Sadot Group (SDOT) investor relations material

Executive summary

• Reported zero commodity sales revenue for Q1 2026, down from $132.2 million year-over-year, reflecting operational streamlining and the sale of the food services segment in December 2025.

• The company now operates a single agri-foods unit after divesting its restaurant business, with ongoing legal and operational challenges in its global supply chain and farming operations.

• Significant legal proceedings, including a $12.9 million arbitration loss, and ongoing appeals related to the loss of a Zambian farm, have impacted financials and operations.

Financial highlights

• Q1 2026 revenue: $0, compared to $132.2 million in Q1 2025.

• Net loss attributable to shareholders: $(4.9) million in Q1 2026, versus net income of $0.9 million in Q1 2025.

• Gross profit: $0 in Q1 2026, down from $6.0 million in Q1 2025.

• EBITDA: $(3.0) million in Q1 2026, compared to $2.4 million in Q1 2025.

• Working capital deficit: $57.8 million as of March 31, 2026, up from $54.8 million at year-end 2025.

• Cash balance: $0.68 million as of March 31, 2026.

Outlook and guidance

• Management expresses substantial doubt about the ability to continue as a going concern due to ongoing defaults, liquidity constraints, and the need for additional capital.

• The company is evaluating strategic alternatives, including new business lines, asset sales, or mergers, and plans to submit a compliance plan to Nasdaq.

• No forward revenue guidance provided; future operations depend on successful capital raising and resolution of legal and operational issues.