Company:Replenish Nutrients
Listings: CSE Canada , Frankfurt and US OTC
Tickers: ERTH / VVIVF / WIMN
Market cap at time of publication: $23,2 MCAD
Stock price at time of publication: $0.145 CAD
Business: Regenerative agriculture
Website:https://replenishnutrients.com/
Target price: CAD 0.44 (USD 0.31)

MALMÖ, Sweden, January 6th, 2026

Replenish Nutrients (CSE: ERTH) delivered a breakout year in 2025, achieving record production, introducing innovative products, and securing new licensing partnerships. The regenerative fertilizer company’s capital-light expansion model and ESG-friendly solutions have positioned it for accelerated growth in 2026 under strong industry tailwinds.

2025 Highlights

-Record Production:
Completed commissioning of the Beiseker facility, reaching sustained output of ~4–5 tonnes/hour (target ~2,000 t/month, or 24,000 tpy) – the highest production volume in the company’s history. This capacity translates to an annual revenue run-rate of ~CAD$13–16 million at full utilization with healthy margins.

-Product Innovation:
Launched a new patented pellet fertilizer product that expands Replenish’s addressable market while simplifying manufacturing and reducing costs compared to traditional granulation. This pellet format broadens usage across geographies and applications, supporting further regenerative fertilizer adoption.

-Licensing Deals Accelerate Growth:
Signed two major licensing agreements that enable low-capex expansion. MJ Ag Solutions will build and operate an 8,000 t/year facility in Western Canada’s Peace Region at its own cost, paying Replenish a royalty of ~CAD$40–$60 per tonne (≈CAD$0.4 million annual revenue at full capacity). In the U.S., Farmers Union Enterprises (FUE) will retrofit a plant for 50,000 t/year initial capacity (scalable to 100,000 t) and pay Replenish ~USD$40–$60/tonne (~USD$2.5 million at 50k t, with potential ~$5 million at 100k t). These high-margin royalty streams kick in as partner facilities ramp up in 2026, demonstrating scalable growth without major capital investment.

-ESG & Regulatory Tailwinds:
2025 saw powerful momentum for regenerative agriculture, from Canada’s Million Acre Challenge to the USDA’s new $700 million regenerative farming program. Major food companies like PepsiCo and McCain committed to expanding regenerative practices across tens of millions of acres. These trends support increasing demand for Replenish’s sustainable fertilizers and validate its mission amid rising interest in ESG investing and climate-smart farming.

Record Output and New Pellet Product Fuel Growth

Replenish’s upgraded Beiseker granulation facility hit key operational milestones in 2025, moving to steady 24/7 production. With throughput proving out at ~2,000 tonnes per month, Beiseker is on track to deliver all-time high annual volumes. At full run-rate this equates to mid-eight-figure revenue potential (CAD$13–16M) with attractive ~30% gross margins, underlining the profitability of Replenish’s model. Strong fertilizer demand across Western Canada and select U.S. markets has absorbed this growing output.

Crucially, the company’s new pelletized fertilizer product (patented and proprietary) opens additional market channels. Pellets simplify production and logistics relative to granules, lowering costs and broadening the use cases for Replenish’s regenerative fertilizers. This innovation allows the company to target new customer segments (e.g. broadacre applications and export markets) without overhauling its tech platform. By diversifying formats (blended, granulated, and pelletized), Replenish showcases flexibility to serve a wider range of growers while maintaining its soil-health benefits.

Licensing Model Unlocks Scalable, Capital-Light Expansion

A centerpiece of Replenish’s 2025 progress is its licensing-driven growth strategy, which enables rapid scaling with minimal capital outlay. Under the MJ Ag Solutions deal, Replenish provides its fertilizer formulas and technical know-how, while the partner funds and operates a new 8,000 tpa production site in Northern Alberta/BC. Replenish earns an estimated CAD$40–$60 per tonne royalty on all product sold – roughly CAD$0.4 million in annual high-margin revenue at full capacity. This structure accelerates market penetration (the Peace Country region covers 10 million acres) with no new factories built on Replenish’s balance sheet.

