CARBIOS: management transactions · France · AMF

About CARBIOS

CARBIOS is a French industrial biotechnology company listed on Euronext Growth Paris under the ticker ALCRB and identified by ISIN FR0011648716. Founded in 2011 by Truffle Capital, the company develops enzyme-based solutions designed to reinvent the life cycle of plastics and textiles. Headquartered in Clermont-Ferrand, France, CARBIOS combines deep scientific R&D with an industrial and commercial strategy aimed at scaling circular-economy technologies internationally. Its stated mission is to help reduce plastic and textile pollution by enabling materials to be recycled or biodegraded more efficiently. CARBIOS’ business model is built around two proprietary technologies. The first is enzymatic PET biorecycling, which breaks down PET waste into recycled raw materials that can be used again to manufacture new high-quality PET. This is particularly relevant for packaging, beverage bottles, cosmetics, and polyester textile applications. The second is CARBIOS Active, a biodegradable solution for PLA, a material used in certain packaging and film applications. Together, these technologies address two major sustainability challenges: the difficulty of recycling complex plastic streams and the growing pressure on brands and manufacturers to reduce their environmental footprint without compromising material performance. From an industrial standpoint, CARBIOS has reached important milestones. Its PET biorecycling demonstration plant has been operational since 2021, and the company has been developing what it describes as the world’s first industrial PET biorecycling plant in Longlaville, France. Construction began in 2024, and in its 2025 disclosures the company said it expected work to resume between June and September 2025, subject to securing additional funding. This facility is central to CARBIOS’ transition from technology developer to industrial platform and future licensing business. CARBIOS has also built a strong ecosystem of partnerships with global consumer brands and industrial players. In packaging, the company works with L’Oréal and several major food and beverage groups including Nestlé Waters, PepsiCo and Suntory Beverage & Food Europe. In textiles, it collaborates with On, Patagonia, PUMA, PVH Corp. and Salomon. These partnerships are strategically important because they validate market demand, support feedstock and offtake discussions, and help CARBIOS position its technology as an industrial solution rather than a laboratory concept. The company has also highlighted milestones such as the launch of the first 100% fiber-to-fiber biorecycled garment made from textile waste. Geographically, CARBIOS remains strongly rooted in France but targets a broader international market through licensing, industrial partnerships, and brand collaborations. Financially, it is still in a growth phase, with heavy R&D investment and limited current revenues relative to its industrial ambitions. For investors, CARBIOS is best viewed as a high-innovation specialty materials company focused on circular materials, enzymatic recycling, and sustainable packaging and textile solutions. Its positioning makes it a notable European pure player in advanced biorecycling and biomaterials.