- Operating profit up 12% JOHANNESBURG, South Africa, March 5 /PRNewswire-FirstCall/ -- Commentary Earnings attributable to shareholders for the six months to 31 December 2006, buoyed by an increase in the average crude oil price and the weaker rand/US dollar exchange rate, increased by 9% to R8,0 billion from R7,3 billion for the same period in the previous financial year. Earnings attributable to shareholders from continuing operations have increased by 14% to R8,1 billion, from R7,1 billion. Our earnings per share from continuing operations of R12,95 and headline earnings per share from continuing operations of R12,03 were respectively 13% and 7% higher than those of the previous comparable six month period. Operating profit of R12,2 billion was 12% higher than the comparable period of the prior year. The increase in operating profit resulted from an 11% weakening in the average exchange rate (R7,23/US$1,00 in 2006 versus R6,52/US$1,00 in 2005), and a 9% increase in the average dated Brent crude oil price (US$64,59 in 2006 versus US$59,21 in 2005), which was partly offset by the combined effect of the statutory total shutdown of our Sasol Synfuels operations in September 2006, the starting up of the Synfuels Catalytic Cracker, production interruptions and lower sales volumes. We have continued to classify our Sasol Olefins & Surfactants (O&S) business as a disposal group held for sale and the results continue to be reported as discontinued operations. The operating profit of Sasol O&S has declined when compared with the comparable period of the previous year, primarily as a result of depressed margins in the global detergent alcohol market. Safety and operations Our consolidated combined recordable case rate (RCR) has improved from 0,87 at 30 June 2006 to 0,78 at 31 December 2006. The revised RCR includes not only Sasol employees as in the past, but also incidents relating to service providers and, from 1 July 2006, the effect of occupational diseases. Further progress is being made following the implementation of our Safety Improvement Plan. Safety remains a top priority for the group. It is very pleasing to report that Sasol Gas achieved an RCR of zero for the six months ending 31 December 2006. Our Sasol Synfuels operations in Secunda embarked on a statutory total shutdown in September 2006 (postponed from the previous financial year due to the national fuel shortage at the time). This shutdown, combined with some production interruptions, has negatively impacted volumes in Sasol Mining, Sasol Synfuels and in some of our chemical businesses. A second statutory phase shutdown is planned for March 2007. Major capital projects advanced Cash flow on capital projects amounted to R6,1 billion of which R3,4 billion (57%) was invested in our South African operations. Major projects advanced include: - Progress in the completion of the fuel quality enhancement and polymer expansion project (Project Turbo), with the polyethylene plant having concluded its warranty runs and the Synfuels Catalytic Cracker (SCC) having started up. The SCC is, however, currently underperforming and has been taken out of operation to make certain modifications. Market demand for fuel will continue to be met. - At the Oryx gas-to-liquids (GTL) joint venture with Qatar Petroleum, following start-up challenges associated with such an integrated and complex facility, the plant started to produce final product by end- January 2007 and the first shipment of final product is planned for end-March 2007. - Progress in the construction of the Escravos GTL project in Nigeria. The worldwide increase in large engineering and construction contracts has resulted in a global shortage of engineering and construction resources and caused strains in these industries. These challenges have resulted in moderate delays and increased costs of certain projects, including the polypropylene and octene 3 plants in Secunda and the Arya Sasol plants in Iran. This situation has been carefully analysed and mitigation steps aimed to secure greater owner influence on time schedules and the overall cost of ownership have been