Mar 31, 2021

Danimer Scientific Q1 2021 Earnings Report

Reported a revenue increase driven by stronger demand and additional PHA production and a net loss that included a loss related to the revaluation of the Company’s private warrants.

Key Takeaways

Danimer Scientific reported a 24% increase in revenue to $13.2 million compared to Q1 2020, driven by stronger demand and additional PHA production. However, the company experienced a net loss of $94.7 million, which included an $80.7 million loss related to the revaluation of private warrants.

Revenues increased 24% to $13.2 million, compared to the first quarter of 2020.

PHA-based products represented 29% of total revenue compared to 2% in the first quarter of 2020.

Net loss of $94.7 million included an $80.7 million loss related to the revaluation of the Company’s private warrants.

The Winchester, Kentucky facility is currently producing and shipping PHA at a commercial scale.

Total Revenue
$13.2M
Previous year: $10.6M
+24.4%
EPS
-$5.6
Previous year: -$0.0196
+28456.9%
PHA Revenue %
29%
Previous year: 2%
+1350.0%
Gross Profit
$1.46M
Previous year: $3.17M
-54.1%
Cash and Equivalents
$313M
Total Assets
$512M

Danimer Scientific

Danimer Scientific

Danimer Scientific Revenue by Segment

Forward Guidance

The Company reiterates its expectation for increased PHA output after debottlenecking initiatives scheduled to be implemented during the second quarter of 2021, providing for increased product availability upon completion. The Company now expects full year capital expenditures to be in the range of $120 million to $145 million.

Positive Outlook

  • Increased PHA output expected after debottlenecking initiatives.
  • Increased product availability upon completion of initiatives.
  • Adjusted EBITDA and cash flow from operations to benefit in 2021.
  • Expansion of production capacity.
  • Sales growth.

Challenges Ahead

  • Accelerated investments in headcount and technology.
  • Higher costs for construction materials.
  • Loss on remeasurement of private warrants.
  • Net loss of $94.7 million.
  • Adjusted EBITDA loss of $2.3 million, compared to break even in the first quarter of 2020.

Revenue & Expenses

Visualization of income flow from segment revenue to net income