ESGFIRE Applauds Replenish Nutrients’ Beiseker Facility Commissioning as $15.6M Revenue Catalyst in Regenerative Agriculture
6 augusti, 17:40
ESGFIRE Applauds Replenish Nutrients’ Beiseker Facility Commissioning as $15.6M Revenue Catalyst in Regenerative Agriculture
MALMÖ, Sweden – August 6, 2025 – ESGFIRE today commended portfolio company Replenish Nutrients Holding Corp. (CSE: ERTH) on the successful commissioning of its Beiseker granulated fertilizer facility, hailing it as a transformative milestone for both the company and the sustainable agriculture sector. Upon reaching full capacity, the new Beiseker plant is expected to generate up to CAD $15.6 million in annual revenues with gross margins exceeding 30%. As one of ESGFIRE’s standout investments in regenerative agriculture, Replenish’s achievement validates the scalable business model we championed and underpins our confidence in the company’s robust cash flow potential and industry leadership in sustainable fertilizer solutions.
Beiseker commissioning
In this first phase of operations, Replenish’s Beiseker facility has begun producing the company’s proprietary granulated fertilizers, with ongoing ramp-up aimed at 2,000 tonnes per month of throughput at full scale. These volumes translate into a run-rate of approximately $13–$16 million in annual revenue at 30%+ gross profit margins, supporting a healthy ~$4 million gross profit stream. Such economics are expected to yield strong free cash flows for Replenish, enabling the company to self-fund growth and debt reduction initiatives.
Valuation context for Market Peers
For context, peer regenerative fertilizer producer Verde AgriTech (TSX: NPK) recorded ~$21.6 million in revenue in 2024 and carries a market cap in the ~$27–30 million range —roughly a 1.2× enterprise value-to-revenue multiple. In contrast, at Replenish’s current market value (~CA$11 million), the company is valued at well under 1× its Beiseker facility’s revenue run-rate, indicating a highly favorable EV/Revenue profile relative to peers. By comparison, Replenish’s projected revenues at Beiseker approach Verde’s scale, yet Replenish’s valuation remains only a fraction of that, highlighting the substantial upside potential we see in this investment. This milestone clearly affirms ESGFIRE’s conviction that Replenish Nutrients is deeply undervalued relative to its earnings potential and poised for a re-rating as operational results materialize.
Forward looking projections with Debolt
Beyond the immediate financial metrics, the commissioning of the Beiseker facility solidifies Replenish Nutrients’ position as a leader in regenerative agriculture. The company has pioneered a patented, zero-waste fertilizer technology and established distribution across over a million acres of North American farmland – achievements that set it apart in a sector long dominated by traditional incumbents. This new facility is more than just an increase in production; it’s a proof point that sustainable agriculture innovations can be scaled profitably. “Beiseker is more than a facility — it’s a blueprint for what comes next,” Replenish CEO Neil Wiens noted in the company’s release, a sentiment we echo at ESGFIRE. We view this successful start-up as a template for Replenish’s scalable growth model, with an additional project (DeBolt) in the development pipeline that can replicate this model across new regions. In particular, Replenish’s upcoming DeBolt facility in Alberta is planned to produce up to 50,000 tonnes per year of regenerative fertilizer with similar margins and pricing as Beiseker translating into additional potential annual revenues of ~CA$30 million. We anticipate hearing further updates on DeBolt’s progress soon, as it represents the next major step in Replenish’s expansion strategy. With the global shift toward regenerative farming gaining momentum, Replenish is exceptionally well-positioned to capitalize on rising demand for environmentally friendly nutrient solutions. The consistent 30%+ margins and field-proven efficacy of its products not only advance sustainable soil health but also demonstrate that green innovations can deliver attractive returns. ESGFIRE also highlights the fact that Replenish Nutrients have a scalability in licensing their plant model to external actors, a feature they are almost unique with in the agtech sector.
