XCF Global (SAFX) investor relations material

Company overview and business model

• Focuses on producing sustainable aviation fuel (SAF) and renewable fuels from waste- and residue-based feedstocks, aiming to decarbonize the aviation industry and reduce global carbon emissions.

• Operates production facilities in Nevada, Florida, and North Carolina, with plans to expand a nationwide portfolio of SAF and renewable fuel plants.

• Pursues a fully integrated model from feedstock supply to production, marketing, and sales, distinguishing itself from legacy crude oil refiners.

• Pending business combination with DevvStream (carbon markets) and Southern Energy (carbon-negative SAF), subject to shareholder approval.

Financial performance and metrics

• As of September 11, 2026, public float was approximately $112.1 million, based on 415,296,896 shares at $0.48 per share.

• Net tangible book value as of June 30, 2026, was $37.2 million ($0.0945 per share); pro forma after offering would be $134.1 million ($0.2111 per share).

• Immediate dilution to new investors in the offering is estimated at $0.2044 per share.

Use of proceeds and capital allocation

• Net proceeds from securities sales will be used for working capital, capital expenditures, and general corporate purposes.

• May allocate funds to invest in or acquire complementary businesses or technologies, though no current commitments exist.

• Pending use, proceeds will be invested in investment-grade, interest-bearing securities.