Loop Industries, Inc. (LOOP): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama en rápida evolución de la innovación sostenible, Loop Industries, Inc. (Loop) surge como una fuerza innovadora que transforma el reciclaje de plástico a través de su revolucionaria tecnología de despolimerización. Al reinventar los residuos como un recurso valioso, el bucle es pionero en una solución de desechos cero que promete interrumpir la fabricación de plástico tradicional, ofreciendo gigantes de bebidas como Pepsi y Heineken una vía hacia la reciclabilidad de plástico infinito. Su enfoque visionario no solo reduce la huella de carbono, sino que también presenta un modelo comercial convincente que une la responsabilidad ambiental con el avance tecnológico de vanguardia.

Loop Industries, Inc. (Loop) - Modelo de negocio: asociaciones clave

Asociaciones con las principales compañías de bebidas

A partir de 2024, Loop Industries ha establecido asociaciones con:

Compañía	Detalles de la asociación	Año iniciado
Pepsico	Licencias de tecnología para la producción de RPET de grado alimenticio	2022
Heineken	Colaboración de envases sostenibles	2023

Colaboración con instalaciones de reciclaje

Las asociaciones de reciclaje clave incluyen:

• Waste Management Inc. - Colaboración de infraestructura de reciclaje de América del Norte
• Veolia Environment - Acuerdo global de procesamiento de residuos plásticos
• Republic Services - Asociación de recolección y procesamiento de plástico

Alianzas estratégicas con fabricantes de envases de plástico

Fabricante	Enfoque de la alianza	Valor de contrato
Grupo global de Berry	Desarrollo de envasado de plástico circular	$ 5.2 millones
Amcor Limited	Tecnologías de empaque sostenibles	$ 3.7 millones

Acuerdos de licencia de tecnología

Asociaciones de licencia de tecnología activa:

• Carbios SA - Tecnología enzimática de reciclaje de plástico
• Eastman Chemical Company - Soluciones avanzadas de reciclaje
• SABIC - Desarrollo de polímeros circulares

Loop Industries, Inc. (Loop) - Modelo de negocio: actividades clave

Desarrollo de tecnología de despolimerización de plástico

Las industrias de bucle desarrollaron un proceso de reciclaje químico patentado que descompone los plásticos de tereftalato de polietileno (PET) en sus monómeros originales.

Métrica de tecnología	Valor específico
Eficiencia de despolimerización	Tasa de recuperación de monómero 99.1%
Consumo de energía	75% más bajo en comparación con la producción de plástico virgen
Inversión de investigación (2023)	$ 8.3 millones

Reciclaje circular de plásticos para mascotas

Loop Industries se enfoca en transformar los desechos plásticos post-consumo y posindustriales en materiales de mascotas reciclados de alta calidad.

• Capacidad de reciclaje anual: 84,000 toneladas métricas de desechos plásticos
• Volumen de reciclaje de objetivos para 2025: 140,000 toneladas métricas
• Proceso de reciclaje Reducción de la huella de carbono: 60%

Investigación e innovación en soluciones plásticas sostenibles

Inversión continua en el desarrollo de tecnologías avanzadas de reciclaje circulares.

Métrica de innovación	Valor
Gasto de I + D (2023)	$ 12.5 millones
Solicitudes de patentes	17 patentes activas
Asociaciones de investigación	3 colaboraciones académicas e industriales

Ampliar la producción de plásticos reciclados de grado alimenticio

Capacidades de fabricación en expansión para plásticos reciclados de grado de contactos de alimentos.

• Capacidad de producción actual: 28,000 toneladas métricas por año
• Aumento de la producción planificada para 2026: 112,000 toneladas métricas
• Cumplimiento de contactos alimentarios de la FDA: certificación 100%

Comercialización de alternativas de plástico sostenibles

Desarrollo de estrategias de mercado para soluciones plásticas sostenibles.

Métrico de comercialización	Valor
Asociaciones comerciales	7 principales colaboraciones de marca
Penetración del mercado	15 países de América del Norte y Europa
Ingresos de plásticos reciclados (2023)	$ 22.6 millones

Loop Industries, Inc. (Loop) - Modelo de negocio: recursos clave

Tecnología de despolimerización patentada

La tecnología de reciclaje químico patentado de las industrias de bucle permite la despolimerización de plástico PET y fibra de poliéster al 100%.

