SASOL Integrated Report 2025_Final_28 August 2025 - Flipbook - Page 69
INTRODUCTION
ABOUT SASOL
STRATEGIC OVERVIEW
PORTFOLIOS
ESG
DATA AND ASSURANCE / ADMINISTRATION
REMUNERATION REPORT
STRENGTHEN OUR FOUNDATION
INTERNATIONAL CHEMICALS continued
OUTLOOK
We have completed a comprehensive strategic review aimed at enhancing returns and aligning
performance with industry standards. The resulting plan is structured into three key phases,
each designed to strengthen our position in the market and drive sustainable growth.
PHASE
1
PHASE
RESET
Strengthening our foundation by prioritising cost efficiency,
optimising our go-to-market approach, and improving
asset performance.
Strategic initiatives
Delivering
Underpinned by
A Safety, Health and Environment:
Zero Harm
15 - 20%
A Costs:
Continuous improvement
reduction1 in
cash fixed cost by
FY28 vs FY24
A Assets:
Reliable and compliant
A Production:
Focus on quality and efficiency
A People:
Harnessing our expertise
EBITDA uplift of
FY26:
US$450 - 550 m
A New Enterprise Resource
Planning (ERP) system
FY28:
US$750 - 850 m
Asset optimisation: Continuously evaluate the viability of our global
assets to maximise value. Initial actions have already been taken to improve
margins across our operations in Italy, Germany and the United States.
These changes are intended to foster a culture of innovation, collaboration,
and calculated risk-taking, which will drive the company’s growth.
1 Includes impact of asset portfolio optimisation
Adjusted
EBITDA margin of:
FY26:
10 – 13%
FY28:
> 15%
SASOL INTEGRATED REPORT 2025
68
3
EXCEL
Transforming our business to facilitate the management of both
internal and external debt, exploring new market growth
opportunities, and fostering partnerships for growth.
Operating model change: Refining our value proposition for both
commodity and specialty products to prioritise higher-margin solutions,
focusing on margin expansion over sheer scale.
Excellence programmes: Executing on our excellence programmes in
commercial, operations, procurement and supply chain.
PHASE
OPTIMISE
Cost discipline is central to improving our financial performance in the short
term. Key strategic initiatives include:
Streamlined organisational structure: Implementing a new
organisational structure to eliminate silos, standardise processes, and
encourage greater cross-functional collaboration.
2
Delivering long-term value
by building upon our
market leadership,
complemented by
inorganic growth
opportunities.
