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Carbonxt makes activated carbon products in the US. The products capture mercury and other pollutants from industrial emissions and water. It has two operating plants, Black Birch (powdered activated carbon) and Albertville in Minnesota (pellets). It also owns 49.4% of the new Kentucky activated carbon plant through NewCarbon. Why now * A record year ahead. FY27 revenue guidance is at least $22.0m, up 40% on FY26 ($15.7m), with an FY27 gross margin of around 48%. * Contracted growth. WPS has lifted its order 60% on FY26 volumes, Reworld is taking 25% more PAC from 1 January 2027, and there is a new steel industry pellet customer. * Capacity to deliver. A new mill at Black Birch will take PAC capacity to around 12,000 tons, and the Minnesota pellet plant has moved to a larger site. * Kentucky is close. The final kiln parts arrived on site in late October and testing is underway. Investors can watch for that catalyst. * Under the radar. The market cap is around $27m. The quarterly was hit by the plant move, and the share price hasn't caught up with the contracts. That gap is the opportunity.
At Carbonxt, we engineer innovative custom activated carbon solutions for our partner utilities. Our company values, team, manufacturing logistics, and corrosion prevention technology enable us to create the most effective products for pollutant capture.
