•
Jun 30, 2023

Origin Materials Q2 2023 Earnings Report

Origin 1 initiated start-up and FDCA mass production moved forward to Origin 2.

Key Takeaways

Origin Materials reported revenue of $6.9 million driven by joint development agreements and the supply chain activation program. The company is focusing on FDCA production at Origin 2 due to strong demand and higher margins. Origin 1 initiated start-up, and the company updated the Origin 2 outlook with a phased construction plan.

Origin 1, the world’s first commercial-scale plant to produce Origin’s intermediates, initiated start-up.

The product slate at Origin 2 is updated to focus on the production of FDCA due to greater demand.

Origin 2 construction will follow a phased approach to reduce project risk, with Phase 1 start-up projected for late 2026 to 2027 and Phase 2 start-up projected for 2028.

Origin Materials maintains its 2023 revenue and Adjusted EBITDA outlook.

Total Revenue
$6.9M
0
EPS
-$0.05
Previous year: $0.33
-115.2%
Gross Profit
$84K
Cash and Equivalents
$65.5M
Previous year: $79.1M
-17.1%
Free Cash Flow
-$47.9M
Previous year: -$16.4M
+191.9%
Total Assets
$477M
Previous year: $499M
-4.4%

Origin Materials

Origin Materials

Origin Materials Revenue by Segment

Forward Guidance

The Company is maintaining the following guidance for revenue and Adjusted EBITDA for fiscal year 2023

Positive Outlook

  • Revenue of $40 million to $60 million

Challenges Ahead

  • Adjusted EBITDA loss of $50 million to $60 million