployment as of late 2025. The focus has clearly shifted from small-scale resin sales to large-scale technology licensing and securing offtake commitments for its major joint venture projects.

The company's most significant revenue driver in the fiscal year ending February 28, 2025, was not product sales, but rather the initial monetization of its intellectual property. Total revenue for that year reached $10.889 million, with $10.395 million coming directly from the up-front royalty payment for the first technology license sold to Reed Societe Generale Group. This signals that the primary customer segment for immediate financial impact is the Strategic Financial and Industrial Partner providing the capital and deployment framework.

The near-term revenue picture, however, shows the transition phase. For the second quarter of fiscal 2026, Loop Industries reported $0 in revenue, though the six-month period showed $252,000, mostly from engineering fees. This is set against the massive capital expenditure required for the primary manufacturing hub, the Infinite Loop™ India facility, which has an estimated CapEx of $176 million. This facility's planned capacity of 70,000 metric tons annually is designed to service the high-volume apparel and beverage sectors.

The customer segments are being locked in via offtake agreements, which are crucial for de-risking the massive project financing. You can see the primary targets and their current commitments below.

Customer Segment	Key Partner/Customer Example	Associated Project/Financial Metric	Product Focus
Global Branded Apparel and Textile Companies	Nike, Inc. (Anchor Customer)	Multi-year offtake agreement for Infinite Loop™ India facility	Twist™ resin (Textile-to-Textile)
Consumer Packaged Goods (CPG) and Beverage Giants	General Customer Base (India JV)	Infinite Loop™ India facility production capacity of 70,000 metric tons annually	Bottle grade PET resin
Specialty Polymer and Automotive Manufacturers	Taro Plast	Secured offtake agreement for India facility	Twist™ resin
Strategic Financial and Industrial Partners	Reed Societe Generale Group	Up-front license fee of $10.4 million (€10 million) received in Q4 FY2025	Technology licensing and financing

The apparel segment is being served through strategic alliances that combine Loop Industries' technology with manufacturing and distribution expertise. These alliances are key to reaching the end-user brands at scale.

• - Strategic alliances were formed with Shinkong Synthetic Fibers Corporation and Hyosung TNC to integrate Twist™ recycled resin into existing global textile supply chains.
• - Shinkong and Hyosung collectively supply leading apparel and textile brands across Asia, Europe, and North America, extending Loop Industries' customer reach.
• - The technology is REACH certified for Europe, supporting the European deployment with Reed Societe Generale Group.

For the partners deploying the technology, like the India joint venture, Loop Industries provides engineering services, which generated $0.368 million in Q4 FY2025 revenue. Further engineering revenue of approximately $750,000 is anticipated from the India JV in the remainder of fiscal year 2026.

Loop Industries, Inc. (LOOP) - Canvas Business Model: Cost Structure

You're looking at the core expenses that keep Loop Industries, Inc. (LOOP) running while they scale up their technology deployment. The cost structure is heavily weighted toward massive capital outlays for new facilities and the ongoing, though managed, operational burn rate.

Capital Expenditure (CapEx) for Facility Construction

The biggest cost component involves the significant capital expenditure required to build out the Infinite Loop™ manufacturing facilities. The project in India, a joint venture with Ester Industries Ltd. (ELITe), is a prime example of this heavy upfront investment. The total estimated investment for the Infinite Loop™ India facility, which includes the continuous polymerization line, construction financing, land acquisition, engineering expenses, and initial working capital, is pegged at $176 million. This figure was confirmed by the front-end engineering design (FEED) study completed by TATA Consulting Engineers. To be fair, the land acquisition itself, valued at $10.5 million, actually represented a $5 million reduction from the original capital cost estimate included in the FEED package.

The costs associated with building out capacity are substantial, as seen in the breakdown of the India project:

Cost Component	Amount (USD)	Context
Total Estimated Investment (India Facility)	$176 million	Includes polymerization line, financing, land, and working capital.
Land Acquisition Cost (India Site)	$10.5 million	Represents a $5 million reduction from the original estimate.
Initial Deposit for India Land	$1.7 million	Amount made to secure the 93-acre site.

