Quarterlytics / Basic Materials / Paper, Lumber & Forest Products / Sappi Ltd.

Sappi Ltd.

spp · NYSE Basic Materials
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Ticker spp
Exchange NYSE
Sector Basic Materials
Industry Paper, Lumber & Forest Products
Employees 10,000+
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FY2017 Annual Report · Sappi Ltd.
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2017 Annual Integrated Report

 sappi 2017 Annual Integrated Report

About this report

Our Annual Integrated Report for the year ended September 2017 provides both an assessment of our strategy 
and delivery as well as an introduction of our strategic direction, mission and vision together with our value 
statement. The report deals with key opportunities and risks in our markets as well as our performance against 
financial and non-financial objectives, along with our priorities and expectations for the year ahead. While the 
report addresses issues pertinent to a wide group of stakeholders, the primary audience is our shareholders. 
Our global and regional sustainability reports address the wider audience in more detail on key material issues.

The scope of this report includes all of our operations, as set  
out on page 20. We aim to present information that is material, 

Empowerment (BBBEE) performance is assessed by an external 
ratings agency.

comparable, relevant and complete. The issues and indicators we 
cover reflect our significant economic, environmental and social 
impacts, and those we believe would substantively influence the 
assessments and decisions of investors. The materiality of the 
information presented has been determined on the basis of extensive 
ongoing engagement with our stakeholders and has been assessed 
against the backdrop of current business operations, as well as 
prevailing trends in our industry and the global economy.

In preparing this report, we have tracked environmental findings and 
research, public opinion, employee views and attitudes, the interests 
and priorities of environmental and social groups, as well as the 
activities, profiles and interests of investors, employees, suppliers and 
customers, communities, governments and regulatory authorities.

This report is aligned with the King IV Code on Corporate Governance 
(King IV). 

Board approval
The Sappi Limited board acknowledges its responsibility for ensuring 
the integrity of the Annual Integrated Report and, to the best of its 
knowledge and belief, the Sappi Limited Annual Integrated Report 
for 2017 addresses all material issues and presents fairly the integrated 
performance of the organisation and its impacts. The report has been 
prepared in line with best practice and the board confirms that it has 
approved this Annual Integrated Report and authorised it for release 
on 09 December 2017.

External assurance
Currently, assurance of sustainability information is conducted by our 
internal audit team. Their verification process includes reviewing the 
procedures applied for collecting and/or measuring, calculating and 
validating non-financial data, as well as reviewing reported information 
and supporting documentation. During 2017 we conducted a readiness 
review for external assurance and intend to have internal verification 
for our key sustainability metrics in 2018.

In practice, most of our key operations undergo external verification 
including the Eco-Management Audit System (EMAS) in Europe and 
globally, ISO 14001 environmental certification, ISO 9001 quality 
certification and OHSAS 18001 certification.

We are also assessed in terms of the forest certification systems 
we use, and in South Africa, our Broad-based Black Economic 

In addition, our global governance, social and environmental 
performance is assessed annually in terms of our listing on the Socially 
Responsible Investment (SRI) Index of the JSE Securities Exchange 
(JSE).

Collectively, these external assessments and certifications as well 
as interaction with our stakeholders give us confidence that our 
performance indicators are reliable, accurate and pertinent. The Social, 
Ethics, Transformation and Sustainability Committee reviews 
the efficacy of conducting external assurance annually. The committee 
considered external verification in the year under review, but is satisfied 
that the sustainability information presented in this report has been 
provided with a reasonable degree of accuracy.

Due to our delisting from the New York Stock Exchange  
in 2013, we no longer publish an annual report on Form 20-F. 
For information on the combined assurance framework relevant to the 
disclosure in this report, and for the Independent Auditor’s Report, 
please refer to page 67 of this report and page 6 in the Group 
Annual Financial Statements. This year’s report does not include 
summarised financials. However, the full Annual Integrated Report with 
financials is available on www.sappi.com in electronic and PDF format.

For important information relating to forward-looking  
statements, refer to the inside back cover. We present this 

Annual Integrated Report as a basis for engagement and welcome 
any feedback. Please direct any comments or questions to Sappi 
Corporate Affairs using the details provided on page 130.

GalerieArtTM coated fine paper manufactured at Sappi’s European 
mills is made from pulp bleached without the use of chlorine. The 
wood for this pulp is sourced from sustainably managed forests, 
plantations and controlled sources. These mills are third party 
certified according to internationally recognised standards including 
ISO 9001 quality and ISO 14001 and EMAS environmental 
certification. GalerieArtTM is acid free and fully recyclable. 
Printed on 135, 250 and 350g/m2.

Stay informed: For a more comprehensive overview of our social, ethics, transformation and sustainability 
performance, please refer to:

Annual Integrated Report and Group 
Annual Financial Statements: 
generated at BeQRious.com
www.sappi.com/annual-reports

Quarterly results announcements and 
analyst presentations: 
generated at BeQRious.com
www.sappi.com/quarterly-reports

Group Sustainability Report: 
www.sappi.com/sustainability
generated at BeQRious.com

Group and regional sustainability reports
We will once again publish a Group Sustainability 
Report for 2017 in accordance with the Global 
Reporting Initiative’s G4 guidelines. Additionally, 
each of our regions will publish separate 
sustainability reports for FY2017. These reports 
will be available early in 2018 on www.sappi.com.

  
 
 
 
 
 
1

Navigation aids:

Online information

Further reading

One 
Sappi

Sappi’s 3Ps

Prosperity

People

Planet

Through the power 
of One Sappi – committed 
to collaborating and partnering 
with stakeholders – we aim 
to be a trusted and sustainable 
organisation with an exciting 
future in woodfibre.

Contents:

Group overview
2 Our business model
4 Outcomes of our business
6 Our use of natural capital
8 Our strategy
10 Our performance in 2017
12 Letter to stakeholders
16 Q & A with the CEO
20 Where we operate
22 Product review

Sustainability
32 Our key relationships
44 Our global sustainability goals
45 Our key material issues

Governance and compensation

60 Our leadership
64 Corporate governance
72 King IV principles
76 Remuneration Report
89  Social, Ethics, Transformation and 
Sustainability Committee Report

90 Risk management

Chief Financial Officer’s Report

97 Section 1 – Financial highlights
98 Section 2 – Financial performance – Group
103 Section 3 – Financial performance – Regional
105 Section 4 – Cash flow
106 Section 5 – Balance sheet 
111 Section 6 – Share price performance

Five-year review

112 Five-year review

Share statistics

114 Share statistics

Glossary and notice to shareholders

116 Glossary
122 Notice to shareholders
130 Shareholders’ diary
130 Administration
131 Proxy form for the Annual General Meeting
132 Notes to proxy
IBC Forward-looking statements

sappi 2017 Annual Integrated Report 2

Our business model

Inputs

Prosperity

Financial capital
We manage our financial capital, including shareholders’ equity, debt 
and reinvested capital to maintain a solid balance between
growth, profitability and liquidity.

•  Total assets: US$5,247 billion
•  Net debt: down US$86 million to US$1.32 billion
•  Cash and cash equivalents: US$550 million

Manufactured capital
Investing in building, maintaining, operating and improving
this infrastructure requires significant financial capital,
together with human and intellectual capital.

•  Nine paper mills, two specialised cellulose and paper mills, one 

specialised cellulose mill, two speciality paper mills, and one sawmill

Intellectual capital
Our technology centres and research and development (R&D) 
initiatives promote a culture of innovation to support the development 
of commercially and environmentally sustainable solutions for the 
company.

Our intellectual capital is closely aligned with our human capital.

•  R&D spend: US$29.5 million (including Exciter projects)
•  Technology centres in each region
•  Technology investments in 2017

People

Human capital
By creating a safe and healthy workplace for our people  
in which diversity is encouraged and valued, and providing  
them with ongoing development opportunities, we enhance  
productivity and our ability to service global markets.

•  12,158 employees including 851 fixed-term contractors
•  US$514 average training spend per employee

Our processes

Material issues
• Stakeholder relationships
• Governance
• Cost containment and capital allocation
• Growth in the packaging sector
• Declining for graphics paper
•  Growing popularity of cellulosic-based 

fibres

• Adjacent markets
• Safety
• Labour relations
• Community investment
•  Sustainability of our woodfibre base 

and climate change

• Emissions regulations and carbon tax
• Energy
• Water

Social capital
Building relationships with our key stakeholders in a spirit of trust  
and mutual respect enhances both our licence to trade and our 
competitive advantage, thereby enabling shared value creation.

•  Ongoing stakeholder engagement
•  CSR spend: US$5.3 million

Dissolving  
wood pulp 

Planet

Natural capital
Recognising that our business depends on natural capital, we focus 
on managing and mitigating our impacts.

•  2,734MW energy purchased, 1,893MW generated
•  Specific energy usage: 22.77GJ/adt
•  Specific process water extracted 33.74m3/adt
•  479,000ha owned or leased plantations with approximately 

27.4 million tons of standing timber

•  Contracted supply covers a further almost 92,000ha

Specialities  
and packaging 
papers

sappi 2017 Annual Integrated Report 3

We have aligned our long-established 
approach to sustainable development 
– Prosperity, People and Planet – 
with the IIRC’s six capitals model.

Outputs

•  6.4 million tons of saleable production

•  Reduction in net debt

•  Profits up by 6%

•  Dividends up by 36%

•  Produced first nanocellulose at our pilot plant 

•  Launched sugar extraction demonstration plant

•  Assessing results of anaerobic digestion pilot plant 

•  Combined own employee and contractor 

LTIFR: 0.44 (three own employee fatalities, 
one contractor fatality)

•  62% of training spend allocated to skills 
development and 38% to compliance

•  Positive, measurable impact on communities

•  45.2% renewable energy, of which 73.6% own 
black liquor – increase in energy self-sufficiency 
of 8.7% over five years

•  92% of water drawn returned to the environment

•  73.5% of fibre used certified

•  1,515,014 tons of waste, of which almost 

465,395 tons sent to landfill 

The papermaking and 
specialised cellulose 
(dissolving wood pulp) 
processes

Governance
•  Board of directors with diverse 

experience and expertise

•  Social, Ethics, Transformation and 
Sustainability Committee ensures 
sustainability is integrated into 
business strategy

•  Other board committees cover all 

governance aspects

•  New Code of Ethics  launched in 2016

Unlocking the 
chemistry of trees  
in adjacent markets

Nanocellulose, sugars, lignins, furfural, 
biocomposites, bio-energy

Papermaking

Outcomes

are presented on the following page Ú

sappi 2017 Annual Integrated ReportGroup overview  4

Outcomes of our business

Our
shareholders
received
US$59 million
in dividends

In Southern Africa, our operations

provide employment for just over

10,300 contractor employees.

sappi 2017 Annual Integrated Report 5

In Southern Africa, our operations
provide employment for just over

10,300 contractor employees.

Our

shareholders

received

US$59 million

in dividends

sappi 2017 Annual Integrated ReportGroup overview  6

Our use of natural capital

sappi 2017 Annual Integrated Report 7

sappi 2017 Annual Integrated ReportGroup overview  8

Our strategy

Through intentional evolution we will continue to grow Sappi into a profitable 
and cash-generative, diversified woodfibre group – focused on dissolving wood 
pulp, paper and products in adjacent fields.

At Sappi we do business with integrity and courage; making smart decisions 
which we execute with speed. Our values are underpinned by an 
unrelenting focus and commitment to safety.

One 
Sappi

Achieve cost advantages

•  Ongoing fixed cost savings year-on-year

•  Ongoing variable cost savings year-on-year

•  Investments in infrastructure and energy projects at core mills

•  Continuously improve cost position

•  Continue to maximise global benefits

•  Best-in-class production efficiencies

2017 achievements

2018 objectives

Rationalise declining 
businesses

Maintain a healthy  
balance sheet

Accelerate growth  
in higher margin growth 
segments

•  Continuously balance graphic paper demand and supply 

and demand in all regions

in all regions by converting capacity where possible to higher 

•  Continue to convert low contributing 

profitable specialities and packaging paper grades

•  Maximise production at low-cost mills

•  Continuously balance paper supply 

graphic capacity to higher profitable 

specialities and packaging paper 

grades

• Maintained target of net debt/EBITDA of <2x

•  Reduced net debt by US$86 million to US$1,322 million

•  Paid back US$400 million bond with cash reserves

•  Strong cash generation

•  Maintain net debt/EBITDA below 2x

•  Continuously improve working capital

•  Advancing the expansion of specialities and packaging paper 

grades in Europe and North America through conversions

•  Grow dissolving wood pulp capacity 

•  Acquired Rockwell solutions

•  Strong pipeline of biotech business opportunities

•  Maintain global leadership position in dissolving wood pulp

•  Identified various growth opportunities in dissolving wood 

pulp and specialities and packaging papers

matching customer demand

•  Continue to expand and grow 

specialities and packaging paper 

grades in all regions targeting 25% 

of group EBITDA

•  Completed the construction of the nanocellulose pilot plant

•  Commence commercialisation 

•  Commissioned the construction of a sugars extraction plant 

of biotech opportunities

and acquired complementary clean-up technology (Xylex)

sappi 2017 Annual Integrated Report 9

Performance to targets

ROCE 
(%)

17.5

18.0

12.4

>12.0

20

15

10

5

0

Net debt/EBITDA

EBITDA margin
 (%)

1.9

1.7

<2.0

2.8

3

2

1

0

20

15

10

5

0

14.4

14.8

15.0

11.6

2015

2016

2017

Target

2015

2016

2017

Target

2015

2016

2017

Target

2017 achievements

2018 objectives

•  Ongoing fixed cost savings year-on-year
•  Ongoing variable cost savings year-on-year
•  Investments in infrastructure and energy projects at core mills

•  Continuously improve cost position
•  Continue to maximise global benefits
•  Best-in-class production efficiencies

•  Continuously balance graphic paper demand and supply 

and demand in all regions

in all regions by converting capacity where possible to higher 
profitable specialities and packaging paper grades

•  Continue to convert low contributing 
graphic capacity to higher profitable 
specialities and packaging paper 
grades

•  Maximise production at low-cost mills
•  Continuously balance paper supply 

• Maintained target of net debt/EBITDA of <2x
•  Reduced net debt by US$86 million to US$1,322 million
•  Paid back US$400 million bond with cash reserves
•  Strong cash generation

•  Maintain net debt/EBITDA below 2x
•  Continuously improve working capital

•  Advancing the expansion of specialities and packaging paper 

grades in Europe and North America through conversions

•  Acquired Rockwell solutions
•  Strong pipeline of biotech business opportunities
•  Maintain global leadership position in dissolving wood pulp
•  Identified various growth opportunities in dissolving wood 

pulp and specialities and packaging papers

•  Completed the construction of the nanocellulose pilot plant
•  Commissioned the construction of a sugars extraction plant 
and acquired complementary clean-up technology (Xylex)

•  Grow dissolving wood pulp capacity 

matching customer demand
•  Continue to expand and grow 

specialities and packaging paper 
grades in all regions targeting 25% 
of group EBITDA

•  Commence commercialisation 

of biotech opportunities

F
o
c
u
s

a
n
d
c
o
m
m

i
t

m
e
n
t

t
o

f

s
a
e
t
y

sappi 2017 Annual Integrated ReportGroup overview   
 
 
 
10

Our performance in 2017

The successful execution of our strategy 
delivered a further increase in earnings 
in 2017.

2,500

2,000

1,500

1,000

500

0

30

25

20

15

10

5

0

Net debt (US$ million)

7
4
2
,
2

6
4
9
,
1

1
7
7
,
1

8
0
4
,
1

2
2
3
,
1

2013 2014 2015 2016 2017

EBITDA margin by 
region (%)

We invested capital in lowering our cost base at a number of mills during the 
year and repaid debt in order to lower our future debt service costs. We have also 
started investing for growth in our specialities and packaging papers business, with 
investments in both Europe and North America to convert graphic paper machines 
to specialities and packaging papers grades. The previous investments in dissolving 
wood pulp and specialities and packaging papers again delivered strong 
performances in the year.

REDUCTION OF GHG EMISSIONS 
(tCO2)

Energy intensity (GJ/adt)

Reduction of GHG emissions 
(tCO2)

0
.
1
3

8
.
9
2

1
.
0
3

8
.
9
2

8
.
8
2

6
.
2
2

7
.
2
2

8
.
2
2

8
.
2
2

7
.
2
2

4
.
5
1

2
.
5
1

2
.
5
1

6
.
5
1

3
.
5
1

9
.
2
3

6
.
1
3

6
.
1
3

5
.
1
3

7
.
1
3

35

30

25

20

15

10

5

0

60

57

500,000

400,000

300,000

5
4
5
,
3
1
4

200,000

100,000

0

(100,000)

(200,000)

0
5
2
,
4
0
1

6
3
2
,
7
3

6
3
1
,
4
2

)
1
4
7
,
7
3
1
(

9
9
6
,
3
0
1

)
6
2
9
,
1
8
(

)
8
9
7
,
4
3
(

)
5
3
(

)
3
3
6
,
9
5
(

)
3
3
7
,
2
5
(

2015
■ Scope 1 GHG ■ Scope 2 GHG

2014

2013

2016 2017

5
.
9
2

9
.
8
2

Southern 
Africa

Europe

North 
America

Global

■ 2013 ■ 2014

■ 2015

■ 2016 ■ 2017

1

.

9

3
.
9

1

.

0
1

2
.
0
1

4

.

4
1

8
.
4
1

Our European business was able to offset lower average paper prices and 
significant cost pressure from higher paper pulp and latex prices through increased 
specialities and packaging papers sales volumes and excellent cost control.

North 
America

Europe Southern 

Africa

Sappi 
group

■ 2016 ■ 2017

Dividend of
15 US cents
declared

Our North American business delivered a steady performance in difficult paper 
markets characterised by declining paper prices for much of the year and declines 
in overall paper demand in the United States of America. Gains in coated paper 
market share, higher dissolving wood pulp pricing, increased specialities and 
packaging papers sales and the realisation of cost savings enabled the business to 
improve slightly on last year’s performance.

The Southern African business benefited from increased dissolving wood pulp 
sales volumes and prices, as well as good local demand for packaging papers. 
These negated the impact of a stronger Rand on the business.

sappi 2017 Annual Integrated Report Percentage renewable energy (%)

Sales (US$ million)

100

80

60

40

20

0

5
.
0
8

6
.
0
8

7
.
8
7

5
.
6
7

5
.
4
7

8,000

6,000

4,000

2,000

0

7
7
3
,
1

5
5
1
,
3

3
9
3
,
1

7
1
5
,
1

7
0
1
,
3

7
3
4
,
1

7
7
3
,
1

0
6
6
,
2

3
5
3
,
1

7
6
3
,
1

2
8
5
,
2

2
9
1
,
1

0
6
3
,
1

4
6
5
,
2

2
7
3
,
1

8
.
5
4

4
.
4
4

7
.
4
4

2
.
5
4

0
.
4
4

6
.
3
2

3
.
3
2

3
.
3
2

3
.
4
2

0
.
3
2

5
.
0
4

1
.
0
4

3
.
1
4

7
.
8
3

3
.
5
3

11

EBITDA excluding special items
(US$ million)

1

398

2
398

386

339

800

600

400

5
350

1
343

6
296

303

281

200

226

0

Southern 
Africa

Europe

North 
America

Global

■ 2013 ■ 2014

■ 2015

■ 2016 ■ 2017

2013 2014 2015 2016 2017

2013 2014 2015 2016 2017

■ North America ■ Europe ■ Southern Africa

■ Unallocated ■ Paper ■ Specialised cellulose

Specific water returned
to extracted (m3/adt)

Operating profit excluding special 
items by product (%)

EPS and EPS 
excluding special items (US cents)

5
3
.
6
3

9
9
.
3
3

1
7
.
5
3

5
5
.
2
3

2
3
.
4
3

7
2
.
1
3

4
9
.
4
3

4
7
.
1
3

4
7
.
3
3

2
1
.
1
3

40

30

20

10

0

2013 2014 2015 2016 2017

■ Specific process water extracted (m3/adt)
■ Specific effluent discharged (m3/adt)
■ Ratio of effluent to extracted water

Lost-time injury frequency
rate 2012 to 2017 (Year-to-date)

0.8

8
6
.
0

0.6

1
7
.
0

6
5
.
0

9
5
.
0

8
5
.
0

7
4
.
0

1
4
.
0

8
3
.
0

6
3
.
0

4
3
.
0

R
F
T
L

I

0.4

0.2

0

1.0

0.9

0.8

0.7

0.6

0.5

70

60

50

40

30

20

10

0

2013 2014 2015 2016 2017

■ Own LTIFR ■ Contractor LTIFR
■ Own II

■ Contractor II

36

1,771

2017
US$526 
million

1,408

63 64

6057

3234

26

22

80

60

40

20

0

(20)

(40)

(4)

(35)

64

● Specialised cellulose

● Paper

2013 2014 2015 2016 2017

■ EPS ■ EPS excluding special items

In a world increasingly exposed to the effects 
of climate change, both energy efficiency and 
water use are key metrics for us as we seek 
to maintain a sustainable business.

We continue to investigate and invest in processes that can make us more efficient 
in this regard.

We regret to have to report one contractor and four own employee (one of which 
was post year-end) fatalities in our forestry and mill operations respectively. After 
four years with no fatalities in our pulp and paper mills we have had four in the space 
of four months in three separate incidents. As a company we do not accept that 
injuries and accidents are inevitable. We have been, and continue to be, committed 
to our Project Zero goal of zero injuries.

sappi 2017 Annual Integrated ReportGroup overview  12

Letter to stakeholders

from the Chairman and CEO

… Sir Nigel Rudd 
 Independent Chairman

Steve Binnie 
Chief Executive Officer †

In 2017, we achieved all of our short-term 
targets and made significant strides towards our 
2020Vision. We now have greater flexibility 
to increase investments in strategic 
growth.

Operating profit 
excluding special items 
to capital employed (ROCE) (%)

Net debt to EBITDA
excluding special items (Times)

Net operating assets 
(%)

17.5

18.0

12.4

10.8

5.2

20

15

10

5

0

5

4

3

2

1

0

4.3

3.0

2.8

1.9

1.7

35

28

1,771

2017
US$3,664 
million

1,408

37

2013 2014 2015 2016 2017

2013 2014 2015 2016 2017

● North America ● Europe

● Southern Africa

sappi 2017 Annual Integrated Report 13

Operating review
The group delivered a further increase in EBITDA as the 
growth of the dissolving wood pulp (DWP) and specialities 
and packaging papers businesses gained momentum. Higher 
paper pulp prices, a key input cost, and the negative impact 
of a stronger Rand/Dollar exchange rate created significant 
challenges but ongoing initiatives to reduce variable costs 
and lower interest charges contributed to the success. 

Following the achievement of our targeted leverage of less than 
two times net debt to EBITDA in the prior year, we increased 
investments into growth projects. Principally these related to 
conversions of paper machines in Europe and the United 
States into specialities and packaging papers grades and 
DWP debottlenecking projects in South Africa.

Both net profit for the year and EBITDA excluding special 
items increased by 6% to US$338 million and US$785 million 
respectively. The results benefited by approximately 
US$20 million from an additional accounting week in the first 
quarter, when compared to the prior year. 

We have worked very hard to create a culture which prioritises 
safety for our own employees and contractors at all times. 
While there was an improvement in the lost-time injury 
frequency rate for the group, we deeply regret having to report 
four own employee fatalities, one of which was post our 
year-end, and one contractor fatality in our operations. We 
have brought in some external experts to advise us on where 
we may further improve in our practices and procedures in 
order to entrench the safety culture with the ultimate target 
of zero harm.

We have built on our commitment to being an ethical corporate 
citizen with a continued communication and training campaign 
following our roll-out of the revised Code of Ethics in 2016. The 
Code of Ethics recognises that we are a global company, 
operating in many different countries and jurisdictions. 
Presenting a coherent and consistent culture of the highest 
integrity is a pillar of our strategy. We have to ensure we 
interact ethically and honestly with our staff, customers and 
other stakeholders. How we do business is never a short-term 
consideration, but should rather contribute to our long-term 
sustainability. For our Code to be effective, we have to live our 
core values of doing business with integrity and courage; 
making smart decisions which we execute with speed. 

Good corporate governance is of prime importance to Sappi. 
As such, we moved to implement the external auditor rotation 
recommendation of King IV prior to its formal implementation. 
A process in this regard commenced in 2015. KPMG was 
selected after a thorough search for a globally capable firm 
reflecting Sappi's global footprint. They have just completed 
their first audit for Sappi. The Sappi board is concerned about 
the recent allegations and investigations into KPMG and 
continues to engage with them on this matter. The board had 
a very serious debate as to whether we should appoint KPMG 
as our auditors at the AGM on 07 February 2018. We have 
expressed our concern to the senior management of KPMG 
around their lack of basic risk controls and potential loss of key 

staff. We have been assured by KPMG International that they 
will support the local firm as necessary to alleviate any such 
risks. As a result we decided to continue with KPMG in the 
short-term. After the publication of the various enquiries and 
reports into KPMG we will revisit our decision. 

Our European business delivered good profitability once again, 
with increased sales volumes and excellent cost control 
offsetting the impact of lower average paper prices and 
significant increases in paper pulp prices, a key raw material 
input. The specialities and packaging papers business 
continued to make good progress, with sales volumes for the 
year up 15% over 2016. Our focus on the growing higher-
margin coated specialities and packaging papers such as 
release liner, solid bleached board and functional papers 
categories allows us to leverage our coating expertise and 
we are working closely with customers to develop new and 
innovative solutions to their packaging needs. Variable costs 
declined marginally during the year. This despite a 26% 
increase in the Euro list price of hardwood paper pulp and a 
25% increase in latex costs, both major inputs to our paper 
business. The ongoing initiatives to reduce usage and boost 
efficiency were key to managing overall variable costs. Industry 
demand for coated woodfree and coated mechanical paper 
was slightly better than expected in 2017, particularly in the 
export markets where coated woodfree shipments increased 
year-on-year. 

Coated paper pricing in the North American business declined 
4% compared to 2016 due to an oversupplied market. 
However, gains in market share, increased packaging paper 
sales and reductions in variable costs helped offset the weaker 
market conditions. The Cloquet pulp mill produced both DWP 
and paper pulp for internal consumption in 2017 in order to 
maximise the profitability of the business. As our customers’ 
demand for DWP increases we expect to slowly move towards 
full DWP production over the next two years. The casting 
release paper business remained affected by weaker demand 
from China. 

The South African paper operations delivered enhanced 
profitability in 2017 notwithstanding the materially stronger 
Rand/Dollar exchange rate during the year. Increased sales 
volumes, and higher overall pricing more than offset the below 
inflation variable cost increases. Local containerboard sales 
were particularly strong and the growth in the domestic 
agricultural sector, particularly for fruit exports, is positive for 
this business.

Global demand for DWP continues to grow, and along with 
a generally constrained cotton supply this resulted in slightly 
higher average US Dollar market prices for DWP in 2017, and 
along with improved sales volumes led to improved profitability 
for our specialised cellulose business in 2017. Our specialised 
cellulose business was once again the main contributor to our 
success, delivering 49% of the group’s EBITDA excluding 
special items, with strong margins. The stronger Rand/US 
Dollar lowered margins somewhat in our South African mills, 
though good cost control helped maintain their low-cost 
competitive position. 

sappi 2017 Annual Integrated ReportGroup overview  14

Letter to stakeholders continued

Strategic review
Our strategic 2020Vision was developed during the course 
of 2015, and while the core focus remains on improving 
profitability, cash generation and growth, we have turned 
our attention to more specific growth targets and aspirations. 
In 2017, we achieved all of our short-term targets and made 
significant strides towards the 2020Vision. As we have 
achieved our target of reducing leverage to below two times 
we have revised the description of our objectives somewhat 
to reflect the progress we have made. 

In a difficult North American market, our cost-competitive 
manufacturing facilities, excellent service to customers and 
superior paper quality, allowed us to increase market share 
in 2017. 

In Europe we have focused both on cost containment and 
our go-to-market strategy – Sappi&You – which has enabled 
us to be a preferred supplier in the coated woodfree grades 
in particular and has seen us increase market share in a 
declining market.

Our strategy now encompasses the following four main 
objectives:
•  Achieve cost advantages – We will work to improve 

operational and machine efficiencies, maximise procurement 
benefits and optimise business processes in order to lower 
costs.

•  Rationalise declining businesses – Recognising the 

decreasing demand for graphic papers, we continuously 
balance paper supply and demand in all regions to 
strengthen our leadership position in these markets, realising 
their strategic importance to the group and maximising their 
significant cash flow generation. Where possible we will 
convert paper machines to higher margin businesses.

•  Maintain a healthy balance sheet – This will reduce risk 

and improve our strategic flexibility.

•  Accelerate growth in higher margin growth segments 
– We will invest in expanding our paper packaging grades, 
enhancing our specialised cellulose portfolio and in the 
extraction of value from our biorefinery stream.