implemented. Gearing reduced Our gearing (net debt as a percentage of shareholders' equity) reduced from 29% at 30 June 2006 to 21% at 31 December 2006, due mainly to the increase in earnings and the proceeds received on the disposal of 25% of Republic of Mozambique Pipeline Investments Company (Pty) Limited (ROMPCO) and 25% of Sasol Oil (Pty) Limited. Dividend increased The interim dividend declared of R3,10 per share represents an 11% increase compared with the previous year's interim dividend. The dividend cover is 4,2 times which is consistent with the interim dividend cover of last year. We expect to maintain our dividend cover within our targeted range of 2,5 to 3,5 times for the full year. South African energy cluster Sasol Mining The operating profit of Sasol Mining of R411 million was 38% lower than the prior comparable period primarily because of higher coal purchases from Anglo Coal's Isibonelo Colliery, lower production volumes as a result of the Sasol Synfuels shutdown and the effect of a strike in December 2006, and increases, within inflationary levels, in operating costs. Furthermore, the production build-up at Mooikraal Colliery was slower than planned. Sasol Synfuels Sasol Synfuels achieved an increase in operating profit of 14% to R8 360 million primarily because of higher oil prices and a weaker rand. Production volumes were 7% lower as a result of the four-yearly shutdown of one half of the total plant, the start-up of the Synfuels Catalytic Cracker and some production interruptions. Operating costs have increased as a result of the need to import fuel components, as well as higher coal and natural gas costs. Sasol Oil Operating profit reduced by 17% to R931 million mainly as a result of lower refining margins, off a high base, and an increased level of imported petrol, diesel and fuel components. Pleasing progress in retail expansion under the Sasol and Exel brands is being made and our market objectives have been met. With effect from 1 July 2006, we sold a 25% interest in Sasol Oil (Pty) Limited (Sasol Oil) to Tshwarisano LFB Investment (Pty) Limited (Tshwarisano). Sasol Gas A 12% increase in sales volumes (both to Sasol Synfuels and external customers), higher sales prices and the profit on the sale of 25% of ROMPCO resulted in Sasol Gas increasing its operating profit by 50% to R1 167 million. The business finalised the sale of a 25% shareholding in ROMPCO, which owns the natural gas pipeline between Mozambique and South Africa, to Companhia Mocambicana de Gasoduto (CMG), a state-owned company in Mozambique, realising a profit of R346 million. International energy cluster Sasol Synfuels International This business hosts the growth ambitions of the group relating to GTL and coal-to-liquids (CTL) ventures. Costs increased to R366 million during the period as a consequence of increased activity. Representative offices were established in China and India to pursue CTL opportunities with potential business partners in both countries. Pre- feasibility studies in the USA are progressing. Our joint venture, Sasol Chevron, continues to evaluate GTL opportunities in other locations including Australia and Algeria. Sasol Petroleum International Operating profit increased by 33% to R352 million for the six months primarily due to higher selling prices and a weaker rand/US dollar exchange rate as well as increased sales volumes. Chemical cluster Sasol Polymers Margin pressure at the beginning of the period under review has been alleviated through lower feedstock costs and selling price increases. Production volumes and operating efficiencies were however negatively affected by the Sasol Synfuels shutdown with operating profit of R262 million being 34% lower than the result of the previous comparable period. Sasol Solvents Stronger product prices and a weaker rand contributed to the positive performance of Sasol Solvents. However, the effect of the R140 million reversal of the impairment of the octene 3 plant in the previous comparable period resulted in operating profit decreasing by 13% to R490 million. On a comparable basis, before taking the effect of capital items into