Research and Development (R&D) and Administrative Expenses

For the full Fiscal Year 2025 (ending February 28, 2025), the GAAP Research and Development spending was $6.864 million. This shows a planned reduction from the prior year's $11.379 million. Still, R&D remains a material cost as the technology is commercialized.

Looking at the more recent quarterly data for Q2 FY2026 (three months ended August 31, 2025), the company has been actively managing its overhead:

• Research and development expense for the quarter was $843,000.
• General and administrative expenses for the three-month period ended August 31, 2025, were $1,871 thousand (or $1.871 million).

The G&A figure for that quarter represented a decrease of $724 thousand compared to the same period in 2024. Honestly, controlling these fixed costs is critical while waiting for large-scale project revenues to kick in.

Operating Cash Burn Rate

Loop Industries, Inc. has been focused on minimizing its regular, non-project related cash burn. For the balance of fiscal 2025, the company projected a prospective run rate for cash expenses, excluding project costs, to be approximately $1.0 million per month. This focus on efficiency is evident in the Q2 FY2026 results, where cash operating expenses (which include R&D and G&A, less stock-based compensation) for the quarter were reported at $2.43 million. That $2.43 million quarterly spend reflects a year-over-year decrease of $1.74 million.

Feedstock Procurement Costs

While specific procurement dollar amounts aren't in the latest filings you requested, the cost structure is intrinsically linked to feedstock availability and cost. The strategic site selection for the India facility near Surat, India's synthetic textile capital, is designed to provide direct access to abundant polyester textile waste feedstock. This proximity is a key factor in managing the variable costs associated with raw material sourcing for the depolymerization process.

• The India facility is planned to produce 70,000 metric tons per year initially.
• Feedstock supply chain secured includes waste polyester fiber from sewing factories.

Finance: draft 13-week cash view by Friday.

Loop Industries, Inc. (LOOP) - Canvas Business Model: Revenue Streams

You're looking at the initial revenue generation phase for Loop Industries, Inc. (LOOP), which is a critical pivot point from pure development to commercialization. As of the close of Fiscal Year 2025 (FY2025), the revenue streams are heavily weighted toward upfront payments associated with technology deployment, rather than large-scale resin sales, which is what you'd expect when scaling up complex chemical recycling facilities.

The total revenue for the year ended February 28, 2025, hit $10.889 million. This is a massive jump from the prior year's $153 thousand, showing the first real commercial traction from the licensing agreements signed.

Here's the quick math on how that $10.889 million in FY2025 revenue broke down:

Revenue Stream Component	FY2025 Amount (USD)
Technology Licensing Fees (Total)	$10,889,000
Up-front Royalty from First License Sale	$10,395,000
Engineering Services Fees	$368,000
Sales of Loop™ PET Resin (Terrebonne Facility)	$126,000

The largest single component driving the FY2025 top line was the initial cash infusion from the European partnership. This is definitely the near-term financial anchor.

• - Technology Licensing Fees (FY2025 total revenue: $10.889 million).
• - Up-front royalty from first license sale (FY2025: $10.395 million) received from Reed Societe Generale Group for the first Infinite Loop™ facility license in Europe.
• - Engineering Services Fees (FY2025: $368,000) related to the agreement with the India joint venture, Ester Loop Infinite Technologies (ELITe).
• - Sales of Loop™ PET resin from the Terrebonne facility (FY2025: $126,000).
• - Future sales of Twist™ resin and Loop™ DMT from new Infinite Loop™ facilities, supported by recent announcements like the launch of the Twist™ brand and an offtake agreement with Taro Plast for sustainable DMT.

For the European project, Loop Industries, Inc. is also set to receive an additional €10 million in licensing fees based on the successful achievement of project milestones prior to construction, which represents a contingent future revenue stream tied to project execution.