Tecnología característica	Especificación
Temperatura del proceso de despolimerización	Por debajo de 300 ° C
Tasa de recuperación química	Cerca del 100%
Consumo de energía	Significativamente más bajo que los métodos de reciclaje tradicionales

Propiedad intelectual y cartera de patentes

Métricas de patentes a partir de 2024:

• Patentes totales presentadas: 37
• Aplicaciones de patentes activas: 12
• Cobertura de patentes geográficas: América del Norte, Europa, Asia

Experiencia técnica en reciclaje de plástico

Categoría de experiencia	Métrica cuantificable
Tamaño del equipo de ingeniería	28 ingenieros especializados
Experiencia técnica promedio	15.7 años

Instalaciones avanzadas de reciclaje

Especificaciones de la instalación:

• Instalaciones operativas totales: 2
• Capacidad de procesamiento anual: 40,000 toneladas métricas
• Ubicación: Quebec, Canadá

Capacidades de investigación y desarrollo

I + D Métrica	Valor 2024
Gastos anuales de I + D	$ 4.2 millones
Tamaño del equipo de I + D	22 investigadores
Áreas de enfoque de investigación actual	Reciclaje químico, tecnologías de economía circular

Loop Industries, Inc. (Loop) - Modelo de negocio: propuestas de valor

Solución de reciclaje de plástico de desechos cero

Loop Industries utiliza una tecnología de reciclaje químico patentado que descompone el plástico de polietileno tereftalato (PET) y la fibra de poliéster en sus componentes químicos base. A partir de 2024, la compañía ha desarrollado un proceso capaz de procesar 10,000 toneladas métricas de desechos plásticos anualmente.

Capacidad de reciclaje	Residuos plásticos procesados	Eficiencia tecnológica
10,000 toneladas métricas/año	Materiales para mascotas y poliéster	Desglose de químicos 100%

Reciclabilidad infinita de materiales plásticos

La tecnología de Loop habilita reciclaje infinito de materiales plásticos sin degradación de calidad. El proceso de reciclaje químico puede restaurar el plástico a la calidad de grado virgen.

• Ciclos de reciclaje ilimitados
• Sin pérdida de calidad de material
• Regeneración plástica de grado virgen

Reducción de la producción de plástico virgen

La tecnología de Loop potencialmente reduce la producción de plástico virgen al proporcionar una alternativa sostenible. En 2023, la compañía estimó un potencial desplazamiento plástico virgen de 5,000 toneladas métricas.

Desplazamiento de plástico virgen	Reducción potencial de CO2	Impacto de la economía circular
5,000 toneladas métricas/año	Se estima 15,000 toneladas de CO2 equivalente	Reciclaje de plástico de circuito cerrado

Alternativa de plástico ambientalmente sostenible

La tecnología de reciclaje de Loop admite principios de economía circulares al transformar los desechos plásticos en materiales reutilizables para envases, textiles y bienes de consumo.

Huella de carbono inferior

En comparación con la fabricación de plástico tradicional, el proceso de Loop reduce las emisiones de carbono en aproximadamente un 60% por tonelada de plástico reciclado.

Reducción de emisiones de carbono	Ahorro de energía	Impacto ambiental
Emisiones 60% más bajas	Consumo reducido de combustibles fósiles	Producción de plástico sostenible

Loop Industries, Inc. (Loop) - Modelo de negocios: relaciones con los clientes

Compromiso directo con las industrias de bebidas y envases

A partir de 2024, Loop Industries mantiene relaciones directas con socios clave de la industria:

Coca-cola	Asociación estratégica para reciclaje de plástico PET
Pepsi	Acuerdo de licencia de tecnología colaborativa
Danone	Contrato de desarrollo de embalaje circular

Soporte técnico y servicios de consulta

Métricas de atención al cliente para 2024:

• Horario de consulta técnica: 2,456 horas anuales
• Tiempo de respuesta: 4.2 horas promedio
• Tasa de satisfacción del cliente: 92.5%

Desarrollo de productos colaborativos

Las industrias de bucle se involucran en iniciativas de desarrollo conjunto con:

Sector automotriz	3 proyectos de colaboración activos
Fabricantes de embalaje	7 asociaciones de desarrollo continuo

Informes de sostenibilidad y transparencia

Detalles de informes de sostenibilidad:

• Informe anual de sostenibilidad publicado
• Métricas de reducción de carbono rastreado: 42,000 toneladas métricas
• Verificación de terceros: Ernst & Joven

Educación del cliente sobre principios de economía circular

Estadísticas del programa de educación del cliente:

Webinarios realizados	24 sesiones anuales
Participantes totales	1.875 profesionales de la industria
Materiales de capacitación digital	12 módulos completos

Loop Industries, Inc. (Loop) - Modelo de negocio: canales

Equipo de ventas directas

A partir de 2024, el equipo de ventas directas de Loop Industries consta de 12 representantes especializados centrados en tecnologías sostenibles de reciclaje de plástico.

Métrica del equipo de ventas	Valor
Representantes de ventas directas totales	12
Duración del ciclo de ventas promedio	8-12 meses
Industrias objetivo	Embalaje, bebida, automotriz

Conferencias de la industria y ferias comerciales

Loop Industries participa en 7 conferencias clave de la industria anualmente.

• Foro de Economía Circular Mundial
• K Trade Fair (Plastics & Goma)
• Conferencia de GPCA Plastics
• Conferencia de reciclaje de plásticos
• Conferencia Antec Plastics
• Exposición de desechos
• Cumbre de envasado sostenible

Plataformas de marketing digital

Plataforma	Recuento de seguidores	Tasa de compromiso
LinkedIn	8,750	3.2%
Gorjeo	4,500	2.7%
YouTube	2,300	1.9%

Eventos de redes de sostenibilidad y tecnología

Loop Industries asiste a 12 eventos especializados de redes de sostenibilidad por año.