account, operating profit improved by 27%. Other chemical businesses Sasol Wax has realised a significant improvement in its operating profit from R67 million to R268 million, primarily as a result of improved product margins. Sasol Nitro has also recorded an improvement in operating profit of 7% to R323 million, mainly due to higher sales volumes in the fertiliser business. Profit outlook Assuming slightly lower oil and commodity chemical prices and a marginally stronger rand relative to the first six months, earnings in the second half are expected to be lower than those of the first half. Satisfactory earnings growth for the full financial year is, however, expected. We will commission substantial new production capacity (polymers and GTL) during the year which is expected to benefit our earnings in the 2008 financial year. Basis of preparation and accounting policies The condensed consolidated interim financial report for the six months ended 31 December 2006 has been prepared in compliance with the Listings Requirements of the JSE Limited, International Financial Reporting Standards (IFRS) (in particular International Accounting Standard 34 Interim Financial Reporting) and the South African Companies Act, 1973, as amended. Except as otherwise disclosed, the accounting policies applied in the presentation of the interim financial report are consistent with those applied for the year ended 30 June 2006. The group has changed its accounting policy with regard to costs incurred to develop the operations of existing, operating mines. Under the amended accounting policy, all development expenditures incurred after the commencement of production are capitalised to the extent that they give rise to future economic benefits and are amortised over their estimated useful lives. This policy has been adopted with retrospective effect and prior year figures restated. The effect on earnings and headline earnings per share is an increase of 1 cent for the year ended 30 June 2006. Further details will be provided in the annual report for the year ending 30 June 2007. These condensed consolidated interim financial statements have been prepared in accordance with the historic cost convention except for certain financial instruments which are stated at fair value. The consolidated interim financial results are presented in rand, which is Sasol Limited's functional and presentation currency. Related party transactions The group, in the ordinary course of business, entered into various sale and purchase transactions on an arm's length basis at market rates with related parties. Acquisition and disposals of businesses With effect from 1 July 2006, a 25% interest in Republic of Mozambique Pipeline Investment Company (Pty) Ltd was sold to Companhia de Mocambicana de Gasoduto in terms of the shareholders' agreement. This transaction was finalised during the current period and a profit of R346 million realised on this transaction. With effect from 1 July 2006 Tshwarisano acquired a 25% shareholding in Sasol Oil for a consideration of R1 450 million. Sasol is providing facilitation and support for Tshwarisano's financing requirements. A profit of R315 million was realised on this transaction. In October 2006, Sasol's interest in DPI Holdings (Pty) Limited was sold to Dawn Limited for a consideration of R51 million. The proceeds are receivable in 2008. A R7 million loss was realised on this sale. In September 2006, Sasol Nitro acquired the remaining 40% of Sasol Dyno Nobel (Pty) Limited for a consideration of US$ 31 million (R221 million). Disposal group held for sale and discontinued operations With effect from 30 June 2006, Sasol O&S was classified as a disposal group held for sale and the results reported as discontinued operations. Comparative information in the income statement has been restated accordingly. The estimated fair value less costs to sell Sasol O&S remain largely unchanged from that recognised at 30 June 2006. However, when an asset is classified as held for sale, depreciation may no longer be recognised. The net asset value of Sasol O&S in the balance sheet has increased by the