Capital Markets Day in Oslo: A Strong Step Forward for Envipco

Bringing investors and stakeholders closer to our journey of scaling sustainable solutions

On September 9, 2025, Envipco welcomed investors, analysts, and stakeholders to the Oslo Konserthus for our Capital Markets Day. With strong attendance both on site and online, the afternoon offered a deep dive into our strategy, market opportunities, and financial ambitions.

With a strong turnout on site and more joining via live webcast, the event created real momentum. Attendees had the opportunity to hear directly from our leadership team, ask questions, and connect during the networking session that followed.

The Compact made an entrance at the Oslo Konserthus 

Positioned for Growth in a €4 Billion Market

Our leadership team — Group CEO Simon Bolton, CSO Mikael Clement, CFO Patrick Gierman, CCO Europe & Asia Fons Buurman, and CTO Andrew Keene — walked through how Envipco is positioned today, where growth will come from, and how we are preparing to capture it. The program covered regulations such as the EU’s Packaging and Packaging Waste Regulation (PPWR), the growing demand for reverse vending machines (RVMs), and our roadmap for scale.

Envipco has already tripled revenue from 2021 to 2024, building on a strong base in the US and expanding into fast-moving European DRS markets such as Romania, Greece, and France. With global demand for more than 200,000 new RVMs expected in the next five years, we see a market opportunity worth €4 billion, and we are targeting at least 30% share.

At the event, we also shared our new target operating model — aiming for a 40% gross margin and 20% EBITDA margin — supported by scale, operational leverage, and disciplined expansion.

Delivering Today, Scaling for Tomorrow — Positioned to Shape the Future of Recycling

“We see an unprecedented market opportunity arising over the coming years and our proven recent track record in European markets makes us confident that we will capture a very significant share of this market. We have the technologies and products, operational capabilities, and commercial set-up in place to move forward with force.”
— Simon Bolton, Group CEO

Simon Bolton covering the topic of the market opportunity in the DRS market

“Proud and happy to have successfully completed Envipco’s Capital Markets Day in Oslo last week, attracting an impressive number of analysts, investors and other stakeholders both physically at the event, and virtually on the live webcast. At the event I shared how Envipco is positioned to capture what we believe is a once-in-a-generation market shift, and laid out our strategy to grow in existing markets, greenfield DRS markets, brownfield opportunities and through complementary M&A.

With over €4 billion in RVM demand expected globally in the next five years, driven by accelerating DRS regulation, the question isn’t whether this market will expand — it’s who’s ready to scale with it.”
— Mikael Clement, Chief Strategy Officer

MMikael Clement shares Envipco’s growth vision

“Envipco’s commercial teams are executing across multiple DRS markets — from mature systems to fast-moving new rollouts. What we’re seeing on the ground is clear: the demand is real, the window is now, and Envipco is delivering.

In just a few years, we’ve gone from a strong base in the US to building competitive positions across Europe — in places like Romania, Greece, and France. With tighter regulations like the EU’s PPWR coming into play, we expect over 200,000 new RVMs to be deployed globally in the coming years.

We’re not here to follow the market — we’re here to shape it.”
— Fons Buurman, CCO Europe & Asia

Simon Bolton and Fons Buurman answering the questions from the audience

A Strong Platform for Growth, Backed by Stakeholder Confidence

The afternoon in Oslo was a great success, with valuable interaction between Envipco’s leadership and the financial community. The full presentation materials and webcast recording are available on our Investor Relations page.

This Capital Markets Day showed the strength of our position and the confidence of our stakeholders. With the right strategy, scale, and technology, Envipco is ready to lead in the exciting years ahead.