Aemetis

Aemetis posted Q2 2026 revenue of $62.7 million, up 20% year‑over‑year, with operating income improving to $5.8 million and net loss narrowing to $9.4 million; adjusted EBITDA rose to $9.7 million. Section 45Z production tax credits contributed $8.6 million and recent California LCFS pathway approvals materially increase the value of dairy RNG sales. Management highlighted near‑term milestones including two additional dairy digesters, completion of an MVR energy‑efficiency project at the Keyes ethanol plant expected to boost annual cash flow by about $32 million, doubled corn oil recovery capacity, and India biodiesel allocations expected to generate roughly $17 million in revenue. » Altro su finance.yahoo.com

Aemetis reported Q2 2026 revenue growth of 20% to $62.7 million, but came in about 10.3% below analysts’ expectations. Adjusted loss per share improved to a loss of $0.13 (expected -$0.26) and adjusted EBITDA turned positive at $9.7 million; operating income rose to $5.8 million. The company highlighted liquidity gains from Section 45Z tax credits, but cites only $1 million in cash, high debt and dependence on regulatory credits as risks; the MVR project and LCFS/India businesses are expected to strengthen future cash flows. » Altro su de.investing.com

Aemetis shares rose after its subsidiary Universal Biofuels secured supply contracts worth about $17 million. Universal Biofuels is to deliver more than 18 million liters of biodiesel within three months to three state oil marketing companies in India, supporting the national biofuel strategy. The unit operates a plant in Kakinada with an annual capacity of around 80 million gallons and uses a proprietary enzymatic process; additional supply orders are expected before the end of 2026. Universal Biofuels is evaluating expansion opportunities in India, including biogas from dairy waste, ethanol, a sustainable aviation fuel project and a possible IPO. » Altro su de.investing.com