Uravu: Reimagining Water for the 21st Century

Water is the lifeblood of our planet, the most critical and widely used resource in existence. It is the foundation of life itself, essential for human survival, agriculture, industry, and ecosystems. Every aspect of our lives and our global economy depends on access to clean, reliable water. From the food we eat to the clothes we wear, from energy production to manufacturing, water plays a crucial role in nearly every human activity.

Despite its paramount importance, we are facing an unprecedented global water crisis. Our relationship with this vital resource has become increasingly strained as population growth, urbanization, and climate change put immense pressure on existing water supplies and infrastructure. We are rapidly approaching a tipping point where our negligence in managing and preserving water resources could have catastrophic consequences.

The irony of our situation is stark: while water covers 71% of the Earth's surface, only a fraction is readily available for human use. Yet, we continue to squander this precious resource through inefficient use, pollution, and outdated infrastructure. Our current approach to water management is not just unsustainable; it's a threat to our future prosperity and survival.

As we stand at this critical juncture, it's clear that revolutionary changes in how we source, distribute, and consume water are not just desirable – they're essential. The time has come to reimagine our relationship with water and develop innovative solutions that can secure a sustainable water future for generations to come.

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The Global Water Crisis: A Failing Infrastructure

The world is facing an unprecedented water crisis, with current infrastructure systems proving inadequate to meet growing demands:

• Water Stress: According to the UN, 2 billion people live in countries experiencing high water stress, and this number is expected to grow. UN Water
• Supply-Demand Gap: A projected 40% gap between global water supply and demand by 2030. Source: UN World Water Development Report 2015
• Contamination Issues: An estimated 80% of wastewater flows back into the ecosystem without being treated or reused, exacerbating water quality concerns. World Bank
• Economic Impact: Water scarcity could cost some regions up to 6% of their GDP by 2050, according to World Bank estimates. World Bank

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The current techno-economic paradigm of water infrastructure is reaching its limits

The concept of piped water systems dates back to ancient civilizations, with the Romans perfecting the technology over 2,000 years ago. However, the water infrastructure that has served us for over a century is now reaching its limits. As we face unprecedented challenges in water management, it's becoming clear that our current approach, rooted in these ancient methods, is struggling to meet modern demands, both economically and environmentally. This realization is pushing us to reconsider how we manage and distribute this essential resource for the future, moving beyond the millennia-old paradigm of centralized, piped water systems. Signs of cracks in the current paradigm are as below:

• Aging centralized infrastructure: Massive treatment plants and extensive pipeline networks are becoming increasingly inefficient globally. In the US, water main breaks occur every two minutes, wasting over two trillion gallons of treated drinking water annually. Source: American Society of Civil Engineers, 2021. Worldwide, an estimated 346,000 km of water pipelines will need to be replaced by 2033, with an associated cost of $541 billion. In developing countries, non-revenue water (water lost before reaching the consumer) averages 35% of total water supply. Source: International Water Association, 2018
• Reliance on traditional sources: Heavy dependence on surface and groundwater is proving unsustainable. 17 countries, home to a quarter of the world's population, face "extremely high" water stress, using up to 80% of their available supply annually. Source: World Resources Institute, 2019
• Maintenance costs: High expenses for upkeep and repairs of aging infrastructure. The US needs to invest $1 trillion over the next 25 years to maintain and expand service to meet demands. Source: American Water Works Association, 2012
• Vulnerability: Susceptibility to contamination and disruptions in large, centralized systems. Globally, at least 2 billion people use a drinking water source contaminated with feces. Source: World Health Organization, 2022
• Global Water Quality: Approximately 1 in 3 people globally do not have access to safe drinking water. Source: UNICEF, 2021
• Inflexibility: Difficulty in adapting quickly to changing water needs and population shifts. By 2050, global water demand is projected to increase by 20-30%, mainly due to rising demand in the industrial and domestic sectors. Source: UN Water, 2021
• Climate Change Impact: Traditional water sources like rivers and aquifers are increasingly unreliable due to changing weather patterns and overexploitation. Source: IPCC Sixth Assessment Report, 2022