Initiatives and actions undertaken to support our strategic 
objectives are outlined below.

Achieve cost advantages
Reducing both variable and fixed costs throughout the 
business is integral to improving margins and to the 
sustainability of our operations, particularly in commodity type 
businesses such as graphic papers, where declining demand 
places additional pressure on margins and revenues. In 2016 
we implemented a groupwide cost reduction project to lower 
costs through greater emphasis on global procurement, as well 
as local projects focused on efficiency and raw material usage. 
Our initial target was to achieve US$100 million in annual 
savings by 2020. We are pleased to report that in 2017 we 
achieved more than US$100 million in savings compared to 
our 2015 base year. These savings have allowed us to offset 
the impact of rising paper pulp and latex prices and the impact 
of lower graphic paper prices. In 2018 we are targeting a 
further US$60 million in savings. During the year we 
commenced the Somerset Mill woodyard upgrade to improve 
reliability and enhance efficiency. In 2018 we will invest in 
the Saiccor woodyard, upgrade PM9 at Gratkorn Mill and 
will be focusing on a global logistics initiative, all of which 
will lower costs. 

In South Africa, we have become the sole local producer of 
newsprint after the closure of the last competing machine. The 
transfer of office paper production from Enstra Mill to Stanger 
Mill post the disposal of Enstra Mill in December 2015 has 
resulted in a more cost competitive product. 

During the year we announced that in North America we will 
be investing approximately US$165 million to convert PM1 
at the Somerset Mill. The capacity of the machine will be 
expanded and it will have the flexibility to produce both coated 
graphics paper and paper packaging products. The project 
is expected to be completed in April 2018 and will replace 
approximately 150,000tpa of graphic paper with 350,000tpa 
of speciality grades. 

In Europe we will undertake a number of projects that will result 
in a significant increase in our speciality packaging paper 
capacity and capability. The Maastricht Mill will be converted 
to focus predominantly on packaging grades and we will invest 
at Ehingen and Alfeld to enhance the specialities offerings. 
Lanaken Mill PM8 will progressively transition to coated 
woodfree production over the next three years in line with 
the expected decline in the coated mechanical market. In 
total these European projects will cost approximately 
US$140 million over a three-year period and will result in 
the replacement of 200,000tpa of graphic paper with a similar 
volume of speciality packaging paper. 

Maintain a healthy balance sheet
A healthy balance sheet is an important prerequisite in order 
for Sappi to make investments in higher-margin businesses. 
The continued improvement in our operational performance 
enabled us to reduce debt further and our net debt/EBITDA 
leverage sooner than the targets we had set ourselves. As 
a result we repaid US$400 million of debt from cash reserves 
during the year, and our future net finance costs are expected 
to be in the range of US$60 million to US$70 million/annum. 
This is a significant reduction from the US$182 million spent 
in 2015.

At a group level we are focused on optimising our working 
capital management, containing capital expenditure to 
US$450 million and generating sufficient free cash to pay 
the annual dividend, while keeping the net debt/EBITDA 
ratio below two times leverage.

Rationalise declining businesses
Graphic paper demand in Europe and North America continues 
to be in long-term structural decline. Maintaining operating 
rates and lowering costs, in order to maximise cash generation, 
has been our strategy in these markets. 

Accelerate growth in higher margin growth 
segments
With debt and leverage at levels that provide us with the 
necessary comfort and flexibility we started to accelerate 
investments in higher margin products and businesses. As 

sappi 2017 Annual Integrated Report  
15

mentioned above, we are investing more than US$300 million 
to convert graphic paper capacity to specialities and packaging 
papers and we have also completed the acquisition of 
Rockwell Solutions, a firm specialising in innovative barrier 
packaging solutions. Concerns about climate change, recycling 
and the environment are driving encouraging growth in 
paper-based packaging and we continue to look for more 
opportunities to expand our product offering in complementary 
segments of the market.

In 2017 we have initiated debottlenecking projects at both 
Saiccor and Ngodwana Mills with the aim to boost production 
by 50,000tpa at Ngodwana Mill and 10,000tpa at Saiccor Mill. 
Further significant expansion opportunities are also apparent in 
our specialised cellulose business, with robust demand growth 
expected from our major customers and from the DWP market 
in general. We intend to announce details of our plans in this 
regard during the first half of 2018. 

Our new business development team, now named Sappi 
Biotech, has had a busy and successful year. During the year 
we commissioned a sugar extraction pilot plant at Ngodwana 
Mill, and produced the first batch of cellulose nanofibrils (CNF) 
and cellulose microfibrils (CMF) at our pilot plant at Maastricht 
Mill. We also acquired technology from Plaxica, a firm based in 
the United Kingdom which specialises in sugar extraction from 
waste streams. Within the next four years we believe that 
Sappi Biotech could contribute as much as 10% of the 
group’s EBITDA.

Looking forward
Demand for DWP remains favourable and spot prices have 
increased significantly in recent weeks. After the quarter-end 
a severe storm caused significant damage to the harbour 
and logistics infrastructure in Durban, South Africa. The 
estimated impact on first-quarter profitability is approximately 
US$4 million due to damaged inventory and lost production 
at Saiccor.

A significant proportion of our DWP sales prices are based on 
the prior quarter average market hardwood DWP price. For 
the first quarter of 2018 average pricing is therefore likely to 
be slightly lower than in the past quarter. The recent upward 
momentum in market prices will only be realised in our second 
quarter. Longer-term market dynamics remain favourable with 
additional demand expected to exceed supply over the next 
few years.

In Europe, local demand for graphic paper has stabilised 
somewhat and sales to export markets continue to grow. 
Paper pulp costs have continued to rise after year-end and 
margins will be under pressure. 

In the United States, closures of competing mills have 
tightened the supply in a market that otherwise remains 
difficult. Further price increases have been announced and 
implemented after a long period of declining prices, and 
we are more optimistic about the prospects in the 
forthcoming year.

Demand for specialities and packaging papers continues to 
grow, and we require the additional capacity from the 
conversions of the paper machines at Maastricht and 

Somerset Mills in order to continue to serve this growth. 
These conversions have commenced and are set to be 
completed in the second and third fiscal quarters of 2018 
respectively.

Capital expenditure in 2018 is expected to increase to 
US$450 million as we continue the conversions in both Europe 
and North America, complete the Saiccor and Ngodwana 
debottlenecking and start the upgrade of the Saiccor 
woodyard. The increase in expansionary capital spending 
during 2018 is focused on higher-margin growth segments 
including DWP and specialities and packaging papers. This will 
position us for stronger profitability from 2019 onwards.

The 2017 financial year included an extra trading week which 
contributed approximately US$20 million to EBITDA in the 
first quarter of 2017. In addition, the higher external pulp costs 
and the aforementioned storm damage will have a negative 
impact on current profitability. As a result we expect the 
group’s first quarter operating performance to be below 
that of the prior year.

Appreciation 
Every business depends on a wide and varied group of 
stakeholders that contribute in many ways to our development 
and performance. Our interactions with these stakeholders, 
their ideas, suggestions and support guides us and we thank 
them for their contribution.

We are grateful for the support of our customers in all of our 
different markets, with whom we continue to work together, 
providing relevant products and services which provide 
sustainable value.

Our employees have supported the strategic initiatives of the 
group, and we thank them for this support and enacting our 
One Sappi vision. We also thank them for embracing the 
values and ethics that are vital to good corporate citizenship.

Our gratitude goes to the board for their continued 
commitment to the group, their valuable insights and 
encouragement and for holding us to the highest ethical 
standards.

We welcomed Dr Boni Mehlomakulu to the board as an 
independent non-executive director and as a member of the 
Social, Ethics, Transformation and Sustainability Committee, 
with effect from 01 March 2017.

In November we announced the retirement of Dr Rudolf 
Thummer, independent non-executive director, with effect from 
31 December 2017, having reached mandatory retirement age. 
Dr Thummer has been a valued colleague for more than seven 
years having been appointed to the board in February 2010, 
and was appointed to the Social, Ethics, Transformation and 
Sustainability Committee in February 2012. We would like to 
thank him for the significant contribution which he has made 
to the board since his appointment.

In conclusion, we value the support which our shareholders 
have provided as we work to enhance sustainable long-term 
shareholder returns. We look forward to their participation at 
the AGM on 07 February 2018. 

sappi 2017 Annual Integrated ReportGroup overview  16

Q & A with the CEO

Steve Binnie

Net profit for the year 
increased by 6% to
US$338 
million

EBITDA increased 
by 6% to
US$785 
million

Dividend declared
15 US 
cents

Net debt declined to
US$1,322 
million

Each of our regions improved 
its operating performance 
and cash generation 
exceeded our own goals, 
as a result, we now have 
greater flexibility to 
increase investments in 
strategic growth.

sappi 2017 Annual Integrated Report 17

Demand for dissolving wood pulp  
(DWP) continues to grow above your 

stated market expectations – what expansion 
plans do you have in your specialised 
cellulose business?

Demand for DWP has indeed exceeded our longer- 
term 4% to 5% growth per annum expectation, having 
been closer to 10% per annum on average. Both cotton, which 
competes with viscose, and cotton linter pulp, an alternative 
feedstock to the viscose staple fibre (VSF) industry, 
experienced either diminishing or, at most, stable supply over 
the past few years facilitating increased demand for VSF and 
consequently DWP. Our VSF customers have increased 
demand during this time, and have additional expansion plans 
over the next five years or more. Currently we produce 
1.2 million tons per annum of DWP, with production capacity of 
1.4 million tons per annum. We currently operate our Cloquet 
Mill as a swing mill producing both paper pulp for internal use 
and DWP. Based on expectations of overall market growth, we 
believe that we need to be producing at least 1.7 million tons 
per annum by 2020. Fully utilising our current capacity, and 
debottlenecking our existing plants will enable us to produce 
an additional 200,000tpa within the 2020 timeframe. In order to 
meet the further 300,000tpa of demand we have been looking 
for further investment opportunities, both internal and external 
to our current operations. We hope to be able to detail these 
plans during the first half of 2018. 

Does the growth in Sappi’s specialities  
and packaging papers sales volumes 
this year indicate that your investment in this 
market segment is justified?

Sales growth in this segment, both in Europe and  
North America, has been above the overall market 
growth rates, and we have reached the limit of our current 
specialities and packaging papers capacity. The investments 
announced in February 2017 to convert graphic paper 
machines at our Maastricht and Somerset Mills are well 
underway and are expected to be complete in the second and 
third fiscal quarters respectively. These conversions will boost 
our specialities and packaging papers capacity by 
approximately 550,000tpa. 

Our expertise in paper-based coatings, investment in R&D and 
our commitment to develop product solutions alongside some 
of the world’s leading fast moving consumer goods (FMCG) 
companies have all contributed to our success in the past 
few years. In the past year we also announced the acquisition 
of Rockwell Solutions, a firm specialising in film coatings for 
the packaging industry and which has recently developed a 
non-solvent-based barrier for paper applications. Sappi has a 
growing reputation for offering premium speciality papers and 
boards for the packaging industry, but market requirements are 
changing continuously and brand owners are aiming for more 
sustainable solutions without compromising functionality. 
Paper-based barrier solutions have gained more focus as a 
sustainable alternative to film/foil laminate-based flexible 
packaging materials. This acquisition will give Sappi valuable 
insight into film products we will compete with, product 
performance experience and a much deeper market insight. 
Our focus is to introduce paper-based packaging solutions to 
brand owners who are used to working with plastic packaging 
solutions. Rockwell has been working on recyclable and 
compostable barrier films, making them a complementary 
solution to Sappi’s paper-based barrier solutions.

Post the reporting period Sappi announced an important 
investment due to be finalised in calendar Q1 2018. More 
details can be found at www.sappi.com. Sappi agreed to 
acquire the specialities and packaging papers business of 
Cham Paper Group Holding AG for CHF146.5 million. The 
acquisition will add 160,000tpa of speciality paper to our 
capacity. The transaction will increase profitability and unlock 
the significant growth and innovation potential in this market.

sappi 2017 Annual Integrated ReportGroup overview   
 
 
 
 
 
 
 
18

Q & A with the CEO continued

Did the rapid and sustained rise in  
paper pulp prices surprise you in 2017? 
What can you do to offset this cost pressure?

Both the magnitude and duration of the rise in paper  
pulp prices, particularly hardwood paper pulp, 
surprised us. Like many in the industry we believed that new 
supply would outpace demand growth in 2017. This proved 
to be wrong due to a number of factors. Firstly, demand was 
stronger than expected, partly as a result of a decision by 
Chinese authorities to curtail the import of low-quality waste 
paper. This paper is used in many sectors of the paper market 
that traditionally rely on recycled paper. Secondly, supply did 
not grow as fast as predicted due to the late start-up of some 
new pulp plants and operating problems at some other 
facilities. For the moment the hardwood pulp market remains 
tightly supplied and prices are expected to continue to rise into 
the new year. Over the past year we have been successful in 
offsetting much of the increased prices through various cost 
containment initiatives, usage efficiency and by becoming more 
flexible in our product makeup. More recently, we have also 
been successful in raising paper prices in both Europe and 
North America, which clearly helps minimise the impact. Lastly, 
higher paper pulp prices support higher DWP prices as swing 
producers who can switch between paper pulp and DWP 
would be incentivised to produce paper pulp if the price 
premium of DWP over paper pulp narrowed.

Sappi’s capital expenditure has  
increased over the past two years, 
and you indicated that 2018 will see a further 
increase. Should investors be concerned 
about leverage and dividends, and what 
returns do you expect on major expansionary 
projects?

We remain committed to maintaining our leverage  
to below two times net debt to EBITDA. Our capital 

expenditure plans take into account this leverage cap, as 
well as our intention to pay a reliable dividend at a long-term 
average cover ratio of three times. We focus on capital projects 
that achieve our strategic objectives and, as a minimum, beat 
our cost of capital. Typically, however, expansionary projects 
should earn a return on capital employed of at least 12%. 

sappi 2017 Annual Integrated Report  
 
 
 
 
 
 
 
19

What are the major environmental and  
sustainability trends that are shaping 

your strategy and approach to risk?

There are two major trends shaping our strategic  
thinking as well as our understanding of risks that may 

impact our business. Firstly, consumers, brand owners and 
governments are becoming more aware of the impact 
packaging has on the environment. The advantage paper-
based packaging has over other competing materials such as 
plastics and foils is the renewable nature of the raw material 
and, in a well-designed product, the relative ease with which 
the packaging can be recycled or even composted in some 
circumstances. These factors are driving the development of 
paper-based alternatives to many common packaging 
solutions. As mentioned above, the Rockwell acquisition was 
aimed squarely at addressing this opportunity. Secondly, the 
textile industry, from raw material supplier through to final 
retailer or brand owner are becoming increasingly sensitive 
to the environmental and social impact of the various textile 
choices available to them. These include impact of water 
sources and quality, emissions, energy intensity, impact on 
biodiversity and working conditions. To address this effectively, 
NGOs, investors and responsible growers and manufacturers 
are conducting lifecycle assessments and insisting on greater 
supply chain transparency. While we believe that the viscose 
textile value chain has a lot of positive benefits compared to 
many other textiles, there are still areas that can be improved 
on, and aligning ourselves with more responsible value chains 
and constantly improving our own environmental performance 
enable us to grow and reduce risk. 

sappi 2017 Annual Integrated ReportGroup overview   
 
 
 
20

Where we operate

Sappi is a global diversified woodfibre company focused on providing 
dissolving wood pulp, specialities and packaging papers, graphic/printing 
papers, as well as biomaterials and biochemicals to our direct and 
indirect customer base across more than 150 countries.

Paper  
per year
5.4 million tons

Paper pulp  
per year
2.2 million tons

Dissolving wood 
pulp per year
1.4 million tons

Globally we  
have 12,158 
employees

Our dissolving wood pulp (specialised cellulose) products 
are used worldwide by converters to create viscose fibre for 
fashionable clothing and textiles, pharmaceutical products, as well 
as a wide range of consumer and household products. Quality 
specialities and packaging papers are used in the manufacture 
of such products as soup sachets, luxury carry bags, cosmetic 
and confectionery packaging, boxes for agricultural products for 
export, tissue wadding for household tissue products and casting 
and release papers used by suppliers to the fashion, textiles, 
automobile and household industries. Our market-leading range of 
coated and uncoated graphic paper products are used by printers 
in the production of books, brochures, magazines, catalogues, 
direct mail, newspapers and many other print applications.

The wood and pulp needed for our products is either produced 
within Sappi or brought from accredited suppliers. Across the 
group, Sappi is close to ‘pulp neutral’, meaning that we sell almost 
as much pulp as we buy.

Sappi Trading

Sales offices

Sappi Trading operates a network for 
the sale and distribution of our products 
outside our core operating regions of 
North America, Europe and Southern 
Africa. Sappi Trading also coordinates 
our shipping and logistical functions for 
exports from these regions.

Bogotá, Hong Kong, 
Johannesburg, México 
City, Nairobi, São Paulo, 
Singapore, Shanghai, 
Sydney, Vienna

Logistics offices

Durban, New York

6 paper mills

1 speciality paper mill

18 sales offices
5,201
employees

Europe

Mills

Alfeld Mill

Ehingen Mill

Gratkorn Mill

Kirkniemi Mill

Lanaken Mill

Products produced

Bleached chemical pulp for own consumption
Coated and uncoated specialities paper

Bleached chemical pulp for own consumption and 
market pulp
Coated woodfree paper

Bleached chemical pulp for own consumption
Coated woodfree paper

Bleached mechanical pulp for own consumption
Coated mechanical paper

Bleached chemi-thermo mechanical pulp for own 
consumption
Coated mechanical paper, coated woodfree paper

Kirkniemi

Maastricht Mill

Coated woodfree paper

Stockstadt Mill

Bleached chemical pulp for own consumption and 
market pulp
Coated woodfree paper, uncoated woodfree paper

Capacity(1) (’000 tons)

Paper

Pulp

120

275

280

980

750

530

280

445

140

250

300

165

145

Alfeld
Stockstadt

Lanaken
Maastricht

Ehingen

Gratkorn

Total Sappi Europe

3,540

1,120

Produces 48% of group sales

sappi 2017 Annual Integrated Report  
 
 
 
 
 
 
 
 
 
 
 
 
21

1 paper mill

1  speciality paper mill

1  paper and specialised 

cellulose mill

6 sales offices
2,079
employees

North America

Mills

Products produced

Cloquet Mill

Somerset Mill

Dissolving wood pulp
Coated woodfree paper

Bleached chemical pulp for own consumption 
and market pulp
Coated woodfree paper

Westbrook Mill

Coated specialities paper

Capacity(1) (’000 tons)

Pulp

340

525

Paper

340

790

40

Total Sappi North America

1,170

865

Produces 26% of group sales

Cloquet

Somerset

Westbrook

(1)  Capacity at maximum continuous run rate.
* 

 Approximately 140,000ha of our land is set aside and maintained by Sappi Forests 
to conserve the natural habitat and biodiversity found there.
**  Plantations include owned and leased areas as well as projects. 
***  Sappi ReFibre collects waste paper in the South African market which is used to 

produce packaging papers.

Southern Africa

Plantations*

Products produced

KwaZulu-Natal
Mpumalanga
Sawmills

Plantations (pulpwood and sawlogs)**
Plantations (pulpwood and sawlogs)**
Sawn timber (m3)

Total Sappi Forests

Capacity(1) (’000)

2 paper mills

Ha

221
258

479

Standing tons

m3

11,017
16,380

27,397

102

102

Capacity(1) (’000 tons)

Mills

Products produced

Paper

Ngodwana Mill

Stanger Mill

Tugela Mill

Sappi ReFibre***

Unbleached chemical pulp for own 
consumption 
Mechanical pulp for own consumption 
Kraft linerboard 
Newsprint 

Bleached bagasse pulp for own consumption 
Office paper and tissue paper 

Neutral sulfite semi-chemical pulp for own 
consumption
Corrugating medium

Waste paper collection and recycling for own 
consumption

240
140

110

195

Total Sappi Paper and Paper Packaging

685

Ngodwana Mill

Dissolving wood pulp

Saiccor Mill

Dissolving wood pulp

Total Sappi Specialised Cellulose

Total Sappi Southern Africa

685

Pulp

220
110

60

135

140

665

210

800

1,010

1,675

Produces 26% of group sales

1  specialised cellulose mill

1  paper and specialised 

cellulose mill

1 sawmill

6  sales offices
479,000ha 
forests
4,701
employees

Ngodwana

Lomati

Tugela
Stanger

Saiccor

sappi 2017 Annual Integrated ReportGroup overview   
22

Product review

A total global DWP 
capacity of  
1.4 million tons

We currently supply 17% of global 
demand from our three mills 
located in Southern Africa and 
North America.
A truly sustainable raw material, DWP is noted for its 
versatility. We’re innovators in this market – capitalising on 
years of experience to create personalised solutions for 
customers across multiple sectors.

Coated mechanical paper

Graphic  
papers

Coated woodfree paper

N

e

w

s

p

r
i

n

t

p

a

p

e

r

Coated and uncoated papers designed to get 
the best results for you and your customers.
Our range of coated and uncoated graphic printing papers cover varying visual 
and tactile qualities to ensure that whether you're looking for a high-end product 
with extra wow factor, a comprehensive solution that caters to all of your 
campaign's requirements, or a paper that helps you make a distribution savings 
then we have the solutions.

Dissolving  wood pulpGraphic  paperssappi 2017 Annual Integrated Report  
To reshape Sappi’s future, our 
2020Vision draws on the power 
of One Sappi as we expand 
beyond pulp and paper to unlock 
and commercialise the potential of 
woodfibre-derived bioproducts.

As a longstanding leader and innovator in our industry, 
we deliver customised solutions for your specific needs.
We don't just supply materials, we deliver sustainable and innovative solutions. Whether you are 
a brand owner, converter, printer or designer, our specialities and packaging papers give you the 
advantage you need.

Flexible packaging and label papers

Containerboard

Functional papers

Release liner

Technical papers

Casting and release papers

23

P

a

p

e

r

b

o

a

r

d

Tissue paper

Specialities  and packaging paperssappi 2017 Annual Integrated ReportGroup overview 24

Product review continued

Dissolving  
wood pulp

Specialities and 
packaging 
papers

Graphic  
papers

Dissolving wood pulp
Dissolving wood pulp (DWP) is a highly purified form of cellulose extracted from 
wood through specialised cellulose chemistry. DWP is the primary input into the 
manufacture of viscose staple fibre (VSF) which is a natural substitute for cotton 
and polyester in the textile industry. 

Sappi produces DWP in Southern Africa and North America. Sappi is the world’s largest 
manufacturer of DWP and exports almost all of the production from our Saiccor and Ngodwana 
Mills in Southern Africa and Cloquet Mill in the United States. DWP can also be processed into 
products used in food and beverages, health and hygiene products, wrapping and packaging, 
pharmaceuticals and many more applications that touch our daily lives. With a total global DWP 
capacity of over 1.3 million tons, we currently supply 17% of global demand from our three mills. 
A truly sustainable raw material, DWP is noted for its versatility. We are innovators in this market – 
capitalising on years of experience to create personalised solutions for customers across 
multiple sectors.

Demand for DWP used in textiles, particularly for viscose, is both the largest market and fastest 
growing, while end markets and demand growth for other, more highly purified forms of cellulose 
can be characterised as smaller, and with slower growth rates. Based on the growth rate in the 
overall textile market (driven by factors such as population growth and wealth effects) and the move 
towards more comfortable, environmentally friendly natural fibres, we expect long-term growth of 
4% to 5% per annum for DWP.

In 2013, Sappi converted facilities in both North America and Southern Africa from paper grade 
pulp to DWP to capture the growth in this market and we have plans to invest further in the 
forthcoming years. We are currently debottlenecking our Saiccor, Ngodwana and Cloquet Mills, 
adding 90,000 tons by the end of 2019, and we maintain the flexibility to increase our production 
in North America by utilising swing capacity at our Cloquet Mill, which will add 100,000 tons of 
DWP production. Over and above these internal actions, we require 300,000tpa of additional 
capacity to meet our growing customer needs. We are making good progress in identifying 
how best to serve our customers.

Market prices for DWP are derived from several supply and demand factors. Swing capacity – mills 
that can shift production between paper grade pulps, fluff pulps, and DWP – can and do optimise 
their facilities largely depending on the price differential of the markets they choose to serve. DWP 
is typically priced at a premium to paper grade pulps due to the lower yield per ton of wood and 
typically lower production volumes. When the price differential becomes sufficiently wide, swing 
producers may elect to produce DWP, the reverse also applies. The availability of cotton linter pulp, 
a competing source of cellulose for VSF production, also plays a role in determining the DWP price. 
In the last six years almost 50% of Chinese cotton linter pulp capacity closed due to the enforcement 
of more stringent environmental standards. Lastly, our customers – VSF producers – and the prices 
they realise on their products are governed by their own supply/demand dynamics and will influence 
the DWP market price.

sappi 2017 Annual Integrated Report 25

In FY2017, 20% of Sappi’s sales were dissolving wood pulp.

Our markets in 2017 and outlook for 2018
Viscose production grew 11% in China in the first nine months 
of 2017 relative to the same period last year as producers 
added capacity. Consequently, demand for DWP grew at 
a similar rate. Despite this rapid growth in demand and 
production, prices for DWP declined from their highs in 
November 2016 of US$990/ton to approximately US$830/ton 
in June 2017 as a result of a slowdown in VSF production and 
a rise in DWP inventories. Subsequently, viscose inventories 
declined to historic lows, and prices for DWP increased for the 
balance of the fiscal year and are currently at US$935/ton in 
November 2017.

Sales volumes in fiscal 2016 were hampered by drought 
conditions in Southern Africa and an extended shut at our 
Ngodwana Mill. Production and sales volumes grew 6% in 
2017. During the year, we began debottlenecking projects at 
our Ngodwana and Saiccor Mills in Southern Africa. These 
projects are expected to add approximately 60,000tpa to our 
current capacity. We anticipate these projects to begin making 
incremental tonnage in the latter half of fiscal 2018. At Cloquet 
Mill, we aim to optimise profitability by utilising our swing 
capability depending on the price differential between DWP 
versus the price of buying market pulp for our two paper 
machines. We will also be adding 30,000 tons at the Cloquet 
Mill through debottlecking in a project that will be completed 
in 2019.

We believe spot prices for DWP will continue to rise in the near 
term, mostly due to swing capacity moving away from DWP 
and toward hardwood paper pulp. Hardwood paper pulp 
prices have been on a clear upward trend through 2017 due to 
the closure of non-competitive and environmentally unfriendly 
paper pulp capacity in China. Chinese paper producers are 
also facing an import shortage on recovered paper forcing 
them more toward virgin fibre for paper production. Rising 
hardwood paper pulp prices should cause market prices 
for DWP to follow. We anticipate cotton linter pulp availability 
to continue to decline and, as such, demand for DWP will 
continue to grow.

More recently, we have seen a push for viscose manufacturers 
to source their DWP from sustainable forests – forests that 
are PEFC, FSC and/or SFI certified. Sappi adheres to strict 
sustainability guidelines put forth by these organisations to 
ensure our products not only meet, but exceed current 
environmental certification standards. 

We expect demand to continue to grow, and we strive to serve 
our customers with unmatched quality, consistency and scale. 
The long-term market fundamentals for dissolving wood pulp 
are very attractive. Our competitive and geographic positioning 
provides us with the platform to grow the business further. 

sappi 2017 Annual Integrated ReportGroup overview  26

Product review continued

Specialities and packaging papers
Specialities and packaging paper products are an exciting growth area in Sappi. 
They offer customers an opportunity to add value to their products in niche markets 
where requirements are more specific and tailor-made. 

Converters and end-use customers choose Sappi’s coated and uncoated speciality paper, such as 
paper used in flexible packaging, for food and luxury packaging for consumer goods and aspirational 
products, as well as packaging paper to protect products. Demand for these papers is growing as 
a result of the superior print quality and versatility the paper offers compared to non-paper options. 
Converters and customers also appreciate paper’s haptic potential, further extending the marketing 
message of a product’s campaign and creating an all-round sensory experience. Specialities 
and packaging papers can be customised and personalised with printing (both digital and litho), 
varnishing, foiling, embossing and folding. Environmental concerns, governmental regulations 
and customer demands are all contributing to make this segment an exciting growth part of 
Sappi’s business. 

In FY2017, 18% of Sappi’s sales were  
specialities and packaging papers.

Sappi offers products and solutions in many different segments including:

Flexible 
packaging

Label papers

Functional  
papers

Dissolving  
wood pulp

Specialities 
and packaging 
papers

Graphic  
papers

Flexible packaging with 
coated and uncoated paper 
for food and non-food 
applications, such as sachets, 
pouches and wrappers.

Label papers for pressure 
sensitive and wet adhesive 
applications.

Functional papers that offer 
highly efficient paper-based 
solutions with integrated 
functionality, like paper with 
barriers against mineral oil 
residuals, oxygen, water 
vapour and grease as well 
as sealing properties.

