Integrated_Annual_Report_2026 - Flipbook - Page 43
INTRODUCTION
DRIVING SUSTAINABLE
VALUE CREATION
SASOL AT A
GLANCE
EXECUTING
STRATEGY
DELIVERING
BUSINESS VALUE
SUMMARISED FINANCIAL
PERFORMANCE
CORPORATE
GOVERNANCE
SUSTAINABILITY
REPORT
REMUNERATION
REPORT
ASSURANCE/
ADMINISTRATION
STRATEGY CONTINUED
Sasol is advancing a structured approach to position the portfolio for sustained value creation beyond FY30 – anchored in disciplined
portfolio choices, enhanced competitiveness, and a pragmatic pathway through the energy and chemicals transition.
FY30+
Future-fit
Portfolio Shaping
Strengthening
Core Value
Chains
Capital Allocation
and Value
Discipline
Value-Led Transition
and Strategic
Optionality
Execution and
Organisational
Enablement
Progressing a systematic
review of portfolio roles
and “right-to-win” positions
across core and emerging
value pools
Driving end-to-end value
chain optimisation across
coal, gas, and chemicals to
improve structural margins
Embedding sharper capital
allocation frameworks
aligned to risk-adjusted
returns, cash generation, and
strategic relevance
Develop a measured, valuedriven transition approach
that aligns decarbonisation
with regulatory direction,
economic viability, and
broader portfolio strategy
Strengthening integration
and decision-making across
business to support a more
dynamic strategy
Differentiating assets and
businesses into cashgenerative foundations,
optimisation opportunities,
innovation and future growth
platforms
Assessing selective
participation in adjacencies
and new value chains, with
a focus on scale, partnering,
and capital efficiency
Building a long-term portfolio
that supports both resilience
and exposure to structurally
growing markets
Identifying integration
benefits and bottleneck
releases to unlock latent
capacity and improve
throughput economics
Advancing cost and reliability
improvements through
operational excellence,
resource optimisation,
and selective technology
deployment
Enhancing market positioning
and product mix flexibility to
respond to evolving demand
and pricing dynamics
Introducing clearer guardrails
for investment prioritisation,
balancing reinvestment in the
base with disciplined growth
Strengthening portfolio
trade-off decisions, including
pacing, sequencing, and
optionality preservation
Ensuring resilience under
multiple scenarios, including
commodity cycles, policy
changes, and transition
dynamics
Maintain strategic flexibility
through phased entry,
partnerships, modular
investments, and staged
capital deployment rather
than binary commitments
Identify and scale lowercarbon and higher-growth
opportunities selectively
as technology, policy,
customer demand, and
economics evolve
Embedding clear
accountability and
performance metrics aligned
to portfolio roles and value
creation objectives
Evolving toward a more
growth-oriented and
externally anchored mindset,
while maintaining cost
discipline
Building capability in
strategic partnerships,
portfolio management, and
capital agility
Balance near-term earnings
protection with long-term
repositioning by prioritising
competitive, scalable
investments that avoid
value dilution
This work reflects a deliberate shift from static planning toward a more dynamic, choice-led strategy – ensuring Sasol protects the strength of the base while building credible, flexible pathways into the future.
The emphasis remains on disciplined execution, capital efficiency, and positioning the portfolio to compete across a range of future market scenarios.
SASOL INTEGRATED REPORT 2026
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