Sasol Limited · JSE:SOL

Sasol — Investor Presentation (December 2024)

23 slides from Sasol's investor presentation, December 2024

  1. Slide 1: Sasol Investor presentation

    Sasol Investor presentation Copyright ©, 2024, Sasol

  2. Slide 2: Disclaimer - Forward-looking statements

    Disclaimer - 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 ou

  3. Slide 3: Table of contents

    TABLE OF CONTENTS Business overview 4 Strategy 8 Business and financial performance 13 Additional information 18 Copyright ©, 2024, Sasol 3

  4. Slide 4: Business overview

    BUSINESS OVERVIEW Copyright ©, 2024, Sasol 4

  5. 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

  6. Slide 6: Sasol at a glance

    Sasol at a glance North America Eurasia 28 141 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

  7. 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 &

  8. Slide 8: Strategy

    STRATEGY Copyright ©, 2024, Sasol 8

  9. Slide 9: Refining our strategic approach to deliver Future Sasol

    Refining our strategic approach to deliver Future Sasol Achieve full potential from our foundation business … transform Shift our portfolio towards more sustainable value pools Building a into a more stronger Strengthen our balance sheet sustainable foundation to… Incubate and bring new sustainable

  10. Slide 10: Committed to a balanced and measured approach in transforming our business

    Committed to a balanced and measured approach in transforming our business Responding to changes in the Optimising our Building scalable energy transition GHG roadmap and growth sustaining landscape and opportunities to competitive leveraging transform our advantage from competitive business foundat

  11. Slide 11: Prioritising our key stakeholders for continued value creation

    Prioritising our key stakeholders for continued value creation Employees and Shareholders organised labour - and providers of R37bn in wages capital Total and benefits dividend of R2 per share Enterprise and Governments supplier development – VALUE and regulatory authorities - R56,6m SME CREATION R5

  12. Slide 12: Leading to a more resilient Sasol

    Leading to a more resilient Sasol Stronger Improved Sustainability Growth in foundation returns commitments new businesses Unlocking our business potential and building a sustainable Future Sasol Copyright ©, 2024, Sasol 12

  13. Slide 13: Business and financial performance

    BUSINESS AND FINANCIAL PERFORMANCE Copyright ©, 2024, Sasol 13

  14. Slide 14: Group profitability

    Group profitability FY24 FY23 FY24 FY23 Rm Rm % Turnover 275 111 289 696 5▼ Adjusted EBITDA1 Adjusted EBITDA1 R60bn R66bn Gross margin 127 895 128 674 1▼ Cash fixed cost (69 490) (68 836) 1▲ 4,8 5,0 (7%) Adjusted EBITDA 60 012 66 305 9▼ (8%) (12%) (7%) (9%) Non cash cost (including depreciation and

  15. Slide 15: Sasol 2.0 programme enables our transition to Future Sasol

    Sasol 2.0 programme enables our transition to Future Sasol Ensuring a more competitive Cash fixed cost Gross margin and profitable business reduction uplift >R8bn1 >R7bn1 R8,4bn reduction2 R7,6bn uplift2 Balance sheet strength supports strategy execution Deliver resilient performance Capital Working

  16. Slide 16: Updated dividend policy linked to free cash flow generation

    Updated dividend policy linked to free cash flow generation Maintain capital Transform capital Selective growth Optimisation of maintenance capex ongoing safe and reliable deliver GHG reduction small high-return, short operations targets payback projects 1st order allocation R27 - 34bn per annum1 Ba

  17. Slide 17: Credit ratings

    Financial position analysis S&P Moody’s Credit ratings 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 5% US dollar Rand Alignment of debt currency to

  18. Slide 18: Additional information

    ADDITIONAL INFORMATION Copyright ©, 2024, Sasol 18

  19. Slide 19: Sasol leadership portfolios re-defined

    Sasol leadership portfolios re-defined Simon Baloyi President and CEO Antje Hermann Victor Christian Charlotte Vuyo Walt Sarushen Gerber Wenhold Bester Herrmann Mokoena Kahla Bruns Pillay EVP: International EVP: Mining, Risk, EVP: Operations EVP: Marketing and EVP: Human EVP: Commercial Group Chief

  20. Slide 20: Board

    Board Our Group is organised Muriel Dube Simon Manuel David Martina Kathy into four portfolios each Baloyi Cuambe Eyton Flöel Harper with explicit focus and Committee: Committee: Committee: Committee: Committee: Committee: ▪ Chairman of the Member: Member: • Chairman of the Safety, Lead Independent

  21. Slide 21: Additional information

    Additional information ▪ NYSE: SSL ▪ Cusip: US8038663006 ▪ Depositary Bank: ADR JP Morgan Depositary ▪ ISIN: US8038663006 ▪ Ratio DR:ORD – 1:1 Receipts ▪ JSE: SOL ORDINARY SHARE ▪ ISIN: ZAE000006896 Investor Relations Media investor.relations@sasol.com alex.anderson@sasol.com +27 10 344 9280 +27 71

  22. Slide 22: Abbreviations and definitions

    Abbreviations and definitions ADR American Depositary Receipts JV Joint venture bn Billion MEG mono-ethylene glycol CMD Capital markets Day mm bbl million barrel CTL Coal-to-liquids mt million tons NGO’s Non-governmental organization EBITDA Earnings before interest, tax, depreciation and amortisatio

  23. Slide 23: Copyright ©, 2024, Sasol

    Copyright ©, 2024, Sasol 23

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