Sadot Group Inc. · NASDAQ:SDOT
Sadot — Investor Presentation (July 2025)
17 slides from Sadot's investor presentation, July 2025
Slide 1: Sadot Group Inc: Fueling Growth and Innovation in Agri-Commodities
SADOT GROUP INC F U E L I N G G R O W T H A N D I N N O VAT I O N IN AGRI-COMMODITIES July 2025 NASDAQ: SDOT 1
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS 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
Slide 3: Legal Disclaimer – Non-GAAP Measures
LEGAL DISCLAIMER – NON-GAAP MEASURES Non-GAAP measures 1 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 ope
Slide 4: Corporate Overview
CORPORATE OVERVIEW Sadot Group Inc. is an emerging global agri-commodities supply chain organization with origination & trading operations located worldwide. AGRI-FOODS SEGMENT • Origination & Trading Operations • Sources food and feed commodities at the origin (soybean, wheat, corn, etc.) • Acquire
Slide 5: Investment Highlights
▪ Agri-Commodity Leadership: End-to-end farming, origination, & trading operations of INVESTMENT HIGHLIGHTS high-demand crops like soybeans, wheat, corn, and sugar. ▪ Massive Market Opportunity: Growing ~$1.6T global agri-commodity market. 1 ▪ Scaled Trade Network: Global trade network across 14 cou
Slide 6: Significant Global Opportunity
SIGNIFICANT GLOBAL OPPORTUNITY ~US$1.9+ Trillion: Monetary value of global agricultural exports in 2023* * Trade of agricultural commodities 2010–2023 - Food & Agriculture Organization of the United Nations 6
Slide 7: Expanding Global Reach
EXPANDING GLOBAL REACH Adding trading teams and farm Sadot Canada Global Headquarters Pulses & Grains Trading Sadot Black Sea operations to capitalize on the Dallas/Ft. Worth, TX Desk Grains Trading Desk growing global opportunity. Offices & Trading Sadot Dubai Sadot Korea Farming Sadot Latam Grain
Slide 8: Origination & Trading Process
ORIGINATION & TRADING PROCESS Sadot originates and executes global food supply chain transactions from sourcing to delivery, taking advantage of arbitrages between currencies, origins and products. Agri-Commodities Contact Sourcing & Negotiation Payment Structure Soybean, wheat, corn, grains wheats
Slide 9: Margin Growth Strategy
MARGIN GROWTH STRATEGY Increase diversification and revenue by expanding the following: Sustainability Carbon Credits SUPPLY Origination & Logistics & Food CHAIN Farming & Warehousing Wholesale Trading Transportation Processing VERTICALS 10-15% 1-3% 15-20% 20-30% 25-35% INDUSTRY MARGIN INDICATORS 9
Slide 10: Sadot Food Services Divestiture
SADOT FOOD SERVICES DIVESTITURE In November, 2022, the Company began a strategic pivot from a restaurant focused company into the global agri-commodity food supply chain. As part of this strategic pivot, the Company previously announced the planned divestiture of the legacy restaurant business – all
Slide 11: Strong Multi-Year Financial Performance
STRONG MULTI-YEAR FINANCIAL PERFORMANCE Sadot Agri-Food Segment Fiscal Years 2022-2024 REVENUE EBITDA1 NET INCOME ($ in Millions) ($ in Millions) ($ in Millions) $800 $20 $16 $15.2 $17.8 $718 $701 $18 $14 $700 $16 $600 EBITDA $12 $14 ($ in Millions) $9.3 $500 $10 $12 $9.5 $400 $10 $8 $300 $8 $6 $4.5
Slide 12: Peer Analysis
1 PEER ANALYSIS FINANCIAL OVERVIEW VALUATION MULTIPLES (figures in millions) Revenue EBITDA Net Income EV / Sales Price / Earnings Enterprise Company Ticker Market Cap CY 2024 CY 2025E CY 2024 CY 2025E CY 2024 CY 2025E CY 2024 CY 2025E CY 2024 CY 2025E Value Archer-Daniels-Midland ADM $24,974 $36,76
Slide 13: Jennifer Black, Chief Financial Officer; Chagay Ravid, Chief Executive Officer
Jennifer Black Chief Financial Officer Sadot Group Inc. Chagay Ravid Chief Executive Officer Jennifer joined the Company in 2022 as CFO bringing significant experience in public company management. Prior to joining the Company, she served as CFO for two oilfield service companies, Sadot Group Inc. E
Slide 14: Investment Highlights
▪ Agri-Commodity Leadership: End-to-end farming, origination, & trading operations of INVESTMENT HIGHLIGHTS high-demand crops like soybeans, wheat, corn, and sugar. ▪ Massive Market Opportunity: Growing ~$1.6T global agri-commodity market. 1 ▪ Scaled Trade Network: Global trade network across 14 cou
Slide 15: Contact Sadot
CO NTAC T SADOT SADOT GROUP INC INVESTOR RELATIONS ir@sadotco.com SADOT GROUP INC. Haggai Ravid Haggai.Ravid@sadotagri.com www.sadotgroupinc.com 18
Slide 16: Appendix Slides
SADOT GROUP INC AP PENDIX SLIDES 19
Slide 17: EBITDA Reconciliation Sadot Agri-Food Segment Only
EBITDA RECONCILIATION SADOT AGRI-FOOD SEGMENT ONLY Sadot Agri-Food Segment Fiscal Years 2023 and 2024 (in thousands of USD) FY 2024 FY 2023 FY 2022 Net income attributable to Sadot Agri-Food Segment $15,153 $9,253 $4,452 Add: Depreciation and amortization $256 $151 - Add: Interest expense $2,370 $52