Replenish Nutrients has proven itself as a flagship ESGFIRE portfolio company by uniting profitability with sustainability. The Beiseker facility’s commissioning marks a turning point – it validates Replenish’s ability to execute at scale and generate meaningful cash flow while healing the soil. This accomplishment strengthens our confidence in Replenish’s growth trajectory and reaffirms our investment thesis. We believe today’s milestone foreshadows significant value creation ahead, as Replenish continues to expand its market reach and set new benchmarks in regenerative agriculture. ESGFIRE remains as optimistic as ever about Replenish’s future and we are excited to soon see developments like DeBolt further contribute to its success.
About ESGFIRE
ESGFIRE is an investment company and research firm that focuses on ESG companies with either an environmentally friendly service or product. ESGFIRE has a performance record of over 1000 % returns since 2018.
Legal Disclaimer
This post is based upon reliable sources, namely regulated press releases from the company, as referred to above. Nevertheless, this post may contain interpretations, estimates, or opinions of the authors, or other non-factual information. If that is the case, this is continuously stated above. Furthermore, any projections, forecasts, or similar are explicitly stated as such.
The author holds shares and/or other securities of these companies and the relevant
companies may or may not have paid the author for content posted on this website. This
may impact the content on the website. Because of the above, ESGFire urges the visitors to always analyze all the posts critically in an objective manner, e.g., concerning the reliability of the relevant source and of what constitutes the authors' personal interpretations. The visitor is hereby reminded that the post does, as set forth in the Post, contain interpretations, estimates, or opinions of the authors. This comment was written by Filip Erhardt, at ESGFIRE, published August 6th by Filip Erhardt.
Investing in stocks is combined with certain risks and it is possible to lose your entire investment. Our posts are made for educational purposes only and are not to be interpreted as tips, financial advice or recommendations of any kind to either buy or sell any stocks.
Contact details
Website: www.esgfire.com
Group CEO: Filip Erhardt
Email: Filip@esgfire.com
Telephone:+46701609605
ESGFIRE Applauds Replenish Nutrients’ Beiseker Facility Commissioning as $15.6M Revenue Catalyst in Regenerative Agriculture
6 augusti, 17:40
ESGFIRE Applauds Replenish Nutrients’ Beiseker Facility Commissioning as $15.6M Revenue Catalyst in Regenerative Agriculture
MALMÖ, Sweden – August 6, 2025 – ESGFIRE today commended portfolio company Replenish Nutrients Holding Corp. (CSE: ERTH) on the successful commissioning of its Beiseker granulated fertilizer facility, hailing it as a transformative milestone for both the company and the sustainable agriculture sector. Upon reaching full capacity, the new Beiseker plant is expected to generate up to CAD $15.6 million in annual revenues with gross margins exceeding 30%. As one of ESGFIRE’s standout investments in regenerative agriculture, Replenish’s achievement validates the scalable business model we championed and underpins our confidence in the company’s robust cash flow potential and industry leadership in sustainable fertilizer solutions.
Beiseker commissioning
In this first phase of operations, Replenish’s Beiseker facility has begun producing the company’s proprietary granulated fertilizers, with ongoing ramp-up aimed at 2,000 tonnes per month of throughput at full scale. These volumes translate into a run-rate of approximately $13–$16 million in annual revenue at 30%+ gross profit margins, supporting a healthy ~$4 million gross profit stream. Such economics are expected to yield strong free cash flows for Replenish, enabling the company to self-fund growth and debt reduction initiatives.
Valuation context for Market Peers
For context, peer regenerative fertilizer producer Verde AgriTech (TSX: NPK) recorded ~$21.6 million in revenue in 2024 and carries a market cap in the ~$27–30 million range —roughly a 1.2× enterprise value-to-revenue multiple. In contrast, at Replenish’s current market value (~CA$11 million), the company is valued at well under 1× its Beiseker facility’s revenue run-rate, indicating a highly favorable EV/Revenue profile relative to peers. By comparison, Replenish’s projected revenues at Beiseker approach Verde’s scale, yet Replenish’s valuation remains only a fraction of that, highlighting the substantial upside potential we see in this investment. This milestone clearly affirms ESGFIRE’s conviction that Replenish Nutrients is deeply undervalued relative to its earnings potential and poised for a re-rating as operational results materialize.
