SB Energy (SBE) investor relations material

Company overview and business model

• Operates a large-scale data center and colocation facility, supporting network operations and IT infrastructure for high-density computing applications.

• Leases and develops multi-phase data center campuses with robust power infrastructure and long-term utility agreements.

• Business model centers on long-term leases, with tenants responsible for rent, utilities, taxes, and operating expenses.

• Offers tenants significant control over facility operations, including rights to make alterations, select utility providers, and manage IT capacity.

• Engages in strategic partnerships for power procurement, including renewable energy options and right of first refusal for green power supply.

Risk factors and disclosures

• Lease agreements include detailed provisions for events of default, remedies, and termination rights for both landlord and tenant.

• Environmental compliance is emphasized, with strict controls on hazardous materials and remediation obligations.

• Force majeure clauses exclude financial inability and certain supply chain issues, focusing on uncontrollable external events.

• Confidentiality and intellectual property protections are robust, with explicit restrictions on disclosure and use of proprietary information.

• Anti-bribery, anti-corruption, and anti-modern slavery compliance are contractually mandated for all parties and their contractors.

Market opportunity and competitive landscape

• Targets hyperscale data center demand, offering scalable, high-capacity infrastructure for advanced computing needs.

• Provides tenants with expansion options, buyout rights, and flexibility to adapt to evolving technology and power requirements.

• Competitive advantage includes ability to secure large-scale utility power, renewable energy integration, and custom facility design.