Slide 1: Sasol Investor presentation
Sasol Investor presentation Copyright ©, 2024, Sasol
Slide 2: Forward-looking statements
Forward-looking statements Sasol may, in this document, make certain statements that are not historical facts and relate to analyses and other information which are based on forecasts of future results and estimates of amounts not yet determinable. These statements may also relate to our future pros
Slide 3: Table of contents
TABLE OF CONTENTS Business overview 4 Strategy 8 Business and financial performance 14 Additional information 19 Copyright ©, 2024, Sasol 3
Slide 4: Business overview
BUSINESS OVERVIEW Copyright ©, 2024, Sasol 4
Slide 5: About Sasol
About Sasol Sasol is a global chemicals and energy company. We harness our knowledge and expertise to integrate sophisticated technologies and processes into world-scale operating facilities We strive to safely and sustainably source, produce and market a range of high-quality products globally OUR
Slide 6: Sasol at a glance
Sasol at a glance North America Eurasia 29 073 employees worldwide ▪ Lake Charles Chemicals Project in Louisiana – USA: ▪ Specialty chemicals (100% owned and operated) including ethylene oxide, alumina, Guerbet alcohols, Ziegler alcohols, MEG & ethoxylates ▪ European Specialty Chemicals (100%) Marke
Slide 7: Our integrated business model
Our integrated business model SOURCE PRODUCE MARKET SOUTHERN AFRICA ENERGY AND CHEMICALS BUSINESS MODEL Feedstock/utilities Leveraging unique technologies Supplying customers globally Coal Coal-to- liquids (CTL) ▪ SA - Secunda & Sasolburg Fuels Gas Natural gas Gas-to- liquids (GTL) ▪ SA - Secunda &
Slide 8: Strategy
STRATEGY Copyright ©, 2024, Sasol 8
Slide 9: Our strategic pathways
Our strategic pathways RESET TRANSITION Step change in performance to increase resilience and REINVENT Ramping-up sustainability support business transition while > investments and leveraging ensuring shareholder returns current assets to meet the 2030 Delivering net zero ambition by 2050, growing G
Slide 10: Our approach to sustainability in a changing world
Our approach to sustainability in a changing world Balanced and measured approach required across people, planet and profit Means Affordability ESG targets Copyright ©, 2023, Sasol 10
Slide 11: Integrated strategy incorporating our net zero ambition
Integrated strategy incorporating our net zero ambition 2030 2050 GHG REDUCTION TARGET INCREASED TO 30% CLEAR AMBITION TO ACHIEVE NET ZERO1 Optimal capital solution Optionality beyond 2030 Competitive and sustainable returns to reduce fossil fuel feedstock OUR TARGET SCOPE 1 AND 2 EMISSIONS PROFILE
Slide 12: Our decarbonisation roadmap is underpinned by a Just Transition approach
Our decarbonisation roadmap is underpinned by a Just Transition approach Developed a Established four-phased Just Just Transition Transition Office Roadmap Progressing key activities Levers and interventions Stakeholder Management Partnerships Funding Development of levers and initiatives critical t
Slide 13: Prioritising our key stakeholders for continued value creation
Prioritising our key stakeholders for continued value creation Employees and Shareholders organised labour - and providers of R35bn in wages capital Total and benefits dividend of R17 per share Enterprise and Governments supplier and regulatory development – VALUE authorities - R38,8m SME CREATION R
Slide 14: Business and financial performance
BUSINESS AND FINANCIAL PERFORMANCE Copyright ©, 2024, Sasol 14
Slide 15: Group profitability
Group profitability FY23 FY22 FY23 FY22 Rm Rm % Turnover1 289 696 272 746 6▲ Adjusted EBITDA3 Adjusted EBITDA3 Gross margin 128 674 142 584 10▼ (R bn) (R bn) Cash fixed cost (68 836) (62 121) 11▲ 5,0 6,0 Adjusted EBITDA 66 305 71 843 8▼ (7%) (7%) (12%) (7%) Non cash cost (including depreciation and
Slide 16: Sasol 2.0 programme enables our transition to Future Sasol
Sasol 2.0 programme enables our transition to Future Sasol Gross margin Ensuring a more competitive Cash fixed cost and profitable business reduction uplift >R5bn1 >R3,5bn1 R7,1bn reduction2 R6,4bn uplift2 Balance sheet strength supports strategy execution Deliver resilient performance Capital Worki
Slide 17: Disciplined capital allocation remains an imperative
Disciplined capital allocation remains an imperative FOCUS AREAS Maintain Transform Selective ▪ Reduce operational costs capital safe capital growth small Step up FCF and reliable deliver GHG high-return, ▪ Business improvement initiatives to unlock value 1st order allocation Sustainability generati
Slide 18: Credit ratings
Financial position analysis Moody’s Credit ratings S&P Continued deleveraging South Africa BB- (stable) South Africa Ba2 (stable) of balance sheet Sasol BB+ (stable) Sasol Ba1 (stable) Proactive management Long-term debt by currency of debt maturities 3% US dollar Rand Alignment of debt currency to
Slide 19: Additional information
ADDITIONAL INFORMATION Copyright ©, 2024, Sasol 19
Slide 20: Our Group Executive Committee
Our Group Executive Committee Leveraging combined skills and expertise We are evolving our operating model by streamlining and reorganising to reinforce our One Sasol identity. Our Group Executive Committee, supported Our focus areas by their direct reports, will drive clearer focus and accountabili
Slide 21: Board
Board Our Group is organised Muriel Simon Manuel David 1 Martina Kathy into four portfolios each Dube Baloyi Cuambe Eyton Flöel Harper with explicit focus and Committee: Committee: Committee: Committee: Committee: Committee: Lead Independent Member: Member: Member: • Chairman of the Capital Member:
Slide 22: Additional information: Share details and IR contacts
Additional information: Share details and IR contacts ORDINARY SHARE Tiffany Sydow Natalie Bounds Malefo Ngcongo ▪ JSE: SOL Investor Relations ▪ ISIN: ZAE000006896 Vice President: Senior Investor Relations Officer Analyst Investor Relations ADR ▪ NYSE: SSL ▪ ISIN: US8038663006 e-Mail: Telephone: ▪ C
Slide 23: Abbreviations and definitions
Abbreviations and definitions ADR American Depositary Receipts JV Joint venture bn Billion MEG mono-ethylene glycol CHEPS Core headline earnings per share mm bbl million barrel CTL Coal-to-liquids mt million tons CGU Cash generating unit NGO’s Non-governmental organization EBITDA Earnings before int
Slide 24: Copyright ©, 2024, Sasol
Copyright ©, 2024, Sasol 24