Containerboard

Paperboard

Silicone base  
papers

Containerboard, including 
liner and fluting, for corrugated 
boxes. Sappi’s products are 
found in applications like 
consumer packaging, shelf 
ready packaging and transport 
packaging for agricultural and 
industrial uses.

Paperboard, such as solid 
bleached board and folding 
box board for luxury packaging 
with more graphic 
applications. Packaging for 
cosmetic, perfume, 
confectionery and premium 
beverages use our products.

Release liner with silicon 
base papers for self-adhesive 
applications, such as graphic 
art applications with outdoor 
advertisement and  adhesive 
tapes and office material.

sappi 2017 Annual Integrated Report 27

Technical papers

Casting and release 
papers

Tissue papers

Technical papers for 
interleaving and thermal 
coating, for example, tickets 
for boarding pass and concert/
stadium tickets.

Casting and release papers 
used by suppliers to the 
fashion, textiles, automobile 
and household industries. It is 
used in the manufacture of 
synthetic leather and 
decorative laminate products, 
creating textures that make 
designs come to life.

Tissue paper used for toilet 
tissue, kitchen towels, 
serviettes and medical and 
industrial wipes.

Global market size
One of our strategic pillars is to invest in adjacent areas with 
strong potential for growth. 

Four years ago, we invested €60 million to rebuild paper 
machine number two at our Alfeld Mill, converting the coated 
woodfree paper machine to coated specialities in order to 
support growth in this market. Four years later, we find 
ourselves capacity constrained at Alfeld Mill, with investments 
underway at our Ehingen and Masstricht Mills to convert 
printing paper capacity to specialities and packaging paper 
in order to match our capacity with demand in both markets. 
Specialities and packaging papers are also made in North 
America at our Somerset, Westbrook and Cloquet Mills and 
at Tugela and Ngodwana Mills in Southern Africa.

Sappi enjoys clear competitive advantages in this sector. We 
are experts at coating surfaces. We have a deep understanding 
of what happens to a substrate when a coating is applied, and 
we have experience in specialised chemistry to modify coatings 
to match a wide variety of customer preferences. We 
manufacture from a suite of machines from Europe, North 
America and Southern Africa, ensuring scale-based efficiencies 
and security of production, lower production costs, and 
passing savings on to our customers. 

Sappi is geared to serve diverse customer markets with smart 
sustainable solutions for light and heavyweight packaging that 
can be recycled and is biodegradable. 

Our markets in 2017 and outlook for 2018
Demand for Sappi’s wide range of products continues to grow 
in the specialities and packaging papers market, reflecting the 
increasing needs from customers for more sustainable and 
environmentally-friendly packaging solutions. We estimate 
global growth across the spectrum of our product focus is 
growing at approximately 3% per year. However, in fiscal 2017, 
demand for our products grew 15% relative to last year as we 
grew market share and developed new products to meet 

changing market demands. Average realised prices were flat 
relative to last year for the European portion of this business 
due to the translation impact of a stronger Euro on export 
sales. EBITDA margins were better than those achieved last 
year due to higher volumes and lower costs. 

Our specialities and packaging business in North America also 
experienced good growth this year. Demand for our coated 
one-side label paper grew from a small base and we gained 
market share during the year. Margins grew relative to last year 
from better volumes and lower costs, whereas realised prices 
were flat. In 2017, we began work at our Somerset Mill to 
transition PM1 to make specialities and packaging papers. 
During the next three years, we expect to reduce coated 
woodfree sales by approximately 150,000tpa and to increase 
specialities and packaging paper sales by 350,000tpa. 

In the containerboard market in Southern Africa, Sappi largely 
serves the agricultural sector with cartonboard to protect fresh 
produce as it is exported around the world. Volumes were 1% 
better than last year and average pricing was 9% higher than 
last year. As this market is expected to grow by 4% to 5% per 
annum going forward, we have plans to grow our capacity in 
order to meet that demand. 

We have witnessed a growing need for more sustainable 
and environmentally-friendly packaging solutions from a wide 
variety of industries and sectors forced to review the effects 
that their packaging materials have on the environment. 
When a producer reviews the packaging component of its 
entire product, it generally regards the packaging aspect as 
a high-risk/low-cost part of its operation. With this newfound 
spotlight on packaging of products, and the role packaging 
paper can play, not only in regard to environmental standards, 
but in the other functions packaging papers can play – 
from moisture controls, barrier papers, heat-sealing, or 
even grease resistant barriers – we will be an innovative 
and trusted supplier, working with customers to find the 
solutions they require.

sappi 2017 Annual Integrated ReportGroup overview  28

Product review continued

Dissolving 
wood pulp

Specialities and 
packaging 
papers

Graphic  
papers

Graphic papers
Publishers, advertising agencies, designers and corporate end-users who want to 
make an impact with their brands know paper is an integral part of the marketing 
and now science tells us why. 

Sappi’s global position – coated woodfree 
paper (’000 tons)

Sappi’s global position – coated 
mechanical paper (’000 tons)

APP

Sappi

3,170

3,055

Verso Corporation

1,810

UPM

1,530

Oji Paper

1,305

Chenming Paper

Stora Enso

Lecta (CVC)

1,200

1,175

1,145

Nippon Paper

1,055

Burgo

960

UPM

Verso Corp

Sappi

Burgo

1,030

940

Catalyst Paper

800

Kubler

595

Nippon Paper

Lecta (CVC)

Leipa

530

520

SCA

490

Oji Paper

460

Resolute FP

440

2,740

Verso Corp

Lecta (CVC)

0

1,000

2,000

3,000

4,000

0

1,000

2,000

3,000

Neuroscientists find that people absorb content through touch as well as sight, and touch influences 
our decisions powerfully at a subconscious level. The physicality of ink on paper elicits human 
emotions in ways that computer screens do not, because paper’s tactile quality engages the brain 
differently. Online, our eyes skim and scan information in a distinctive pattern. On paper, the pattern 
is much different. As we read, our fingers infuse the experience with touch-information that subtly 
shapes our perception of the content. On paper, we read more deeply, more responsively, and 
transfer more of what we read to long-term memory. Studies of direct mail, for example, show print 
ads generate more emotional response than digital ads and are remembered longer, and specific 
tactile qualities like warmth, weight, and texture influence cognitive response in ways that lie just 
beneath our conscious recognition. This use of paper and print is important to marketers who want 
their brands noticed, and remembered.

Our markets in 2017 and outlook for 2018
Average EBITDA margins were flat relative to last year. Lower average selling prices and rising paper 
pulp and latex costs offset gains from 2% growth in volume. During the FY2017, we announced that 
we would begin investing in our specialities and packaging papers businesses in Europe and North 
America. In Europe, we will collectively spend approximately US$140m over three years at our 
Maastricht, Ehingen, Alfeld and Lanaken mills to enable us to make approximately 200,000tpa of 
solid bleached board, folding boxboard and white top liner, as well as increase the flexibility of our 
assets to serve the market for our customary printing papers. In North America, we plan to spend 
approximately US$165m at our Somerset Mill to allow for the production of SBS board on PM1. 
Both these projects are aligned to our strategy of rationalising declining businesses and accelerating 
growth in high margin products. 

Our outlook for 2018 is for average realised prices to be higher than that of FY2017. We announced 
and implemented price increases in both Europe and North America in the latter half of fiscal 2017 
and more have been announced for January 2018. Mill closures from two of our North American 
competitors and our own conversion of PM1 at Somerset Mill, which will take place in mid-2018, 
will keep utilisation rates high. Increased paper pulp prices, a key input cost and good export 
demand are driving coated woodfree prices higher in Europe. In both Europe and North America, 
cost control remains a primary focus. 

sappi 2017 Annual Integrated Report 29

In FY2017, 62% of Sappi’s sales were in four different grades of graphic papers discussed below:

Coated woodfree paper

Share of sales

46%

Printers and publishers use coated woodfree paper for a variety of 
marketing promotions including brochures, catalogues, calendars, 
annual reports, direct mail, textbooks and magazines. Coated paper 
is brighter, smoother and tends to have greater opacity than uncoated 
grades. In FY2017, 46% of Sappi’s sales were in this segment, typically 
through large paper merchants.

Demand trends: Advertising spend follows consumer behaviour and 
as consumers are spending more time using digital and electronic 
platforms, advertisers are shifting their budgets away from printed 
materials. Although global demand for coated woodfree paper is 
expected to decline 1% to 2% year-on-year, we do, however, believe 
that there will always be a place for quality coated woodfree paper in 
the advertising mix.

Coated mechanical paper

Sales volumes: Sappi’s sales of coated woodfree 
paper were 1% less than last year. Sales volumes 
rose approximately 3% in 2017, while global 
demand fell by approximately 1.6%.

Share of sales

10%

Coated mechanical paper is primarily used in magazines, catalogues 
and other advertising materials. In FY2017, 10% of Sappi’s sales 
constituted coated mechanical paper. Customers for this paper are 
typically large merchants, large printers and publishers of weekly or 
monthly magazine titles.

Demand trends: Demand for coated mechanical paper is more closely 
linked to that of demand for magazines. As readership, subscriptions, 
circulation, pagination and advertising revenue per page continue to 
decrease, demand for this paper is forecast to decline more rapidly 
than for coated woodfree paper.

Sales volumes: Sappi’s sales of coated mechanical 
paper were 8% lower than last year. Sales volumes 
were approximately 4% lower than fiscal 2016, while 
the global market contracted by approximately 4.5%.

Uncoated woodfree paper

Share of sales

5%

Uncoated woodfree paper is used in letterhead, envelopes, business 
stationery, photocopy paper, cut-size, preprint, and office paper, with 
certain brands used for books, brochures and magazines. Uncoated 
paper absorbs ink faster, which means the text or images are not as 
crisp. In FY2017, 5% of Sappi’s sales were made up of uncoated 
woodfree paper. Typically large paper merchants are our main 
customers in this sector. 

Demand trends: Demand for uncoated woodfree paper is expected to 
remain flat over the next several years. Demand is expected to fall in 
mature markets, where adoptions of paperless solutions are expected 
to continue. Much of that decline is expected to be offset by growth in 
emerging economies. 

Sales volumes: The uncoated woodfree market 
was relatively stable this financial year, with a modest 
decline of 0.5%. 

Newsprint paper

Share of sales

1%

Newsprint, 1% of Sappi’s sales, is manufactured from mechanical and 
bleached chemical pulp, with uses including advertising inserts and 
newspapers.

Demand trends: Demand for newsprint is highly dependent on newspaper circulation and retail advertising. Though demand for 
newsprint continues to decline at a global level, our newsprint volumes were 10% higher in fiscal 2017 relative to last year, due to a 
capacity closure by a competitor in the local South African market. 

sappi 2017 Annual Integrated ReportGroup overview  30

Cross section of cellular components of wood cambium cells – 
heartwood and sapwood. 

 31

Technology We control 

our own future 

by investing in innovation, in research and 
development and in new fields of enterprise. 
We collaborate to build our expertise and 
acquire technical know-how that will 
support our high margin growth 
strategy.

  32

Our key relationships

We believe that building relationships with our stakeholders 
in a spirit of trust and mutual respect enables more tangible 
business value creation: Firstly, by communicating our 
performance as well as the business decisions and activities 
that have a material impact on our activities, we enhance our 
licence to trade. Secondly, by understanding the rights, needs 
and expectations of our stakeholders; integrating their inputs; 
as well as measuring and monitoring our activities; we ensure 
alignment with our strategic goals, including shared value.

Recognising the strong link between stakeholder inclusiveness 
and materiality, we use stakeholder engagement as a tool to 
assist in the identification and prioritisation of material issues. 
Materiality takes into account substantial economic, 
environmental and social factors in addition to financial factors. 
By determining our most material issues through stakeholder 
engagement, we clarify and confirm the strategic themes that 
ascertain our most significant risks and opportunities and 
manage expectations and priorities, thereby facilitating our 
licence to operate, enhancing our organisational effectiveness 
and ultimately, driving the long-term success of our business.

Accordingly, we engage with a broad range of stakeholders 
through a variety of formal and informal channels – from 
ongoing engagement across all our stakeholder groupings, 
including investors, government, industry bodies, customers, 
communities and NGOs, to collective public meetings with 
stakeholders by our mills, as well as surveys of selected groups 
such as employees, customers and investors and audits with 
suppliers. We view stakeholder engagement not as a once-off 
annual intervention but as an ongoing dynamic process able to 
respond to the changing nature of issues of interested and 
affected parties.

Our approach to engagement with all stakeholder groupings 
is based on the principles of:
•	 Materiality – identifying the material concerns 

of stakeholder groupings

•	 Relevance – focusing on those issues of material concern 
to our stakeholders and to Sappi and identifying how best 
to address them for our mutual benefit

•	 Completeness – understanding the views, needs, 

performance expectations and perceptions associated with 
these material issues and assessing them against prevailing 
local and global trends, and

•	 Responsiveness – engaging with stakeholders on these 

issues and giving regular, comprehensive, coherent 
feedback.

Our main stakeholder groupings, as set out in our Group 
Stakeholder Engagement Policy (available on www.sappi.com), 
are set out in this section, together with selected examples 
of engagement undertaken during the reporting period. As 
a global business, with our products sold into more than 
150 countries, our ability to connect with stakeholders as One 
Sappi, motivated by our revised mission, strategy and shared 
values, gives us a clear advantage and for our stakeholders a 
connection they can trust to add value.

A key development in FY2017 aimed at enhancing stakeholder 
engagement was the relaunch of our website www.sappi.com 
with significant updates and now being optimised for mobile 
access. Regional information is now all consolidated in one 
hub, in line with our One Sappi strategy.

The website features full descriptions of products and services offered; comprehensive award-winning 
educational materials for customers; in-depth sustainability reporting; easy access to corporate social 
responsibility efforts like Ideas that Matter; dynamic portals for customers and investors and a prominent social 
media presence. The site is being updated on an ongoing basis in line with our engagement principles 
of completeness, relevance, materiality and responsiveness.

sappi 2017 Annual Integrated Report 33

 Employees

Management approach
We invest in future talent while challenging our people so that they are able to seize the 
opportunities presented by global megatrends. We make resources available to enable 
our people to grow intellectually, fulfil their potential and drive innovation within Sappi.

Areas of mutual interest
•	 Strategy, priorities and performance of the company
•	 Internal and external activities of the company, our staff and our communities
•	 Organisational developments, particularly in respect of restructuring
•	 Ongoing training and skills development
•	 Creation of a dynamic and encouraging environment through a focus on safety, health, 

wellness and recognition programmes

•	 Commitment to sustainability
•	 Group values and Code of Ethics.

Ongoing avenues of engagement

Engagement in 2017

•	 Our group and regional CEOs engage with staff through regular site 
visits, presentations and discussions; suggestion lines exist at some 
facilities, and unions have formal channels through which they 
engage with management.

  We encourage full engagement between managers and their staff. 

Other avenues of engagement include:
 – Global, regional and local newsletters
 – Our global intranet
 – Letters, roadshows and presentations by the group CEO as well 

as regional CEOs

 – Operating unit meetings, briefings and workshops, and
 – Various forums (SA):

»  National Employment Equity and Learning Forum
»  Shop Steward Forum
»  National Partnership Forum
»  Transformation Steering Committee

•	 Global Employee Engagement Survey (every second year)
•	 Wellbeing committees at mills and business units
•	 Health and safety committees at mills
•	 Global Technical Innovation Awards and Global Sappi Limited CEO 

Award for Excellence

•	 Regional recognition awards:

 – SEU: the annual Coryphaena Award
 – SNA: the quarterly Risk Taking and Ingenuity Awards
 – SSA: the Excellence in Achievement Awards (EAA), and
 – Sappi Trading: the SMART Awards

•	 We completed an engagement survey in all regions to assess levels of 

connection to our business

•	 In all regions, we encouraged employees to participate in outreach and 

community projects. For example, in Southern Africa, employees are encouraged 
to participate in Mandela Day

•	 In Europe, we:

 – Linked the eco-effectiveness campaign to the annual Sappi safety week 
so that corporate responsibility is seen within its broadest context, and

 – Continued to attract top internal talent to the SEU Leadership Academy. The 
group of 16 employees who started in September 2016 and will complete in 
October 2017, while a new intake of 25 employees began in June 2017

•	 In North America, we:

 – Continued with our Sustainability Ambassador, Enhancing Development and 

Growth through Engagement (EDGE) and Leadership Excellence and 
Development (LEADS) programmes. The latter focused on resourcefulness 
while our sustainability ambassadors developed training modules to broaden 
understanding of the business units within SNA (pulp, coated, packaging and 
casting and release papers)

 – Established a peer recognition programme called TOUTS which enables 

employees to offer feedback and recognition to one another

 – Launched the Employee Ideas that Matter (EITM) initiative which builds on the 
successful Ideas that Matter (ITM) programme by supporting worthy causes 
identified by Sappi employees, and

 – Introduced the Udemy online learning tool which was rolled out in Southern 

Africa in 2016
•	 In Southern Africa, we:

•	 Ongoing training and development initiatives, training targets in each 

 – Embedded the utilisation of online video-based training though the 

region

•	 Targeted training and engagement programmes in each region 

regarding sustainability

•	 In Europe, we train and develop young apprentices
•	 In Southern Africa (SA), we operate bursary and training 

programmes and support Further Education and Training (FET) 
colleges

•	 In SA, our employees also have access to the Earthkind Agent 

eLearning game by which they are exposed to Sappi’s sustainability 
information in a new and innovative platform. A tablet version of the 
game enables children and family and friends of employees to 
access the game.

deployment of five core programmes to all employees in skills technical and 
higher-level roles

 – Renewed focus on the Young Talent programmes as a mechanism to address 

our technical skills shortages. These programmes include engineers in 
training, apprenticeships, mill and forestry technical trainees, corporate 
functions learners, learnerships for people with disabilities and bursaries
 – Initiated a 21 module, 10-month Sappi Manager in Training programme, and
 – Successfully deployed Anti-Bribery, Competition Law and Code of Ethics 

courses, all in online format.

Value add

•	 Engaged employees are pivotal to the success of our business – alignment with our strategic direction enables our people to contribute more 

positively to the business as well as their personal and career development

•	 By building our human capital, we enable delivery of our 2020Vision and establish a base of the technical skills needed by the industry.

sappi 2017 Annual Integrated ReportSustainability  34

Our key relationships continued

 Unions

Management approach
Given today’s challenging global economic conditions and the current socio-economic 
dynamics in the South African labour market, we prioritise our relationship with our 
employees and their representatives. Protecting the right to freedom of association and 
collective bargaining are fundamental to the manner in which Sappi does business. 
Globally, approximately 60% of our workforce is represented by unions.

Areas of mutual interest
In addition to meeting with local union leadership for the purposes of remuneration, 
working hours, and other conditions of service as well as resolving grievances, Sappi 
relies on local unions to demonstrate their commitment to the safety and wellbeing of 
their members through active support, participation in and contributions to company 
safety and wellness initiatives, as well as various forms of community outreach.

Ongoing avenues of engagement

Engagement in 2017

•	 SEU: Negotiations occur at the various country and industry-specific collective 
labour associations, and the contract terms range from one to two years. The 
labour framework in Europe consists of works councils and collective labour 
agreements and differs from country to country

Overall, FY2017 was characterised by amicable, but 
tough negotiations and relatively good relationships with 

organised labour across the geographies. More comprehensive 
details are provided on page 52 of this report.

•	 SNA: The majority of our hourly employees – generally production unit 
employees – are represented by the United Steelworkers (USW) union, 
but employees are also represented by various craft, guard and railroad unions. 
In this region, labour agreements are usually for three years

•	 SSA: Our wage negotiations with recognised trade unions take place at the 

Pulp and Paper and Sawmilling Chambers under the auspices of the Bargaining 
Council for the Wood and Paper Sector in South Africa, and our agreements 
are generally annual. In this region, we also engage on broader issues with the 
recognised trade unions at the National Employment Equity and Skills 
Development Forum, the Shop Steward Forum and the National Partnership 
Forum.

Value add

Meaningful engagement on a number of issues affecting both business and employees results in:

•	 Improved relationships

•	 More stable labour force

•	 Safer work conditions and safer behaviour from employees, and

•	 Enhanced productivity.

sappi 2017 Annual Integrated Report 35

 Communities

Management approach
Having a mutually respectful relationship with the communities in which our business is situated is 
critical to our success. We work to incorporate the communities close to our operations into our 
journey of intentional evolution, which recognises the importance of conserving natural resources, 
uplifting people so that they are able to develop and create opportunities in their immediate 
environment as well as thrive in our increasingly inter-connected world and also through sharing 
value.

Social projects are reviewed on a case-by-case basis and we encourage projects which facilitate 
partnerships and collaboration between communities, government and the private sector.

Areas of mutual interest
Key issues discussed on a regular basis include employment, job creation and business 
opportunities, economic and social impacts/contributions and community support. Environmental 
issues relate to biodiversity conservation as well as water usage and quality, effluent quality and air 
emissions.

Ongoing avenues of engagement

Engagement in 2017

There are various formats of community engagement meetings held by our mills in the regions 
where they operate. These range from broad liaison forums for business, local government and 
communities to legally mandated environmental forums which form part of the licensing 
conditions of mills. In Southern Africa, there are local farmer and community forums related to 
our forestry communities. We also support direct community engagement initiatives.

Globally, we engage with local communities through support of and sponsorship for local events 
and initiatives and we encourage employees to participate in outreach and community projects.

•	 SEU: Each Sappi mill and sales offices support various local education, cultural and 
environmental projects based on annual requests and identified needs. We also have 
established extensive internship programmes at all of our mills.

•	 SNA:

 – Each business location has a team of sustainability ambassadors who are responsible for 
supporting sustainability communication, conducting training and fostering community 
engagement through local projects

 – Education programmes are supported at targeted colleges and universities as are 

programmes to encourage study in fields relevant to our operations

 – Corporate sponsorships support organisations like Living Lands & Waters focused on 

environmental stewardship and education.

•	 SSA: We support:

 – SANBI (South African National Biodiversity Institute)

 – Birdlife SA

 – WWF-SA

 – The Honorary Rangers of the Kruger National Park

 – The UCT Animal Demography Unit (ADU) indigenous tree mapping project

 – Mountain biking which promotes access to our plantations and enables us to 

communicate with an influential and growing group of stakeholders regarding the positive 
messages around our forestry operations

 – The development of early childhood education capacity within our communities

 – The promotion of an asset-based community development approach within our forestry 
communities to enable new businesses to develop and existing businesses to improve.

•	 In Europe all mills continued to offer paper and financial 

sponsorship to local schools, sport and hobby clubs, forest 
products industry students, local safety/environmental 
organisations, and also support local charities

•	 In North America, we:

 – Supported the Hurricane Harvey relief effort by matching 

employee donations to the American Red Cross

 – Continued with the Ideas that Matter programme which 
recognises and rewards designers who support good 
causes. Since 1999 the programme has funded over 
500 non-profit projects and has contributed more than 
US$13 million to a wide range of causes around the 
world that use design as a positive force for good in 
society

•	 In Southern Africa, we continued to work with local 

government and communities to accelerate afforestation in 
the northern region of the Eastern Cape through our Sappi 
Khulisa enterprise and supplier development scheme. We 
also continued to be active in land reform

•	 We created two technical training facilities using our existing 
infrastructure at Ngodwana and Saiccor Mills in May 2017. 
The centres will cater for basic handyman training for local 
unemployed youth with a view of enabling them to create 
micro-enterprises. In addition, Sappi’s intake of apprentices 
will be doubled and the centres will provide high-quality 
specialised technical training to mill employees. The first 
handyman trainees joined in October as a pilot and the 
centres will be fully operational by January 2018

•	 We expanded our Abashintshi forestry community 

engagement programme to cover all our 
operations (44 communities).

   More detailed information about our initiatives can be 

found on pages 52 to 53 of this report.

Value add

Engagement with communities:

•	 Enhances our licence to operate

•	 Promotes socio-economic development which could in the long term lead to increased demand for our products

•	 Helps to develop the rural economy, and

•	 Initiates real social mobilisation and change for the better.

sappi 2017 Annual Integrated ReportSustainability  36

Our key relationships continued

 Customers

Management approach
We adopt a partnership approach, whereby we develop long-term relationships with 
global, regional and local customers. We also accommodate more transactional 
customers. We offer customers innovative products and high levels of service that 
enable them to meet the needs of the rapidly changing world of tomorrow. We also 
review our go-to-market strategy where relevant to ensure that we align our interests 
and the interests of our end-users. Where relevant, we will also conduct R&D and 
develop products to suit customers’ specific needs.

Areas of mutual interest
•	 High service levels
•	 Provision of technical information and support to our paper and specialised  

cellulose (SC) customers

•	 Information about organisational developments, and the fibre sourcing and 

production processes behind our brands

•	 Information and campaigns to promote paper and paper packaging
•	 Information and campaigns to promote print as a communication medium
•	 New products that meet rapidly changing market demand.

Ongoing avenues of engagement

Engagement in 2017

•	 The group follows an approach of regular engagement with 
customers by senior and executive management in support 
of the ongoing engagement by the relevant sales and 
marketing teams. In North America, we also meet annually 
with the Sappi Merchant Association

•	 Trade shows and exhibitions

•	 Online, print education and technical platforms include:
 – SEU: The Sappi Houston online knowledge platform
 – SNA: Environmental Quotient (eQ) and Education, 

Training and Consulting (ETC). Free and fully searchable, 
the Sappi ETC site covers everything from basic paper 
and sustainability resources to advanced print and 
design techniques, including colour management, printer 
technical tips, special effects, varnishes, folding, 
designing for direct mail, and

 – SSA: Our paper and paper pulp product offerings are 
supported by strong technical teams at each mill and 
the technology centre in Pretoria.

•	 We introduced several new products

•	 We showcased our packaging papers from Europe and North America at 
FachPack 2017 and Labelexpo Europe 2017. At the former, we featured 
solutions and information for brand owners, packaging companies, converters, 
printers and print finishers, designers and advertising agencies. Our primary 
focus at the latter, under the theme ‘People, Paper, Possibilities’ was our 
innovations in the Release Liner and Label Paper product groups

•	 In Europe, we:

 – Held the eighth annual Sappi Football Cup, which challenges our customers, 

printers and publishers to show their skills in table football. Qualifying matches 
follow the rules issued by the International Table Soccer Federation. Sappi 
Europe welcomed this year’s 13 qualifying teams to Brussels, Belgium to 
compete for the Sappi Cup Table Football Tournament title on 20 April 2017. 
In total, 26 players from an original pool of close to 180 teams made the trip, 
representing Austria, CEE – Hungary and Serbia, France, Germany, Italy, 
Poland, Spain, and Switzerland

 – Provided our customers with information and solutions through the 

Sappi&You online portal which continued to gain traction

 – Are supporting printers’ needs for digital transformation through OctoPrint 
by becoming a software solution provider and selling software licences and 
services, and

 – Continued to enable customer engagement through our eco-effectiveness 
campaign which promotes individual action and recognition to make efforts 
to be sustainable and effective. It is about highlighting those who make the 
efforts to help improve our eco-effectiveness. Investments and innovations are 
also made to meet customer expectations of increased efficiencies, reduced 
impacts and products which will enhance their own social responsibility 
journey. The personal stories from Sappi’s eco-effectiveness campaign 
can be found at: http://www.sappi.com/eco-effective-stories

sappi 2017 Annual Integrated Report 37

Ongoing avenues of engagement

•	 We provide extensive technical support:

Engagement in 2017

•	 In North America:

 – Globally, a series of technical brochures is available on 

 – Our Sustainability Customer Council continued to provide candid feedback 

our website www.sappi.com

 – We host customer and investor visits to the various mills
 – In Europe and Southern Africa, we publish paper 

profiles and information sheets for our papers. These 
give details regarding the composition of our papers, as 
well as key environmental parameters related to our pulp 
and paper production processes and information on 
environmental management systems and woodfibre 
sourcing policies, and

 – In North America, we use GreenBlue’s Environmental 
Paper Assessment Tool (EPAT) which enables buyers to 
evaluate our performance on a mill-by-mill basis 

•	 Our customers can also make use of the following:

 – In terms of specialised cellulose, technical centres of 
excellence are located at Saiccor and Cloquet Mills
 – A competence centre for speciality papers and paper 

and valuable input on emerging issues. The council comprises Sappi 
customers, representing multiple customer segments of the coated papers 
and casting and release papers business, including merchants, printers, 
publishers, corporate paper buyers and graphic designers. Online and print 
education platforms in this region include the Environmental Quotient (eQ) and 
Education, Training and Consulting (ETC)

 – We continued to support the Paper and Packaging Board (P+PB), of which 

we are a member, in rolling out a public, consumer-facing integrated 
marketing campaign on behalf of the paper and packaging industry

•	 We announced the winners of the 2017 Sappi North America Printer of the Year 
competition, chosen as the most outstanding print submissions from nearly 
1,500 entries, and

•	 We also continued to support the ‘Paper Checkoff’, a consumer campaign 

aimed at helping reverse the decline in printing and writing papers as well as 
boost demand for paper-based packaging using TV, print, billboards and the 
internet.

laboratory at Alfeld Mill, and

•	 In Southern Africa, we:

 – In North America, the Sustainability Customer Council 

provides candid feedback and helps to identify 
emerging issues.