earnings of Sasol O&S (which excludes any depreciation expense). As this increased net asset value exceeds the estimated fair value less costs to sell the business, it is necessary to recognise a further write-down. The amount of the write-down of R420 million approximates the unrecognised depreciation charge. Post balance sheet date events We have conducted a preliminary study of the Task Team's report on possible reforms to the fiscal regime applicable to windfall profits in South Africa's liquid fuel energy sector, with particular reference to the synthetic fuel industry. We will respond in detail to the National Treasury of South Africa. Changes in contingent liabilities since 30 June 2006 In terms of the sale of 25% in Sasol Oil to Tshwarisano, Sasol has provided facilitation for the financing requirements of Tshwarisano. The undiscounted maximum exposure at 31 December 2006 amounted to R1 051 million. A liability for the fair value of this guarantee at 31 December 2006, amounting to R39 million, has been recognised. Principal foreign currency conversion rates 31 Dec 31 Dec 30 Jun One unit of foreign currency equals 2006 2005 2006 Rand/US$ (closing) 7,01 6,33 7,17 Rand/US$ (average) 7,23 6,52 6,41 Rand/euro (closing) 9,25 7,49 9,17 Rand/euro (average) 9,27 7,85 7,80 Independent review by the auditors The condensed consolidated balance sheet at 31 December 2006 and the related condensed consolidated statements of income, changes in equity and cash flow for the six months then ended have been reviewed by our auditors, KPMG Inc. Their unmodified review report is available for inspection at the registered office of the company. Declaration of dividend number 55 The directors of Sasol Limited have declared an interim dividend of R3,10 per share (2006: R2,80 per share) for the six months to 31 December 2006. The dividend has been declared in the currency of the Republic of South Africa. The salient dates are: To holders of ordinary shares: Last day for trading to qualify for and participate in the interim dividend (cum dividend) Thursday, 29 March 2007 Trading ex dividend commences Friday, 30 March 2007 Record date Thursday, 5 April 2007 Dividend payment date (electronic and certificated register). Electronic payment will be undertaken simultaneously Tuesday, 10 April 2007 On 10 April 2007, dividends due to certificated shareholders on the South African registry will either be electronically transferred to shareholders' bank accounts or, in the absence of suitable mandates, dividend cheques will be posted to such shareholders. Shareholders who have dematerialised their share certificates will have their accounts, at their Central Securities Depositary Participant or Broker credited on 10 April 2007. Share certificates may not be dematerialised or rematerialised between Friday, 30 March 2007 and Thursday, 5 April 2007, both days inclusive. To holders of American Depositary Receipts(i) Ex dividend on New York Stock Exchange Tuesday, 3 April 2007 Record date Thursday, 5 April 2007 Date for currency conversion Wednesday, 11 April 2007 Dividend payment date Friday, 20 April 2007 (i) Subject to NYSE confirmation On behalf of the board Pieter Cox Pat Davies Christine Ramon Chairman Chief executive Chief financial officer Sasol Limited, 5 March 2007 Registered office: Sasol Limited, 1 Sturdee Avenue, Rosebank, Johannesburg 2196 PO Box 5486, Johannesburg 2000, South Africa Share registrars: Computershare Investor Services 2004 (Pty) Limited, 70 Marshall Street, Johannesburg 2001 PO Box 61051, Marshalltown 2107, South Africa, Tel: +27 11 370-7700 Fax: +27 11 370-5271/2 Directors (non-executive): PV Cox (Chairman), E le R Bradley, BP Connellan, HG Dijkgraaf (Dutch), MSV Gantsho, A Jain (Indian), IN Mkhize, S Montsi, TH Nyasulu, JE Schrempp (German) (Executive): LPA Davies (Chief executive), KC Ramon (Chief financial officer), VN Fakude, AM Mokaba Company secretary: NL Joubert Company registration number: 1979/003231/06, Incorporated in the Republic of South Africa JSE NYSE Share codes: SOL SSL ISIN code: ZAE000006896 US8038663006 American depositary receipt (ADR) program: Cusip number 803866300 