LGI Turns Landfill Methane Into a Clean Energy Growth Story
Fund managers say the founder-led, vertically integrated business offers direct exposure to clean energy and carbon abatement themes
31 Mar 2026 · 3 min read
In short
LGI Limited has contracted 34 landfill sites to capture and convert methane emissions into renewable electricity.
Battery installations are a key growth driver, allowing LGI to explore further applications for the electricity it generates.
Perennial Partners describes LGI as a founder-led, vertically integrated business providing clean energy and carbon abatement exposure.
Landfill gas and renewable electricity company LGI Limited has built a vertically integrated business converting methane emissions from landfill sites into electricity, giving fund managers exposure to clean energy and carbon abatement themes.
A methane-to-electricity business model
Perpetual Asset Management's October 2025 update described LGI's core function: assisting private and municipal landfill operators manage methane emissions by transforming those gases into electricity supplied to the landfill, local communities and the broader grid, with shares rallying 16.7 per cent that month. Contact Asset Management's own October update reported LGI had contracted 34 landfill sites to capture and connect biogas, with battery installations emerging as a key growth driver by enabling the company to explore further applications for the electricity it generates.
A founder-led, vertically integrated growth story
Perennial Partners' February 2026 update described LGI, founded in 2009, as a founder-led, vertically integrated business focused on biogas extraction and conversion into renewable electricity and related environmental products, providing investors direct exposure to clean energy and carbon abatement themes. Balmoral Investors' March 2026 update echoed the same characterisation, reinforcing the durability of the business model even as the broader market weighed near-term growth expectations against valuation.
LGI operates within the landfill gas management and flaring sector, providing exposure to clean energy and carbon-abatement themes. Founded in 2009, it is a founder-led, vertically integrated business focused on biogas extraction and conversion into renewable electricity and related environmental products.
— Perennial Partners, Monthly Report, February 2026
Questions
How does LGI Limited generate renewable electricity?
Perpetual Asset Management said LGI assists landfill operators by capturing methane emissions and transforming them into electricity supplied to the landfill site, local communities and the broader grid, with 34 landfill sites currently contracted according to Contact Asset Management.
What role do battery installations play in LGI's growth strategy?
Contact Asset Management said battery installations are a key growth driver for LGI, enabling the company to explore further applications for the electricity it generates from landfill gas capture.
How is LGI Limited structured as a business?
Perennial Partners described LGI, founded in 2009, as a founder-led, vertically integrated business focused on biogas extraction and conversion into renewable electricity and related environmental products.
5 managers, 8 comments, with each manager's latest recorded position.
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