HARCH|CORP
Investment Portfolio
A vertically integrated sovereign infrastructure portfolio across 5 countries. Build One At A Time deployment strategy, 2024-2030.
$2.52B
Total CAPEX
8
Subsidiaries
5
Countries
20-30%
Blended IRR
Our Story
Founded 2024 in Casablanca. A 100-year vision: build Africa's vertically integrated industrial backbone — one filiale at a time. Watch the brand film to understand the trajectory.
Capital Allocation
Each subsidiary operates independently but contributes to the vertically integrated ecosystem. Capital allocation prioritizes high-IRR, short-payback subsidiaries first.
| Subsidiary | Sector | CAPEX | Revenue 2030 | IRR | Phase |
|---|---|---|---|---|---|
Harch Intelligence | AI Infrastructure | $1.14B | $285M | 24.7% | Phase 1-3 |
Harch Energy | Renewable Energy | $680M | $185M | 22% | Phase 1-3 |
Harch Mining | Strategic Minerals | $220M | $45M | 18% | Phase 2-4 |
Harch Water | Desalination | $180M | $42M | 15% | Phase 4-5 |
Harch Agri | Smart Farming | $140M | $58M | 20% | Phase 2-4 |
Harch Cement | Materials | $95M | $32M | 16% | Phase 1-2 |
Harch Technology | Platform & Software | $45M | $28M | 35% | Phase 1-3 |
Harch Finance | Capital Structure | $20M | N/A | N/A | Permanent |
| TOTAL PORTFOLIO | $2.52B | $675M | 20-30% | 2024-2030 | |
Build One At A Time
Sequential deployment by phase. Each phase activates when (i) regulatory framework is favorable, (ii) market is mature, (iii) public subsidies maximize leverage, (iv) founding team is recruited.
Phase 1
2024-2025
Foundation
Intelligence + Energy + Cement
$420M
Phase 2
2026-2027
Scale Digital + Agri
Mining + Agri + Technology
$380M
Phase 3
2028
AI Scale-up
Intelligence scale + Energy ext.
$450M
Phase 4
2029
Water + Agri ext.
Water + Agri expansion
$320M
Phase 5
2030
Build-out Final
Full build-out
$650M
Phase 6+
2031+
Maturity + Expansion
Maintenance + new markets
$300M
Financing Structure
Diversified financing with strong public subsidy leverage (17% of CAPEX non-dilutive). Series A planned Q1 2029, Series B 2031.
15% PE
0% (non-remboursable)
4.5-6%
2-4%
Equity 25%
Equity 30%
Concessions 25 ans
Blended WACC
5.8%
vs 8-12% standalone subsidiaries — diversification + subsidies effect
Spread vs WACC
+14-24 pts
Portfolio IRR (20-30%) vs WACC (5.8%)
31-page PDF with detailed capital allocation, deployment timeline, and risk analysis. Confidential — Investor Edition.