ADR to ordinary share 1:1 Depositary: The Bank of New York, 22nd floor, 101 Barclay Street, New York, N.Y. 10286, U.S.A. e-mail: Forward-looking statements: In this report we make certain statements that are not historical facts and relate to analyses and other information based on forecasts of future results not yet determinable, relating, amongst other things, to exchange rate fluctuations, volume growth, increases in market share, total shareholder return and cost reductions. These are forward-looking statements as defined in the United States Private Securities Litigation Reform Act of 1995. Words such as "believe", "anticipate", "intend", "seek", "will", "plan", "could", "may", "endeavour" and "project" and similar expressions are intended to identify such forward-looking statements, but are not the exclusive means of identifying such statements. Forward-looking statements involve inherent risks and uncertainties and, if one or more of these risks materialise, or should underlying assumptions prove incorrect, actual results may be very different from those anticipated. The factors that could cause our actual results to differ materially from such forward-looking statements are discussed more fully in our most recent annual report under the Securities Exchange Act of 1934 on Form 20-F filed on 2 November 2006 and in other filings with the United States Securities and Exchange Commission. Forward-looking statements apply only as of the date on which they are made, and Sasol does not undertake any obligation to update or revise any of them, whether as a result of new information, future events or otherwise. SASOL LIMITED GROUP BALANCE SHEET at 31-Dec-06 31-Dec-05 30-Jun-06 Reviewed Reviewed Audited Restated Restated Rm Rm Rm ASSETS Property, plant and equipment 42,421 39,110 39,826 Assets under construction 24,362 22,837 23,176 Goodwill 457 483 266 Other intangible assets 664 943 775 Post-retirement benefit assets 80 275 80 Deferred tax assets 604 416 691 Other long-term assets 2,697 2,469 2,293 Non-current assets 71,285 66,533 67,107 Assets held for sale 11,794 41 12,115 Inventories 9,004 11,001 8,003 Trade and other receivables 12,035 12,817 12,067 Short-term financial assets 161 17 180 Restricted cash 710 598 584 Cash 6,057 2,940 3,102 Current assets 39,761 27,414 36,051 Total assets 111,046 93,947 103,158 EQUITY AND LIABILITIES Shareholders' equity 57,917 48,901 52,605 Minority interest 1,515 313 379 Total equity 59,432 49,214 52,984 Long-term debt 15,139 13,653 15,021 Long-term financial liability 36 - - Long-term provisions 3,643 3,458 3,463 Post-retirement benefit obligations 2,591 2,998 2,461 Long-term deferred income 2,150 1,020 1,698 Deferred tax liabilities 7,216 6,541 6,156 Non-current liabilities 30,775 27,670 28,799 Liabilities in disposal group held for sale 5,236 - 5,479 Short-term debt 2,694 2,858 2,721 Short-term financial liabilities 507 838 514 Other current liabilities 12,084 13,096 12,219 Bank overdraft 318 271 442 Current liabilities 20,839 17,063 21,375 Total equity and liabilities 111,046 93,947 103,158 SASOL LIMITED GROUP INCOME STATEMENT for the period ended half-year half-year full year 31-Dec-06 31-Dec-05 30-Jun-06 Reviewed Reviewed Audited Restated Restated Rm Rm Rm Turnover 37 640 30 971 63 850 Cost of sales and services rendered (21 158) (15 322) (33 046) Gross profit 16 482 15 649 30 804 Other operating income 456 100 191 Marketing and distribution expenditure (1 865) (1 715) (3 561) Administrative expenditure (1 836) (1 343) (3 070) Other operating expenditure (834) (1 416) (3 839) Translation losses (216) (402) 254 Operating profit 12 187 10 873 20 779 Dividends and interest received 357 138 317 Income from associates 192 82 135 Borrowing costs (net of costs capitalised) (448) (268) (456) Profit before tax 12 288 10 825 20 775 Taxation (3 980) (3 648) (6 833) Profit from continuing operations 8 308 7 177 13 942 Discontinued operations Net (loss) / profit from discontinued operations (97) 226 (3 360) Profit 8 211 7 403 10 582 Attributable to Shareholders 7 981 7 311 10 406 Minority interest 230 92 176 8 211 7 403 10 582 Basic earnings per