SASOL Integrated Report 2025_Final_28 August 2025 - Flipbook - Page 47
INTRODUCTION
ABOUT SASOL
STRATEGIC OVERVIEW
PORTFOLIOS
ESG
DATA AND ASSURANCE / ADMINISTRATION
REMUNERATION REPORT
Focus on short, medium, and long-term risk perspectives
– time horizon view on risks
MATERIAL MATTERS continued
Hz1
MATERIAL
MATTER
Strengthening
for resilience
HELP
Hz2
= Up to FY28
Hz3
= Beyond FY28
HINDER
A Strengthen financial position to improve resilience and fund the
transition
A Operational underperformance and delivery (performance
measurement, cost management, operational costs)
A Optimal and cost competitive feedstock deployment of existing
feedstocks (coal and natural gas)
A Local infrastructure, utilities and logistics limitations negatively
impacting feedstock availability, product dispatch, and customer
centricity
A Monitoring cyber security risks and strengthening mitigation controls
A Building trust and credibility with external stakeholders
Why this is a Material Matter
A Enhancing leadership across the more streamlined operating model
By embracing agility, Sasol will
remain robust and capable of
navigating the complexities
and challenges of the changing
energy landscape. This will
contribute to building a
sustainable Sasol which is
profitable and adaptable in the
future.
A Improving production volumes and reducing costs to enhance value
As part of our strategic ambition
to “strengthen our foundation”,
we aim to enhance delivery
and maximise free cash flow
generation to strengthen the
balance sheet.
= FY26
A Continuous human capital development
A Market volatility, geopolitical uncertainty, and disruption
A Talent retention of critical skills
A Declining free cash flow generation
A Market pricing realisation and exchange rates volatility
Group strategic priority: Zero harm ambition | Strengthen our foundation business | Build an empowering culture
| Progress grow and transform agenda
Mitigation actions
Impact of Material Matter
Opportunities
• Financial resilience
• Operational stability ensuring
optimum returns
• Earnings
• Sustainability
• Reputation
• Trust and credibility
• Optimising the
organisation for resilience
• Deliver shared value and
growth
• Promote innovation
• Enhance our reputation
• Grow value through
improved customer value
proposition
Risk
SHORT TERM
Hz1
SHORT AND MEDIUM
TERM Hz1 Hz2
SHORT AND MEDIUM
TERM Hz1 Hz2
• Attend to operational
stability
• Group financial market
risk management
policy, processes and
frameworks (including
hedging)
• Enhance cyber resilience
• Implement the Coal
Quality Improvement
Programme
• Optimise capital
allocation and asset
reviews
• Improve cost
competitiveness
RT1
RT9
RT10
Financial
People
Stakeholder and
reputation
• Maximise cash flow
• Enhance the go-tomarket model to better
align with evolving
consumer demands
• Reignite innovation
• Coal quality challenges
persisted; however,
mitigation actions
have been introduced
to increase gasifier
availability and restore
production.
Metrics
Short term
Medium term
Long term
• R10-15bn cost
savings against
inflation by FY28
• Maintaining a
working capital
range on 15,5% –
16,5% of turnover
• R15 – R20bn
cumulative capital
savings by FY28*
• Maintaining
strong liquidity
• Net debt
(excluding leases)
sustainably below
USD$3bn by FY28
• Proactive risk
management
through
extended hedging
programme
* Capex reduction against previously guided targets.
SASOL INTEGRATED REPORT 2025
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