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Incumbents Struggle to Adapt

Established water infrastructure companies are grappling with significant challenges as they attempt to navigate the evolving landscape of water management:

• Aging business models built around centralized systems are proving increasingly inefficient and costly to maintain in the face of modern water demands.
• Thin profit margins and stagnant revenue growth highlight the limitations of conventional approaches to water treatment and distribution.
• Mounting pressure to innovate and adopt sustainable practices is forcing these companies to reevaluate their long-standing strategies and technologies.
• The need for substantial capital investments to upgrade outdated infrastructure is straining financial resources and impacting overall profitability.
• Emerging competitors with innovative, decentralized solutions are disrupting the market, challenging the dominance of traditional players.

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Incumbents, many established over a century ago, had mastered the centralized piped infrastructure model, ushering in an era of widespread, high-quality water availability. However, several major water and environmental services companies now face significant challenges within the current water infrastructure paradigm:

• Veolia: Founded in 1853, this global leader in water, waste, and energy management services has experienced revenue stagnation and margin pressure in recent years. In 2022, Veolia reported revenue of €42.9 billion, but with a net income margin of only 2.2%, highlighting the thin profit margins in traditional water infrastructure services. The company has been forced to pivot towards more innovative solutions to maintain growth.
• Ecolab: Established in 1923, Ecolab has faced headwinds in its water division despite its strong position in water treatment chemicals and technologies. In 2020, the company's Water operating income declined by 17%, partly due to reduced demand from industrial customers and increased competition in municipal water treatment. Ecolab reported total revenue of $11.8 billion in 2022.
• Suez: Founded in 1858 and before its merger with Veolia in 2022, Suez struggled with low growth rates and profit margins. In 2019, the company's water technologies division saw only a 0.6% organic revenue growth, indicating the challenges in expanding traditional water infrastructure services. Suez reported revenue of €17.2 billion in 2020, its last full year before the merger.
• American Water Works: Incorporated in 1886, this largest publicly traded U.S. water utility faces challenges even in regulated markets. American Water Works has seen its return on invested capital (ROIC) decline from 5.8% in 2016 to 5.2% in 2020, reflecting the increasing costs and complexities of maintaining aging water infrastructure. The company reported operating revenue of $3.79 billion in 2022.

These examples underscore the growing need for innovative, cost-effective solutions in the water sector, as traditional models struggle to maintain profitability and meet evolving water management challenges.

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Regulations pave way towards a new paradigm

Recent regulatory developments in the water industry highlight the growing emphasis on sustainability and innovation:

• EU Water Reuse Regulation: Implemented in 2023, this regulation sets minimum requirements for water reuse in agricultural irrigation, promoting circular economy principles in water management. European Commission
• US Infrastructure Investment and Jobs Act: Allocates $55 billion for water infrastructure improvements, incentivizing the adoption of new technologies and sustainable practices. EPA
• China's Water Ten Plan: Aims to improve water quality and promote water-saving technologies, with stricter regulations on industrial water use and discharge. China Briefing
• India's Jal Shakti Abhiyan: A comprehensive water management strategy that includes regulations to promote rainwater harvesting and water conservation technologies. Jal Shakti Ministry

These regulations are driving demand for innovative water solutions and creating opportunities for modern companies and startups to enter markets with their sustainable technologies.

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A new paradigm: As close to sci-fi as we can get with water

Before we envision the future of water infrastructure, let's consolidate key insights from our previous discussion. Here are the critical takeaways:

• Water's economic challenges: Water has a low value-to-weight ratio, making it economically inefficient to transport over long distances. This characteristic significantly impacts the overall cost structure of traditional water infrastructure systems.
• Transportation costs: The expenses associated with moving water from source to consumer are substantial. These costs include not only the energy required for pumping but also the maintenance of extensive pipeline networks, which can be a major financial burden for water utilities and municipalities.
• Efficiency in processing: To optimize water management, it's crucial to minimize treatment and processing steps. Each stage of treatment not only adds to the cost but also potentially introduces inefficiencies and water loss. The goal is to deliver safe, potable water with the least amount of intervention possible.
• Paradigm shift towards decentralization: The future of water infrastructure is moving towards distributed and localized systems. We can already see it with wastewater recycling, on-site filtration, and rainwater harvesting. This approach reduces the need for long-distance transportation, allows for more tailored solutions to local water needs, and increases overall system resilience.