Forward looking projections with Debolt
Beyond the immediate financial metrics, the commissioning of the Beiseker facility solidifies Replenish Nutrients’ position as a leader in regenerative agriculture. The company has pioneered a patented, zero-waste fertilizer technology and established distribution across over a million acres of North American farmland – achievements that set it apart in a sector long dominated by traditional incumbents. This new facility is more than just an increase in production; it’s a proof point that sustainable agriculture innovations can be scaled profitably. “Beiseker is more than a facility — it’s a blueprint for what comes next,” Replenish CEO Neil Wiens noted in the company’s release, a sentiment we echo at ESGFIRE. We view this successful start-up as a template for Replenish’s scalable growth model, with an additional project (DeBolt) in the development pipeline that can replicate this model across new regions. In particular, Replenish’s upcoming DeBolt facility in Alberta is planned to produce up to 50,000 tonnes per year of regenerative fertilizer with similar margins and pricing as Beiseker translating into additional potential annual revenues of ~CA$30 million. We anticipate hearing further updates on DeBolt’s progress soon, as it represents the next major step in Replenish’s expansion strategy. With the global shift toward regenerative farming gaining momentum, Replenish is exceptionally well-positioned to capitalize on rising demand for environmentally friendly nutrient solutions. The consistent 30%+ margins and field-proven efficacy of its products not only advance sustainable soil health but also demonstrate that green innovations can deliver attractive returns. ESGFIRE also highlights the fact that Replenish Nutrients have a scalability in licensing their plant model to external actors, a feature they are almost unique with in the agtech sector.
Replenish Nutrients has proven itself as a flagship ESGFIRE portfolio company by uniting profitability with sustainability. The Beiseker facility’s commissioning marks a turning point – it validates Replenish’s ability to execute at scale and generate meaningful cash flow while healing the soil. This accomplishment strengthens our confidence in Replenish’s growth trajectory and reaffirms our investment thesis. We believe today’s milestone foreshadows significant value creation ahead, as Replenish continues to expand its market reach and set new benchmarks in regenerative agriculture. ESGFIRE remains as optimistic as ever about Replenish’s future and we are excited to soon see developments like DeBolt further contribute to its success.
About ESGFIRE
ESGFIRE is an investment company and research firm that focuses on ESG companies with either an environmentally friendly service or product. ESGFIRE has a performance record of over 1000 % returns since 2018.
Legal Disclaimer
This post is based upon reliable sources, namely regulated press releases from the company, as referred to above. Nevertheless, this post may contain interpretations, estimates, or opinions of the authors, or other non-factual information. If that is the case, this is continuously stated above. Furthermore, any projections, forecasts, or similar are explicitly stated as such.
The author holds shares and/or other securities of these companies and the relevant
companies may or may not have paid the author for content posted on this website. This
may impact the content on the website. Because of the above, ESGFire urges the visitors to always analyze all the posts critically in an objective manner, e.g., concerning the reliability of the relevant source and of what constitutes the authors' personal interpretations. The visitor is hereby reminded that the post does, as set forth in the Post, contain interpretations, estimates, or opinions of the authors. This comment was written by Filip Erhardt, at ESGFIRE, published August 6th by Filip Erhardt.
Investing in stocks is combined with certain risks and it is possible to lose your entire investment. Our posts are made for educational purposes only and are not to be interpreted as tips, financial advice or recommendations of any kind to either buy or sell any stocks.
Contact details
Website: www.esgfire.com
Group CEO: Filip Erhardt
Email: Filip@esgfire.com
Telephone:+46701609605
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