LOOP inks multi-year supply deal tied to Infinite Loop™ India plant

Rhea-AI Filing Summary

Loop Industries, Inc. disclosed that on September 1, 2025 it entered a multi-year off-take agreement with affiliates of a leading sports apparel company to supply minimum volumes of its circular polyester resin branded “Twist”. The supply is conditioned on the Company’s planned Infinite Loop™ India facility becoming operational, and deliveries will occur at an agreed price once that facility is online. The filing does not disclose the contracted volumes, price, or expected facility start date, and contains no financial or timing specifics beyond the agreement’s existence.

Positive

• Multi-year off-take agreement signed with affiliates of a leading sports apparel company
• Agreement covers supply of Twist, Loop’s circular polyester resin, indicating commercial validation
• Contract specifies minimum volumes and an agreed price, implying buyer commitment once plant is online

Negative

• Supply is conditional on the planned Infinite Loop™ India facility becoming operational, so no immediate revenues
• Filing omits contract volumes, pricing details, and facility start date, limiting near-term financial visibility
• Material impact depends on unreported project execution and commissioning timelines

Insights

Commercial Partnerships Analyst

New offtake links product to a major apparel buyer; commercial demand is affirmed.

The disclosed multi-year off-take agreement shows a customer commitment to Twist, signaling commercial interest for Loop’s circular polyester resin once the Infinite Loop™ India facility is operational. This is a sales-side validation rather than immediate revenue because shipments depend on the facility starting production.

Without disclosed volumes, pricing, or start date, the materiality is limited for near-term revenue forecasting, but the agreement could become investor‑relevant once operational milestones or contract economics are provided.

Operations & Project Risk Specialist

Agreement outcome hinges entirely on the India facility reaching operation.

The contract is conditional: supply obligations commence only after the planned Infinite Loop™ India facility is operational. That makes the commercial benefit contingent on project execution, permitting timelines, and commissioning—none of which are detailed in this filing.

Investors should treat this as a forward commercial commitment subject to construction, permitting, and start‑up risk until the company discloses operational milestones or production capacity.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of

The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported)

September 1, 2025

LOOP INDUSTRIES, INC.

(Exact name of registrant as specified in its charter)

Nevada		001-38301		27-2094706
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

480 Fernand-Poitras

Terrebonne, Quebec, Canada, J6Y 1Y4

(Address of principal executive offices, including zip code)

(450) 951-8555

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common stock, par value $0.0001 per share	LOOP	The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01. Other Events.

On September 1^st, 2025, Loop Industries, Inc. (the “Company”) entered into a multi-year off-take agreement with certain affiliates of a leading sports apparel company. Under the agreement and subject to its terms, the Company will supply agreed minimum volumes of “Twist” its circular polyester resin made entirely from textile waste at an agreed upon price, once the Company’s planned Infinite Loop™ India facility becomes operational.

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	LOOP INDUSTRIES, INC.
Date: September 18, 2025	By:	/s/ Nicolas Lafond
		Nicolas Lafond
		Interim Chief Financial Officer

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FAQ

What did Loop Industries (LOOP) announce in the 8-K?

Loop Industries announced a multi-year off-take agreement dated September 1, 2025 to supply its circular polyester resin Twist to affiliates of a leading sports apparel company.

When will Loop start deliveries under the off-take agreement?

Deliveries are contingent on the Company’s planned Infinite Loop™ India facility becoming operational; the filing does not state a start date.

Does the 8-K disclose contract volumes or pricing for the LOOP agreement?

No. The filing states there are agreed minimum volumes and an agreed price, but it does not disclose the specific volumes or pricing.

Is the off-take agreement expected to generate immediate revenue for LOOP?

No. Revenue depends on the India facility reaching operation; the filing contains no indication of immediate revenue impact.

Who is the counterparty in the off-take agreement?

The filing identifies the counterparty as “certain affiliates of a leading sports apparel company” but does not name the specific company.

Does the 8-K provide details on the Infinite Loop™ India facility timeline?

No. The filing references the planned facility but does not disclose construction, commissioning, or start‑up timelines.