These insights point to a necessary evolution in water management strategies, emphasizing the need for innovative, localized solutions that can address the economic and logistical challenges of traditional water infrastructure.

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Imagining the Future of Water Technology

Science fiction has long imagined innovative solutions to water scarcity. One of the most iconic examples is the moisture vaporator from Star Wars, used on the desert planet Tatooine to extract water from the air.

In the Star Wars universe, moisture vaporators use cooling rods to create temperature differences that condense atmospheric moisture into water. Other sci-fi works have explored concepts like:

• Frank Herbert's "Dune" features stillsuits that recycle body moisture into drinkable water, an extreme example of water conservation technology.
• In "The Expanse" series, water is extracted from comets and asteroids to supply space stations, showcasing the idea of unconventional water sources.
• Neal Stephenson's "Seveneves" describes nanotechnology-based water filtration systems that can purify any liquid into potable water.

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Water as Fuel of the Future

Science fiction often foreshadows real-world innovations, and in the realm of water technology, today's advancements are pushing the boundaries of what we once thought possible. These developments are elevating water's importance to unprecedented levels. A recent article from https://www.washingtonpost.com/climate-solutions/interactive/2024/green-hydrogen-water-clean-fuel-process/ highlights how water is being transformed into a clean fuel source through the production of green hydrogen:

• Green hydrogen is produced by using renewable electricity to split water molecules into hydrogen and oxygen through a process called electrolysis.
• This clean fuel can be used in various applications, from powering vehicles to industrial processes, and production of green fuels, offering a carbon-free alternative to fossil fuels.

Water as a (source) fuel to replace coal was proposed long ago by the well-known French author, Jules Verne, who in his 1874 book L’Ile Mystérieuse (The Mysterious Island) stated*…that water will one day be employed as a fuel, that hydrogen and oxygen that constitute it, used singly or together, will furnish an inexhaustible source of heat and light, of an intensity of which coal is not capable. Someday the coal rooms of steamers and the tenders of locomotives will, instead of coal, be stored with these two condensed gases, which will burn in the furnaces with enormous caloric power…I believe, that when the deposits of coal are exhausted, we shall heat and warm ourselves with water… Water will be the coal of the future….*

This development represents a significant step towards realizing Verne's prediction, showcasing water's potential as a sustainable fuel source and highlighting its crucial role in the future of clean energy. Companies developing new water solutions are not only addressing water scarcity but also potentially contributing to the broader clean energy landscape.

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Uravu is building the sci-fi vision of water, today

At Uravu, we're revolutionizing water sourcing, distribution, and management by tapping into an unexpected resource: air. But why air?

The atmosphere is a vast, untapped reservoir of water. It contains six times more water than all the world's rivers combined, forming an invisible "atmospheric river" that surrounds us constantly. This aerial water source offers significant advantages over traditional sources:

• Rapid replenishment: While groundwater can take up to 1,400 years to naturally replenish, atmospheric water vapor replenishes in just 8-10 days.
• Ubiquity: Air is present everywhere, making it a universally accessible water source.
• Minimal to no transportation: Water can be produced at the point of use or very close to the customer base.
• Superior quality: Water from air is nearly ultrapure and lacks minerals and other contaminants commonly found in other sources.
• Sustainability: Harvesting water from air doesn't deplete existing water bodies or compete with ecosystems.
• Resilience: Atmospheric water generation can provide a reliable water supply in areas facing water scarcity or contamination issues.

By harnessing this abundant aerial water source, Uravu is pioneering a sustainable and innovative approach to address global water challenges. But how did this journey begin?