 – Sponsored the graphic design category in the Student Gold Pack Awards 
held under the auspices of the Institute of Packaging SA and we also 
sponsored paper for the Citrus Research Institute annual report in addition to 
sponsoring their annual symposium, and

 – Sponsored the ‘Help Colour My Dreams’ initiative, in partnership with the 

Nashua Children’s Charity Foundation (NCCF) which supports 75 charities. 
For every ream of Nashua-wrapped A4 paper produced by Sappi and sold 
through Nashua franchises, a certain amount of money was donated to the 
initiative.

Value add

Ongoing engagement with our customers enables us to:

•	 Meet their needs for products with an enhanced environmental profile

•	 Innovate to align with evolving market trends

•	 Heightened awareness of the importance of sustainability

•	 Promote our customers’ own sustainability journeys

•	 Keep abreast of market developments, and

•	 Showcase our products and promote the Sappi brand.

At Labelexpo 2017, Sappi presented two new Face Stock label papers in the form of Parade 
Face Stock C1S and Parade Face Stock Vellum, both of which are approved for direct contact with 
food and conform to DIN EN 71 for toy safety. The range of applications for these self-adhesive label 
papers include decorative labels for tins, glass containers, single-use and multi-use bottles and stickers 
or price labels (such as those found in the fruit and vegetable aisle) and more. Thanks to their excellent 
surface properties, these label papers ensure a brilliant appearance and excellent print results. Single-
side-coated semi-gloss-paper Parade Face Stock C1S can be processed with all standard printing 
processes, while Parade Face Stock Vellum meets the requirements for a high-quality result in thermal 
transfer printing. Parade Face Stock C1S is available in a weight of 80g/m2, and Parade Face Stock 
Vellum in grammages of 70 and 80g/m2. Both papers are also available in FSC®-certified versions.

sappi 2017 Annual Integrated ReportSustainability  38

Our key relationships continued

 Industry bodies

Management approach
We partner with industry and business bodies to showcase the role of business in 
building society, to provide input into issues and regulations that affect and are relevant 
to our businesses and industries. We also support and partner with industry initiatives 
aimed at addressing broad-ranging social issues and promoting the use of our 
products.

Areas of mutual interest
•	 Issues that affect the sustainability of our industry – woodfibre base, carbon taxes, 

energy and emissions, etc

•	 Energy issues in general and in particular government proposals on carbon taxation
•	 The impact of increased regulations on business
•	 The benefits of our industry and our economic contribution to society
•	 Social and environmental credentials of our products.

Ongoing avenues of engagement

Engagement in 2017

•	 Sappi has been a signatory to the UN Global Compact since 2008

•	 We continued to support targeted 

•	 In Europe and North America, close engagement is maintained directly and through the 
respective industry bodies CEPI and AF&PA. In Europe we also engage with FSC®, WWF 
International and with the Programme for the Endorsement of Forest Certification (PEFC™). In 
North America, Sappi is a member of the economic chamber of both FSC® US and SFI® 
and actively engages with these organisations through a variety of working groups and 
committee activities. In Southern Africa, Sappi is a member of the local WWF organisation 
as well as FSC®.

SEU

•	 Confederation of European Paper Industries (CEPI)

•	 Eurograph

•	 European Joint Undertaking on Bio-based Industries

•	 Print Power

•	 The Alliance of Energy-Intensive industries

•	 The Two Team Project (focusing on breakthrough technology concepts in the industry which 

could enable a more competitive future)

•	 TwoSides.

SNA

•	 American Forests and Paper Association (AF&PA)

•	 Paper and Paper Packaging Board

•	 Agenda 2020 Technology Alliance

•	 Sustainable Packaging Coalition (SPC)

•	 Forest Products Working Group

•	 The Recycling Partnership

•	 TwoSides.

communication campaigns help to promote 
the value of  paper-based communication and 
support the efforts of marketers and 
communicators in their search for responsible 
choices. Examples include support for the 
TwoSides organisations in Europe, North 
America, South America, South Africa and 
Australia and the Print Power campaign in 
Europe

•	 Sappi Forests continues to be involved in the 
development of an FSC® National Forest 
Steward Standard for South Africa, as well as 
a PEFC™ standard for the country

•	 Under the umbrella of the European Pulp and 

Paper Chemicals Group AISBL (EPCG), SEU is 
working on an industry solution for an online 
information exchange between chemical 
suppliers and pulp and paper manufacturers

•	 SEU contributed to the report European 

industry in the 21st century: New models for 
resource productivity published by the 
University of Cambridge’s Institute for 
Sustainability Leadership (CISL)

•	 SEU has been intensively working with CEPI 
to ensure that the revised criteria of the EU 
Ecolabel remain achievable

sappi 2017 Annual Integrated Report 39

Engagement in 2017

•	 In 2016, in response to a sovereign ratings 

downgrade in South Africa, the CEO initiative, 
of which Sappi is a member, was established. 
The initiative launched three major 
workstreams in 2016: one focusing on youth 
employment, which endeavours to create one 
million internships for unemployed youth 
across the private sector; the second, the 
investment workstream, seeks to bring private 
money into sectors such as agriculture and 
tourism, while also developing black 
industrialists and the third, the small and 
medium-sized enterprises (SMEs) fund aims 
to provide capital to existing fund managers 
already investing in SMEs. The latter 
workstream progressed further in 2017.

Ongoing avenues of engagement

SSA

•	 Business Unity South Africa

•	 Business Leadership South Africa

•	 Energy Intensive Users’ Group

•	 Fibre Processing and Manufacturing Skills Education and Training Authority (SETA)

•	 Forestry South Africa

•	 Forest Stewardship Council® (FSC®)

•	 Packaging SA

•	 Paper Manufacturers’ Association of South Africa (PAMSA)

•	 Paper Recycling Association of South Africa (PRASA)

•	 Printing SA (PIFSA) Manufacturing Circle

•	 South African Chamber of Commerce and Industry (SACCI) and local chambers of commerce 

and industry

•	 The CEO initiative

•	 TwoSides. 

Sappi Forests is a member of the Institute for Commercial Forestry Research (ICFR) and is a 
founding member of the Tree Protection Co-operative Programme (TPCP) based in the Forestry 
and Bio-technical Institute (FABI) (http://www.fabinet.up.ac.za/) at the University of Pretoria. 
Through the TPCP we also belong to the internationally collaborative programme Biological 
Control of Eucalyptus Pests (BiCEP) (http://bicep.net.au/) at the Australian Centre for Industrial 
and Agricultural Research (ACIAR).

In addition, we belong to the Eucalyptus Genome Network (EUCAGEN) based at the University 
of Pretoria and to CAMCORE, an international non-profit organisation dedicated to the 
conservation and utilisation of subtropical and tropical tree species.

Sappi Speciality Papers is a member of the Save Food initiative which aims to eliminate food 
waste and loss globally.

Sappi Limited supports the Technical Association of the Pulp and Paper Industry (TAPPI).

Value add

•	 Work with industry and business associations through collective initiatives to support societal change and deal with societal challenges

•	 Collaborate on legislative trends such as carbon tax and carbon budgets

•	 Maintain and expand markets for our products

•	 Demonstrate the value-add of the forest products industry

•	 Dispel myths and promote understanding of our industry.

sappi 2017 Annual Integrated ReportSustainability  40

Our key relationships continued

 Investors

Management approach
Our aim is to provide investors (shareholders and bondholders) and analysts with 
transparent, timely, relevant communication that facilitates informed decisions.

Areas of mutual interest
•	 Information on Sappi’s strategy
•	 Return on investment
•	 Transparent information about risks, opportunities and ESG performance.

Ongoing avenues of engagement

Engagement in 2017

In 2017, we continued to engage with our investors through 
the avenues set out on the left.

•	 Our investor relations (IR) team engages with shareholders and analysts on an 
ongoing basis. This team has direct access to the executive directors and any 
issues shareholders raise that would be relevant for the board are channelled 
through the IR team. Our Chairman also engages with shareholders on relevant 
issues

•	 We conduct ad hoc mill visits and road shows, and issue announcements 
through Stock Exchange News Service (SENS), in the press and on our 
website www.sappi.com

•	 We publish our Annual Integrated Report and sustainability report on the 

company website

•	 Shareholders can attend and participate in the AGM as well as the four 

quarterly financial results briefings

•	 Our CFO and Head of Treasury engage with bondholders, banks and rating 
agencies on an ongoing basis regarding the performance of the company

•	 We participate in the Carbon Disclosure and Forest Footprint Disclosure 

projects every year, making our submissions publicly available.

Value add

•	 Understanding of and support for our strategic direction

•	 Enhanced reputation

•	 Greater investment confidence

•	 Broader licence to invest.

sappi 2017 Annual Integrated Report 41

  Suppliers  
and contractors

Management approach
We are committed to establishing mutually respectful relationships with our suppliers 
and encouraging them to join our commitment to economic, social and environmental 
responsibility and to creating an environment that shares our commitment to doing 
business with integrity and courage, making smart decisions which we execute with 
speed. We aim to build long-term value partnerships.

Given our focus on zero harm in the workplace, we work with our contractors to ensure 
that they follow Sappi’s safety systems.

Areas of mutual interest
•	 Transparent information
•	 Forest certification
•	 Increased value and decreased costs
•	 Corporate responsibility
•	 Security of fibre supply, income generation and job creation.

Ongoing avenues of engagement

Engagement in 2017

•	 In SA, the intake at our Khulisa Ulwazi (Growing Knowledge) 
training centre aimed at developing small growers and other 
forestry value chain participants more than doubled to over 
1,000 people

•	

In SSA, contractors participated in creating and living 
our Stop and Think before you Act safety initiative, 

described on page 51.

•	 SEU: A joint sourcing partnership assists in negotiating better terms with timber 

and other suppliers. In addition, the Confederation of European Paper 
Industries (CEPI), of which Sappi Europe is a member, participates in actions 
supporting and promoting the development of sustainable forestry management 
tools – including forest certification – all over the world, particularly in less 
developed countries

•	 SNA: The Sappi Forestry Programme assists forest landowners to meet their 
objectives for managing their woodland. Sappi’s trained foresters are able to 
develop a forest management plan geared to the interests of the landowner 
including wildlife management and aesthetics, marketing of timber to generate 
maximum return

•	 SSA: Qualified extension officers provide growers in our Sappi Khulisa 

enterprise and supplier development scheme with ongoing growing advice 
and practical assistance.

Value add

•	 Security of woodfibre supply

•	 Improved supplier relations

•	 Better understanding of the requirements of the Sappi group

•	 Expanded basket of certified fibre.

sappi 2017 Annual Integrated ReportSustainability  42

Our key relationships continued

 Civil society (Media)

Management approach
We maintain an open relationship with the media, believing that an informed media is 
better able to serve public reporting and debate on any issue.

We continue to update the media regarding our strategic shifts to extract value from 
woodfibre in line with future trends as well as Sappi’s positive impact in the communities 
where we operate. We engage with civil society organisations on issues of mutual 
interest and belong to key organisations relevant to our operations.

Areas of mutual interest
•	 Business developments
•	 The future of our industry
•	 Our impacts on our communities
•	 Protecting biodiversity/the environment.

Ongoing avenues of engagement

Engagement in 2017

•	 We join key credible organisations as members

•	 We develop personal relationships and engage on an ongoing basis

Engagement in 2017 took place through the 
avenues outlined on the left.

•	 We provide support to and sponsorship for key organisations on issues of mutual interest

•	

In SSA, our forestry operations belong to a number of fire associations, given that fire 
is a key risk on our plantations. Our innovative Abashintshi project continued to gain 

traction, helping to prevent the spread of fires. This has also been helped by the African 
Honey Bee project on our plantations. For further details, go to page 53 of this report.

Value add

•	 Opportunity to inform and educate media

•	 Transparent, two-way communication and opportunity for dialogue.

sappi 2017 Annual Integrated Report 43

  Government and  
regulatory bodies

Management approach
We engage with government departments and regulatory bodies to provide input into 
issues and regulations that affect our industry. We also engage with regional and local 
governments and local authorities to obtain support for our operations and show how 
our activities contribute to local economic and social development.

Areas of mutual interest
•	 Energy issues in general and in particular government moves on carbon taxation
•	 The impact of increased regulations on business
•	 The social and economic benefits of our industry nationally as well as at a local level.

Ongoing avenues of engagement

Engagement in 2017

Consultations take place on an ongoing basis 
with government departments and regulatory 
bodies in each region.

Across all regions we continue to engage with region-wide, national, state and local authorities to 
ensure that our interests are raised and protected.

In South Africa, we continued to engage with government organisations regarding the 
transformation agenda and in particular the new Broad-based Black Economic Empowerment 
(BBBEE) Forestry Charter following the gazetting of the Amended Forestry Sector Code in April. 
We trust that the delayed biomass energy project at Ngodwana Mill will move ahead by the end 
of November 2017.

Value add

Engagement helps to promote understanding of the issues and challenges we face and resolve certain challenges.

Value added statement
(%)

Value added statement
(%)

Value added statement
(%)

3

8

5

5

8

5

12

1,771

2017

1,408

52

1,771

2016

1,408

54

1,771

2015

1,408

57

32

33

26

● To employees as salaries, wages and other benefits
● Reinvested to grow the business
● To lenders of capital as interest
● To government as taxation
● To shareholders as dividends 

● To employees as salaries, wages and other benefits
● Reinvested to grow the business
● To lenders of capital as interest
● To government as taxation

● To employees as salaries, wages and other benefits
● Reinvested to grow the business
● To lenders of capital as interest
● To government as taxation

sappi 2017 Annual Integrated ReportSustainability  44

Our global sustainability goals

In line with our 2020Vision and One Sappi strategic approach, in 2015 we established ambitious global 
sustainability targets. Regional targets are aligned to these goals. The base year is 2014, with five-year targets 
from 2016 to 2020. 

Our performance in 2017, together with commentary, is set out below:

PROSPERITY

Global target

2014 base

2017 performance

2017
compared to 2014 

2020 goal

ROCE

PEOPLE

10.8%

18%

67% improvement

12% ROCE minimum

Global target

2014 base

2017 performance

LTIFR (Combined own and 
contractor employees)

0.53

Sustainable engagement – 
increase level of survey 
participation

Not measured
(2015: 74%)

0.44

85%

PLANET

2017
compared to 2014 

2020 goal

17% improvement

Target zero LTIFR 
with minimum 10% 
improvement year-on-year

Not applicable

76%

Global target

2014 base

2017 performance

2017
compared to 2014 

2020 goal

Energy efficiency (Specific 
total energy)

22.77GJ/adt

 22.77GJ/adt

Constant*

Certified fibre

79%

73.5%

5.5% decline

5% improvement 
over the period

Maintain or improve 
percentage

*  The base figure for specific total energy has changed as we are now using net, rather than gross, calorific values. (It was previously 22.92GJ/adt.)

Prosperity
ROCE: The 67% improvement compared to 2014 base 
reflects the ongoing successful implementation of our One 
Sappi strategy and 2020Vision. The ongoing viability of our 
business and generation of value for all our stakeholders 
depends on our ability to generate profits and earn a return 
in excess of our cost of capital.

People
Safety: While our LTIFR improved marginally (2016: 0.46), 
safety performance was highly disappointing, with one fatality 
in Europe and three in Southern Africa.

Sustainable engagement: The high rate of participation 
(85%) in our engagement survey means we have already 
achieved our 2020 goal. In addition to measuring engagement, 
the survey also identifies perceived gaps in our human capital 
strategy and we are currently assessing these.

Planet
Specific total energy: Energy self-sufficiency remained stable 
and there was a slight increase in renewable energy.

Certified fibre: In Europe we exceeded our certified fibre 
procurement goal by just over 4%. In North America, certified 
fibre content was down from earlier years due to changes in 
wood procurement strategies to acquire woodfibre from 
sources closer to the mills. As reported last year, it was also 
due to a change in production strategy at Cloquet Mill which 
involved a change from buying 100%-certified market pulp to 
making our own pulp (doing so means we are limited to the 
amount of certified fibre available in the local wood basket). In 
Southern Africa, we increased the percentage of certified fibre 
supplied to our mills by 1.1%.

sappi 2017 Annual Integrated Report 45

Sappi Limited is a member of Business Leadership South 
Africa (BLSA), a voluntary organisation of the approximately 
70 largest listed companies on the JSE Limited. It serves as 
the voice of big business in South Africa facilitating 
engagement with the government, ratings agencies and other 
local and global stakeholders and also promoting the positive 
role of business in society. BLSA is actively working to end 
corruption and Sappi will be signing BLSA’s pledge after 
year-end. This echoes and reinforces our own Code of Ethics 
by committing us to:
•	 Actively combating corrupt practices wherever we 

encounter them

•	 Not acting anti-competitively
•	 Having zero tolerance for corruption in our midst, and
•	 Protecting whistle-blowers and providing information.

Ò  Material issue: A sound ethical culture

Background
Employees make better decisions in less time with business 
ethics as a guiding principle which increases productivity and 
overall employee morale. Ethics – or lack thereof – can 
significantly impact reputation and affect stakeholders’ views 
of a business which in turn can impact profitability and licence 
to trade.

Ø Our response
Given that Sappi operates in a number of different geographies 
and given our One Sappi approach, a Code of Ethics that 
provides simple-to-follow guidance to all our employees is a 
priority. Following the roll out of our revised Code of Ethics in 
six different languages in September 2016, we continued with 
a communication campaign to raise awareness of the Code. 
Videos, including a video on the Foreign Corrupt Practices Act, 
were used by the different regions to promote ethical 
awareness during the year.

The Code makes reference to group policies, where major 
risks and heightened levels of compliance are required. In 
familiarising themselves with the Code, employees have been 
encouraged to read the different policies. Story pictures have 
been created and distributed to the mills to assist those unable 
to read the policies. Ethics messages are displayed on media 
screens, in lift lobbies and on Sappi desk calendars to keep 
ethical conduct top of mind.

In addition, globally, employees have been exposed to online 
training relating to competition law, anti-bribery and corruption 
online training.

Our key material issues

Governance
Ò  Material issue: Corruption affecting the 

national interest

Background
In South Africa, a widespread patronage network which is 
chipping away at state institutions is undermining the country’s 
credibility and is causing global investor concern. Transparency 
International’s 2016 International Corruption Perceptions Index, 
published at the beginning of 2017 evaluates corruption in 
176 countries. The index ranks countries based on how 
corrupt their public sector is perceived to be. A country’s score 
indicates the perceived level of corruption on a scale of 0 to 
100, where 0 means that a country is perceived as highly 
corrupt and 100 means it is perceived as very clean. While 
no country has a perfect score – the global average score is 
43 – over two-thirds of countries score below 50, including 
South Africa, indicating a serious corruption problem.

In 2016, South Africa was ranked as the 64th most corrupt 
country in the world out of 176 countries with a score of 
only 45 out of 100. In terms of the other countries in which we 
have significant operations, the scores were as follows: Finland 
scored 89 (ranked 3rd); the Netherlands scored 83 (ranked 
8th); Germany scored 81 (ranked 10th); Belgium scored 
77 (ranked 15th); Austria scored 75 (ranked 17th) and the 
United States of America scored 74 (ranked 18th)1.

Ø Our response
As indicated by the Corruptions Perceptions Index scores, 
apart from South Africa, the countries in which we operate are 
relatively corruption-free. However, we share investor concerns 
about the situation in South Africa and we remain hypervigilant 
in this regard. Our auditors, KPMG, have been implicated in 
allegations related to patronage and corruption which have 
caused us to reassess their provision of services to Sappi. 
We have engaged with KPMG International in this regard. 
We currently await the findings of the various inquiries and 
reports into KPMG. We will then revisit our decision to retain 
KPMG as auditors.

1 https://www.transparency.org/country

sappi 2017 Annual Integrated ReportSustainability  46

Our key material issues continued

Prosperity

Ò Material issue:  Costs and capital allocation
Background
In the highly capital-intensive pulp and paper industry, cost 
containment and strategic capital allocation are key pillars of 
competitive advantage.

Ø Our response
Cost containment
Reducing variable and fixed costs throughout the business is 
integral to improving margins, particularly in commodity-type 
businesses such as printing paper, where declining demand 
places additional pressure on margins and revenues. In 2016, 
we launched a global procurement and efficiency savings 
initiative which has put Sappi on track to achieve targeted 
groupwide cost reductions of US$100 million per annum 
by 2020.

In addition to our usual cost management and continuous 
improvement initiatives during FY2017, we realised 
US$157 million in savings – US$57 million more than 
anticipated, and three years early.

Capital allocation
Our 2020Vision strategy is focused on opportunities to 
substantially increase our group EBITDA. By making smart 
investment decisions – in line with our values of making smart 
decisions which we execute with speed – and investing in our 
business to pursue growing areas of demand, we can remain 
profitable and competitive in the global marketplace.

Given robust demand for specialities and packaging paper 
grades, we are leveraging our existing manufacturing base by 
converting existing paper machines to higher margin products, 
including specialities and packaging paper grades.

In Europe, we are investing US$140 million over the next 
three years in projects that will increase our specialities and 
packaging papers capacity and capability, as well as support 
our drive to be the lowest-cost producer of graphic papers.

Maastricht Mill in the Netherlands is being converted to 
focus predominantly on specialities grades and the specialities 
paper offering at Ehingen and Alfeld Mills in Germany will 
be expanded.

Lanaken Mill in Belgium will progressively transition to coated 
woodfree production over the next three years in line with the 
expected decline in the coated mechanical market.

The displaced graphic paper volumes will be assigned to 
other mills.

These projects will enable us to make better use of our assets 
to drive growth in our specialities and packaging papers 
business, as well as to reduce our coated graphic papers 
capacity by about 200,000 tons by 2020.

In North America, we are investing US$165 million in 
upgrading and enhancing the flexibility of Paper Machine 1 at 
Somerset Mill in Maine, to enable growth in paper-based 
packaging. The overall capacity of the mill, currently the largest 
coated mill in North America, will increase by 180,000tpa and 
the upgrade is expected to be completed in 2018.

In Southern Africa, we are investing US$55 million in an 
upgrade to the woodyard at Saiccor Mill which will:
•	 Improve mill logistics by enhancing the mill’s capability of 
segregating woodchip species – important because there 
is a distinct difference in cooking times between various 
species of wood based on their lignin, cellulose and 
hemicellulose contents

•	 Improve the mill’s wood screening systems for reduced silica 

levels and overall enhanced chip quality, and

•	 Enable future expansion.

Improving logistics and screening systems will ultimately lead to 
enhanced pulp quality, increased pulp yield and a reduction in 
consumption of bleaching chemicals. The modifications will be 
made with minimal impact on production.

Ò  Material issue:  Growth in the packaging sector

Background
The demand for all types of products being shipped in 
eCommerce is expanding in line with the rapidly accelerating 
digital economy. At the same time, the global population and 
demand for natural resources are increasing and this is placing 
pressure on society to repurpose materials like paper and 
packaging. In addition, there are growing concerns about the 
impact of fossil-based packaging on the world’s oceans.

These factors are positive for the global sustainable packaging 
market which is poised to grow at a compound annual 
growth rate (CAGR) of around 7.7% over the next decade 
to reach approximately US$440.3 billion by 2025 according 
to a recent report2.

In recent years, we have evolved from being a pure substrate 
supplier to a provider of complete paper and carton packaging 
solutions. Our focus is on innovative products designed to find 
intelligent answers to issues and trends in the packaging 
market, thereby growing the contribution of this sector of 
our business to 25% of EBITDA by 2020.

2  http://www.prnewswire.com/news-releases/global-4403-billion-sustainable-packaging-market-analysis--trends-2013-2016--industry-forecast-to-2025---

research-and-markets-300421046.html

sappi 2017 Annual Integrated Report 47

One such topical issue that our packaging papers are 
addressing is the issue of food waste. Four years ago, Sappi 
was the world’s first manufacturer to present a new speciality 
paper with a mineral oil barrier integrated directly in the paper, 
as well as including heat sealing properties. In FY2017, we built 
on this successful foundation by:
•	 Establishing a collaboration agreement with the global 

manufacturing Felix Schoeller Group (Felix Schoeller) based 
in Germany. Felix Schoeller produces high-quality papers for 
analogue and digital photographic print, non-wovens for the 
wallpaper industry, as well as release liners and décor 
papers. In addition, the company has been developing 
flexible food packaging for some years and has built 
particularly strong process technology expertise in the 
production of photographic and digital printing papers. 
The agreement covers the joint development of sustainable 
barrier paper solutions for flexible packaging applications. 
The collaboration has already resulted in the development 
of a paper-based, sealable packaging solution with high 
barriers against water vapour, oxygen and grease. This 
was presented to trade customers at Interpack 2017, 
the world’s largest trade fair

•	 Acquiring the barrier film technology of Rockwell Solutions. 
This will enable us to offer our customers an even wider 
range of barrier coated solutions and could enable us 
to support market needs for more sustainable and 
recyclable packaging solutions by offering a replacement 
to fossil-based packaging material. In addition, the 
acquisition has enhanced our insight into the packaging 
market in terms of product performance, cost benchmark 
and market dynamics

•	 Extending the manufacture of Algro Design and Algro Design 
Duo bleached board grades to Maastricht Mill. By producing 
this high-quality carton at two locations, we can now 
respond even more quickly to customer requirements

•	 Introducing new face stock label papers Parade Face Stock 

C1S and Parade Face Stock Vellum, both of which are 
approved for direct contact with food and conform to DIN 
EN 71 for toy safety. The range of applications for these 
self-adhesive label papers includes decorative labels for tins, 
glass containers, single-use and multi-use bottles and 
stickers or price labels, such as those found in the fruit 
and vegetable aisle and more. Parade Face Stock C1S is 
available in a weight of 80g/m2, and Parade Face Stock 
Vellum in grammages of 70 and 80g/m2

•	 Launching a new Clay Coated Kraft (CCK) carrier paper, 
Sappi Sol DNC. The satin finish of this paper significantly 
improves surface quality and results in lower overall silicone 

consumption, a condition that is important to label 
converters, and

•	 Developing Ultraflex, a hybrid flute and liner which offers 
converters strength with the ability to print, while making 
ordering more efficient. Research is currently under way 
to impart the paper with antimicrobial properties.

At Interpack 2017, Sappi was presented with the 
international WorldStar Packaging Award for foodstuffs. 
This follows our receipt of the 2016 German Packaging 
Award in the ‘New Materials’ category.

Ò  Material issue: Declining demand for 

graphics paper

Background
News, entertainment and information are increasingly 
consumed via computers, tablets and mobile phones instead 
of paper with an obvious impact on demand for 
graphics paper.

Ø Our response
Part of our longer-term strategy is to reduce our exposure 
to graphic paper. We manage our capacity to strengthen 
our leadership position in this market, realising its strategic 
importance to the group and maximising its significant cash 
flow generation. Accordingly, we continue to develop and 
enhance our portfolio of products to meet the needs of 
customers who recognise the value of print.

In FY2017, we added Somerset 9-point (9pt) Gloss to 
our Somerset Mill product line. The new line offers an 8% yield 
advantage over competitive 9pt grades and increased cost 
savings for customers.

In this market, we continue to provide innovations, including 
Spraytec technology which produces a unique gloss surface 
with an enhanced bulky feel to the paper. The result is an 
uncompromised, high bulk paper with a glossy and even 
print surface.

In Europe, Sappi&You, our updated customer portal and the 
shift towards a direct-to-market strategy is paying dividends 
by positioning Sappi as the preferred go-to partner in print.

Research from Millward Brown Digital, an industry-leading research company, analysed more than 100 market mix client studies. 
The print campaign analysis shows magazines increase both upper-and-lower funnel metrics, from awareness through to 
purchase intent, for all four studied advertiser categories – consumer packaged goods, auto, entertainment and financial services. 
In addition, research from Nielsen Catalina Solutions (NCS), which compiled data from more than 1,400 product studies, showed 
that magazines had the highest return on advertising spend by a wide margin. For each US$1 invested in magazine media, the 
advertisers averaged a US$3.94 return, according to NCS3.

3  http://www.magazines.org.au/news/the-state-of-the-magazine-market-usa/

sappi 2017 Annual Integrated ReportSustainability  48

Our key material issues continued

Ò  Material issue: Growing demand for 

cellulosic-based fibres

Background
As viscose technology improves and gains market acceptance, 
so the economic and environmental case versus cotton and 
petroleum-based fibres grows. The popularity of cellulosic-
based fibres is based on their high levels of absorbency, 
breathability and softness, as well as wash and wear 
characteristics.

