Sadot Group Inc. · NASDAQ:SDOT
Sadot — Investor Presentation (April 2025)
17 slides from Sadot's investor presentation, April 2025
Slide 1: Fueling Growth and Innovation in Agri-Commodities
SADOT GROUP INC FUELING GROWTH AND INNOVATION IN AGRI-COMMODITIES April 2025 NASDAQ: SDOT 1
Slide 2: Forward-looking statements and legal disclaimer
This presentation includes "forward-looking statements." To the extent that the information presented in this presentation discusses financial projections, information, or expectations about our business plans, results of operations, products or markets, or otherwise makes statements about future ev
Slide 3: Non-GAAP measures
Non-GAAP measures EBITDA is a non-GAAP measure. We define EBITDA as Net Profit/Loss, adjusted for depreciation, amortization, interest income/(expense), and income taxes. We believe that EBITDA is a useful metric for investors to understand and evaluate our operating results and ongoing profitabilit
Slide 4: Sadot Group Inc. is an emerging global agri-commodities supply chain organization
Sadot Group Inc. (NASDAQ: SDOT) is an emerging global agri-commodities supply chain organization with farming, origination & trading operations located worldwide. ▪ Building out operations to provide leverage to trading operations. ▪ Sourcing, buying and selling a wide variety of Agri-commodities wo
Slide 5: Rapidly growing marketplace
▪ Rapidly growing ~US$1.5+ trillion global Agri commodity marketplace. ▪ Refocus of business on commodity trading and farming and divestment of the restaurant unit. ▪ Assembled a distinguished team of industry experts with extensive trading experience, a robust network of strategic contacts, and dee
Slide 6: NASDAQ: SDOT
NASDAQ: SDOT Share Price1 $2.84 Market Cap1 $17.1M 2024 Revenue2 $700.9M Shares Outstanding1 6.05M Float 3.19M ~1.6M Warrants (none in the money) ~81.2K Options (none in the money) Cash on Hand2 $1.8M Total Debt2 $7.4M Fiscal Year December 31 Sector Consumer Defensive Industry Farm Products Burleson
Slide 7: Company-Wide Select Financials
Company-Wide Select Financials Fiscal Years 2022-2024 2 1 REVENUE EBITDA ($ in Millions) ($ in Millions) $800.0 $10.0 $726.7 $8.9 $700.9 $700.0 $8.0 -3.5% $600.0 $6.0 $4.0 $500.0 +449.4% $2.0 $400.0 $- $300.0 2022 2023 2024 $(2.0) $200.0 $161.7 $(4.0) $100.0 $(6.0) $- $(5.9) $(6.2) 2022 2023 2024 $(
Slide 8: Sadot Agri-Foods Operating Segment Only Select Financials
Sadot Agri-Foods Operating Segment Only Select Financials Fiscal Years 2022-2024 Includes Origination, Trading and Farm Operations and excluded Intercompany Interest, Corporate Expenses and Food Services EBITDA NET INCOME ($ in Millions) ($ in Millions) $20.0 $16.0 $15.2 $17.8 $18.0 $14.0 $16.0 $12.
Slide 9: ~US$1.5+ Trillion: Global agricultural exports in 2022
~US$1.5+ Trillion*: Monetary value of global agricultural exports in 2022 * Trade of agricultural commodities 2005–2022, Food & Agriculture Organization of the United Nations 9
Slide 10: Demand for food and feed projected to grow significantly
Feeding the world’s ever-growing population is a The growing middle-class populations in significant challenge. The United Nations projects developing countries within Africa and Asia result that global population will grow from today’s 8.1 in more calorie per capita consumption in billion to 9.7 bi
Slide 11: Offices, Trading and Farming locations
Sadot Canada Sadot Singapore Adding trading teams and Sadot Black Sea Global Headquarters Pulses & Grains Operational Hub Grains Trading Desk farm operations to capitalize Dallas/Ft. Worth, TX Trading Desk on the growing global opportunity. Offices & Trading Farming Sadot Latam Sadot Korea Grains Tr
Slide 12: Sadot originates and executes global food supply chain transactions
Sadot originates and executes global food supply chain transactions from sourcing to delivery, taking advantage of arbitrages between currencies, origins and products. Soybean, wheat, corn, grains wheats Customers contact Sadot searching Sadot sources the supply and The buyer arranges for a Letter o
Slide 13: Industry Margin Indicators
Increase diversification and revenue by expanding the following: Sustainability Carbon Credits SUPPLY Farming & Origination & Logistics & Food CHAIN Wholesale Warehousing Trading Transportation Processing VERTICALS % INDUSTRY MARGIN INDICATORS 13
Slide 14: Management team
Ms. Jorge joined Sadot Group Inc. as CEO in February of 2025. She brings nearly 30 Mr. McKinney is a global leader with +30 years of executive, senior level domestic and international experience. 1993-2015, Mr. McKinney served in various senior roles at the Dole years in the global agri-commodity tr
Slide 15: Comparable Company Analysis
COMPARABLE COMPANY ANALYSIS (figures in millions, except per share data) Revenue EBITDA Net Income Price/Sales Price/Earnings Company Ticker Market Cap CY 2024 CY 2025E CY 2024 CY 2025E CY 2024 CY 2025E CY 2024 CY 2025E CY 2024 CY 2025E Archer-Daniels-Midland Company (2) ADM $22,114 $85,530 $87,460
Slide 16: Rapidly growing marketplace
▪ Rapidly growing ~US$1.5+ trillion global Agri commodity marketplace. ▪ Refocus of business on commodity trading and farming and divestment of the restaurant unit. ▪ Assembled a distinguished team of industry experts with extensive trading experience, a robust network of strategic contacts, and dee
Slide 17: Contact: Benjamin Petel
SADOT GROUP INC ir@sadotco.com Benjamin Petel bp@sadotagri.com www.sadotgroupinc.com 17