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Uravu’s origins

Founded in 2019, Uravu Labs emerged from the Founders' experiences with water scarcity at National Institute of Technology Calicut (NITC). Swapnil and Venkatesh, two of the Founders and friends since 2011, faced a dire situation in the summer of 2016. The NITC campus ran out of water after a nearby river, which used to provide water, dried up. College authorities had to call for water tankers, and students were rationed a couple of buckets per day. The duo had previously worked on a competition titled "Imagine the Future of Water and City" in 2012, where they proposed atmospheric water generation as one of the solutions, inspired by Star Wars (Swapnil grew up watching Star Wars!). Driven by necessity in 2016, they embarked on a mission to develop prototypes, exploring the potential of atmospheric water generation solutions.

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In 2017, Swapnil's experience with WaterLution, a Canadian non-profit, exposed him to India's severe water crisis. Visiting various regions, he observed villages without accessible water sources or piped systems. Women and children often spent hours daily fetching water, impacting their education and economic prospects. This firsthand exposure across multiple areas revealed the widespread, deep-rooted nature of India's water stress, emphasizing the urgency and potential of Uravu's innovative solution.

The company's potential was quickly recognized when it became a top five global finalist in the 2018 Water Abundance XPRIZE competition. This prestigious contest, sponsored by the Tata Group and Australian Aid, challenged teams worldwide to create a device that could extract a minimum of 2,000 liters of water per day from the atmosphere using 100% renewable energy, at a cost of no more than 2 cents per liter. Uravu's innovative solution stood out among 98 entries, showcasing its ability to efficiently produce water from air in a sustainable and cost-effective manner. This achievement not only validated Uravu's technology but also propelled the company's mission to revolutionize water sustainability on a global scale.

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In the same year, Swapnil met Balaji through a mutual connection while searching for someone to lead engineering efforts to further optimize and scale their prototypes. Balaji joined Swapnil and Venkatesh, quickly bonding with the idea and the mission. The founding team has progressed from a college project to creating advanced prototypes, and gaining global recognition. Their multidisciplinary approach combines detailed process-driven work with a broad vision, leveraging technology, economic trends, and cultural insights. Despite being industry outsiders, their personal experiences fuel their passion to transform water infrastructure.

Swapnil (NITC, Indian School of Business) leads strategy, operations, and finance at Uravu, bringing experience in water management, and clean energy solutions. He is a systems designer and equally detail oriented with a passion for advanced technologies, design, and human connection. He also co-authored a chapter in 'E-Democracy for Smart Cities' (Springer, 2017), exploring community participation through technology platforms.

Venkatesh (NITC) spearheads design, marketing, and sales efforts. Venkatesh's background includes UI/UX, graphic design, low-cost housing, and floating agriculture. As a champion of company culture and team spirit, he fosters great connections and a buzzing work environment. He previously worked on marketing campaigns for Uber, Byju’s, etc.

Balaji (Anna University, CIT), with expertise in mechanical engineering, digital fabrication and materials, focuses on thermal design, structural design, and CFD simulations. He leads efforts in design for manufacturing and cost optimization, ensuring Uravu's technology remains cutting-edge and cost efficient. He previously worked on projects at DRDO (Defence Research and Development Organisation) and University of Mumbai.

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This diverse and passionate founding team combines a unique blend of skills and perspectives, positioning Uravu to tackle complex water challenges with innovative solutions. Their collective expertise in engineering, design, and business strategy forms the backbone of Uravu's mission to revolutionize water infrastructure and usher in a new paradigm through atmospheric water generation and distributed systems:

• Reduced Dependence: Uravu's technology lessens reliance on traditional, often stressed water bodies, providing an alternative source for regions facing water stress.
• Minimized Losses: By enabling shorter distribution networks, Uravu's systems reduce water waste from leaks and transportation. There is also no wastage in the production process.
• Rapid Scaling: Uravu's modular approach allows for quick deployment to meet localized demands as they arise, adapting to changing water needs.
• Technological Innovation: Uravu leverages cutting-edge technology to address global water challenges, pushing the boundaries of what's possible in water generation and management.
• Cost-Effective: Uravu's approach aims to achieve cost parity (1-2 cents/L) with high-quality process and drinking water, making advanced water technology accessible and economically viable.

