Sadot Group Inc. · NASDAQ:SDOT
Sadot — Investor Presentation (August 2024)
25 slides from Sadot's investor presentation, Aug 19, 2024
Slide 1: Fueling Growth and Innovation in Agri-Commodities
1 F U E L I N G G R O W T H A N D I N N O V A T I O N I N A G R I - C O M M O D I T I E S A U G U S T 2 0 2 4 sadot SADOT GROUP INC N A S D A Q : S D O T
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: The Sadot Story
THE SADOT STORYsadot SADOT GROUP INC 3 In November 2022, Sadot Group Inc., a Nasdaq-listed company focused on operating restaurants, shifted its focus to agri-commodity trading and engaged Aggia FZ LLC, a consultant in this industry. Along with Aggia’s team of deeply experienced agri-commodity p
Slide 4: Corporate Overview
4 • OUR MISSION • WHAT WE DO • THE OPPORTUNITY • ADDRESSING GLOBAL DEMAND • HOW WE’VE DONE • WHY INVEST CORPORATE OVERVIEW sadot SADOT GROUP INC
Slide 5: Mission
MISSION Sadot Group seeks to build a global, sustainable agri-commodity supply chain enterprise. Our mission is to ensure the delivery of essential food & feed to communities around the world by engaging with farmers, traders, logistics providers and industrial ingredients processors. 5
Slide 6: Origination & Trading Operations
6 ORIGINATION & TRADING OPERATIONS • Sources food and feed commodities at the origin (soybean, wheat, corn, etc.) • Acquires the physical commodities contractually from a seller • Sells the physical commodities contractually to a buyer • Delivers the physical commodities to buyers' markets (logistic
Slide 7: Significant Global Opportunity
7 SIGNIFICANT GLOBAL OPPORTUNITY $1.9 Trillion*: Monetary value of global agricultural exports in 2022 Value of World Agricultural Products Exports * * Trade of agricultural commodities 2005–2022, Food & Agriculture Organization of the United Nations 7
Slide 8: Feeding the world's ever-growing population
Feeding the world’s ever-growing population is a significant challenge. The United Nations projects that global population will grow from today’s 8.1 billion to 9.7 billion by 2050, with growth concentrated in developing countries. The growing middle-class populations in developing countries within
Slide 9: Growth Strategy
GROWTH STRATEGY Increase diversification and revenue by expanding the following: Trading Offices Trading Expertise Trade Routes Agri-Commodities Farm Operations Strategically add trading offices around the world to access and service different regions. Complement current and new trade offices with s
Slide 10: Expanding Global Reach
Sadot Canada Toronto, Canada Sadot Black Sea Kiev, Ukraine Global Headquarters Dallas/Ft. Worth, TX Sadot Latam Miami, FL Sadot Mauritius Port Louis, Mauritius Sadot Zambia Farm Mkushi, Zambia Sadot Dubai Dubai, UAE Sadot Singapore Republic of Singapore GLOBAL FO O TPRINT Sadot Brazil Sao Paulo, Bra
Slide 11: Performance to Date
PERFORMANCE TO DATE SADOT 2023 • Over 80 trades • Over 1,750,275 metric tons shipped to/from 27 different countries • $716 million total revenue generated • Generated $9.2 million in net income • ~5,000 acre grain farm in Zambia • Established 4 trading teams across the world HOW WE’VE DONE SO FAR 11
Slide 12: How We've Done So Far
12 HOW WE’VE DONE SO FAR $10.4 $161.7 $726.7 $- $100 $200 $300 $400 $500 $600 $700 $800 2021 2022 2023 $(4.9) $(2.0) $0.1 $(6.0) $(5.0) $(4.0) $(3.0) $(2.0) $(1.0) $- $1.0 Revenue ($ in Millions) Adjusted EBITDA (Unaudited, $ in Millions) Company Wide Select Financials Fiscal Years 2021-2023 Include