A potential shortage of cotton supply is expected to 
accelerate demand for dissolving wood pulp (DWP). The initial 
US Department of Agriculture cotton projections for 2017/18 
indicate that world cotton consumption will rise slightly and 
exceed production for the third consecutive season4.

This supply/demand deficit is expected to be exacerbated by 
Chinese cotton policies. India, China and the United States of 
America are the world’s largest suppliers of cotton by a long 
way. In 2016/2017, China was the world’s second largest 
producer of cotton5 accounting for 34% of global supply. 
The country has historically supported spinners with a rebate 
on domestically purchased cotton. The policy was amended in 
2014, to subsidise cotton farming. However, only Xinjiang 
province was offered subsidies, as China looked to unwind its 
stored inventories. In March 2017, it was announced that 
China would set target prices for cotton in Xinjiang province 
every three years instead of annually, even as domestic and 
global prices have soared.

The Chinese National Development and Reform Commission 
has now set a limit for how much cotton grown in Xinjiang 
can benefit from future subsidies, which could mean supply 
constraints going forward. In addition, the focus on growers 
in Xinjiang has led farmers in other provinces to switch to other 
crops, with negative implications for supply6.

4   agfax.com/2017/05/15/cotton-outlook-world-consumption-to-exceed-

production-in-201718/

5   https://www.statista.com/statistics/263055/cotton-production-worldwide-

by-top-countries/

6   http://www.reuters.com/article/us-china-cotton-prices/china-rejigs-cotton-

policy-for-top-grower-xinjiang-idUSKBN16O0G0

7   https://www.imf.org/en/News/Articles/2017/05/08/NA050917-Asia-

Dynamic-Economies-Continue-to-Lead-Global-Growth

8   https://www.imf.org/en/Publications/WEO/Issues/2017/09/19/world-

economic-outlook-october-2017

9   https://www.marketresearchengine.com/reportdetails/nanocellulose-

market-report

Ø Our response
Textiles are the primary market for our DWP, which is sold 
globally for use in viscose staple fibre (rayon) and solvent spun 
fibres (lyocell), and we continue to supply smaller quantities into 
the other DWP market segments. Sappi is the world’s biggest 
producer of DWP, and we expect global demand for textiles 
continuing to grow, particularly in markets in Asia, as the region 
continues to be the leader of global growth in the short and 
longer term – the IMF predicts that growth in this region will 
remain strong at 5.4% in 20187. This is well above the IMF’s 
predicted global growth rate of 3.7% for the same period8.

Against this backdrop, we are expanding our DWP capacity at 
Ngodwana and Saiccor Mills by up to 100,000tpa and are 
debottlenecking capacity at both mills.

Ò  Material issue: Our strategic move into 

adjacent markets: nanocellulose, sugars, 
lignins and bio-energy

Background

Key components of woodfibre (%)

1

1

23

30

45

● Cellulose
● Hemicellulose
● Lignin
● Resins
● Inorganics

The key components of woodfibre include cellulose, 
hemicellulose, lignin and extractives. Both cellulose 
and hemicellulose are polysaccharides containing many 
different sugar monomers which can be extracted from 
pulping streams. New revenue opportunities include 
possibilities to extract biobased materials from the 
pre-hydrolysate kraft stream, such as hemicellulose sugars 
and lignin, for beneficiation to higher-value biochemicals.

Ø Our response
Our aim is to leverage the key components of woodfibre to 
extract more value from each tree and in doing so, strengthen 
our overall core business model. Accordingly, in July 2016, we 
established a new business unit, Sappi Biotech, to accelerate 
our response to consumer trends for renewable products with 
a low carbon footprint, continue to innovate in new growth 
segments and take global responsibility for the 
commercialisation of new products.

Nanocellulose
Nanocellulose from woodfibres provides a new material 
platform for sustainable production of a wide range of 
high-performance products. The global nanocellulose 
market is expected to exceed more than US$700 million by 
2023; growing at a CAGR of more than 33% in the given 
forecast period9.

sappi 2017 Annual Integrated Report 49

Demand and value are forecast on the basis of various 
key applications of nanocellulose, such as composites and 
packaging, paper and paper board, biomedicine, and other 
applications, including as a viable alternative to expensive 
high-tech materials such as carbon fibres and carbon 
nanotubes.

In March 2016, we successfully commissioned our 
nanocellulose pilot plant at Brightlands Chemelot Campus 
in Sittard-Geleen, the Netherlands. The plant has successfully 
produced a high quality wet micro-fibrillated and nano-
fibrillated cellulose. Further commissioning will take place in Q4 
2018 in order to produce dry re-dispersible nanocellulose.

To accelerate our work in this fast-developing field, we are 
growing our nanocellulose competency at three of our global 
research and development facilities and have commenced with 
numerous industry collaboration projects in order to promote 
the benefits of nanocellulose in a wide range of applications 
including construction chemicals, personal and homecare 
products, plastic composites, paint, coatings, specialities 
and packaging papers.

Our nanocellulose process uses unique chemistry whereby 
wood pulp fibres can be easily broken down into 
nanocellulose without producing the large volumes of 
effluent associated with existing techniques using high 
amounts of energy. In addition, the chemicals used in the 
process can easily be recycled and reused without 
generating large amounts of effluent.

Sugars
In April 2017, we launched a trial sugar extraction 
demonstration plant at Ngodwana Mill in Mpumalanga province 
(South Africa). The demonstration plant is a joint development 
project with Valmet. It has been designed in accordance with 
all applicable industrial codes and regulations and will extract 
and make available industrial-scale samples of sugar rich 
pre-hydrolysate liquors. The plant can be operated 
independently from the day-to-day pulp mill and does not pose 
a productivity risk to Ngodwana Mill. The project team is 
resourced with skilled scientists and engineers from Sappi and 
Valmet and our development partners.

Following the successful commissioning of the demonstration 
unit, we strengthened our biotech division and bolstered our 
biorefining expertise through the acquisition of the Xylex® and 
Versalac® technologies (including the patents, know-how and 
equipment) owned by Plaxica Limited. Plaxica Limited is a 
United Kingdom technology licensing company founded in 
2008 as a spin-out from Imperial College, London, and is 
situated in the Wilton Technology Centre in the United 
Kingdom. A number of key technical staff of Plaxica have 
joined the biotech division.

We have a high degree of confidence that the demonstration 
plant’s hydrolysate extraction capabilities together with the 
proprietary low-cost Xylex® technology acquired by Plaxica 
– rated as one of the most advanced to offer optimum 
efficiency and economics for separation and clean-up of 
C5 sugars from pulp mill hydrolysates – will enable us to 
realise our stated objective to participate in the downstream 
value chains which include furfural, glycols and xylitol.

The plant will also help us to:
•	 Evaluate the potential of the process to offer access to 

higher value pulp markets

•	 Demonstrate and optimise the extraction of co-product 
streams from the PHK process for sale or conversion to 
higher value biochemicals, and

•	 Establish an operating model that could be replicated at any 

future pulp line.

The sugars we are targeting are known as ‘second 
generation sugars’ – in other words, they are not derived 
from a crop like sugar cane. Second generation sugars are 
attractive because they do not compete with first 
generation sugars which are sourced from agricultural 
crops. This is extremely important because of a rapidly 
growing global population and worldwide pressure on 
agricultural resources.

Furfural
Furfural is used as a solvent for refining lubricating oils, 
as a fungicide and weed killer and in the production of 
tetrahydrofuran, an important industrial solvent. It was one of 
the first biorenewable chemicals produced from biomass and 
has an established and growing market, where it competes 
with oil-based chemicals. It can be produced from the 
hemicellulose fraction of a number of biomass sources or 
agricultural residues such as bagasse and corncobs.

The xylose fraction in the pulping liquors from various mills has 
been identified as a possible source of furfural. The conversion 
and extraction of furfural from pulping liquors would be an 
additional source of income and could also improve the energy 
efficiency and environmental footprint of our pulp mills.

Sappi has partnered with Dalin Yebo to develop a business 
case for conversion and extraction of furfural from PHK liquor 
at Ngodwana Mill and acid sulphite liquor at Saiccor Mill. The 
project will include the design and construction of a pilot plant 
to remove and convert xylose into furfural.

The first phase of the project, which launched in July 2017, 
will include the collection of historical data, plant information 
and sampling campaigns to determine the best location in 
the process at Saiccor Mill to produce furfural. From here, 
a portable pilot plant will be constructed to determine the 
feasibility of producing furfural on a small scale and a full-scale 
demonstration plant could be built, depending on the results.

sappi 2017 Annual Integrated ReportSustainability  50

Our key material issues continued

Lignin
We are the world’s largest producer of lignosulphonate from 
our operations in Southern Africa and Europe. The material is 
both used internally for bio-energy generation or beneficiated 
and processed to technical lignins for sale to global lignin 
markets. Here they are commonly used as surfactants, 
binders, dispersers and emulsifying agents.

Development work to use lignin from Stanger and Tugela Mills 
in Southern Africa in phenolic resins, polyurethane foams and 
polyester resins is underway at our Technology Centre in 
Pretoria. The work is being done in collaboration with an 
industrial chemist consultant and relevant industry leaders 
in South Africa.

In 2017, our biotech division appointed CellMark, a global 
sales, marketing, financing and logistics business, as the 
non-exclusive sales agent for Sappi Biotech’s Hansa lignin 
products, produced in liquid and powder formats at Tugela 
Mill. The mill produces a total of 90,000tpa of liquid sodium 
lignosulphonate per year and we currently have the capacity 
to dry 25,000tpa of powder (±50,000 tons liquid input).

We are currently assessing the use of lignin in energy storage 
applications.

Biocomposites
In 2016, in conjunction with Intertek, we developed a 
composite called Symbio which is based on cellulose fibres 
found in trees and polypropylene. Cellulose fibres can 
significantly increase the rigidity of plastic despite keeping 
weight low, simultaneously giving the material renewable 
properties. Higher rigidity also means a potentially lower 
carbon footprint, as less materials are used.

Symbio has now reached a stage where we are conducting 
trials with customers for special grades which have been 
developed for the automotive, audio, furniture and toy 
industries.

Bio-energy
As the world looks to move away from fossil-based fuels in 
view of the need to reduce carbon footprint and mitigate global 
warming, so bio-energy is becoming increasingly important.

The South African government’s Renewable Energy 
Independent Power Producer Programme (REIPPPP) is the 
result of the national need to increase energy capacity and 
reduce carbon emissions. Sappi submitted the Energy 
Biomass Project at Ngodwana Mill to REIPPP and was 
selected as preferred bidder. The project involves the supply of 
biomass from local plantations to Ngodwana Mill. This is then 
used as boiler fuel to produce steam which in turn would 
generate 25MW of electrical energy which would be fed into 

the national grid. To date, regulatory approval has stalled on 
the issue of price, but we now expect negotiations to be 
concluded before the end of calendar 2017.

Ò  Material issue: Innovation

Background
The world is increasingly recognising the value of products 
based on woodfibre, so that opportunities are opening up to 
supply products, processes and services based on this 
renewable, biodegradable natural resource.

Ø Our response
Our R&D initiatives focus on consolidating and growing our 
position in our targeted markets segments; driving cost 
competitiveness and cost reduction; as well as optimising our 
equipment and forestry assets.

Our total R&D spend in 2017 was US$29.5 million, including 
spend of approximately US$9.8 million on our Exciter 
programme which focuses on core business (Exciter I) 
and new and adjacent business (Exciter II).

Cost vs value of Exciter projects

Cumulative global value generated vs total expenditure 
(Percentages – total value vs total expenditure)

)

0
0
0
’
$
S
U

(

d
e
r
e
v

i
l

l

e
d
e
u
a
V
/
t
n
e
m
t
s
e
v
n

I

250

225

200 

175

150

125

100

75 

50

25

0

5
0
Y
F

6
0
Y
F

7
0
Y
F

8
0
Y
F

9
0
Y
F

0
1
Y
F

1
1
Y
F

2
1
Y
F

3
1
Y
F

4
1
Y
F

5
1
Y
F

6
1
Y
F

■ Total (costs)

■ Total (value)

Fiscal year

7
1
Y
F

In FY2017, the focus for Exciter I projects (core business) was 
focused on market growth, cost reduction, continuous 
improvement and efficiency optimisation.

In terms of Exciter II projects, the emphasis was mainly 
on nanocellulose and biorefinery developments. A major 
highlight was the opening and commissioning of the sugar 
demonstration plant at Ngodwana Mill in April 2017 
(described on page 49).

sappi 2017 Annual Integrated Report  
 
 
51

People

Ò  Material issue: Safety

Background
Safety is first and foremost a human issue. Unsafe practices 
and conditions can have devastating consequences on 
people’s lives and families. Globally, the pulp and paper 
industry and forestry in particular, is viewed as potentially 
hazardous.

Ø Our response
At Sappi we believe that every life matters. Accordingly, we 
strive to ensure that all workplaces are safe and that all 
employees act in a safe manner. However, we recognise that 
about 85% of accidents are due to the behaviour of people 
and that safe conditions do not necessarily create a safe 
workplace. Only when we change the hearts and minds of 
every employee and contractor will we have a safe workplace.

We have a goal of zero harm in the workplace, which is 
supported by a culture that seeks to minimise risk. In addition 
to our overall safety goal, all regions have established specific 
safety targets to be achieved by 2020 and each region has 
compiled specific action plans to achieve these targets.

With shock and regret we report that tragically, there were 
three own employees (two in Southern Africa and one in 
Europe) and one contractor (Southern Africa) fatalities during 
the year. Unfortunately, in November there was an additional 
incident where one of our mill colleagues in Europe was fatally 
injured. We are doing everything possible to support the 
families and to provide support to colleagues who were 
affected by these tragic losses. The severity of these accidents 
was reflected in the increased Injury Index (II) for own 
employees and contractors.

At Ngodwana Mill, where two of the fatalities in FY2017 took 
place, a shift change programme based on sound fatigue 
management principles on identification of accident trends 
associated with the current shift system has been investigated. 
Once accepted by the workers unions and implemented, 
learnings from this programme will be rolled out to other mills.

Our further action plan for Southern Africa going forward is to 
critically assess the current programme and to modify it where 
necessary with the assistance of DuPont Sustainable 
Solutions. Their review will involve a ‘deep dive’ to understand 
operational risk profile and practices. It will cover operational 
data, management systems, a culture survey and onsite visits.

The fatality in Europe in FY2017 took place during an activity 
previously assessed as low risk. To rectify the situation, while 
there continued to be an average of 18 safety-based audits per 
calendar day, the identified actions from these audits increased 
to almost 27 actions to improve safety per day. We anticipate 
that this will improve safety performance in the region going 
forward.

Globally, safety performance was highly unsatisfactory. Only 
Sappi North America (SNA) ended the year with a lower 
lost-time injury frequency rate (LTIFR) than that achieved in 
FY2016. A month after year-end, SNA received the American 
Forests and Paper Association (AF&PA) 2017 Leadership in 
Sustainability Award for Safety.

A programme at Sappi Forests initiated to re-energise safety, 
yielded highly positive results. In February 2017, Sappi Forests 
announced a new safety target for the business: to be Twice 
as Safe by 2020 which meant reducing fatalities to zero and 
putting an end to the culture of unacceptable risk tolerance. 
The solution was to implement a fit for purpose, audience-
appropriate communications strategy to roll out a ‘Stop and 
Think before you Act’ (STA) initiative in Sappi Forests, including 
contractor operations while improving communication and 
relationships. This was important, because Sappi Forests’ 
operations are almost 100% outsourced to 76 private 
contractors who employ 10,334 people (including 
subcontractors).

Low literacy rates required a new approach to communication. 
Research showed that the audience loved stories and 
Sappi Forests adopted a storytelling approach to safety 
communication using graphics and symbols. The audience 
connected exceptionally well with the material, and they 
understood and accepted that behaviour is your own choice. 
Many asked for posters and also implemented STA at home. 
The use of a standard set of symbols throughout all safety 
communication created a universal language that was 
consistent. Colour-blind stakeholders were catered for by using 
symbols in the graphics. Sappi Forests’ key audiences and 
contractor staff responsible for training were trained at ‘Train 
the Trainer’ sessions.

The 12th Global Safety Awareness week was held during 
the week of 12 June 2017. The theme for this year was 
‘1ife Matters’ and it illustrated that to Sappi every life 
is important including that of our contractors and 
stakeholders. The initiative was well supported with senior 
managers visiting all the Sappi sites. The safety theme 
for FY2018 is ‘Own Safety, Share Safety’ – in other 
words, every individual should be responsible not only 
for his/her own safety but also of his/her colleague’s 
and family’s safety.

sappi 2017 Annual Integrated ReportSustainability  52

Our key material issues continued

Ò  Material issue: Labour relations

Background
Sound labour relations are important in creating a harmonious 
working environment, enhancing productivity and maintaining 
a healthy turnover rate. 

Ø Our response
The Sappi employment landscape includes interaction with 
trade unions at all our manufacturing sites across the group. 
This interaction is based on transparent communication and 
mutual respect.

Sappi promotes freedom of association and engages 
extensively with representative trade unions. Globally, 
approximately 60% of Sappi’s workforce is unionised, 
with 72.6% belonging to a bargaining unit.

Overall, FY2016 was characterised by amicable, but tough 
negotiations, and relatively good relationships with organised 
labour across the geographies.

In Europe, approximately 68% of our employees belong to a 
union and are represented through Work Councils. European 
Works Council meetings take place twice a year at which 
Sappi is represented by the Chief Executive Officer and Human 
Resource Director. The main purpose of the meetings is to 
inform and consult on business results/market developments 
and pan-European organisational topics.

The overall labour relations climate in this region continued 
to be constructive and we concluded collective labour 
agreements (CLA) at Lanaken and Maastricht Mills.

In North America, approximately 65% of our employees are 
members of a union and there are 11 collective bargaining 
agreements with hourly employees in place.

There were no major disputes in this region and labour 
agreements were successfully concluded during FY2017.

In Southern Africa, approximately 48.5% of the total 
workforce is unionised.

We are currently reviewing our relationship/recognition 
agreement with the majority union, CEPPWAWU. The 
agreement will become a joint agreement and will include two 
other recognised trade unions in the region (Solidarity and 
UASA). We expect the agreement to be finalised by the end 
of November 2017.

The mills continued to enjoy labour stability owing to ongoing 
positive engagement with union leadership facilitated by 
structures such as the National Partnership Forum which 
includes senior members of management and senior union 
leaders. They hold regular meetings where business, safety 
and union challenges are discussed. In addition, in each 
business unit where there is a representative trade union and 

the majority of employees are unionised, shop steward 
committees have been established and meet with local 
management on a regular basis to discuss matters of mutual 
interest.

While collective bargaining during FY2017 was extremely 
tough, we once again successfully concluded wage 
negotiations without industrial action in all sectors – forestry, 
pulp and paper, as well as sawmilling.

Ò Material issue: Sharing value

Background
Globally, companies are expanding the definition of corporate 
citizenship to include both corporate social investment or 
responsibility and the concept of corporate shared value (CSV). 
This involves developing profitable business strategies that 
deliver tangible social benefits. In other words, identifying 
societal challenges within a company’s sphere of operation and 
finding ways of addressing these for the mutual benefit of 
communities and the company.

Ø Our response
We have expanded our focus to embrace the concept of CSV 
more fully. We take a very active approach to CSV both 
regionally and globally, driving key initiatives in support of our 
three primary stakeholder groups – employees, customers and 
the local communities in which we operate.

Projects are aligned with and support business priorities and 
needs, taking into account feedback from our stakeholders. 
While each region has its own programmes, these conform to 
common themes which are aligned with our business needs 
and priorities and which include education, local community 
support, the environment and health and welfare. We 
encourage employees to participate in outreach and 
community projects.

In addition, support for activities associated with access to 
Sappi land and conservation efforts, such as biodiversity and 
species mapping, mountain biking and recreational birding 
continues to grow.

The fact that Sappi is headquartered and listed in South Africa, 
coupled to the significant development needs of the country, 
dictates a higher focus on CSV activities by Sappi in 
Southern Africa.

Our CSV initiatives in 2017 are described in more detail in our 
Group Sustainability Report, available at www.sappi.com, but 
initiatives in North America and Southern Africa give some 
idea of this approach.

Building on our long-standing, respected Ideas that Matter 
programme for print designers in North America, we 
launched a new programme, Employee Ideas that Matter 
(EITM). Through the EITM programme, we highlight the 

sappi 2017 Annual Integrated Report 53

concept of CSV by providing funding to the non-profit 
organisations our employees are most passionate about, 
thereby helping to improve lives and to promote employee 
morale. We have pledged US$25,000 annually to proposals 
submitted by Sappi employees in SNA.

In 2015, SSA’s forestry division in KwaZulu-Natal set out 
to establish what it could do to simultaneously provide 
communities with opportunities and reduce the numbers 
of fires in its plantations.

Research showed high unemployment within communities 
in Sappi regions and expectations that the company would 
provide more jobs than were possible, thus highlighting a 
critical need for enterprise development. This resulted in the 
implementation of a 12-month pilot community engagement 
and social mobilisation project, which involved the appointment 
of 18 unemployed youngsters called the Abashintshi (isiZulu for 
‘change agents’).

Based on the asset-based community development (ABCD) 
methodology and with the objective of establishing and helping 
activate entrepreneurial enterprises among their communities, 
the Abashintshi were taught how to facilitate life skills and 
entrepreneurship training, activate the Ifa Lethu Legacy 
programme with elders, and offer holiday programmes for 
school children. They also provided Sappi with a new channel 
of communication, which has helped to improve the company’s 
reputation significantly.

The Abashintshi Social Mobilisation Project won a gold 
award in the ‘Shared Value’ category of the 2017 Loeries 
Awards, South Africa’s premier advertising and brand 
awards. The project also won a merit award in the 2017 
International Association of Business Communicators 
(IABC).

Approximately 230 small businesses have either been started 
up or rejuvenated with the assistance of the Abashintshi while 
fires declined in the target areas by 89% in just two years. 
The programme has subsequently been extended to 
43 communities in KwaZulu-Natal and Mpumalanga 
and today involves 88 Abashintshi.

Social investment spend in 2017

Total

Europe

North America (ITM US$250,000)

Southern Africa

Additional once-off spend by Sappi Forests 
on capex items for villages including solar 
geysers, etc.

Spend 2017

€100,000

US$537,000

ZAR56 million

ZAR7 million

Planet

Ò Material issue: Woodfibre

Background
The global demand for woodfibre is expected to increase for 
the foreseeable future, driven partly by the demand for wood 
pellets rather than finite fossil fuels as a green energy source. 
This is expected to accelerate as more and more countries 
commit to mitigation actions on climate change.

In addition, climate change has the potential to seriously 
impact our fibre base. In all three regions where Sappi 
operates, climate change could alter the frequency and 
intensity of forest disturbances such as insect outbreaks, 
invasive species, wildfires, and storms. These disturbances 
could reduce forest productivity and change the distribution 
of tree species. Given that woodfibre is a key input to our 
manufacturing operations, maintaining continuity of supply and 
containing costs is integral to our sustainability as a business.

Our position
In Europe, we mitigate fibre supply risk through shareholdings 
in wood sourcing cooperatives and in this region and 
North America, through a combination of approaches which 
include both short- and long-term wood supply agreements.

In North America, our US$25 million capital project to update 
Somerset Mill woodyard has reduced white wood losses and 
costs while enhancing efficiency gains through the increased 
production of woodchips. The commissioning of the new 
woodyard will be complete by the end of November 2017.

Our new woodyard at Saiccor Mill in Southern Africa, 
(described on page 15) will also result in efficiency gains.

Given Sappi Europe’s general risk mitigation strategy of 
sourcing pulp and woodfibre from a variety of sources and 
regions, we do not anticipate any material impact to raw 
material supply from climate change in the short to medium 
term. In North America, our operations do not currently 
face material risks associated with climate change. With the 
exception of fibre from Brazil for Westbrook Mill, we source 
from northern hardwood and softwood wood baskets that 
have not suffered under any drought conditions or from fire.

In Southern Africa, the fact that we own and lease 
387,291 hectares (ha) of plantations with approximately 
27.4 million tons of standing timber gives us a competitive 
advantage. We also have access to wood from a further 
92,000ha via contracted timber suppliers. Our aim is to 
produce low-cost wood with the required pulping 

sappi 2017 Annual Integrated ReportSustainability   
54

Our key material issues continued

characteristics and increase yield per hectare. We actively 
pursue this aim, particularly through genetic improvement of 
planting stock.

Work to enhance the genetic improvement and sustainability 
of our fibre base in SSA in FY2017 included:
•	 Progress in our Eucalyptus (E.) grandis x E. urophylla (GU) 
backcrossed genomic mapping project, which is aimed at 
developing DNA marker tools to enhance our tree breeding 
efforts, by speeding up the tree selection process. The 
project culminated in the testing of specific markers that are 
linked to or contain the genes controlling traits of interest 
such as growth, wood density, various sugars or metabolite 
levels. Based on the presence of these molecular markers in 
the DNA, just over 100 trees were selected for two wood 
property traits. These trees have now been sampled and are 
currently being pulped to confirm the marker predictions.
•	 Genomic selection, another marker-assisted breeding tool 

that we are in the process of developing, aims at increasing 
selection intensity and shortening the breeding cycle to 
improve our genetic gains. Working with E. dunnii, our most 
important eucalypt species, we have focused on developing 
genomic selection models for approximately 15 growth and 
wood property traits. The next step will involve validating 
these models in related and unrelated E. dunnii populations 
in order to confirm our predictions.

•	 Furthering our understanding of the molecular basis for 
resistance to Fusarium circinatum, a fungal disease that 
impacts pine species. In this regard we have been looking at 
the expressed genes of a resistant (Pinus [P.] tecunumanii) 
and a susceptible (P. patula) pine species after infection with 
the pathogen in order to develop models for resistance 
versus susceptibility.

•	 Developing a pine hybrid in response to a severe threat from 
our softwood supply from the Pitch Canker Fungus (PCF). 
By crossing the highly PCF susceptible P. patula, until 
recently Sappi’s most important pine species, with the 
closely related but PCF tolerant P. tecunumanii, a disease 
tolerant hybrid known as PPT was created. The hybrid 
holds numerous benefits:
 – 45% more productive than pure P. patula
 – Better field survival
 – Easier to propagate in the nursery
 – More broadly adapted to a greater range of sites
 – Higher density and more uniform wood qualities
 – Rapid establishment on site, and
 – Good drought tolerance.

The value of the hybrid to Sappi has been estimated at 
ZAR73 million over a 20-year rotation, for the 3,500 hectares 
of PPT already commercially planted. More will be added 
every year over the next 20 years as the majority of the area 
currently planted to P. patula in the Mpumalanga province is 
gradually replaced with PPT. An additional benefit of the 
increased yield from PPT is the opportunity to reduce the 
area needed for softwoods in Mpumalanga, allowing more 
of Sappi’s land to be converted to hardwoods, thereby 
increasing hardwood fibre output for the production of 
dissolving wood pulp.

•	 Upgrading the existing nursery at Ngodwana and adding 

cutting facilities. This has helped to enhance the 
sustainability of our fibre base in two ways:
 – Firstly, by mitigating against crop losses in the nursery 

during the cold winter period, and

 – Secondly, by helping to meet our need for increased 

deployment of hybrid cuttings, rather than pure species 
seedlings, as the former are generally more disease 
resistant and faster growing and can only be economically 
deployed using cuttings.

The deployment of hybrids has become a priority in order to 
meet the requirement for more hardwoods, necessitated by 
the conversion of Ngodwana Mill to dissolving wood pulp, 
and also to mitigate the risks associated with climate change 
and increased pests and disease introductions.

Together with Clan Nursery, which was upgraded in 2015, 
this means that our nurseries now have capacity for 
54 million plants per annum, with an equal split between 
seedlings and cuttings. In FY2017, our nurseries supplied 
approximately 38,000 plants to our own operations, 
14,000 to projects such as Sappi Khulisa and 2,000 to 
outside operations.

The full rebuild of Ngodwana Nursery will be completed by 
the end of December 2017.

In terms of climate change, we mitigate risk to our 
plantations by:
•	 Deploying a diverse range of commercial species and 
hybrids across a wide range of climatic conditions
•	 Continually monitoring and reviewing forest best 

practices in light of changing environmental factors, 
thus helping to mitigate any increased threat from 
water shortages or drought

•	 Maintaining wide genetic variability in planting 
material, including drought resistant breeds
•	 Measuring permanent sample plots annually 

(eucalypts) or bi-annually (pines) to determine the 
effect of drought for use in long-term planning

•	 Proactively implementing innovative pest and disease 

programmes

•	 Maintaining a broad genetic base, thereby facilitating 
response to new challenges such as pests, disease 
and climate change while providing continuous 
genetic improvement over the long term, and

•	 Implementing an extensive fire protection strategy, as 
climate change exacerbates the potential for fires.