The U.S. Farmers Union Enterprises agreement is even larger in scope, granting Replenish access to a five-state Midwest territory (~70 million acres of member farmland) via an existing facility retrofit. FUE is investing to restart a Minnesota plant at 50,000 tpa (scalable to 100k), exclusively producing Replenish’s pellet product for distribution across its co-op network. Replenish will collect ~USD$40–$60 per tonne in royalties – translating to about USD$2–$5 million annual high-margin revenue once ramped. Notably, the FUE deal could expand to additional facilities over time, multiplying the royalty streams. Together, these partnerships validate Replenish’s technology and demonstrate how its licensing model can drive significant, high-margin revenue growth without heavy capex. For investors, this capital-light scaling is highly attractive, as it accelerates cash flow and market reach while the partners carry the major costs. It’s a “win-win” approach that monetizes Replenish’s intellectual property and know-how in exchange for a steady slice of every tonne sold.

ESG Tailwinds and 2026 Outlook

Replenish Nutrients enters 2026 riding strong ESG and regulatory tailwinds that favor its regenerative fertilizer offerings. Government initiatives are pouring hundreds of millions into climate-smart agriculture (e.g. the USDA’s regenerative pilot program) and industry alliances are pushing for sustainable farming on millions of acres. Major food and agri-food companies have publicized aggressive soil health and carbon reduction goals, signaling a broad market shift toward products that improve soil and reduce emissions. This macro environment aligns perfectly with Replenish’s value proposition as a provider of natural, soil-building fertilizers that help sequester carbon and regenerate land.

Looking ahead, management expects 2026 to be an inflection point as the company transitions from development to full commercial execution across both owned and licensed production. Key priorities include maximizing output (and margin) from Beiseker, supporting the successful launch of MJ Ag and FUE partner production, and advancing new projects like the DeBolt facility with strategic financing (including support from an ERA grant). With initial licensed volumes slated to come online in 2026, Replenish should see a sharp increase in recurring, high-margin revenue that complements its direct sales. Importantly, this growth is achieved while controlling capital expenditures and maintaining a lean balance sheet – a prudent strategy in volatile markets.

ESGFIRE’s Perspective:
 These 2025 achievements strongly reinforce our investment thesis on Replenish Nutrients. The company has proven it can unite profitability with sustainability in its business model, exemplifying the kind of high-impact opportunity ESG investors seek. We believe the record production ramp, licensing deals, and supportive macro trends foreshadow significant value creation ahead as Replenish scales up in 2026 and beyond. Each additional licensing agreement compounds growth and cash flow without diluting shareholders, while the surge in regenerative agriculture interest provides a long-term tailwind. In short, Replenish Nutrients is emerging as a scalable regenerative fertilizer platform positioned to deliver both strong financial returns and positive environmental impact – a true win-win for ESG investing. ESGFIRE reiterates its target price of CAD$0.44, reflecting the upside we see as licensing revenues grow and high-margin cash flows scale.

ESGFIRE is a Swedish investment company and research firm that focuses on companies with either an environmentally friendly service or product. By only investing in environmentally friendly companies, ESGFIRE have outperformed the major indexes for several years. We have a track record of over 1000 % returns since 2018 using our own proven method of identifying high potential ESG companies.

Contact details
Website:  www.esgfire.com
CEO: Filip Erhardt
Email:  Filip@esgfire.com
Telephone:+46701609605

 

Legal Disclaimer

This interview is based upon reliable sources, namely regulated press releases from the company and investor presentations. Nevertheless, this interview 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 this company and the relevant company may or may not have paid the author for this content. . Because of the above, ESGFIRE urges the readers to always analyze all materials critically in an objective manner, e.g., concerning the reliability of the relevant source and of what constitutes the authors’ personal interpretations. The readers is hereby reminded that the post does, as set forth in the Post, contain interpretations, estimates, or opinions of the authors. This interview was published by Filip Erhardt, at ESGFIRE on  06/1  2026. 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.

 

Furthermore, this interview is produced and distributed as general investment research intended for broad public dissemination. It does not take into account the specific investment objectives, financial situation or particular needs of any individual investor.

Any price targets, valuations, or similar forward-looking assessments are based on publicly available information and the author’s own methodology, and should be understood strictly as opinions, not as personal recommendations.

 

This material shall not be construed as personal investment advice under MiFID II or Swedish law. Readers are strongly encouraged to make their own investment decisions independently or seek advice from a licensed financial adviser.