En İyi 5 Biyoplastik Şirketi (Haziran 2026)

Plastik Çağı

Before diving into what bioplastics are, it is important to acknowledge that regular plastics are an omnipresent material in modern life. We use it for packaging food and drink and in manufacturing, like making pipes, clothing, or even cars and airplanes.

Bu aynı zamanda neredeyse tamamen fosil yakıtlardan üretilen bir malzemedir. Bir ölçüde geri dönüştürülebilse de, yeterli sayıda döngüden sonra sonunda “tüketilmiş” olur.

En kötüsü, çevrede çöp haline gelmesi ya da mikro plastik kirliliğine yol açmasıdır; bu, toplam plastik kullanımının yaklaşık %80’ine tekabül eder. Yanma yoluyla da, diğer fosil yakıtların yanması gibi CO2 üretir.

Kaynak: Danimer

Bu bir felaket değildir; ancak plastik esasen belirli şekillerde bir araya gelen karbon zincirlerinden oluşur. Bu yüzden organik malzemelerin plastik üretiminin temel bileşenlerini sağlayamayacağına dair bir neden yoktur.

Biyoplastikler

To answer the growing concern about plastic production, bioplastics have been developed. They are made from plant materials, often leftovers from other industries like paper mills or farming. Bu sektörün 2027 yılına kadar 25 milyar dolar ulaşması ve %14,9 CAGR ile büyümesi bekleniyor (diğer çalışmalar %17 büyüme öngörüyor).

Yine de biyoplastikler, şu anda fosil yakıt plastiklerinin hâkim olduğu toplam pazarın yalnızca %1’ini temsil ediyor ve çok büyük bir adreslenebilir pazar bırakıyor.

Kaynak: Avantium

Bu kategorinin bir alt bölümü biyobozunur plastikler olup, daha çevre dostudur. Çoğu biyoplastik, geleneksel plastikten daha kolay bozunur. Bu konuyla ilgili olarak, mikro-plastik kirliliği sorununu çözmek amacıyla “normal” plastikleri sindirebilen mikropları bulmak üzerine araştırmalar da yapılmaktadır.

Genel olarak, insanlar ekolojik dost ürünler için daha fazla ödemeye hazırdır; bu eğilim son birkaç yılda, özellikle gençler arasında artmaktadır.

Kaynak: Good Natured

Konu hakkında daha fazla bilgiye Bioplastic Feedstock Alliance’ın web sitesinde de ulaşabilirsiniz.

Hisse Seçimi Stratejisi

Despite the “bio” part, the bioplastic creation process is very much a chemical engineering issue. So, as you will see, it is not surprising that most of the industry leaders are also the leaders in the chemical industry or spin-offs from it.

Nevertheless, investors looking into bioplastics might not want to invest directly in giants like BASF, as the bioplastic part is almost irrelevant to the company’s overall business. For example, BASF will much more likely depend on the price of natural gas in Germany.

The following list is focused on smaller publicly traded companies, with a strong focus on bioplastics and eco-friendly solutions.

En İyi 5 Biyoplastik Şirketi

(companies are ordered by market capitalization at the time of the writing of this article)

1. Corbion

A long-established company in ingredients like sugar and lactic acid, the company has birçok satın alma, birleşme ve yan kuruluş içeren nispeten karmaşık bir geçmişe sahiptir.

2013 sonrası şirket tamamen biyobazlı ürünlere odaklandığında durum daha basitleşir. Bu, 2017’de TerraVia Holdings’in (mikroalglerden elde edilen bileşenler), 2019’da Granotec do Brazil’in (fırın sektörü) ve 2021’de Granolife’in (Meksika fırın sektörü) ardışık satın alımlarıyla bir dizi biyobazlı bileşen ürün hattını içerir.

2016’dan beri Corbion, Total ile %50/%50 ortak girişime sahiptir biyoplastik üretimi için, özellikle gıda ambalajı, tekstil, elektronik ve hatta 3D baskıda kullanılan polilaktik polimerler.

Tamamen bir biyoplastik şirketi olmasa da, Corbion biyoplastiklerden gıda bileşenlerine kadar genel biyobazlı bileşen sektöründe iyi bir hisse senedidir.