In Southern Africa, we work to mitigate fibre supply risk and 
drive shared value by expanding access to the forestry sector 
in a number of ways, including:
•	 Sappi Khulisa (‘Khulisa’ means ‘to grow’ in isiZulu), our 
enterprise development initiative, previously known as 
Project Grow. This initiative, which began in 1983, is aimed 
at community tree farming and has successfully uplifted 

sappi 2017 Annual Integrated Report impoverished communities in KwaZulu-Natal and the 
Eastern Cape. The total area currently managed under this 
programme amounts to 22,362ha. In FY2017, under the 
programme, 448,221 tons (2016: 395,232 tons) worth 
approximately ZAR362 million was delivered to our 
operations. Since 1995, a total volume of 3,313,581 tons, 
to the value of ZAR1.6 billion, has been purchased from 
small growers in terms of this programme.

As rotation times, and the associated cash flows, in forestry 
are long, growers receive advances. In addition, qualified 
extension officers advise on all aspects of tree farming.

In recent years, we have expanded Sappi Khulisa beyond 
the borders of KwaZulu-Natal to the Eastern Cape. We have 
signed a Memorandum of Understanding with the Eastern 
Cape Rural Development Agency (ECRDA) to facilitate 
forestry development in this region. To date, the total area 
planted covers 4,782ha and a further 4,812ha is in the 
environmental impact assessment phase, with records of 
decision awaited on a further 1,250ha. For further details, 
please see our Sappi FAQs Khulisa Umnotho, available on 
www.sappi.com.

•	 We are also active in land reform. As at the end of 

September 2017, Sappi was involved in 60 land reform 
projects. Many of these properties previously belonged to 
commercial farmers who had supply agreements with 
Sappi. To ensure sustainable production from these 
properties, we have entered into supply agreements with the 
new beneficiaries and have also provided assistance. This 
depends on the requirements of the project, but ranges from 
a pure supply agreement to a comprehensive Forestry 
Enterprise Development Agreement (FEDA). The latter is a 
supply agreement but also incorporates development 
objectives whereby Sappi provides technical and business 
training as well as administrative support.

•	 To further assist with the development of small growers and 
other forestry value chain participants, we have established 
a training centre at Richmond in KwaZulu-Natal (KZN). The 
training centre has Khulisa Ulwazi (‘Growing Knowledge’) 
as its slogan and is providing training to small growers, land 
reform beneficiaries and small-scale contractors in the 
technical and business aspects of forestry and small 
business management. In FY2017, the centre more than 
doubled its intake of trainees. To date, over 1,000 people 
have been trained.

55

Ò  Material issue: Emissions regulations and 

carbon tax

Background
In light of evidence that anthropogenic greenhouse gas (GHG) 
emissions are driving global warming, governments around 
the world are assessing national carbon taxes in an attempt to 

promote low-carbon economies. 

Ø Our response
We acknowledge that our industry is energy intensive, but 
believe that this is mitigated by our high use of renewable 
energy (black liquor in particular) and by the important role that 
sustainably managed natural forests and plantations play in 
mitigating global warming.

Globally, our renewable energy stands at 45.2%, of which just 
over 73% is own black liquor, a by-product of the pulping 
process in our integrated mills. Black liquor contains more 
than half of the energy content of the digested wood. As a 
renewable biomass-derived fuel, black liquor supplants fossil 
fuels, with a corresponding reduction in greenhouse gas 
emissions.

Biomass-derived energy like black liquor is fundamentally 
different from fossil fuel-derived energy because biomass 
recycles carbon whereas fossil fuels introduce carbon, that had 
previously been ‘locked away’, to the atmosphere. Biomass is 
deemed ‘carbon neutral’ – the carbon dioxide (CO2) generated 
during combustion is equivalent to that which was originally 
bound from the atmosphere through photosynthesis.

In terms of carbon taxes, we continue to monitor the situation 
in each region where we operate. In North America and 
Europe, carbon taxes do not appear to be an imminent risk. 
In Southern Africa, the Department of Environmental Affairs 
has accepted our proposed carbon budget which is valid 
until 2020.

In terms of global warming, the challenge is to not only 
reduce future carbon emissions, but to actively remove 
existing carbon from our atmosphere. Sustainably 
managed forests and plantations like Sappi’s play a vital 
role in this regard by:
•	 Balancing the earth’s water-cycle essential for cooling 

the climate

•	 Stabilising the climate by removing CO2 from the 

atmosphere and fixing it into soils and biomass, and
•	 Storing carbon – 50% of a tree’s biomass is carbon 
which remains stored, acting as a ‘carbon sink’, 
unless the tree decays or is burned.

Global forests are estimated to hold more CO2 than the 
atmosphere10.

10   http://www.weforest.org/page/why-it-matters

sappi 2017 Annual Integrated ReportSustainability  56

Our key material issues continued

Ò  Material issue: Energy

Purchased energy costs as a percentage of cost of 
sales (COS) (%)

In addition, both Sappi Europe and Sappi Southern Africa are 
ISO 50001 certified. To achieve accreditation, an organisation 
has to prove that it is continuously reducing the amount of 
energy consumed.

14

12

10

8

6

4

2

0

2013

■ Southern Africa

2014
■ Europe

2015
■ North America

2016

2017

■ Global

Background
Energy is a key input for our industry. Aggressively managing 
energy usage leads to a reduction in carbon emissions and 
enhanced cost efficiencies. In South Africa, where national 
energy demand outstrips supply at times, energy security is 

also an issue. 

Ø Our response
Energy in relation to cost of sales increased slightly in Europe. 
Although energy intensity remained stable, energy costs 
increased by 11.13% year-on-year, leading to purchased 
energy as a percentage of cost of sales rising from 9.37% in 
2016 to 10.47% in 2017. Even though globally, our energy 
costs as a percentage of cost of sales have declined over 
five years due to actions taken, it makes business sense for 
Sappi to aggressively manage energy usage and promote 
the generation of renewable energy. Environmental impact 
is reduced not only by the amount of energy, but also by the 
type of energy consumed. We have made significant efforts 
to reduce reliance on fossil fuels, thereby reducing fossil-
related greenhouse gas (GHG) emissions and separating our 
operations from the volatility of energy prices.

We are succeeding in this regard, as indicated by our 
high use of renewable energy (see page 44) and by 

the following.

Over five years, we have increased global levels of energy 
self-sufficiency by 8.7%, while over the same period, globally, 
specific direct (Scope 1) GHG emissions have reduced by 
4.6% and specific indirect (Scope 2) GHG emissions have 
decreased by 7.42%. Overall, there has been a reduction of 
5.4% in GHG emissions intensity over five years.

Our energy efficiency is enhanced through our extensive 
use of cogeneration and through our ongoing drive to install 
more efficient equipment and make process improvements, 
for example:
•	 Globally, we have combusted 20.43% more waste for 

on-site heat use over the last five years, and

•	 In FY2016, we announced the establishment of a pilot scale 

plant at Saiccor Mill to assess the use of anaerobic 
technology to treat evaporator condensate which we 
progressed in FY2017. The technology uses organic matter 
in the condensate to generate methane gas. Methane gas, in 
turn, can be used to generate electricity or generate steam.

The pilot study showed that the technology can be 
successfully used to biologically convert the organic material 
present in the condensate into biogas (methane). The energy 
potential associated with the use of the generated biogas is 
1.7MW electrical and 1.8MW thermal. The generated biogas 
has the potential to replace 17 tons of coal per day.

The assessment has now been completed and we are 
currently evaluating the implementation of the technology.

Percentage energy self-sufficiency (%)

8
.
3
6

0
.
4
6

9
.
9
5

9
.
8
5

5
.
6
5

5
.
1
4

2
.
1
4

7
.
1
4

5
.
9
3

3
.
6
3

4
.
9
3

9
.
9
3

0
.
1
4

9
.
0
4

6
.
7
3

2
.
3
2

4
.
2
2

8
.
1
2

6
.
2
2

5
.
1
2

70

60

50

40

30

20

10

0

Southern 
Africa
■ 2013 ■ 2014

■ 2015

Europe

North 
America

Global

■ 2016 ■ 2017

sappi 2017 Annual Integrated Report 57

Reduction of energy consumption
 (GJ/adt)

0.10

0.07

(0.02)

(0.06)

(0.15)

23.0

22.5

22.0

2013

2014

2015

2016

2017

Ò  Material issue: Water

Background
The United Nations estimates that global demand for water will 
grow by 50% by 2030.11 At the same time, globally, over 80% 
of the wastewater generated by society flows back into the 
ecosystem without being treated or reused12. In addition, partly 
to help maximise yields to meet demand, usage of chemical 
fertilisers and pesticides has increased in recent years, both in 
industrial and small farming, making agriculture a potential 
source of environmental pollution.

Ø Our response
In terms of the concerns outlined in the paragraph above:
•	 Our production processes depend on water, as does 

woodfibre, our primary input. Globally, we return 93% of the 
water we extract back into the environment after it has been 
treated and cleaned. Of the 7% balance, approximately 4% 
exits the mill in the form of production, while the remaining 
3% is lost to the environment

•	 Globally, over five years, we have achieved a positive result in 
effluent concentration by reducing chemical oxygen demand 
(COD) by 12.9% and total suspended solids (TSS) by 35.5%
•	 Our plantations are not irrigated and fertiliser is generally only 

used once in each rotation

•	 Our Technology Centre in Pretoria (South Africa) is currently 
assessing the wastewater biorefinery (WWBR) concept, 
which involves the recovery of valuable products (eg sugars, 
lignin or biogas) from waste streams. An additional benefit is 

also the improvement of effluent quality, prior to discharge 
into the environment. The WWBR aims to process complex 
input streams to multiple products, while reducing the costs 
associated with conventional water treatment. While 
chemical and physical processes are traditionally used to 
reduce the toxicity of effluent streams, enzymes could 
potentially also be employed to reduce toxicity and increase 
substrate availability (in the case of bioreactors). This could, 
in turn, reduce the COD loading or aid in the production of 
biogas.

Of all the regions where Sappi has operations, South Africa, 
which is a water-stressed country and which has been 
experiencing its worst drought in many years, has been most 
severely affected.

To mitigate the impact of low flows on the Umkomazi River, the 
prime source of water to Saiccor Mill, in FY2016 we completed 
a project to raise the Comrie Dam wall, upstream of Saiccor 
Mill, tripling the amount of water in the dam. We have now 
been awarded a water use licence from the regulatory 
authorities.

At Ngodwana, Tugela and Stanger Mills, we are focusing on 
internal modifications which involve the more efficient use 
of water.

Following the conversion of the PM8, Lanaken Mill 
(Belgium) will be switching from the use of softwood to 
hardwood pulp, making wastewater treatment more 
challenging. Accordingly, in January 2018, the mill will 
be building a new anaerobic wastewater treatment 
plant. This will produce 280% more biogas, which will 
generate electricity and heat. Once the plant is 
completed in June 2018, the old anaerobic tanks will be 
converted into aerobic tanks to increase the capacity 
and quality of wastewater treatment. As a comparison, 
we will go from a wastewater treatment capacity 
comparable with municipal wastewater of 300,000 
residents to a capacity for 900,000 residents. Finally, in 
a third step, from September to October 2018, coating 
waste water will move to an existing separator and 
biological treatment, in order to free up capacity for 
effluent of the paper machine. A final step involving 
advanced oxidation will remove non-biodegradable COD.

11   UNHABITAT (2016), World Cities Report 2016: Urbanization and development: http://wcr.unhabitat.org/wp-content/uploads/sites/16/2016/05/WCR-%20

Full-Report-2016.pdf

12   http://www.un.org/en/events/waterday/

sappi 2017 Annual Integrated ReportSustainability  58

 59

Light photomicrograph of pine tree wood 
cross  section seen through a microscope.

Safety at Sappi comes before 

everything else. We do 
not accept that injuries and accidents are 
inevitable. We remain fully committed to 
our project zero goal of zero injuries 
and have increased our focus on improved 
personal behaviour and making safe choices.

  60

Our leadership

Non-executive directors

Sappi board committee memberships: 

˜ Audit Committee
˜ Human Resources and Compensation Committee 
˜ Nomination and Governance Committee
˜ Social, Ethics, Transformation and Sustainability Committee

Sir Nigel Rudd (70)
Independent Chairman
Qualifications: DL, Chartered Accountant
Nationality: British
Appointed: April 2006
Sappi board committee memberships:
Nomination and Governance Committee 
(Chairman)
˜ ˜ ˜ ˜

Robert John DeKoch (Bob) (65)
Non-independent
Qualifications: BA (Chemistry), MBA
Nationality: American
Appointed: March 2013
Sappi board committee memberships:
˜

Michael Anthony Fallon (Mike) (59)
Independent
Qualifications: BSc (Hons) (First Class)
Nationality: British
Appointed: September 2011
Sappi board committee memberships:
Human Resources and Compensation 
Committee (Chairman)
˜ ˜

John David McKenzie (Jock) (70)
Lead independent director
Qualifications: BSc Chemical Engineering 
(cum laude), MA
Nationality: South African
Appointed: September 2007
Sappi board committee memberships:
˜ ˜

Dr Bonakele Mehlomakulu (Boni) (45)
Independent
Qualifications: PhD (Chemical Engineering), 
MSc (Organic Chemistry)
Nationality: South African
Appointed: March 2017
Sappi board committee memberships:
˜

Mohammed Valli Moosa (Valli) (60)
Non-independent
Qualifications: BSc (Mathematics)
Nationality: South African
Appointed: August 2010
Sappi board committee memberships:
Social, Ethics, Transformation and 
Sustainability Committee (Chairman)
˜

sappi 2017 Annual Integrated Report 61

Godefridus Peter Franciscus Beurskens 
(Frits)* (70)
Independent
Qualifications: BSc Mechanical Engineering, 
MSc Industrial Engineering and Management 
Science
Nationality: Dutch
Appointed: October 2011
Sappi board committee memberships:
˜
*  Mr Beurskens retired from the Sappi board at the 

end of February 2017.

Bridgette Radebe* (57)
Independent
Qualifications: BA (Pol Sc and Socio)
Nationality: South African
Appointed: May 2004
Sappi board committee memberships:
˜
*  Mrs Radebe retired from the Sappi board at the end 

of February 2017.

Dr Deenadayalen Konar (Len) (63)
Independent
Qualifications: BCom, MAS, DCom, CA(SA), 
CRMA
Nationality: South African
Appointed: March 2002
Sappi board committee memberships:
Audit Committee (Chairman)
˜ ˜

Nkateko Peter Mageza (Peter) (63)
Independent
Qualifications: FCCA (UK)
Nationality: South African
Appointed: January 2010
Sappi board committee memberships:
˜ ˜

Karen Rohn Osar (68)
Independent
Qualifications: MBA, Finance
Nationality: American
Appointed: May 2007
Sappi board committee memberships:
˜

Robertus Johannes Antonius Maria 
Renders (Rob Jan) (64)
Independent
Qualifications: MSc (Mechanical Engineering), 
MDP
Nationality: Dutch
Appointed: October 2015
Sappi board committee memberships
˜˜

Dr Rudolf Thummer* (70)
Independent
Qualifications: Dr Techn, Dipl-Ing
Nationality: Austrian
Appointed: February 2010
Sappi board committee memberships:
˜
*  Dr Thummer will retire from the Sappi board in 

December 2017.

sappi 2017 Annual Integrated ReportGovernance and compensation  62

Our leadership

Executive directors

Stephen Robert Binnie (Steve) (50)
Chief Executive Officer
Qualifications: BCom, BAcc, CA(SA), MBA
Nationality: British
Appointed: September 2012
Sappi board committee memberships:
˜
Attends meetings of all other board 
committees by invitation.

Glen Thomas Pearce (54)
Chief Financial Officer
Qualifications: BCom, BCom (Hons), CA(SA)
Nationality: South African
Appointed: July 2014
Sappi board committee memberships:
Expected to attend Audit Committee meetings 
by invitation.

Executive management

Berend John Wiersum (Berry) (62)
Chief Executive Officer of Sappi Europe
Qualifications: MA (Medieval and Modern 
History)

Mark Gardner (62)
President and Chief Executive Officer of Sappi 
North America
Qualifications: BSc (Industrial Technology)

Alexander van Coller Thiel (Alex) (56)
Chief Executive Officer of Sappi Southern 
Africa
Qualifications: BSc Mechanical Engineering, 
MBA (Financial Management and IT)

sappi 2017 Annual Integrated Report 63

Executive management continued

Andrea Rossi* (63)
Group Head Technology
Qualifications: BSc Eng (Hons), C Eng, FCMI

*  Mr Rossi relinquishes the role of Group Head 

Technology in December 2017.

Maarten van Hoven (44)
Group Head Strategy and Legal
Qualifications: BProc, LLM (International 
Business Law)

Gary Bowles (57)
Executive Vice President Specialised Cellulose
Group Head Technology from January 2018
Qualifications: BSc Electrical Eng, GCC, PR 
Eng, PMD, EDP

Fergus Marupen (52)
Group Head Human Resources
Qualifications: BA Hons (Psychology), BEd 
(Education Management), MBA

sappi 2017 Annual Integrated ReportGovernance and compensation  64

Corporate governance

Sappi is committed to high standards of corporate governance which form the foundation for the long-term 
sustainability of our company and creation of value for our stakeholders. Good governance at Sappi contributes 
to living our values through enhanced accountability, a transparent and ethical culture, strong risk management, 
a focus on performance, legitimacy and effective control of the business. The group endorses the 
recommendations contained in the King Code of Governance Principles for South Africa 2016 (King IV) and 
applies the various principles. An application register of how Sappi applies the King IV principles is provided 
on pages 72 to 75 of this report.  

The group is listed on the JSE Limited and complies in all material respects with the JSE listings requirements, regulations 
and codes.

The board of directors
The basis for good governance at Sappi is laid out in the board charter, which sets out the division of responsibilities between the 
board and executive management. The board collectively determines strategies, approves major policies and plans, is responsible 
for risk management, and provides oversight as well as monitoring, to help to ensure accountability. The board is satisfied that it has 
fulfilled its responsibilities in accordance with its charter for the reporting period.

For further information about the board and the board charter please refer to www.sappi.com.  

The composition of the board and attendance at board meetings and board committee meetings is set out in the table below for the 
year ended September 2017:

Name

Status

Board

Audit

B
B

E

C

SR Binnie
GT Pearce
Sir Nigel Rudd 

PF Beurskens(1)
RJ DeKoch 
MA Fallon 
D Konar
JD McKenzie 
NP Mageza
B Mehlomakulu(2)
MV Moosa 
KR Osar
B Radebe(3)
RJAM Renders(4)
R Thummer

Chief Executive Officer
Chief Financial Officer
Independent non-executive 
Chairman
Independent non-executive
Non-executive
Independent non-executive
Independent non-executive
Lead independent director
Independent non-executive
Independent non-executive
Non-executive
Independent non-executive
Independent non-executive
Independent non-executive
Independent non-executive

6/6
6/6

6/6
0/3
6/6
6/6
6/6
6/6
6/6
3/3
6/6
5/6
2/3
6/6
6/6

ü
ü

ü

ü

ü

Board committees

Nomination and 
Governance

Human Resources 
and Compensation

Social, Ethics, 
Transformation and 
Sustainability (SETS)

5/5
5/5

4/5

ü

B

C

3/3

3/3

ü

B

E

4/4

4/4

ü

3/3

5/5
5/5

5/5

4/5

2/2

ü
ü

3/3
 3/3

ü

ü
ü

ü

C

4/4

4/4
4/4

4/4

ü

ü

ü
ü

ü

E

3/3

3/3

3/3
3/3

C

3/3

(1)   Mr GPF Beurskens retired from the board of Sappi Limited and from the Audit Committee with effect from 28 February 2017.
(2)   Dr B Mehlomakulu was appointed to the Sappi Limited board and member of the SETS Committee with effect from 01 March 2017.
(3)   Mrs B Radebe retired from the board of Sappi Limited and from the SETS Committee with effect from 28 February 2017.
(4)   Mr RJAM Renders was appointed as a member of the Audit Committee with effect from 01 March 2017.
ü  Indicates board committee membership, C indicates board committee chairman, B indicates attendance by invitation and E indicates attendance ex officio. 

The figures in each column indicate the number of meetings attended out of the maximum possible number of meetings during the period indicated.

sappi 2017 Annual Integrated Report  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
65

Induction and training of directors
Following appointment to the board, directors receive induction and training tailored to their individual needs, when required.

Sappi board and management committees
A number of board and management committees have been established, as follows:

Board of directors
Strategic leadership and guidance
Ultimate oversight, accountability and responsibility
The board delegates certain oversight responsibilities to board committees
The board assigns responsibility for management of the group to the CEO

Nomination and 
Governance Committee

Board size, composition  
and diversity
Selection and recruitment  
of directors
Evaluation of board performance

Human Resources and 
Compensation Committee

Directors’ remuneration
Succession planning
Remuneration policy
Incentive schemes

Audit and Risk Committee

Financial and sustainability systems 
and reporting
Risk management
Compliance and ethics
Combined assurance
Internal and external audit
IT governance

Social, Ethics, 
Transformation and 
Sustainability Committee

Corporate social responsibility
Ethics
Environment
Safety
Broad-based Black Economic 
Empowerment

Executive Committee
Executive directors (CEO and CFO)
Other senior executives
Execute strategic decisions approved  

Executive Committee
Executive directors (CEO and CFO)
Other senior executives
Execute strategic decisions  
approved by the board

by the board

Disclosure 
Committee

Internal Controls 
Steering 
Committee

Accounting 
Standards 
Committee

Group Risk 
Management 
Committee

Regional 
sustainability 
councils

Treasury 
Committee

IT Steering 
Committee

Technical 
Committees

Management committees

Board committees
The board has established committees to assist it to discharge 
its duties. The committees operate within written terms of 
reference set by the board.

Audit Committee
The Audit Committee consists of five independent non-
executive directors and assists the board in discharging 
its duties relating to:
•	 Safeguarding and efficient use of assets
•	 Oversight of the risk management function
•	 Oversight of information and technology risks, related 

controls and governance

•	 Oversight of non-financial risks and controls, through 

a combined assurance model

•	 Operation of adequate systems and control processes
•	 Reviewing financial information and the preparing of accurate 
financial reports in compliance with applicable regulations 
and accounting standards

•	 Reviewing sustainability information included in the Annual 

Integrated Report

•	 Reviewing compliance with the group’s Code of Ethics and 

external regulatory requirements

•	 Oversight of the external auditors’ qualifications, experience 

and performance

•	 Oversight of the performance of the internal audit function
•	 Oversight of the performance of the finance function
•	 Oversight of taxation policies, congruent with responsible 

corporate citizenship, and

•	 A formal review of the committee’s operating effectiveness 

and performance every two years by way of an assessment 
with feedback being provided to the board.

The Audit Committee confirms that it has received and 
considered sufficient and relevant information to fulfil its duties, 
as set out in the Audit Committee Report in the Group 
Annual Financial Statements.                                                    

The external and internal auditors attended Audit Committee 
meetings and had unrestricted access to the committee and 
Chairman. The external and internal auditors met privately with 
the Audit Committee during 2017.

Dr D Konar has been designated as the Audit Committee 
financial expert and attended the Annual General Meeting 
in 2017.

sappi 2017 Annual Integrated ReportGovernance and compensation  66

Corporate governance continued

Nomination and Governance Committee
The Nomination and Governance Committee consists of 
three independent directors and considers the leadership 
requirements of the company including a succession plan for 
the board. The committee identifies and nominates suitable 
candidates for appointment to the board in line with Sappi’s 
policy on the promotion of gender and race diversity at board 
level, for board and shareholders’ approval. The committee 
considers the independence of candidates as well as directors. 
The committee makes recommendations on corporate 
governance practices and disclosures, and reviews compliance 
with corporate governance requirements. The committee has 
oversight of appraising the performance of the board and all 
the board committees. The results of this process and 
recommended improvements are communicated to the 
chairman of each committee and the board. The functioning 
and performance of Sappi’s board and board committees were 
assessed internally in 2017 and established that the board and 
board committees functioned well.

Human Resources and Compensation Committee
The Human Resources and Compensation Committee consists 
of four independent directors. The responsibilities of the 
Human Resources and Compensation Committee are, among 
others, to provide oversight of the group’s human capital, 
determine the group’s human resource policy and strategy, 
assist with the hiring, and setting of terms and conditions 
of employment of executives, the approval of retirement 
policies, and succession planning for the CEO and 
management. The committee ensures that the compensation 
philosophy and practices of the group are aligned to its 
strategy and performance goals. It reviews and agrees the 
various compensation programmes and in particular the 
compensation of executive directors and senior executives as 
well as employee benefits. It also reviews and agrees executive 
proposals on the compensation of non-executive directors for 
approval by the board and ultimately by shareholders.

   The Remuneration Report can be found on pages 76 
to 88.

Social, Ethics, Transformation and Sustainability 
Committee
The Social, Ethics, Transformation and Sustainability (SETS) 
Committee comprises at least three independent non-
executive directors and the CEO. Other executive and Group 
Management Committee members attend SETS Committee 
meetings by invitation. Its mandate is to oversee the group’s 
sustainability strategies, ethics management, good corporate 
citizenship, labour and employment practices, as well as its 
contribution to social and economic development and, with 
regard to the group’s Southern African subsidiaries, the 
strategic business priority of transformation.

Regional sustainability councils provide strategic and 
operational support to the SETS Committee in dealing with 
day-to-day sustainability issues and helping to develop and 
entrench related initiatives in the business.

For more information on sustainability at Sappi refer to 

   pages 32 to 57 and for a summary of the group’s initiatives 
at www.sappi.com.  

Management committees
The board assigns responsibility for the day-to-day 
management of the group to the CEO. To assist the CEO in 
discharging his duties, a number of management committees 
have been formed. Some of these committees also provide 
support for specific board committees.

Executive Committee
This committee comprises executive directors and senior 
management from Sappi Limited as well as the CEOs of the 
three main regional business operations and the specialised 
cellulose business. The CEO has assigned responsibility to the 
Executive Committee for a number of functional areas relating 
to the management of the group, including the development 
of policies and alignment of initiatives regarding strategic, 
operational, financial, governance, sustainability, social and risk 
processes. The Executive Committee meets at least five times 
per annum.

Disclosure Committee
The Disclosure Committee comprises members of the 
Executive Committee and senior management from various 
disciplines. Its objective is to review and discuss financial and 
other information prepared for public release. It is the ultimate 
decision-making body, apart from the board, with regard to 
disclosure.

Treasury Committee
The Treasury Committee meets monthly to assess financial 
risks on treasury-related matters.

Technical Committees
The Technical Committees focus on global technical alignment, 
performance and efficiency measurement as well as new 
product development.

Group Risk Management Team
The board mandates the Group Risk Management Team 
(GRMT) to establish, coordinate and drive the risk management 
process throughout Sappi. It has established a risk 
management system to identify and manage significant risks. 
The GRMT reports regularly on risks to the Audit Committee 
and the board. Risk management software is used to support 
the risk management process.

sappi 2017 Annual Integrated Report 67

Internal Control Steering Committee
The Internal Control Steering Committee supported by the 
internal control function provides regular oversight and 
guidance to the business on internal controls and combined 
assurance for financial, strategic and operational risks.

Group IT Steering Committee
The Group IT Steering Committee promotes IT governance 
throughout the group and is the highest authority responsible 
for this aspect of Sappi’s business, apart from the board. The 
committee has a charter approved by the Audit Committee and 
the board. An IT governance framework has been developed 
and IT feedback reports are presented to the Audit Committee 
and the board. Sappi IT has implemented a standardised 
approach to IT risk management through a groupwide risk 
framework supported by the use of risk management software.

Financial statements
The directors are responsible for overseeing the preparation 
and final approval of the Group Annual Financial Statements, in 
accordance with International Financial Reporting Standards 
issued by the International Accounting Standards Board.

The group’s results are reviewed prior to submission to the 
board, as follows:
•	 All quarterly results – by the Disclosure Committee and Audit 

Committee, and

•	 Interim and final results – by external audit as well.

Sappi’s internal controls and combined assurance 
framework
Risks facing the group are identified, evaluated and managed 
by implementing risk mitigations, such as insurance, strategic 
actions or specific internal controls. Sappi maintains a robust 
framework of risks and controls which assists in the application 
of the King IV guidelines, including controls addressing our 
material matters and the main drivers of Sappi. The framework 
comprises both financial and non-financial controls, which 
relate to achieving our strategy, within our risk appetite 
and tolerance levels, across the economic, social and 
environmental context in which the organisation operates as 
well as each of the six capitals set out in the IIRC’s model. 

      More information on these capitals in the context of Sappi’s 
   sustainable business model can be found on pages 2 to 5.

The group’s internal controls and systems are designed in 
accordance with the COSO control framework, to provide 
reasonable assurance as to the integrity and reliability of the 
annual financial statements, the Annual Integrated Report and 
operational management information used for decision making, 
that assets are adequately safeguarded against material loss 
and that transactions are properly authorised and recorded. 
Internal controls also provide assurance that the group’s 
resources are utilised efficiently and that the activities of the 
group comply with applicable laws and regulations.