Slide 13: How We've Done So Far: Year to Date 2024
HOW WE’VE DONE SO FAR Origination & Trading Operations, Farm Operations, & Food Services Year to Date as of June 30, 2024* • Consolidated revenues of $283.0 million** • Net income of $2.1 million – the highest half-year income in the Company’s history * * Revenues in Q1 and Q2 2024 have been impacte
Slide 14: Capital Markets Summary
CAPITAL MARKETS SUMMARY NASDAQ: SDOT Share Price1 $0.47 Market Cap1 $25.7M TTM Revenue2 $636.4M Shares Outstanding3 54.7M Fiscal Year Dec 31 Sector Consumer Defensive Industry Farm Products Headquarters Burleson, TX (DFW Metro) 1. As of August 13, 2024 2. At June 30, 2024 3. As of July 30, 2024 14 S
Slide 15: Sadot Investment Thesis
Sadot Investment Thesis SADOT GROUP SEEKS TO: Generate sustained growth of revenues and operating income from the agri-commodity marketplace. • Capitalize on the rapidly expanding, $1.9 trillion global agri-commodity marketplace. • Diversify and increase revenue streams through new operational verti
Slide 16: Trading Teams
16 TRADING TEAMSsadot SADOT GROUP INC OPERATIONS & TRADING
Slide 17: Sadot Latam
17 17 SADOT LATAM • Facilitates trade flows FROM North America to Central America and northern markets in South America. • Headquartered in Miami, Florida with offices in Colombia and Ecuador. • Key commodities include • Corn • DDGS • Wheat • Rice • Barley • Sorghum SCOPE OF OPERATIONS Fausto is a s
Slide 18: Sadot Black Sea
18 18 SADOT BLACK SEA • Facilitates trade flows from the Black Sea Region (Ukraine, Romania, Bulgaria) to Southeast Asia and China. • Operational team in Kyiv, managed from Dubai UAE • Key commodities include: • Wheat • Corn • Soybean • Sorghum • Barley VASILIY GUROV – Managing Director, Black Sea V
Slide 19: Sadot Brazil
19 19 SADOT BRAZIL • Facilitates trade flows from Brazil to Asia • Headquartered in São Paulo, Brazil • Key commodities include: • Soybean • Corn • Sesame SCOPE OF OPERATIONS PAULO DE SA – Managing Director, Brazil Paulo is an agricultural engineer with over 30 years of experience in agricultural co
Slide 20: Sadot Canada
20 SADOT CANADA DAVID HANNA – EVP / General Manager, Canada SCOPE OF OPERATIONS • Origination of pulses and specialty crops from Canada and other producing regions for trade around the world. • Focused on high protein crops to feed growing global demand driven from population expansion, healthier ea
Slide 21: Farming Operations
21 FARMING OPERATIONS
Slide 22: ~5,000 Acres of Farmland - Sadot Zambia
~5,000 ACRES OF FARMLAND SADOT ZAMBIA • Acquired almost 5,000 acres in Zambia’s Mkushi Region (Aug. 2023) • Expected to provide a reliable supply of grains and tree crops, which are currently experiencing constant demand and yielding higher margins OPERATIONAL UPDATE Q4 2023 • Strong winter wheat ha
Slide 23: Management Team
MANAGEMENT TEAM sadot SADOT GROUP INC 23
Slide 24: Executive Team
EXECUTIVE TEAM MIKE ROPER Chief Executive Officer Sadot Group Inc. Joining the Company in 2018, Mike has led the organization through significant change, including the 2020 IPO and the 2022 strategic pivot to global agri- commodities. With almost five years of public company experience, Mike has pro
Slide 25: Contact Sadot
CONTACT SADOT sadot SADOT GROUP INC 25 INVESTOR RELATIONS ir@sadotco.com SADOT GROUP INC. Michael Roper – CEO +1-708-653-7974 michael.roper@sadotco.com www.sadotgroupinc.com