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As Uravu pushes the boundaries of innovation, the line between science fiction and reality in water technology continues to blur. We're inching closer to a future where water scarcity might become a relic of the past.

Reflecting on the challenges of our current water infrastructure and the groundbreaking solutions emerging to tackle them, we're reminded of Buckminster Fuller's prescient observation:

"You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete."

This philosophy perfectly encapsulates Uravu Labs' approach. Rather than merely trying to patch up the failing systems of the past, Uravu is building an entirely new model for water infrastructure— one that has the potential to make traditional, centralized water systems obsolete. By harnessing atmospheric water generation and embracing a decentralized, modular approach, Uravu is not just addressing the symptoms of the global water crisis but fundamentally reimagining how we source, distribute, and consume water in the 21st century and beyond.

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The Vertical Integration Moat: The Core of Uravu's Competitive Edge

At the heart of Uravu's disruptive potential lies its cutting-edge technology based on highly-efficient dehumidification and water production.

• Industrial-scale Liquid Desiccant System: Uravu’s patent-pending and proprietary system allows for efficient water extraction from air, even in low-humidity conditions. The technology's versatility makes it suitable for a wide range of applications and environments. Desiccants are materials which readily absorb moisture from the air and have been utilised in HVAC industry for many decades, and have recently been explored further for more efficient air-conditioning, gas capture, etc. Similar materials and processes have also been utilised in the carbon-capture industry. Uravu has been able to improve upon many of these technologies and integrate them into a highly efficient, modular, and scalable solution.
• Desiccant Agnostic Architecture: Uravu's flexible system design allows for the use of various desiccant materials, optimizing for cost, efficiency, and local availability. This adaptability ensures resilience in the supply chain and enables continuous improvement as new materials and chemistries are developed.
• Multi-energy Source Compatibility: The ability to operate with 5 different types of energy sources (solar heat, waste heat, biomass, solar PV/wind, and grid electricity) provides unparalleled flexibility. This feature allows Uravu to optimize for cost and sustainability across diverse geographical and infrastructural contexts.
• Current Capacity and Efficiency: Demonstrated capability to produce 4,000 Liters Per Day (LPD) at a levelised cost of 5-6 cents/L in Bangalore. At 1-2 cents/L prototype scale.
• Ambitious Scalability Roadmap: Plans to scale to 50,000+ LPD systems with a target cost reduction to <1 cent/L for various Commercial and Industrial applications. This trajectory positions Uravu to disrupt even large-scale industrial and community water supply systems.
• Advanced Control Systems: Integration of IoT sensors and control algorithms for real-time monitoring and optimization of water production, quality, and energy efficiency.
• Building factories around core technology: Uravu has built an entire production line for production of packaged beverages as a first application (more on this in the next section). Forward integration into various products made with high-quality water is possible.

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With 4 patents filed and 300,000+ man-hours invested in research and development, manufacturing, assembly techniques, Uravu has built a formidable moat. Everything is designed, tested, and assembled in-house and focus is on maintaining complete end-to-end control to ensure consistency, quality, and cost-effectiveness.

Furthermore, allied technologies like cooling, heat pump based heating, waste-water treatment are a direct result of vertical integration. Many core technologies have already been improved as a result of our work leading to the most cost-effective solution for atmospheric water generation.

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Distribution is not an afterthought

We also have taken it upon ourself to build direct sales and distribution with our end customers instead of selling through third parties and channel partners. In some markets, channel partners could be our service partners but aim is to majorly build direct relationships as much as possible for three major reasons:

• Founders and BD team trained under Founders are the most qualified to sell such a new solution and build trust and awareness.
• The more control we have in distribution long-term, the easier it will be for us to deliver and bring more variety of solutions and products (eg- cooling, wastewater treatment, etc.) to our customers in the future at competitive costs.
• Overtime it will help us build true utility-like water solution provider for the 21st century.

