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Sasol Limited's Capital Markets Day: Key Highlights and New Dividend Policy

On May 20, 2025, Sasol Limited, a leading integrated energy and chemicals company, hosted its much-anticipated Capital Markets Day in Johannesburg. The event presented a strategic update aimed at fortifying the company's foundational business and positioning it for future growth and transformation. In light of the current economic climate, Sasol outlined a series of pivotal plans designed to enhance its operations and ensure long-term sustainability.

Strategic Plans Unveiled

During the event, Sasol emphasized its commitment to:

1. Restoring the Southern Africa value chain: This involves optimizing local production and distribution channels to strengthen the market presence in Southern Africa.
2. Resetting the International Chemicals business: Sasol aims to realign its global chemical operations to better meet customer demands while enhancing operational efficiencies.
3. Growing and Transforming: The company is focused on expanding its service offerings while investing in innovative technologies to bolster its competitive edge in the market.
4. Advancing Emissions Reduction: Sasol reiterated its dedication to environmental stewardship by progressing on commitments laid out in its Emissions Reduction Roadmap (ERR), which supports broader sustainability goals.

These strategic initiatives are backed by a robust financial framework designed to deliver value to shareholders, reduce debt, and restore reliable returns.

The live presentation started at 10:00 SAST, and interested parties could access the webcast through Sasol’s dedicated registration link. Materials including presentation slides were made accessible on the company’s investor website, further enhancing transparency.

Important Changes to Dividend Policy

In a significant announcement, the Sasol Limited Board of Directors approved a revision to the company's dividend policy during the Capital Markets Day. The previous policy established a dividend trigger requiring sustainable net debt below USD 4 billion. This threshold has been adjusted to a more favorable level of sustainably below USD 3 billion, excluding leases.

This prudent change is made in response to existing economic volatility, reflecting Sasol's commitment to maintaining a resilient balance sheet while ensuring future shareholder returns remain sustainable. Other aspects of the dividend policy remain unchanged, reinforcing Sasol's focus on prudent financial management and stakeholder value.

With these strategic updates and policy changes, Sasol Limited aims to enhance its business landscape and deliver greater value to its shareholders. The company's proactive approach addresses market challenges and positions it for success in an evolving global landscape. Shareholder and investor inquiries can be directed to Sasol Investor Relations, highlighting the company's continuing commitment to open communication and transparency within its stakeholder community.

In conclusion, the Capital Markets Day marked a critical step for Sasol as it navigates towards a sustainable future, fortified by clear strategies and a responsive dividend policy.