Integrated_Annual_Report_2026 - Flipbook - Page 63
INTRODUCTION
SASOL AT A
GLANCE
DRIVING SUSTAINABLE
VALUE CREATION
EXECUTING
STRATEGY
DELIVERING
BUSINESS VALUE
SUMMARISED FINANCIAL
PERFORMANCE
CORPORATE
GOVERNANCE
SUSTAINABILITY
REPORT
REMUNERATION
REPORT
ASSURANCE /
ADMINISTRATION
GROW AND TRANSFORM
Business building
Business Building remains key to Sasol’s transformation, with a focus on developing
scalable, low-carbon growth platforms while safeguarding existing assets. In FY26, efforts
shifted from creating options to ensuring delivery across integrated power, sustainable
products, and gas, guided by disciplined capital use, strategic partnerships, and targeted
policy advocacy. This progress enhances Sasol’s decarbonisation, responsiveness to
customer demand, and long-term value creation, with a focus on aligning closely with
market needs to manage risks and adjust the delivery of opportunities as needed.
Salient features
Secured >1,37GW of renewable energy in South Africa through selfbuild and procurement, underpinning the longer term target of 2GW
operational RE by FY30. This comprises of ~920MW previously
secured by FY25, together with an additional ~450MW RE secured
in FY26, which includes 600Mwh of Battery Energy Storage (BESS).
A portion of this is jointly procured with Air Liquide.
Achieved key renewable energy commercial operation date
milestones, including the 97,5 MW Damlaagte solar PV facility and
the 330 MW Impofu wind cluster supplying Secunda Operations
Achieved Financial close of the secured 300 MW Solar PV Facility,
with a 660 MWh Battery Energy Storage System (BESS)
Established scalable integrated power capability
Achieved International Sustainability and Carbon Certification
PLUS (ISCC+) certification for renewable diesel, Sustainable
Aviation Fuel (SAF), and comonomers products via our Natref and
Secunda facilities
Strengthened future feedstock security, advancing locally anchored
biomass, biolipid, biomethane and recycled-carbon supply options
Advancing global and local sustainable aviation fuel initiatives
Strategic focus areas aligned with delivering sustainable value
Shift from strategic optionality to
delivery and execution
Build integrated
power business
through renewable
energy
Grow in sustainable
fuels and
chemicals
Protect value
from
gas business
Collaborating with industry partners to develop a gas-to-power
solution that anchors liquefied natural gas demand aggregation.
Sasol procured and retired 3,84 million verified carbon offsets
against its carbon tax obligation, representing equivalent avoided or
reduced emissions while supporting the growth of the South Africa’s
local carbon market
Operationalising the Discovery Green partnership and launching
Ampli Energy1 with current 15MW of internal allocation and an
additional 150MW coming online in 2028
1
Explore further
opportunities
IC
MC
Over the course of FY26, Business Building progressed
decisively from establishing strategic optionality toward
strengthening delivery and execution capability. Early-stage
concepts were systematically advanced into gated projects,
operational assets and commercially structured partnerships,
reflecting a clear shift from strategy formulation to delivery.
This progress included the commercial operation of renewable
energy projects, the building of a scalable power portfolio,
the obtaining of an electricity trading licence, and the launch
of market partnerships such as Ampli Energy. Milestones
in sustainable products included ISCC+ certification for
Renewable Diesel (RD), SAF, and certified monomers, along
with commercial-scale production of RD and SAF. Future
opportunities will be assessed through more focused and fitfor-purpose collaboration models aligned with market demand,
regulatory clarity and commercial viability. In the gas sector,
readiness was enhanced through gas-to-power demand
aggregation with industry partners, supporting short-term
demand and safeguarding existing value streams.
These delivery outcomes demonstrate a disciplined approach
to execution and value creation, achieved despite the
challenges of regulatory and infrastructure constraints.
Continued prioritisation based on market conditions helped
Sasol focus on viable opportunities, strengthen its growth
agenda, and remain aligned with demand while minimising risk.
Joint venture with Discovery Green
SASOL INTEGRATED REPORT 2026
62
Advancing integrated power
FY26 marked a delivery year for
the integrated power business,
transitioning from early portfolio
assembly to scaled delivery and
commercial readiness. Sasol
secured a substantial renewable
energy portfolio through self-build
projects and Power Purchase
Agreements, with multiple
assets across construction,
commissioning and operation.
In parallel with asset delivery, the
business expanded its focus to
establishing the foundations of a
scalable operating model, including
trading capability, aggregation,
governance and organisational
readiness. Integrated power
assets are already delivering
tangible benefits through electricity
cost savings, reduced exposure
to escalating tariffs and lower
Scope 2 emissions, with savings
performance tracking ahead of
original FY26 targets, despite
isolated commissioning delays.