Together, this will help us build and deliver a new kind of water infrastructure at scale that is better, cheaper, and faster!

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A Multi-pronged Strategy to unlock our vision

While the combination of technologies we are building and integrating gives us a competitive edge, it's important to also develop a robust strategy for other long-term moats. We're cultivating process power through the 300,000+ man-hours invested in developing, operating, and deploying our solution—a journey that will continue for years to come. Crucially, we must achieve economies of scale quickly to establish the lowest possible cost structure.

Operating in India has taught us the art of frugality—doing more with less capital and generating revenue early on. While the ecosystem for early-stage capital in hardware and deep-tech has improved recently, securing larger rounds remains challenging. Unlike the U.S. with its DoD and DARPA, India lacks agencies that invest tens of millions to bridge the gap between early prototypes and commercial projects. (Though ISRO and BIRAC have been somewhat active in this space.) Consequently, Uravu's strategy has been to achieve revenue generation and profitability sooner, leveraging our unique insights.

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Tapping into a $300B+ Market Opportunity

In 2018-19, early on in our journey, we noticed a significant shift: many brands were increasingly focusing on sustainability and ESG, committing billions to achieve their goals. This trend was particularly relevant for beverage brands, which are heavily reliant on water and where branding is crucial. We even did pilots with AB InBev, Radico Khaitan, and Diageo to learn more about the beverage market. The beverage market's vast price range—from $0.1 to $1000 per bottle—offered ample opportunity, especially in the early stages when our technology wasn't yet cost-competitive with existing options.

This insight shaped our go-to-market strategy to initially target the premium beverage market, then gradually scale to price parity (reaching true cost physics) as our technology advanced. This approach would allow us to ultimately deliver large volumes of water for commercial and industrial segments, unlocking a larger Total Addressable Market (TAM).

The $300B+ TAM spans across Consumer, Commercial, and Industrial sectors. This includes:

• Consumer premium beverages like mineralised water, sparkling water, tonics, vitamin water, flavoured water, etc. ($20B+)
• Commercial applications for on-site drinking water in hotels, tech parks, offices, communities, defence, etc. ($100B+)
• Industrial process water for manufacturing, cooling, and energy production ($200B+)

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Each of these sectors needs a slightly different approach while relying on the same core technology and integrated systems design. Let’s unbundle it :

1. Consumer Market Penetration: Building Brand and Revenue

• Premium Packaged Beverages: Leveraging the high-margin premium bottled water market as an entry point, showcasing the purity and sustainability of Uravu's water.
• Water-as-a-Service (WaaS) model: Integrates every aspect from water production to bottling, quality control, and local distribution for existing and emerging brands. We function as a comprehensive third-party co-packer, managing the entire process end-to-end. Most steps are automated and machines have an up-time of >75%. Currently handling 70+ customisations and variability in production.

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• Customer Base: 80+ B2B hospitality customers onboarded in less than 15 months, ranging from premium restaurants to luxury hotels. More than 1 Million bottles sold till Nov’24.
• Revenue Traction: $535k in annualized revenue as of August 2024, demonstrating market acceptance and demand. Pipeline of $1.5 M in annualized revenue in Bangalore alone.
• High Margins: Current gross margins are around 30%, with projections to reach 55-60% by Q1 2025 as increased scale reduces procurement costs.
• Impressive Growth: 10-12% month-on-month revenue growth, indicating strong product-market fit and expanding customer base.
• Brand Building: Establishing Uravu as a premium, sustainable water brand to support expansion into other market segments. Recently, we made it to the 9th premium water brand in 2024 with survey done by ‘What India is Drinking 2024’
• Partner Hubs via SPV: Uravu can find local partners/ investors in various geographies to finance FromAir Hubs, establish ops, and grow sales in these regions. This can be done via a SPV - where each 10k LPD FromAir Hub needs about $1.5 M to get started and cover working capital, with payback in less than 3 years. Uravu’s technology and software will provide end-to-end capabilities while maintaining high margins for us and our customers.