Sappi operates a combined assurance framework, which 
aims to optimise the assurance coverage obtained from 
management, internal assurance providers and external 
assurance providers, on the risk areas affecting the group.

Feedback as to the effectiveness of internal controls is 
obtained from various assurance providers in a coordinated 
manner which avoids duplication of effort. Combined 
assurance helps to identify gaps or improvement areas in the 
internal control framework.

The assurance obtained informs executive management and 
the Audit Committee about the effectiveness of the group’s 
internal controls in respect of significant risks. The Audit 
Committee, which is responsible for the oversight of risk 
management and combined assurance at Sappi, considers 
the risks and the assurance provided through the combined 
assurance framework and periodically provides direction as 
to the type, nature, extent and approach of the assurance 
required. The Audit Committee advises the board on the state 
of risks and controls, as well as assurance, in Sappi’s operating 
environment. This information is used as the basis for the 
board’s review, sign-off and reporting to stakeholders, via 
the Annual Integrated Report and Group Annual Financial 
Statements, on risk management and the effectiveness of 
internal controls and assurance within Sappi.

Sappi’s combined assurance framework comprises three 
lines of defence, with oversight provided by the board 
and board committees. This is in keeping with enterprise 
risk management best practice and is depicted on the 
following page:

sappi 2017 Annual Integrated ReportGovernance and compensation  68

Corporate governance continued

Oversight by the board, audit (risk) and other committees

First line of defence
Business management and 
operations supported by 
appropriate governance, risk 
management, and internal control 
structures and processes

Executive, corporate  
and regional lead teams

Second line of defence
Independent risk monitoring at 
group and regional level by group 
and regional risk, internal control, 
and compliance functions

Third line of defence
Independent assurance provided 
by external audit, internal audit 
and other external assurance 
providers

Group Risk 
Management 
Team

Disclosure  
Committee

Corporate and regional business 
functions, eg sales, finance,  
IT, HR, purchasing

Regional risk 
management 
forums

Business units,  
eg forestry, mills, sales offices

Business unit operations,  
eg production, engineering,  
controlling, materials management

Group Internal 
Controls Steering 
Committee

Group legal 
compliance 
programme

Group IT 
governance  
and security 
functions

Internal  
controls self- 
assessment

Regional  
SHEQ 
management

Internal  
audit

+

External 
auditors

Combined  
assurance

As part of combined assurance in respect of internal controls, 
Sappi has obtained assurance on the data in the Annual 
Integrated Report from the following sources:
•	 Financial data is independently audited by KPMG Inc
•	 Limited reviews of sustainability information have been 

undertaken by central technical management and internal 
audit

•	 Specific Planet (environment) related processes are subject 

to review by third parties during the year

•	 A preliminary sustainability external readiness review was 

undertaken by KPMG Inc in 2017 with a focus on Scope 1 
and 2 emissions information as well as safety information, 
and

•	 No other external assurance was obtained on the 

consolidated sustainability indicators reported, although 
certain local data is subject to external audits.

Internal audit
The group has an effective risk-based Internal Audit 
Department which is suitably resourced. It has a specific 
charter from the Audit Committee and independently appraises 
the adequacy and effectiveness of the group’s governance, 
risk management, systems, internal controls and accounting 
records. Internal audit coordinates combined assurance and 
reports the findings to local and divisional management, the 
external auditors as well as to the Audit Committee.

sappi 2017 Annual Integrated Report 69

The Head of Internal Audit reports to the Audit Committee, meets with board members, has direct access to executive management 
and is invited to attend certain management meetings. The role of internal audit at Sappi is set out in the following diagram:

Internal audit value proposition

Stakeholders
Management
Board and Audit Committee
Employees
Other

Objectives
Operating
Reporting
Compliance
Strategic

Area
Governance
Risk
Controls

Support

Internal audit activities

Support

Advisory and assistance
Forensic, hotline and ethics management
Projects, new business processes
Ad hoc management requests
Governance, risk, controls consulting
King IV, governance disclosures
Secondments to business
Internal control support (risk and control framework, 
Sappi internal controls system, segregation of duties)

Assurance (risk-based)
Financial processes and systems
Business processes and systems
Operational and strategic risks
IT (value, general computer controls, security, operations)
Ethics, risk, legal compliance
Sustainability data
Combined assurance
Annual opinion

Core principles

Integrity

Competence and due 
professional care

Objective and 
independent

Aligned with strategies, 
risks and objectives

Appropriately  
positioned and  
resourced

Quality and continuous 
improvement

Effective  
communication

Risk-based  
assurance

Insightful, future-  
focused and  
proactive

Promotes  
organisational 
improvement

sappi 2017 Annual Integrated ReportGovernance and compensation  70

Corporate governance continued

Code of Ethics
Sappi requires its directors and employees to act with integrity, 
to be courageous, to make smart decisions and to execute 
with speed, in all transactions and in their dealings with all 
business partners and stakeholders. These values underpin 
the group’s Code of Ethics, and commit the group and its 
employees to sound business practices and compliance with 
applicable legislation. Actions are taken against employees 
who do not abide by the spirit and provisions of our code. 
Online Code of Ethics and anti-bribery and corruption training 
was provided to employees across the group in 2017. 
The SETS Committee provides oversight for social, ethics, 
transformation and sustainability matters throughout the group. 
Refer to www.sappi.com for the Code of Ethics.

Legal compliance programme
A legal compliance programme designed to increase 
awareness of, and enhance compliance with, applicable 
legislation is in place. The group compliance officer reports 
twice per annum to the group Audit Committee. The resourcing 
of the compliance function was boosted by the appointment of 
a compliance manager in 2016. Sappi is in the process of 
enhancing the legal compliance programme by the acquisition 
and implementation of suitable compliance software and an 
additional external legal compliance update service. In addition, 
online training has been provided to employees across the 
group on relevant core legal compliance topics.

Conflict of interests
The group has a policy that obliges all employees to disclose 
any interest in contracts or business dealings with Sappi to 
assess any possible conflict of interest. The policy also dictates 
that directors and senior officers of the group must disclose 
any interest in contracts as well as other appointments to 
assess any conflict of interest that may affect their fiduciary 
duties. During the year under review, apart from those 
disclosed in the financial statements, none of the directors had 
a significant interest in any material contract or arrangement 
entered into by the company or its subsidiaries.

Insider trading
The company has a code of conduct for dealing in company 
securities and follows the JSE Limited Listings Requirements in 
this regard. For further information refer to www.sappi.com.

During 2017, apart from the ongoing focus on financial 
controls, internal audit undertook reviews of non-financial risk 
areas and provided advisory services for a number of regional 
and global harmonisation projects such as requisition to pay 
and sales order to cash as well as shared service centre 
processes.

Internal audit maintains an internal quality assurance 
programme. An external quality assurance review is undertaken 
periodically. In 2015, an external validation was conducted by 
the Institute of Internal Auditors (IIA). A Generally Conforms 
rating was received, which is the highest of the three levels of 
conformance to the IIA’s standards.

Board assessment of the company’s risk 
management, compliance function and 
effectiveness of internal controls and combined 
assurance
The board is responsible for the group’s systems of internal 
financial and operational control. As part of an ongoing 
comprehensive evaluation process, control self-assessments, 
independent reviews by internal audit, external audit and other 
assurance providers, were undertaken across the group to test 
the effectiveness of various elements of the group’s financial, 
disclosure and other internal controls as well as procedures 
and systems. Identified areas of improvement are being 
addressed to strengthen the group’s controls further. The 
board has assessed the combined assurance provided in 
2017. The results of the reviews did not indicate any material 
breakdown in the functioning of these controls, procedures 
and systems during the year. The internal controls in place, 
including the financial controls and financial control 
environment, are considered to be effective and provide a 
sound basis for the preparation of the Group Annual Financial 
Statements, Annual Integrated Report and other reports used 
internally for management decision making.

Group Company Secretary
The Group Company Secretary does not fulfil executive 
management functions outside of the duties of Group 
Company Secretary and is not a director. During the year, the 
board has assessed the independence, competence, 
qualifications and experience of the Group Company Secretary 
and has concluded that she is sufficiently independent (ie 
maintained an arm’s length relationship with the executive 
team, the board and individual directors), qualified, competent 
and experienced to hold this position. The Group Company 
Secretary is responsible for the duties set out in section 88 of 
the Companies Act 71 of 2008 (as amended) of South Africa. 
Specific responsibilities include providing guidance to directors 
on discharging their duties in the best interests of the group, 
informing directors of new laws affecting the group, as well as 
arranging for the induction of new directors.

sappi 2017 Annual Integrated Report Reporting on compliance and ethics concerns
Sappi employees and stakeholders can report any potential 
illegal or non-compliant behaviour they observe directly to 
(senior) management, internal audit or legal counsel, or 
alternatively, report anonymously, via telephone or an online 
form. Whistle-blower ‘hotlines’ have been implemented in all 
the regions in which the group operates. The hotline service, 
operated by independent service providers, enables all 
stakeholders to anonymously report environmental, safety, 
ethics, accounting, auditing, control issues or other concerns. 
Retaliation against whistle-blowers is not tolerated. The follow 
up on all reported matters is coordinated either by legal 
counsel or internal audit and reported to the Audit Committee. 
The majority of calls and ethics reports received related to the 
Southern African region. Please refer to the whistle-blower 
hotline and ethics report graphs for information on the number 
of hotline calls per 1,000 employees, the categories of hotline 
calls and ethics reports, and the outcome of the investigations. 
The hotline report rates, categories of reports and outcomes 
of cases broadly align with international whistle-blower 
benchmark data.

Stakeholder communication
The board is responsible for presenting a balanced and 
understandable assessment of the group’s position in reporting 
to stakeholders. The group’s reporting addresses material 
matters of significant interest and is based on principles 
of openness and substance over form. Various policies have 
been developed to guide engagement with Sappi’s 
stakeholders such as the Group Stakeholder Engagement 
Policy and Group Corporate Social Responsibility Policy. Sappi 
has a policy addressing Alternate Dispute Resolution (ADR) 
and relevant ADR clauses are generally included in contracts 
with customers and suppliers. There have been no requests for 
information for the period under review in terms of the 
Promotion of Access to Information Act (South African 
legislation).

   For more information on our key relationships at Sappi 
refer to pages 32 to 43.

71

Hotline report rate per 1,000 employees

3.7

3.5

3.8

2.5

2.9

2013

2014

2015

2016

2017

4

3

2

1

0

Analysis of hotline and ethics reports
by category (%)

4
59

37

5
53

5
54

42

41

100

48

52

80

60

40

20

0

2013
■ Corruption, fraud and theft
■ Environment, health and safety

2014

2015
■ Employment-related matters

2016

10

56

34

2017

2
4
42

52

For a summary of how Sappi applies the King IV principles, 
please refer to www.sappi.com.                                          

Analysis of hotline and ethics 
report case outcomes (%)

6
42

52

1
5
53

41

3

6
55

6
3
56

36

35

100

80

60

40

20

0

2014
2013
■ Cleared, no action or unresolved
■ Termination ■ Criminal charges

2015

2016
■ Disciplined, counselled or other management action

2017

sappi 2017 Annual Integrated ReportGovernance and compensation  72

King IV principles

General comments
Sappi is committed to high standards of corporate governance which form the foundation for the long-term sustainability of our 
company and creation of value for our stakeholders. Good governance at Sappi contributes to living our values through enhanced 
accountability, a transparent and ethical culture, strong risk management, a focus on performance, legitimacy and effective control 
of the business.

Sappi endorses the governance outcomes of ethical culture, good performance, effective control and legitimacy, promoted by the 
King IV Report on Corporate Governance for South Africa (released November 2016).

The purpose of this register is to provide an overview of Sappi’s application of the principles contained in King IV. The register should 
be read in conjunction with the Sappi Annual Integrated Report.

Leadership

Principle 1
The governing body should lead ethically 
and effectively.

Organisational ethics

Principle 2
The governing body should govern the 
ethics of the organisation in a way that 
supports the establishment of an ethical 
culture.

Responsible corporate citizenship

Principle 3
The governing body should ensure that 
the organisation is and is seen to be a 
responsible corporate citizen.

The directors hold one another accountable for decision making based on 
integrity, competence, responsibility, fairness and transparency through their 
commitment to lead Sappi. The Chairman oversees this process on an ongoing 
basis.

The board sets the example and tone for an ethical culture in Sappi based on 
our core values of doing business with integrity and courage; making smart 
decisions, which we execute with speed. The board is assisted with ongoing 
oversight of ethics management through SETS and the Audit Committee.

Sappi’s ethics values and norms are clearly articulated in the Code of Ethics and 
supporting policies. There are processes in place to ensure that employees, 
business associates, contractors and suppliers are familiar with Sappi’s ethics 
norms as set out in the Codes of Ethics. These include:
•	 Reference to the Code of Ethics in employment and supply contracts
•	 Publication of the Code of Ethics online on external (https://www.sappi.com/

sappi-code-of-ethics) and internal website, and

•	 Ongoing training and induction of employees.

Other arrangements to manage ethics include:
•	 Annual fraud and ethics and fraud risk assessments (with due consideration for 

stakeholders)

•	 Safe reporting (hotline) mechanisms are in place, and
•	 Periodic employee control environment surveys.

The board, assisted by the SETS Committee, provides strategic direction for 
Sappi to be a responsible corporate citizen and to respond appropriately to the 
economic, social and environmental outcomes of its activities. Sappi is 
committed to the United Nations Global Compact. Our key corporate citizenship 
considerations include:
•	 Protecting people and the environment underpins our approach to 

sustainability. Sappi places the highest priority on the health and safety of 
our workforce and on the protection of the environment, and

•	 Human rights: Sappi is committed to the principles of the United Nations 
Global Compact, the Universal Declaration of Human Rights, and the 
International Labour Organisation.

The board reviews annually the corporate responsibility strategy, priorities 
and action plans of the company.

sappi 2017 Annual Integrated Report 73

Strategy and performance

Principle 4
The governing body should appreciate 
that the organisation’s core purpose, its 
risks and opportunities, strategy, 
business model, performance and 
sustainable development are all 
inseparable elements of the value 
creation process.

Reporting

Principle 5
The governing body should ensure that 
reports issued by the organisation enable 
stakeholders to make informed 
assessments of the organisation’s 
performance, and its short-, medium- 
and long-term prospects.

Primary role of the board

Sappi’s strategic direction, mission and vision together with our value statement 
are described in our Annual Integrated Report. The report deals with key 
opportunities and risks in our markets as well as our performance against 
financial and non-financial objectives, along with our priorities and expectations 
for the year ahead.

Sappi’s approach to sustainable development – Prosperity, People and Planet is 
aligned with the IIRC’s six capitals model. Currently, natural capital, financial 
capital and human capital are the most important in our drive to position Sappi 
as a profitable and cash-generative, diversified woodfibre group.

The Audit Committee is responsible for the integrity and transparency of reporting 
and oversees the issue of the annual financial statements and integrated reports. 
The Annual Integrated Report aims to present material information in an 
integrated manner and provide users with holistic, clear, and concise information 
about Sappi’s performance, measured against its objectives and Sappi’s short-, 
medium- and long-term prospects.

Principle 6
The governing body should serve as the 
focal point and custodian of corporate 
governance in the organisation.

The board is the focal point and custodian of corporate governance. The board’s 
role and responsibilities and the way it executes its duties and decision making 
are set out in the board charter and the terms of reference and work plans of its 
various committees.

Composition of the board

Principle 7
The governing body should comprise the 
appropriate balance of knowledge, skills, 
experience, diversity and independence 
for it to discharge its governance role 
and responsibilities objectively and 
effectively.

Committees of the board

Principle 8
The governing body should ensure that 
its arrangements for delegation within its 
own structures promote independent 
judgement, and assist with balance of 
power and the effective discharge of its 
duties.

The Nomination and Governance Committee, considers, on an annual basis, 
the board and committee compositions in terms of balance of skills, experience, 
diversity, independence and knowledge, The board is satisfied that there is 
a balance of skills, experience, diversity, independence and knowledge needed 
to discharge its role and responsibilities.

The King IV requirements for director independence, board composition, chair 
and lead independent director, induction and training, managing conflicts and 
nomination and appointment are met.

       Refer to Corporate governance section on page 64 of this report for further 

  information about board members.

The board may delegate to individual members, groups of members, standing or 
ad hoc committees. The standing committees of the board comprise the Audit 
Committee, the Nomination and Governance Committee, the Human Resources 
and Compensation Committee, and the Social, Ethics, Transformation and 
Sustainability Committee.

The composition of the board and its committees are in line with King IV. There is 
a clear balance of power to ensure that no individual has undue decision making 
powers. Each committee has formal terms of reference, approved by the board, 
recording the responsibilities delegated to it. Each committee has sufficient 
capability and capacity to function effectively.

Refer to our Annual Integrated Report on www.sappi.com/reports for information 
on the members of each committee and attendance and to our website for the 
terms of reference for each committee of the board.

sappi 2017 Annual Integrated ReportGovernance and compensation  74

King IV principles continued

Board performance evaluation

Principle 9
The governing body should ensure that 
the evaluation of its own performance 
and that of its committees, its chair and 
its individual members, support 
continued improvement in its 
performance and effectiveness.

The Nomination and Governance Committee evaluates the performance of the 
board and the board committees annually. The performance of individual 
directors is normally evaluated prior to reappointment. The Chairman’s 
performance is evaluated by the board annually under the leadership of the lead 
independent director.

Appointment and delegation to management

Principle 10
The governing body should ensure that 
the appointment of, and delegation to, 
management contribute to role clarity 
and the effective exercise of authority 
and responsibilities.

Risk governance

Principle 11
The governing body should govern risk 
in a way that supports the organisation 
in setting and achieving strategic 
objectives.

Technology and information governance

Principle 12
The governing body should govern 
technology and information in a way that 
supports the organisation in setting and 
achieving strategic objectives.

The board is satisfied that key functions are appropriately resourced and that the 
board’s delegation to management contributes to an effective arrangement by 
which authority and responsibilities are exercised.

The board charter provides direction on the powers reserved for the board: 
matters that have specifically been reserved for board decision making or 
consent and the approval authority of board committees in respect of the 
company and its subsidiaries are contained in the limits of authority document 
adopted by the board.

The CEO is appointed by and reports to the board and is responsible for leading 
the implementation of strategy and policy. The King IV requirements for the CEO 
in terms of appointment, roles and responsibilities, succession planning, and 
performance evaluation are complied with.

Sappi has a Company Secretary with the necessary experience, expertise and 
qualifications, as well as at the appropriate level of seniority to discharge the role 
effectively. The King IV recommendations for Company Secretary in respect of 
appointment, reporting lines, independence, duties and performance evaluation 
are met.

The Audit Committee assists the board with the governance of risk.

    For more detail on Sappi’s risks and the management thereof, refer to the 

Risk management section on pages 90 to 93 of this report.

Sappi’s 2020Vision (and associated strategy, performance, and sustainability) is 
highly dependent on technology and information.

The board is accountable for the governance of technology and information 
management. Management committees have been established to assist the 
CEO and board by implementing policy on technology and information 
management:
•	 Group Technical Committees focus on global technical alignment, performance 

and efficiency measurement as well as new product development, and

•	 Group IT Steering Committee promotes IT governance throughout the group. 

Sappi has adopted Control Objectives for Information and Related 
Technologies (COBIT) – the global good practice framework for IT management 
and IT governance.

sappi 2017 Annual Integrated Report 75

Compliance governance

Principle 13
The governing body should govern 
compliance with applicable laws, and 
adopted non-binding rules, codes and 
standards in a way that supports the 
organisation being ethical and a good 
corporate citizen.

Remuneration governance

Principle 14
The governing body should ensure that 
the organisation remunerates fairly, 
responsibly and transparently so as to 
promote the achievement of strategic 
objectives and positive outcomes in the 
short-, medium- and long-term.

Assurance

Principle 15
The governing body should ensure that 
assurance services and functions enable 
an effective control environment, and 
that these support the integrity of 
information for internal decision making 
and of the organisation’s external 
reports.

Stakeholders

Principle 16
In the execution of its governance role 
and responsibilities, the governing body 
should adopt a stakeholder-inclusive 
approach that balances the needs, 
interests and expectations of material 
stakeholders in the best interests of the 
organisation over time.

Responsibilities of institutional investors

Principle 17
The governing body of an institutional 
investor organisation should ensure that 
responsible investment is practised by 
the organisation to promote good 
governance and the creation of value by 
the companies in which it invests.

Sappi’s commitment to act as a responsible corporate citizen includes 
compliance with all laws and regulations in the countries and jurisdictions where 
Sappi operates.

A group legal compliance programme is in place to mitigate the risk of non-
compliance with the laws and also to ensure appropriate responses to changes 
and developments in the regulatory environment.

Significant legal and regulatory matters and compliance risks are reported to the 
Audit Committee.

During 2017, there were no material penalties, sanctions or fines for 
contraventions of, or non-compliance with, statutory and regulatory obligations.

The Human Resources and Compensation Committee ensures that directors, 
executives and employees are remunerated fairly and responsibly so as to 
promote the delivery of strategic objectives and the creation of value in 
a sustainable manner. 

    Refer to the Remuneration Report (included in the Annual Integrated Report 

on pages 16 to 88 of this report for further information.

The Audit Committee is responsible for oversight of assurance on the 
effectiveness of governance, risk management and control at Sappi. Sappi 
operates a combined assurance framework, which aims to optimise the 
assurance coverage obtained from management, internal and external assurance 
providers, on the risk areas affecting the group.

    Refer to the Corporate governance section of pages 64 to 75 of this report 
for more information on Sappi’s combined assurance framework including 

external audit, internal audit, and the provision of assurance over external reports.

The board has adopted a stakeholder-inclusive approach and the One Sappi 
strategy is built on collaborating and partnering with stakeholders. Sappi strives 
to understand, be responsive to, and balance stakeholder legitimate and 
reasonable needs, interests and expectations. Key stakeholders have been 
identified. 

    A Group Stakeholder Engagement Policy has been established. Information 

on how we have approached our stakeholder relations can be found in 

Our key relationships section on pages 32 to 43 of this report.

Not applicable – Sappi is not an institutional investor.

sappi 2017 Annual Integrated ReportGovernance and compensation  76

Remuneration Report

The Remuneration Report details the company’s compensation 
policy for executive directors, executive committee members 
and non-executive directors.

The information provided in the report has been approved 
by the board as per the recommendation by the Human 
Resources and Compensation Committee.

This report is split into three sections: section A details our 
remuneration background statement disclosures, section B 
gives an overview of our remuneration policy and section C 
addresses the implementation of the remuneration policy 
in 2017.

Section A: Remuneration 
background statement disclosures
I am pleased to present the committee’s report on directors’ 
remuneration. Our report and disclosures fully comply with 
regulatory and statutory provisions relating to reward 
governance in all the countries in which we operate. We 
have changed the structure of this report to align with the 
principles and recommended practices of King IV. 
This demonstrates our continued commitment to good 
corporate governance.

Sappi Limited Annual General Meeting (AGM) was held 
on 08 February 2017 and the requisite ordinary resolution 
endorsing the remuneration policy was passed. The resolution 
was passed by a 95% majority in comparison to 81% at the 
previous AGM.

As described in the respective reports by our Chairman, 
Sir Nigel Rudd, and CEO, Steve Binnie, Sappi’s performance 
in the year under review was strong, and in terms of 
shareholder return outperformed its peers. EBITDA was 

US$785 million. Bonus performance outcome, against the 
targets that were set, are outlined in this report. Performance 
outcomes are reflected in the remuneration received by 
executive directors. This recognises the group’s financial, 
environmental and safety performance, as well as performance 
against personal, operational and strategic objectives.

The performance period for the 2013 Performance Share Plan 
(PSP) ended on 30 September 2017. Half of the award was 
based on cash flow return on net assets (CFRONA) and the 
other half on total shareholder return (TSR) performance. 
Sappi’s performance on CFRONA, when measured against the 
peer group for the above four-year performance period, ranked 
second out of 16 companies. 

   The peer group is detailed on page 86 and represents 
industry players in graphic papers, dissolving wood pulp 

and specialities and packaging papers. In terms of the vesting 
schedule, 100% on the CFRONA portion vested. In terms of 
the TSR performance condition, Sappi ranked first out of the 
16 companies. 100% on the TSR portion vested. The result 
has been a net vesting of 100% of the 2013 share awards.

Our remuneration policy is continuously benchmarked against 
the relevant industry peers to ensure that it motivates our 
senior team to achieve the group’s objectives and deliver 
sustained returns and value creation for our stakeholders. 
The committee also believes that the remuneration of 
executives during 2017 reflects our successes to date in the 
delivery of our strategy. I trust that you will support the 
remuneration resolutions at this year’s AGM.

Statement of voting at AGM
The AGM of Sappi Limited was held on 08 February 2017 and 
the requisite ordinary resolution endorsing the remuneration 
policy was passed. The resolution was passed by a 95% 
majority. See the voting results below.

Mike Fallon, 
Chairman of Human Resources and 
Governance Committee

Ordinary resolution number 6: Non-binding endorsement of remuneration policy

For

435,285,251
94.71%

Against

24,297,880
5.29%

Abstain

609,513
0.11%

Shares voted

459,583,131
82.89%

At the February 2015 and 2016 AGMs, the results for the requisite ordinary resolution endorsing the remuneration policy were 
83.5% and 81.2% respectively.

sappi 2017 Annual Integrated Report 77

Human Resources and Compensation Committee
The purpose of the committee is to oversee remuneration 
matters for all controlled subsidiaries of Sappi Limited. Its key 
objectives are to:
•	 Make recommendations on remuneration policies and 
practices, including Sappi’s employee share schemes

•	 Ensure effective executive succession planning, and
•	 Review compliance with all statutory and best practice 

requirements on labour and industrial relations management.

At the end of the year, the committee consisted of four 
independent non-executive directors:
•	 Mr MA Fallon – Chairman
•	 Mr JD McKenzie
•	 Mr NP Mageza, and
•	 Mr RJ Renders.

The Chairman of the company, Sir Nigel Rudd, attends 
committee meetings ex officio while the group Chief Executive 
Officer, Mr SR Binnie together with Group Head Human 
Resources, Mr F Marupen attend meetings by invitation.

Mrs AJ Tregoning, Company Secretary, attends the meeting as 
secretary to the committee.

The Human Resources and Compensation Committee met 
four times during the year and held one telephone conference.

    Attendance at meetings by individual members is detailed 

on page 64.

None of the committee members has any significant personal 
financial interest, or conflict of interest, or any form of cross 
directorship, or day-to-day involvement in the running of the 
business.

Executive directors and managers are not present during 
committee discussions relating to their own compensation.

The Human Resources and Compensation Committee ensures 
that the compensation practices and structures within the 
group support the group’s strategy and performance goals. 
The policy also enables the attraction, retention and motivation 
of executives and all employees.

The key activities of the committee during 2017 are 
summarised as follows:
•	 Reviewed and approved the vesting, or otherwise, of the 
Performance Share Plan awards which were awarded on 
02 December 2012

•	 Approved the allocation of 2016 Performance Share Plan 

awards to executive directors and all other eligible 
participants

•	 Reviewed and approved salary increases and bonus 

payments for executive directors and other key senior 
managers for 2017

•	 Recommended fee levels for non-executive directors of the 
Sappi Limited board for consideration and recommendation 
to shareholders for approval

•	 Approved the allocation model and the comparator peer 

group for the 2017 Performance Share Plan

•	 Reviewed the Remuneration Report, including the content of 
the company compensation policy and practices, which was 
put to shareholders for a non-binding vote at the AGM in 
February 2017

•	 Approved the 2018 Management Incentive Scheme rules 
and reviewed the Share Incentive Plan rules, including 
changes to the Performance Share Plan, and

•	 Reviewed the succession and retirement plans for key 

management positions.

Independent advice
Management engaged the services from the following 
organisations to assist in compensation work during the course 
of the year:
•	 Mercer Kepler, United Kingdom
•	 KPMG Services, South Africa, and
•	 PricewaterhouseCoopers Tax Services, South Africa.

Compliance statement
The Human Resources and Compensation Committee is 
committed to maintaining high standards of corporate 
governance and supports and applies the principles of good 
governance advocated by the South African Institute of 
Directors (IoD) and King IV. Our remuneration approach and 
disclosures fully comply with regulatory and statutory 
provisions relating to reward governance in all the countries in 
which we operate. The committee ensures compliance with 
legal and regulatory requirements as they pertain to 
compensation.

Management and the non-executive Chairman, from time to 
time, meet with some of our largest shareholders to discuss 
compensation practices in the group.

The Human Resources and Compensation Committee is of the 
view that the objectives stated in the remuneration policy have 
been achieved for the period under review. The committee is 
satisfied that it has fulfilled its responsibilities in accordance 
with its terms of reference and with the status of remuneration 
and incentives in the group.

