HARCH|CORP
Strategy /0.0
The operator model. One filiale. One profit milestone. One activation at a time.
Harch Corp deploys $2.4B across 8 vertically integrated subsidiaries between 2026 and 2040. No filiale launches until the previous one reaches profitability. Disciplined capital allocation, structural cost advantages, sovereign by design.
2.4
$B Pipeline
5.8
% WACC
8
Filiales Planned
25
% Target IRR
Operator Doctrine
The operator model. One filiale. One profit milestone. One activation at a time. No filiale launches until the previous one reaches profitability. Watch the 40-second brief.
Deployment Phases
Each phase is a filiale activation. Each activation has a capital commitment, a revenue target, and a profitability milestone. No phase begins until the previous one is on track.
2026-2027
Think tank, analytical publications, newsletter, consulting. Establishing the brand and the analytical foundation. First revenue target.
2028-2030
Carbon-aware GPU cloud in reseller + orchestration mode. 1,798 GPUs across 5 Moroccan hubs. First paying customers.
2030-2033
Solar EPC B2B operations. 2GW+ renewable pipeline. Loi 82-21 effective June 2026. Powering internal + external customers.
2031-2034
500kT/yr cement production in Gambia. Vertically integrated from quarry to delivery. West Africa construction boom.
2033-2036
Strategic minerals — phosphates, cobalt, rare earths. In-country processing to capture the value chain.
2036-2040
Precision agriculture, vertical farming, 200M m³/yr desalination. Food + water sovereignty at continental scale.
Eight Subsidiaries
Each filiale is designed to reinforce the others — creating a self-reinforcing industrial ecosystem where each vertical strengthens the next.
Capital Allocation
Capital is allocated by phase, not by aspiration. Each filiale receives a defined capex envelope, with deployment gated by the profitability milestone of the previous phase.
Allocation by Vertical ($M)
Cost of Capital Structure
Weighted Avg Cost of Capital
Blended across filiales + geographies
5.8%
Target IRR
20-25%
Equity Multiple
3.2x
Payback Period
5.4 yrs
Debt / Equity
35 / 65
Capital Sources
Vertical Integration
The structural cost advantage of Harch Corp comes from inter-filiale flows — energy, materials, water, AI optimization, and capital moving inside the group at internal transfer prices, not market prices.
Zero-carbon electricity → GPU hubs
$0.02/kWh
Refined minerals → components
In-country
Desalinated water → cement plant
200M m³/yr
Solar power → kiln operations
-40% cost
AI optimization → operations
HarchOS
Capital orchestration → deployment
5.8% WACC
Geographic Footprint
Anchored in Morocco. Expanding into West Africa on a phased timeline — each country entered only when the operational groundwork is in place.
Headquarters + GPU hubs + Energy
ActiveCement production — 500kT/yr
PlannedWest Africa expansion — energy + agri
VisionMining — iron ore, rare earths
VisionWest Africa logistics hub
VisionCritical Milestones
Eight non-negotiable milestones between 2026 and 2040. Each one a gate — failing to hit it delays the next phase, not the next press release.
First revenue-generating filiale.
Live metrics published.
Capital raise for GPU hub buildout.
Regulatory clearance for solar EPC.
Cement plant reaches capacity.
Half of the vertical strategy live.
Operations beyond Morocco.
Full vertical strategy operational.
Institutional investors may request a briefing. We engage selectively with partners who share our conviction — and our patience.