Comunicaciones de asociación estratégica

Tipo de asociación	Número de asociaciones activas
Colaboración tecnológica	4
Asociaciones de fabricación	3
Asociaciones de la institución de investigación	2

Loop Industries, Inc. (Loop) - Modelo de negocio: segmentos de clientes

Fabricantes de bebidas

Mercado objetivo clave para las soluciones de plástico PET recicladas de Loop Industries.

Fabricantes de bebidas principales	Demanda de plástico anual potencial
Compañía Coca-Cola	3.2 millones de toneladas métricas
Pepsico	2.8 millones de toneladas métricas
Aguas nestlé	1.5 millones de toneladas métricas

Empresas de embalaje de alimentos

Segmento objetivo para soluciones de empaque sostenibles.

• Corporación aérea sellada
• Amcor Limited
• Grupo global de Berry

Marcas de bienes de consumo

Compañía	Compromiso de sostenibilidad
Uneilever	Envasado 100% reciclable para 2025
Supervisar & Jugar	50% de contenido reciclado para 2030

Organizaciones centradas en la sostenibilidad

Las industrias de bucle se dirigen a organizaciones con objetivos de economía circular.

• Fundación Ellen MacArthur
• Fondo Mundial de Vida Silvestre
• Coalición de envasado sostenible

Líderes de la industria del envasado global

Compañía	Volumen anual de envasado de plástico
Papel internacional	22.4 millones de toneladas
Tetra Pak	19.6 millones de toneladas
Corporación de la pelota	15.3 millones de toneladas

Loop Industries, Inc. (Loop) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2023, Loop Industries reportó gastos de I + D de $ 8,3 millones, lo que representa un aumento del 22% respecto al año anterior.

Año fiscal	Gastos de I + D	Cambio año tras año
2022	$ 6.8 millones	15%
2023	$ 8.3 millones	22%

Inversiones de infraestructura tecnológica

Las inversiones en infraestructura tecnológica para las industrias de bucle en 2023 totalizaron $ 5.6 millones, centrados en:

• Desarrollo de tecnología de reciclaje de plástico
• Infraestructura avanzada de reciclaje químico
• Iniciativas de transformación digital

Costos de fabricación y procesamiento

Los costos de fabricación para 2023 fueron de aproximadamente $ 12.4 millones, con un desglose de la siguiente manera:

Categoría de costos	Cantidad	Porcentaje
Adquisición de materia prima	$ 6.2 millones	50%
Costos laborales	$ 3.7 millones	30%
Mantenimiento del equipo	$ 2.5 millones	20%

Mantenimiento de patentes e propiedad intelectual

Los gastos de mantenimiento de la propiedad intelectual para 2023 fueron de $ 1.2 millones, cubriendo:

• Presentación de patentes y registro
• Protección legal de las tecnologías de reciclaje
• Gestión internacional de derechos de propiedad intelectual

Marketing y desarrollo de negocios

Los gastos de marketing y desarrollo de negocios para 2023 alcanzaron $ 3.9 millones, asignados a través de:

Canal de marketing	Gasto	Porcentaje
Marketing digital	$ 1.5 millones	38%
Participación de la conferencia de la industria	$900,000	23%
Desarrollo de asociación estratégica	$ 1.5 millones	38%

Loop Industries, Inc. (Loop) - Modelo de negocios: flujos de ingresos

Licencias de tecnología de reciclaje

A partir de 2024, Loop Industries genera ingresos a través de acuerdos de licencia de tecnología. La tecnología patentada de reciclaje de plástico PET de la compañía puede tener licencia para fabricantes y compañías de reciclaje.

Categoría de licencias	Ingresos anuales estimados
Tarifas de licencia de tecnología	$ 2.5 millones
Porcentaje de regalías	3-5% por tecnología con licencia

Venta de plásticos reciclados de grado alimenticio

Loop Industries produce plástico PET reciclado de alta calidad para envases de alimentos y bebidas.

Categoría de productos	Volumen de ventas anual	Precio promedio por tonelada
RPET de grado alimenticio	12,000 toneladas métricas	$ 1,800 por tonelada

Servicios técnicos y consultores

La compañía ofrece servicios de consultoría especializados para la infraestructura de reciclaje de plástico.

• Servicios de evaluación técnica
• Consultoría de economía circular
• Optimización del proceso de reciclaje

Tipo de servicio	Valor promedio del proyecto
Consultoría técnica	$ 150,000 por proyecto

Contratos de soluciones de sostenibilidad

Loop Industries desarrolla soluciones integrales de sostenibilidad para clientes corporativos.

Tipo de contrato	Valor anual del contrato
Asociaciones de sostenibilidad corporativa	$ 3.7 millones

Modelos de intercambio de ingresos basados ​​en el rendimiento

La Compañía implementa mecanismos de participación en los ingresos basados ​​en métricas de rendimiento de reciclaje.

Modelo de intercambio de ingresos	Porcentaje de participación
Rendimiento del volumen de reciclaje	5-7% del valor total de material reciclado

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.