share - attributable earnings basis Rand 12.79 11.82 16.78 from continuing operations 12.95 11.45 22.20 from discontinued operations (0.16) 0.37 (5.42) - headline earnings basis Rand 12.39 11.61 22.98 from continuing operations 12.03 11.22 22.52 from discontinued operations 0.36 0.39 0.46 Diluted earnings per share* - attributable earnings basis Rand 12.60 11.58 16.51 from continuing operations 12.75 11.22 21.84 from discontinued operations (0.15) 0.36 (5.33) - headline earnings basis Rand 12.20 11.37 22.61 from continuing operations 11.85 10.99 22.16 from discontinued operations 0.35 0.38 0.45 Dividends per share - interim** Rand 3.10 2.80 2.80 - final Rand 4.30 * Taking the Sasol Share Incentive Scheme into account. ** The interim dividend was declared subsequent to 31 December 2006 and is presented for information purposes only. No provision regarding this interim dividend has been recognised. SASOL LIMITED GROUP SALIENT FEATURES for the period ended half-year half-year full year 31-Dec-06 31-Dec-05 30-Jun-06 restated restated Selected ratios Operating margin % 32.4 35.1 32.5 Borrowing cost cover times 17.6 16.5 10.1 Dividend cover times 4.2 4.2 2.3 Dividend cover from continuing operations times 4.2 4.1 3.1 Share statistics Total shares in issue million 625.2 680.5 683.0 Treasury shares (share repurchase programme) million - 60.1 60.1 Weighted average number of shares million 623.8 618.5 620.0 Restated diluted weighted average number of shares million 633.5 631.5 630.2 Share price (closing) Rand 258.79 226.50 275.00 Market capitalisation Rm 161 796 154 133 187 825 Net asset value per share Rand 92.64 78.82 84.45 Other financial information Total debt (including bank overdraft) - interest bearing Rm 17 551 16 482 17 884 - non-interest bearing Rm 600 300 300 Borrowing costs capitalised Rm 384 531 1 439 Capital commitments 12 805 14 443 13 866 - authorised and contracted Rm 28 879 30 450 28 060 - authorised, not yet contracted Rm 6 828 4 453 6 306 - less expenditure to date Rm (22 902) (20 460) (20 500) Guarantees and contingent liabilities - total amount Rm 33 924 32 023 33 212 - liability included on balance sheet Rm 11 560 10 935 12 106 Significant items in operating profit (continuing operations) - employee costs Rm 4 523 3 596 7 647 - depreciation and amortisation of non- current assets Rm 1 887 1 643 3 499 Effective tax rate % 32.4 33.7 32.9 Number of employees (continuing & discontinued operations) number 31 852 30 185 31 460 Average crude oil price - US$/barre dated Brent l 64.59 59.21 62.45 Average Rand / US$ 1US$ = exchange rate Rand 7.23 6.52 6.41 The reader is referred to the definitions contained in the 2006 Sasol Limited annual financial statements. SASOL LIMITED GROUP STATEMENT OF CHANGES IN EQUITY for the period ended half-year half-year full year 31-Dec-06 31-Dec-05 30-Jun-06 Reviewed Reviewed Audited Restated Restated R m R m R m Opening balance as previously reported 52 731 43 786 43 786 Effect of change in accounting policy 253 220 220 Restated opening balance 52 984 44 006 44 006 Shares issued during period 160 258 431 Attributable earnings 7 981 7 311 10 406 As previously reported 7 295 10 373 Effect of change in accounting policy 16 33 Dividends paid (2 683) (1 920) (3 660) Movement in foreign currency translation reserve (246) (629) 1 147 Increase in share based payment reserve 92 84 169 Increase in cash flow hedge accounting reserve 8 44 359 Movement in minority interest 1 136 60 126 Closing balance 59 432 49 214 52 984 Comprising Share capital 3 456 3 461 3 634 Share repurchase programme - (3 647) (3 647) Retained earnings 53 990 50 646 52 001 Share based payment reserve 872 695 780 Foreign currency translation reserve (435) (1 965) (189) Investment fair value reserve 2 2 2 Cash flow hedge accounting reserve 32 (291) 24 Shareholders' equity 57 917 48 901 52 605 Minority interest 1 515 313 379 Total equity 59 432 49 214 52 984 SASOL LIMITED GROUP CASH FLOW STATEMENT for the period ended half-year half-year full year 31-Dec-06 31-Dec-05 30-Jun-06 Reviewed Reviewed Audited Restated Restated R m R m R m Cash receipts from customers 49 229 39 461 80 853 