NXT Energy Solutions (SFD) investor relations material

Executive summary

• Revenue surged 2,437% to $16.4 million in 2025 from $0.6 million in 2024, driven by a multi-regional growth strategy and execution of three SFDⓇ surveys with new and repeat customers.

• Net loss improved by $6.8 million year-over-year, with a YE-25 net loss of $2.32 million ($0.02 per share) versus $9.08 million ($0.12 per share) in YE-24.

• Operating cash flow turned positive, improving by $5.1 million year-over-year to $1.16 million in 2025.

• Full ownership of SFDⓇ technology was acquired in December 2025, enabling new commercial applications.

• Secured a US$2 million strategic investment in November 2025 to advance SFDⓇ technology and data library monetization.

Financial highlights

• SFDⓇ-related revenues for Q4-25 were $2.14 million, up from $0.42 million in Q4-24.

• Net working capital increased by $11.9 million (179%) to $5.26 million at year-end 2025.

• Cash and short-term investments at December 31, 2025, totaled $3.92 million.

• General & administrative expenses decreased 16% in Q4-25 year-over-year but increased 7% for the full year.

• Excluding a $5.2 million non-cash remeasurement loss, pre-tax operational performance would have shifted to a $2.88 million profit.

Outlook and guidance

• Ownership of all SFDⓇ rights is expected to enable development of new commercial applications and increase shareholder value.

• Strategic investment aims to unlock value from the proprietary SFDⓇ data library.