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2. Commercial Expansion: Scaling Impact and Revenue

• Small to mid-scale Manufacturing: As an extension of premium beverage manufacturing, many other products like packaged pharmaceuticals, cosmetics, hygiene supplies, etc can be produced with our high-quality water. Existing facilities can be integrated with Uravu’s modular solution or Uravu can build modular factories integrating various steps as we are currently doing for premium beverages.
• Corporates & Real Estate: Fortune 500 customers have the ability to pay and sign long-term contracts for high-quality drinking water.
• Hardware-as-a-Service (HaaS) model: Uravu will take care of deploying, maintaining, and upgrading units and customers pay a fixed recurring fee. Zero CapEx for customers.

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• Strategic Partnerships: $100k commercial project with TAQA, Abu Dhabi's state utility company, set for deployment in November 2024. This project serves as a proof of concept for commercial and government-backed implementations.
• High Margins: Uravu will make 50-70% gross margins over 5 years with CapEx payback of just 12-15 months.
• Customized Solutions: Leveraging the modular design to offer tailored drinking and process water solutions for different sites and applications.
• Rural/ Remote Development: Modular design enables rapid deployment in remote areas lacking traditional water infrastructure, opening up new markets and social impact opportunities.

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3. Industrial Integration: Reshaping Water Systems

• Industry Pilots: Paid pilots with major companies including AB InBev, Radico Khaitan, and Diageo. These partnerships pave the way for large-scale industrial applications and potential long-term contracts.

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• High-growth opportunities in sunrise sectors: Green hydrogen, green chemicals, AI data centres, etc. are nascent markets where Uravu can create a strong presence and create net-zero water solutions. Water as fuel of the future is not too far away!
• Urban Water Solutions: Potential to integrate Uravu's technology into smart city initiatives, providing decentralized water production to complement or replace traditional water infrastructure.
• Government Partnerships: Engaging with municipal and national governments to integrate Uravu's technology into long-term water security strategies.

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Financial Trajectory: Charting a Path to Profitability and Hyper-growth

Uravu's vertical integration and GTM approach is driving impressive financial performance and ambitious growth projections:

• Near-term Pipeline: $1.5M+ pipeline in Bangalore for Consumer segment. And around 250k LPD (~$8 M) in B2B pipeline for on-site production.
• Profitability Milestone: Projected to turn EBITDA positive by Q2 2026, demonstrating a clear path to financial sustainability.
• Short-term Target: Aiming for $12M annual revenue within 2 years, representing a 20x growth from current levels.
• Long-term Potential: Projected $100M+ annual revenue within 5 years, showcasing the massive scalability of Uravu's business model.
• Capital efficient: Proved 5-6 cents/L and scale of 4k LPD in $3.5M of funding. Require ~$10M to prove costs of 1 cent/L at 50k+ LPD and turn profitable. Require ~$100M to scale globally.
• Margin Expansion: As technology scales and efficiencies improve, expect significant margin expansion, particularly in high-volume industrial and commercial segments.
• Investment in R&D: Continuous reinvestment in research and development to maintain technological leadership and expand the patent portfolio.

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The Modern Water Company FromAir: Uravu's Vision Realized

Uravu Labs is not just disrupting an industry; it's redefining it. Uravu's vertically integrated model promises to revolutionize how we source, distribute, and consume water globally. By controlling the entire value chain – from proprietary atmospheric water generation technology to end-user distribution – Uravu can optimize costs, drive relentless innovation, and scale rapidly to meet the world's growing water needs.

As water scarcity evolves from a regional issue to a global crisis, Uravu's model offers more than just a product – it presents a scalable, sustainable solution that could reshape the water industry landscape. With its technology poised to address consumer, commercial, and industrial needs alike, Uravu is not just preparing for the future of water; it's actively creating it. It's pioneering a new paradigm in water infrastructure that could quench the thirst of billions and irrigate the path to a more water-secure future! And ultimately build a $100B company in the process!

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