Cash paid to suppliers and employees (35 655) (27 238) (56 326) Cash generated by operating activities 13 574 12 223 24 527 Investment income 600 144 444 Borrowing costs paid (724) (688) (1 745) Tax paid (3 557) (1 732) (5 389) Dividends paid (2 683) (1 920) (3 660) Cash retained from operating activities 7 210 8 027 14 177 Additions to non-current assets (6 050) (6 190) (13 296) Acquisition of businesses (221) (147) (147) Disposal of businesses 2 183 596 587 Cash disposed of on disposal of businesses 33 (1) (1) Other net (expenditure in) / proceeds from investing activities (183) (254) 582 Cash utilised in investing activities (4 238) (5 996) (12 275) Share capital issued 160 258 431 Dividends paid to minority shareholders (218) (39) (75) (Decrease) / increase in long-term debt (43) 335 1 305 Increase / (decrease) in short-term debt 63 (2 452) (2 938) Cash effect of financing activities (38) (1 898) (1 277) Translation effects on cash and cash equivalents of foreign entities 12 (90) (133) Increase in cash and cash equivalents 2 946 43 492 Cash and cash equivalents at beginning of year 3 244 3 224 3 224 Cash in disposal groups held for sale 259 - (472) Cash and cash equivalents at end of year 6 449 3 267 3 244 SASOL LIMITED GROUP RESULTS OF OPERATIONS OF DISCONTINUED OPERATIONS - O & S for the period ended half-year half-year full year 31-Dec-06 31-Dec-05 30-Jun-06 Reviewed Reviewed Audited Rm Rm Rm Turnover 10 841 9 285 18 545 Cost of sales and services rendered (9 119) (7 637) (15 501) Other operating income 122 65 342 Operating expenses (1 378) (1 450) (2 810) Capital items (466) (19) (4 143) Operating profit / (loss) - 244 (3 567) Net financing (costs) / income (3) 2 (92) Taxation (94) (20) 299 Net (Loss) / profit from discontinued operations (97) 226 (3 360) SASOL LIMITED GROUP HEADLINE EARNINGS for the period ended half-year half-year full year 31-Dec-06 31-Dec-05 30-Jun-06 Reviewed Reviewed Audited Restated Restated Rm Rm Rm Reconciliation of headline earnings Profit from continuing operations 8 308 7 177 13 942 Less minority interest (230) (92) (176) Effect of capital items of continuing operations (628) (219) 129 Impairment of assets 40 86 155 Reversal of impairment - (140) (140) Profit on disposal of assets (720) (211) (146) Scrapping of property, plant and equipment 52 46 260 Tax effects 53 71 67 Headline earnings of continuing operations 7 503 6 937 13 962 Net (loss) / profit from discontinued operations (97) 226 (3 360) Effect of capital items of discontinued operations 466 19 4 143 Impairment of assets 74 13 912 Fair value write-down 420 - 3 196 (Profit) / loss on disposal of assets (28) - 14 Scrapping of property, plant and equipment - 6 21 Tax effects (146) (4) (498) Headline earnings of discontinued operations 223 241 285 Headline earnings 7 726 7 178 14 247 SASOL LIMITED GROUP SEGMENT REPORT for the period ended half-year half-year full year 31-Dec-06 31-Dec-05 30-Jun-06 Reviewed Reviewed Audited Restated Restated R m R m R m Contribution to group turnover Mining 769 705 1 517 Synfuels 443 462 915 Oil 18 606 15 539 32 243 Gas 1 019 814 1 663 Synfuels International 82 119 161 Polymers 4 610 3 907 7 537 Solvents 6 082 4 914 10 485 Other businesses 6 029 4 511 9 329 Per income statement 37 640 30 971 63 850 Discontinued operation - O&S 10 841 9 285 18 545 48 481 40 256 82 395 Operating profit Mining 411 658 1 227 Synfuels 8 360 7 336 13 499 Oil 931 1 125 2 432 Gas 1 167 780 1 526 Synfuels International (366) (256) (642) Polymers 262 394 822 Solvents 490 562 873 Other businesses 932 274 1 042 Per income statement 12 187 10 873 20 779 Discontinued operation - O&S - 244 (3 567) 12 187 11 117 17 212 Capital items per business unit Mining (8) (2) (16) Synfuels 2 (29) (187) Oil 9 (7) (8) Gas 371 133 138 Synfuels International - - - Polymers (5) 5 (17) Solvents (47) 140 105 Other businesses 306 (21) (144) Continuing operations 628 219 (129) Discontinued operation - O&S (466) (19) (4 143) 162 200 (4 272) DATASOURCE: Sasol Limited CONTACT: Marina Bidoli, Group Communications Manager, 27 11 441 3511, for Sasol Limited

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