SASOL Integrated Report 2025_Final_28 August 2025 - Flipbook - Page 25
INTRODUCTION
ABOUT SASOL
STRATEGIC OVERVIEW
PORTFOLIOS
ESG
DATA AND ASSURANCE / ADMINISTRATION
REMUNERATION REPORT
STRATEGY
STRENGTHENING TODAY, BUILDING A SUSTAINABLE TOMORROW
During the year as our operating environment changed, we refined our strategy. Our
updated strategy places a strong emphasis on unlocking value from our foundation
business. This approach is designed to build the momentum needed to drive growth
and transform Sasol into a more sustainable and future-ready enterprise. We are
undertaking a fundamental transformation to enhance near-term value delivery while
positioning our organisation for long-term, sustainable growth.
The past four years have been marked by significant operational,
market, and structural changes, underscoring the need for a bold and
decisive response. We are committed to unlocking Sasol’s full potential
and building a more resilient and sustainable Sasol for the future.
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2
STRENGTHEN OUR FOUNDATION
GROW AND TRANSFORM
BUSINESS OF TODAY
BUSINESS OF THE FUTURE
Strategic priorities
Strategic priorities
Restore Southern African operations
Develop an integrated power business
Achieve Southern African value chain oil breakeven
through improved coal quality, stable supply, cost
discipline and operational reliability.
Build a profitable and scalable integrated power
business by increasing our renewable energy
target to up to 2 GW by FY30 to support
transformation and create long-term value.
Our strategy sets us on a
clear path to deliver longterm sustainable returns
and achieve our emission
reduction target.
We will achieve this by:
VA
VIN
PE
OR
EBITDA: US$450 - US$550 million and
10 - 13% margin for FY26.
EBITDA: US$750 - US$850 million and
>15% margin by FY28.
Advance opportunities aligned to our capabilities
and near-term market demand, including
renewable diesel and sustainable aviation fuels.
ER
G
RF
MA
N CE
TO UN LO CK
For more detail
regarding
International
Chemicals refer to
page 66.
S TA
KE
Approximately 1 GW contracted by FY28.
920 MW renewable energy secured.
Grow sustainable fuels and chemicals
LD
Reset International Chemicals
Continue implementing a comprehensive reset
and turnaround strategy through market focus,
asset optimisation and cost discipline.
DRI
US$50/bbl oil breakeven by FY28.
LUE
US$55 - US$60/bbl oil breakeven by FY26.
HO
Sustainable product certification to allow
1 - 2 million litres per annum product
offtake by FY27.
For more detail
regarding
Business Building
refer to page 70.
Progress the Emission Reduction
Roadmap
Enhance sustainability while maintaining business
viability by balancing greenhouse gas emission
reduction, cost, and operational efficiency.
Partial fine coal solution: Commissioning
of fine coal beneficiation facility by FY26.
A Sustainable financial
performance.
A Unlocking the full
potential of our
foundation business
while reducing the carbon
intensity of our products.
A Driving a culture of
innovation.
A Leveraging our
existing asset base and
Fischer-Tropsch (FT)
technology to enable
sustainable growth.
A Creating value through
new sustainable
businesses that are
inherently aligned with
decarbonisation.
A Delivering our greenhouse
Our competitive
advantages will
help drive our
strategy
Advantaged assets
and feedstocks
Embed customer-centricity
to enhance mutual beneficial
value
Ability to grow and transform
aligned with our customers'
evolving needs
SASOL INTEGRATED REPORT 2025
24
Ability to accelerate our energy
transformation by leveraging
our internal anchor demand
gas emission reduction
target 30% by 2030.