It is also a profitable company that experienced some growth after its 2013 restructuring and distributes a modest dividend of below 2%. Combined with a large market cap, this is a stock more fit for conservative investors looking for exposure to bio-materials and bio-ingredients.

2. Danimer Scientific, Inc.

(DNMR )

Danimer is a pioneer in the bioplastics and biodegradable/compostable polymer sector, with more than a decade of experience, and has been publicly listed since 2020.

Starting with the 2007 acquisition of PHA plastic IP from Procter & Gamble, it has later established agreements and partnerships with Nestle, Bacardi, and Mars, among others.

Another major connection is PepsiCo, which also invested in Daminer in 2018.

In the latest company news, Danimer has announced oluşturulmasıCorbion ile ortaklıkta kompostlanabilir kahve podu biyo-polimerleri.

The company is not yet profitable, with 2022’de 180 milyon dolar zarar. It recently raised $130M of new debt to “avoid diluting existing shareholders.”

This came from a massive investment in a new factory to boost capacity to 65 million pounds of finished, PHA-based resin, triple the 20 million pounds a year ago.

Danimer is a growing company with very ambitious goals and solid relations in the industry. It will need to become more profitable soon, and gaining in scale will help, making its products cheaper and more competitive. Investors must be patient and pay attention to the company’s balance sheet and cash reserves.

3. Avantium

Avantium was founded in 2000 as a spin-off from Shell.

Its first product was YXY® bitkiden plastiğe teknoloji, bitki bazlı şekerleri katalitik olarak FDCA’ya dönüştürür (a base for polyester). It then developed Ray plantMEG™ (mono-eten glikol), used in the textiles, packaging, and automotive industries.

Lastly, Volta teknolojisi, kısmen Liquid Light’in satın alınmasıyla elde edilmiştir, CO2’yi biyoplastik kimyası için faydalı bir maddeye dönüştürmeyi hedeflemektedir.

Kaynak: Avantium

The company has established birçok büyük şirketle ortaklıklar, for example, LVMH, Carlsberg, ABInBev, Henkel, LEGO, and Salomon.

Nisan 2022’de şirket ek 45 milyon dolar topladı. Avantium’s management declares having a clear path to growth and profitability, with the first license and manufacturing plants started in 2021 and 2022 and products reaching shops’ shelves by 2024.

Kaynak: Avantium

Investors in Avantium will need to be patient and count on the company turning profitable as it expands. They will also want to check the progress made on executing the growth plan and the success in commercializing at scale the company’s products.

4. Good Natured Products Inc.

Good Natured is focused on developing its own line of plant-based plastic products, notably food containers and bin plastic bags, with a total of 400 products.

Good Natured Products

The company plans to rely on both organic growth and strategic acquisitions, especially as the industry is very fragmented and could benefit from consolidation (even the largest US company is just 3% of the global market share).

Good Natured registered $101M in revenues in 2022, up from 2021’s $61M. This was still not enough to be profitable, with a net income of -$12M in 2022.

Investors will want to see revenues keep growing and profitability improving with economies of scale.

5. Biome Technologies plc

Biome Technologies is a UK company formed of its Biome Bioplastic division and its Stanelco RF division, focused on radio-frequency heating equipment (for the fiber optic market). 40% of revenues are from the bioplastic division.

Kaynak: Biome Technologies

The company’s main product is a compostable coffee pod, a type of plastic product made unrecyclable by contamination with coffee. Instead, Biome products can compost both the plastic and the coffee together. Another product is the compostable tree shelter.

The product mix of Biome is a little surprising and not solely focused on bioplastics. However, it seems this will be the main focus going forward, as RF revenues have strongly declined in 2020 and are still to recover.

It is a micro-cap (below $10M), and the small operating profit in RF technology is compensated by a loss in the bioplastic divisions. Net income and free cash flow were negative in 2022.

You can also read further about Biome Technologies in Allemby Capital tarafından hazırlanan bu analiz raporu.

Investors must be cautious, as a return to growth for the RF division is uncertain, and bioplastic profitability can be hard to achieve quickly. It is nevertheless an interesting stock considering its very low market cap and growth potential, estimated at 25% per year for the bioplastic division.