Areas of focus for 2018
Key activities for the committee in 2018 will be, inter alia, 
the approval of the remuneration and bonuses for executive 
directors and senior management. The committee will also take 
a view on fees to be paid to non-executive directors.

Focus will be placed on the key principles of King IV and 
Sappi’s commitment to these principles.

In addition to the annual work plan as approved by the 
committee, the chairman of the committee and senior 
executives from Sappi will, if required, also be visiting key 
shareholders to discuss issues of mutual concern.

sappi 2017 Annual Integrated ReportGovernance and compensation  78

Remuneration Report continued

Section B: Overview of the 
remuneration policy
Compensation strategy and policy
Our compensation packages:
•	 Are designed to attract, retain and motivate executives and 
all employees to deliver on performance goals and strategy

•	 Encourage behaviour consistent with the group’s risk and 

reward philosophy

•	 Have an appropriate and balanced reward mix for executive 
directors and other executive managers based on base pay, 
benefits and short- and long-term incentives within the 
context of the industry sector

•	 Are applied consistently across the group to promote 

alignment and fairness, and

•	 Are simple, transparent and aligned with the interests of 

•	 Through the executive Management Incentive Scheme, 

shareholders

•	 Reflect the views of our investors, shareholder bodies and 

stakeholders

•	 Are structured in a way that superior rewards are only paid 
for exceptional performance and that poor performance 
does not earn an incentive award

provide for a voluntary deferral of 40% of the CEO’s annual 
bonus, and 30% of the executive managers’ annual bonuses 
(to purchase Sappi shares), as this is to ensure a long-term 
focus on the company’s performance by the individual 
concerned and establish a personal stake in the company.

Summary of reward components of executive directors and other members of the Group Executive 
Committee
The compensation of executive directors and other Executive Committee members comprises fixed and variable components.

Purpose

Operations

Opportunity

Fixed

Component – Base salary

•	 To reflect market value of 
the role, individuals’ skills, 
contribution, experience and 
performance

•	 To attract and retain key 

talent.

Component – Benefits

•	 To provide protection and 

market competitive benefits 
to aid recruitment and 
retention.

•	 Paid monthly in cash
•	 Reviewed annually with any increases to be effective 

from 01 January each year

•	 Base salary reviews take into account prevailing 

market practices, economic conditions and the levels 
of base salary increase mandates provided to the 
general employee population.

•	 Increases are applied in 
line with outcomes of 
performance discussions 
with the individuals 
concerned.

•	 Private medical insurance
•	 Income in the event of death or disability

None

These are:
•	 Appropriate in terms of level of seniority
•	 Market-related
•	 Death benefit is a multiple of base salary, and
•	 Non-pensionable.

sappi 2017 Annual Integrated Report 79

Purpose

Operations

Opportunity

Fixed

Component – Pension

•	 Make ongoing company 
contributions during 
employment

•	 To provide market-related 

benefits

•	 Facilitate the accumulation 

of savings for post-
retirement years.

•	 Comprises defined benefit and defined contribution 

•	 Executive members of 

plans

•	 A large number of defined benefit plans are closed to 

new hires

•	 Employees in legacy defined benefit plans continue to 
accrue benefits in such plans for both past and future 
service

•	 Retirement plans differ by region.

defined contribution plans 
receive a company 
contribution of up to 
18.47% of salary

•	 Executive members of 

defined benefit plans receive 
company contributions of up 
to 31.24% of salary. This 
applies to only one 
Executive Committee 
member. The contribution 
varies based on the actuarial 
valuation of the reserves of 
the relevant schemes.

Component – Annual cash incentive

Variable

•	 Focus participants on 
targets relevant to the 
group’s strategic goals

•	 Drive performance
•	 Motivate executives to 
achieve specific and 
stretching short-term goals
•	 Reward individuals for their 
personal contribution and 
performance

•	 Deferred share proportion of 
the annual bonus aligns 
interests with shareholders.

•	 All measures and objectives are reviewed and set at 

the beginning of the financial year

•	 Payments are reviewed and approved at year-end by 
the committee based on performance against the 
targets

•	 Threshold is required to be met for any bonus payment 

to occur

•	 Target level of bonuses varies from 65% to 85% 

of base salary

•	 Weightings for 2017 were: EBITDA – 48%; working 
capital – 24% and safety – 8%; individual – 20%
•	 Bonuses are paid in cash. The group CEO and 

Executive Committee members have volunteered to 
purchase shares with 40% and 30% of their after-tax 
cash bonus respectively. The right to sell the shares is 
deferred for up to three years, subject to individual 
members not being terminated for cause

•	 Non-pensionable.

•	 The maximum bonus for 
executive directors is 
116% of base salary
•	 Executive Committee 

members and other senior 
managers may earn a 
maximum bonus of up to 
95% of base salary
•	 The number of shares 

arising from the deferred 
executive Management 
Incentive Scheme – will be 
increased by 20% of the 
original number of shares 
purchased provided the 
employee holds all the 
shares for a period 
of three years.

sappi 2017 Annual Integrated ReportGovernance and compensation  80

Remuneration Report continued

Purpose

Operations

Opportunity

Component – Long-term share incentive plans

Variable

•	 Align the interests of the 
executive members with 
those of the shareholder
•	 Reward the execution of the 

strategy and long-term 
outperformance of our 
competitors

•	 Encourage long-term 
commitment to the 
company

•	 Is a wealth creation 

mechanism for executive 
members if the company 
outperforms the peer group.

•	 Conditional grants awarded annually to executive 

None

directors, Executive Committee members and other 
key senior managers of the company

•	 Straight-line vesting after four years
•	 Performance is measured relative to a peer group of 

16 other industry-related companies

•	 The number of conditional shares allocated varies from 
162,000 conditional share awards to the CEO and 
between 45,000 and 90,000 conditional share awards 
to Executive Committee members

•	 Measures for 2015 awards were relative TSR – 50% 

and relative CFRONA – 50%.

Component – Broad-based black economic empowerment

•	 Provide black managers 
with the opportunity to 
acquire equity in the 
company

•	 Established to meet the requirements of the Forestry 

None

Sector Charter BBBEE codes

•	 Eligible employees receive an allocation based on 

seniority of ‘A’ ordinary shares

•	 Attract, motivate and retain 

•	 Shares vest 40% after three years and 10% each year 

black managers.

thereafter

•	 Shares can only be taken up after September 2019
•	 Managers receive the net value in shares or cash at the 

end of the lock-in period.

Component – Service contracts

•	 Provide an appropriate level 
of protection to both the 
executive and to Sappi.

•	 Executive Committee members have notice periods 

of 12 months or less

•	 Separation agreements, when appropriate, are 

negotiated with the individual concerned with prior 
approval being obtained in terms of our governance 
structures.

•	 In circumstances where 
there is a significant 
likelihood of a transaction 
involving the Sappi group 
or a business unit, limited 
change in control 
protections may be agreed 
and implemented if deemed 
necessary for retention 
purposes.

sappi 2017 Annual Integrated Report 81

Service contracts
Messrs Binnie and Pearce have an ongoing employment 
contract which requires six months’ notice of termination by 
the employee and 12 months’ notice of termination by 
the company.

Other than in the case of termination for cause, the company 
may terminate the executive directors’ service contracts by 
making payment in lieu of notice equal to the value of the 
base salary plus benefits which they would have received 
during the notice period.

Depending on their location, Executive Committee members 
have ongoing employment contracts which require between 
three to six months’ notice of termination by the employee and 
six to 12 months’ notice of termination by the company.

Executive directors are required to retire from the company 
at the age of 63 years. The retirement age of Executive 
Committee members is generally between the ages of 
63 and 65 years, and differs by region.

Choice of performance measures and approach to target setting
Short-term incentive
The table below shows the metrics for 2017, why they were chosen and how targets are set.

Metric

EBITDA

48

Weighting

Relevance

How do we set the targets?

A key indicator of the underlying profit 
performance of the group, reflecting 
both revenues and costs. Aligns closely 
with our strategic goals of achieving 
cost advantages and growth. More 
efficient water, energy and raw material 
usage is also encouraged.

A key indicator of accounts payable, 
accounts receivable and stock levels.

Achieving optimum working 
capital levels in the business requires 
efficient use of resources throughout 
the supply chain and influences cash 
management, a key pillar of our 
strategy.

One of the key indicators of whether 
the business is meeting its sustainability 
goal of zero harm.

An indicator of the contribution made 
by each executive director.

Targets and ranges are set each year 
by the board taking account of required 
progress towards strategic goals, and 
the prevailing market conditions.

Targets and ranges are set each year 
by the board taking account of the 
required progress towards strategic 
goals, and the prevailing market 
conditions.

The committee considers input from 
the Social, Ethics, Transformation and 
Sustainability Committee, and sets 
appropriate standards and goals.

Targets and ranges are set each year 
by the committee, based on the 
specific priorities, and areas of 
responsibility of the role.

Working capital

24

Safety

Individual 
performance*

8

20

*  Individual performance for relevant managers includes a number of key non-financial targets in relation to the environment, energy consumption, water usage 

and waste management.

sappi 2017 Annual Integrated ReportGovernance and compensation  82

Remuneration Report continued

Performance Share Plan (PSP)
The table below shows the metrics for 2017 grants, why they were chosen and how targets are set.

Metric

Relevance

How do we set the targets?

Total shareholder 
return (TSR)

TSR measures the total returns to Sappi’s 
shareholders, so provides close alignment with 
shareholder interests.

Cash flow return 
on net assets 
(CFRONA)

A key indicator of the effective use of capital.

The committee sets the performance 
requirements for each grant. A peer group of 
packaging and paper sector companies is used. 
Nothing vests in positions 10 to 17 of the peer 
group. Vesting increases from 25% at position 9 
to 100% for positions 1 to 5.

The committee sets the performance 
requirements for each grant. A peer group of 
packaging and paper sector companies is used. 
Nothing vests in positions 10 to 17 of the peer 
group. Vesting increases from 25% at position 9 
to 100% for positions 1 to 5.

Remuneration scenarios at different performance 
levels
The chart below illustrate the total potential remuneration 
(base pay and short-term incentives) for executive directors at 
different performance levels.

Statement of fair and responsible remuneration
The group’s compensation policy for the remuneration of 
executive directors and other senior executives is set taking 
appropriate account of remuneration and employment 
conditions of other employees in the group.

Remuneration levels
(CEO and CFO) (% of base pay)

118

100

100

84

140

120

100

80

60

40

20

0

1
9

.

Target

Stretch

■ Base pay ■ Short-term incentive (MIS)

Performance Share Plans (PSPs) are excluded from these 
scenarios as their vesting depends on performance conditions 
being met. Vesting is based on a linear vesting schedule.

The committee annually receives a report from management 
on pay practices across the group, including salary levels and 
trends, collective bargaining outcomes and bonus participation. 
At the time that salary increases are considered, the committee 
additionally receives a report on the approach management 
proposes to adopt for general staff increases. Both these 
reports are taken into account in the committee’s decisions 
about the remuneration of executive directors and other senior 
executives.

In some countries where the group operates, more formal 
consultation arrangements with employee representatives 
are in place relating to employment terms and conditions, in 
accordance with local legislation and practice. The group also 
conducts employee engagement surveys every two years 
which gauge employees’ satisfaction with their working 
conditions. The Sappi board is given feedback on these 
survey results.

sappi 2017 Annual Integrated Report 83

Approach to remuneration benchmarks
Executive compensation is benchmarked on data provided in 
national executive compensation surveys, for countries in 
which executives are domiciled, as well as information 
disclosed in the annual reports of listed companies on the JSE 
Limited. Sappi participates in global remuneration surveys and 
uses data from global remuneration surveys, ie PwC, Mercer, 
et al to determine appropriate remuneration levels.

Ensuring an appropriate peer group in order to retain the 
integrity and appropriateness of the benchmark data is a key 

task of the Human Resources and Compensation Committee. 
Executive pay is benchmarked every alternate year.

The remuneration package for a newly appointed executive 
director would be set in accordance with the terms of the 
group’s approved remuneration policy in force at the time 
of appointment. The variable remuneration for a new executive 
director would be determined in the same way as for existing 
executive directors. For internal and external appointments, the 
group may meet certain relocation expenses, as appropriate.

Remuneration policy for non-executive directors (fees)

Element

Purpose

How it works?

Fees

Non-executive 
Chairman (fees)

Other non-executive 
directors (fees)

•	 To attract and retain 

high-calibre chairmen, 
with the necessary 
experience and skills
•	 To provide fees which 

take account of the time 
commitment and 
responsibilities of the role.

•	 To attract and retain 
high-calibre non-
executives, with the 
necessary experience and 
skills

•	 To provide fees which 

take account of the time 
commitment and 
responsibilities of the role.

•	 The Chairman receives an 

all-inclusive fee.

•	 The non-executives are 

paid a basic fee

•	 Attendance fees are also 

paid to reflect the 
requirement for non-
executive directors to 
attend meetings in various 
international locations
•	 The chairmen of the main 
board committees and 
the independent directors 
are paid additional fees to 
reflect their extra 
responsibilities.

•	 The Chairman’s fees are 
reviewed periodically by 
the committee

•	 Fees are set by reference 
to market median data for 
companies of similar size 
and complexity to Sappi.

•	 Non-executive directors’ 

fees are reviewed 
periodically by the 
Chairman and Human 
Resources and 
Compensation Committee
•	 Fees are set by reference 
to market median data for 
companies of similar size 
and complexity to Sappi.

sappi 2017 Annual Integrated ReportGovernance and compensation  84

Remuneration Report continued

Sappi may reimburse the reasonable expenses of board 
directors that relate to their duties on behalf of Sappi (including 
tax thereon if applicable). Sappi may also provide advice and 
assistance with board directors’ tax returns where these are 
impacted by the duties they undertake on behalf of Sappi.

All non-executive directors have letters of appointment with 
Sappi Limited for an initial period of three years. In accordance 
with best practice, non-executive directors are subject to 
re-election at the AGMs after the three-year period. 
Appointments may be terminated by Sappi with six months’ 
notice. No compensation is payable on termination, other than 
accrued fees and expenses.

Voting on remuneration
As required by King IV, Sappi’s remuneration policy and 
implementation report as detailed in this Remuneration Report, 
need to be tabled for separate non-binding advisory votes by 
shareholders at the upcoming AGM. In the event that either the 
remuneration policy or the implementation report, or both, are 
voted against by 25% or more of the voting rights entitled to be 
exercised by shareholders at such AGM, then the committee 
will ensure that the following measures are taken in good faith 
and with best reasonable efforts:
•	 An engagement process to ascertain the reasons for the 

dissenting votes, and

•	 Appropriately addressing legitimate and reasonable 
objections and concerns raised which may include 
amending the remuneration policy or clarifying or adjusting 
remuneration governance and/or processes.

You can also view the full remuneration policy on 
www.sappi.com.

Section C: Remuneration 
implementation report
Compensation structure
Total compensation comprises fixed pay (ie base salary and 
benefits) and variable performance-related pay, which is divided 
further into short-term incentives with a one-year performance 
period and long-term incentives which have a four-year 
performance period.

Compensation mix
The compensation mix for executive directors and Executive 
Committee members is shown in the schematics alongside.

The term ‘target’ in terms of short-term incentives refers to the 
annual bonus award if all performance criteria were met at 
100% achievement.

The long-term incentive awards are based on the face value of 
the performance plan shares issued in December 2016 (share 
price at date of allocation: ZAR86.25 December 2016).

Executive directors (average)
(Number of employees at
 30 September 2017 = 2) (%)

33

41

1,771

2017

1,408

26

● Total guaranteed package (base salary and benefits)
● Short-term incentives (on-target)
● Face value of performance shares issued in December 2016

Executive committee (average)
(Number of employees at 
30 September 2017 = 7) (%)

33

44

1,771

2017

1,408

23

● Total guaranteed package (base salary and benefits)
● Short-term incentives (on-target)
● Face value of performance shares issued in December 2016

Base salary
The Compensation Committee approved the level of base 
salary for each executive director, Executive Committee 
member and other key senior managers.

Increases are effective from 01 January each year. There are 
no automatic annual base salary adjustments.

sappi 2017 Annual Integrated Report 85

The bonus payment opportunity available to executive directors 
and Executive Committee members is as follows:

The 2017 salary increases were based on individuals’ 
performances and contributions, internal relativities, inflation 
rates in the countries of operation, general market salary 
movement and overall affordability.

The same salary increase percentages were applied in 
determining the salaries for executive directors’ and Executive 
Committee members’ increases as was the mandate for 
general staff, dependent on location.

Executive director

Regional CEO

Mr Binnie received a salary increase of 7% on the South 
African portion of his salary and 1% on the off-shore portion of 
his salary. Mr Binnie’s salary with effect from 01 January 2017 
was US$440,214 per annum.

Other prescribed officers  
(ie Executive Committee 
members)

On-target 
bonus

Stretch 
target

85% 
of base salary

116% 
of base salary

70% 
of base salary

95% 
of base salary

65% 
of base salary

88.5% 
of base salary

As a result of the good performance of Sappi and the resultant 
upgrade by ratings agencies, Mr Binnie also received a market 
adjustment in June 2017 which resulted in an increase in both 
the South African and the off-shore portions of his salary (see 
remuneration disclosure tables). The Mercer and Remchannel 
salary benchmarks also supported this adjustment.

Mr Pearce received a salary increase of 6.5% on the South 
African portion of his salary and 1% on the off-shore portion of 
his salary. Mr Pearce’s salary with effect from 01 January 2017 
was US$306,284 per annum.

Retirement benefits
Retirement benefits are largely in the form of defined 
contribution schemes. In some instances, legacy defined 
benefit schemes exist. Almost all the defined benefit schemes 
are closed to new hires.

Mr Binnie and Mr Pearce are both members of defined 
contribution funds and the total employee and company 
contribution is ZAR350,000.

No additional payments were made to any retirement fund on 
behalf of the executive directors.

Short-term incentive
Performance-related annual bonuses may be paid to executive 
directors and other executive and senior managers under the 
Management Incentive Scheme. The scheme is designed to 
incentivise the achievement of predefined annual financial 
targets and personal objectives which are critical measures 
of business success.

For the 2017 financial year, the financial business performance 
criteria were: EBITDA (48%), working capital (24%) and safety 
(8%) – which accounted for 80% of the bonus calculation, with 
the remaining 20% being based on individual performance 
during the course of the year.

A performance threshold of 85% of EBITDA for the group is 
required before any bonus can be paid to participants in the 
group scheme.

Furthermore, if a region does not achieve the 85% bonus 
threshold target, no bonus is paid to participants in the region 
irrespective of overall group performance. The group and all 
other regions met the performance threshold which entitled 
them to a bonus payment for fiscal 2016.

The group’s performance for the 2017 financial year:

Performance criteria

Target 

2017 
Actual 
achievement

EBITDA
Working capital
Safety

Total

48
24
8

80

59.4
27.8
–

87.2

Mr Binnie will receive a bonus award of US$440,139 and 
Mr Pearce will receive a bonus award of US$283,986 to be 
paid in December 2017.

The terms and conditions of the annual incentive scheme for 
executive directors and Executive Committee members affords 
the company the right to seek redress and recoup from an 
individual where for any reason the board determines, within 
a 12-month period of such payment, that the performance 
goals (whether for the participant or for the group) were in 
fact not achieved following the restatement of financial results 
or otherwise.

Changes to the short-term incentive scheme
There were no changes to the 2017 Management Incentive 
Scheme (MIS) rules compared to 2016.

sappi 2017 Annual Integrated ReportGovernance and compensation  86

Remuneration Report continued

Long-term incentive
The Sappi PSP provides for annual awards of conditional 
performance shares which are subject to meeting performance 
targets measured over a four-year period. These awards will 
only vest if Sappi’s performance, relative to a peer group of 
16 other industry-related companies is ranked at median or 
above the median.

The performance criteria are relative total shareholder return 
(TSR) and relative cash flow return on net assets (CFRONA).

The peer group for the 2017 PSP award will consist of the 
following 16 industry-related companies:
•	 Fortress Paper
•	 Lenzing
•	 Rayonier Advance Materials
•	 Ahlstrom-Munksjo
•	 Borrogaard
•	 Domtar
•	 West Rock
•	 Norske-Skog
•	 UPM-Kymmene
•	 Holmen
•	 Metsá Board
•	 Verso
•	 Mondi Plc
•	 International Paper
•	 Stora Enso, and
•	 Resolute Forest Products.

Performance Share Plan (PSP)
The vesting schedule for 2013 allocation for both TSR 
and CFRONA:

Position

1 – 5

6 – 7

8 – 9

10 – 17

Vesting

100%

75%

50%

0%

For the four-year period ended September 2017, Sappi’s 
performance relative to the peer group measured on TSR 
was ranked first out of 16 companies, which meant that 
100% TSR component shares vested on the due date in 
December 2017.

The determination of the vesting of the shares was provided 
by Mercer Kepler, an independent third party.

Sappi’s performance relative to the peer group measured on 
CFRONA for the same period resulted in 100% of this portion 
of the awards vesting, as Sappi’s performance was ranked in 
second place. The determination of the vesting of this portion 
of the shares was verified by KPMG auditors.

In aggregate, therefore 100% of the total 2013 awards vested.

Mr Binnie was awarded two sets of conditional awards that 
mature in 2017, one in December 2013 and one in July 2014. 
Of the 310,000 conditional performance plan shares, 310,000 
will vest in December 2017.

In December 2013, Mr Pearce was granted 33,000 conditional 
performance plan shares of which 33,000 will vest in 
December 2017.

The historical vesting of PSP awards:

Share awards

2013
%

2014
%

2015
%

2016
%

2017
%

TSR

CFRONA

Aggregate

0

75

37.5

0

100

50

0

100

50

100

100

100

100

100

100

Mr Binnie was awarded 162,000 conditional performance plan 
shares in December 2016 in line with the plan rules.

Mr Pearce was awarded 75,000 conditional performance plan 
shares in December 2016, in line with the plan rules.

Changes to the long-term incentive scheme
The committee also approved the linear vesting schedule for 
the 2015 allocations which will be applicable from the 2019 
and onwards vesting. This will have the impact that at median 
performance, 25% of vesting will happen. The vesting schedule 
is as follows:

Position

1 – 5

6

7

8

9

10 – 17

Vesting

100%

80%

65%

45%

25%

0%

sappi 2017 Annual Integrated Report 87

Employee Share Ownership Plan (Broad-based 
Black Economic Empowerment)
The Employee Share Ownership Plan (Sefate) was established 
in 2009 to meet the requirements of Broad-based Black 
Economic Empowerment established in the Forestry Sector 
Charter and in line with the codes set out by the South African 
Department of Trade and Industry.

There are two schemes which make up Sappi’s Employee 
Share Ownership Plan (ESOP) and Management Share 
Ownership Plan (MSOP). There were 5,607 participants in the 
schemes at the end of September 2014. Eligible employees 
receive an allocation based on seniority, of ‘A’ ordinary shares 
and ordinary shares. Shares vest 40% after three years and 
10% each year thereafter.

Shares may, however, only be taken up after September 2019. 
Employees receive the net value in shares or cash at the end 
of the lock-in period.

Dilution
If all outstanding options and plans’ shares were to be 
exercised or vest as at September 2017, the resulting dilution 
effect would be 2.79% (2016: 3.18%) of issued ordinary share 
capital excluding treasury shares. To the extent possible, 
treasury shares will continue to be used to meet future 
requirements for shares arising from the exercise of options 
and vesting of awards.

Share ownership guidelines and restrictions
The CEO, Mr Binnie, volunteered to hold a target number of 
shares equal to 2x his annual base salary by December 2020. 
He currently holds shares to the value of approximately 130% 
of his annual base salary. There is no requirement for the Chief 
Financial Officer and the Executive Committee members to 
hold a specific number of shares during their employment 
with the company.

Remuneration disclosure of executive directors and prescribed officers
Executive directors’ emoluments for 2017 (US Dollar)

Executive director

SR Binnie
GT Pearce

Base 
salary

Other 
payments

Retirement 
funding and 
medical 
insurance

Annual 
cash bonus

Total
2017

464,563
302,683 

12,944
 8,295

 76,580
 61,090

 440,139
 283,986 

994,226
 656,054 

Total
2016

928,537
648,452

•	 Base salary – the actual salary earned during 2017.
•	 Retirement benefits – the annual contribution paid by the company into a defined benefit fund on behalf of the members 

determined as a percentage of their base salary.

•	 Other payments – expenses allowances.
•	 Annual cash bonus – the actual bonus earned in 2017 based on the rules of the Management Incentive Scheme.
•	 Long-term incentive – conditional performance plan shares awarded in 2017 financial year which will vest in 2021.
•	 Local earnings are translated into the reporting currency (US Dollar) using the average exchange rate over the financial year. 

The average rate for SA Rand appreciated by 10.5%.

sappi 2017 Annual Integrated ReportGovernance and compensation  88

Remuneration Report continued

Prescribed officers/Executive Committee members (US Dollar)
Prescribed officers are members of the group Executive Committee. The table below sets out the remuneration for prescribed 
officers for 2017:

Prescribed officer

Base 
salary

Other 
payments

Retirement 
funding and 
medical 
insurance

Annual 
bonus

Total
2017

Total
2016

Officer 1

Officer 2

Officer 3

Officer 4 

Officer 5

Officer 6

Officer 7

713,361 

534,626 

315,836 

 325,362 

161,408 

204,802 

176,898 

 2,764 

 233,429 

 522,618 

 1,472,172 

1,584,363

 – 

 9,237 

 9,682 

 4,888 

 6,254 

 5,140 

 54,754 

 59,159 

 – 

 44,891 

 87,767 

 48,381 

 276,294 

 224,665 

 162,220 

 115,370 

 160,033 

 125,925 

 865,674 

 608,897 

 497,264 

 326,557 

 458,856 

 356,344 

943,971

576,708

469,449

312,732

444,066

345,312

Statement by the board regarding compliance with the remuneration policy
The board annually receives a report from the Human Resources and Compensation Committee on pay practices across the group, 
including salary levels and trends, collective bargaining outcomes and bonus participation.

The board endorses the Human Resources and Compensation Committee position that Sappi’s remuneration policy for the 
remuneration of executive directors and other senior executives is set taking appropriate account of remuneration and employment 
conditions of other employees in the group and external factors. It is the view of the board that this policy as detailed herein, drives 
business performance and value creation for all stakeholders.

sappi 2017 Annual Integrated Report 89

Social, Ethics, Transformation and Sustainability 
Committee Report

Introduction
The Social, Ethics, Transformation and Sustainability (SETS) 
Committee presents its report for the financial year ended 
September 2017. This committee is a statutory committee with 
a majority of independent non-executive members, whose 
duties are delegated to them by the board of directors. The 
committee conducted its affairs in compliance with a board- 
approved terms of reference, and discharged all its 
responsibilities contained therein.

The committee was established during the 2012 financial year 
in response to the requirements of section 72(4) of the South 
African Companies Act 71 of 2008, read with regulation 43 
of the Companies Regulations, 2011. These regulations 
required the establishment of a social and ethics committee, 
to which were added the transformation and sustainability 
oversight roles previously contained in the Sustainability and 
Human Resources and Transformation Committees.

During the course of the financial year, the committee formally 
met three times at which meetings it deliberated on all aspects 
relating to its terms.

Objectives of the committee
The role of the SETS Committee is to assist the board with the 
oversight of the company and to provide guidance to 
management’s work in respect of its duties in the fields 
of social, ethics, transformation and sustainability. The 
committee relies on international best practice as well as the 
laws and regulations under which Sappi’s businesses operate 
to ensure that the group not only complies with, but also fully 
implements all requirements. The committee addresses issues 
relating to corporate social investment, ethical conduct, 
diversity, transformation and empowerment initiatives and 
targets and ongoing sustainability practices to ensure that our 
business, our environment and our people can prosper on an 
ongoing basis. The responsibilities include monitoring the 
company’s activities, having regard to any relevant legislation, 
other legal requirements and prevailing codes of best practice. 
The committee meets a minimum of three times each year.

Membership of the committee
The members of the SETS Committee during the 2017 
financial year were:
Mr MV Moosa (Chairman from 01 March 2016)
Mr SR Binnie
Mr RJ DeKoch
Dr B Mehlomakulu (from 01 March 2017)
Mrs B Radebe (until 28 February 2017)
Dr R Thummer

Three members of the committee are independent non-
executive directors, one is a non-executive director and one 
the Chief Executive Officer. In addition, the Chairman of the 
board attends committee meetings ex officio. The regional 
Chief Executive Officers, the Group Head Strategy and Legal, 
the Group Head Technology, the Group Head Human 
Resources, the Group Head Corporate Affairs and the Group 
Head Investor Relations and Sustainability attend meetings by 
invitation.

Committee activities reviewed and actioned 
during the year
•	 Reviewed and revised the committee terms of reference and 

annual work plan

•	 Approved the public affairs and CSR programmes and policy
•	 The corporate social development programme
•	 Sappi’s standing in terms of:

 – The principles set out in the United Global Compact 

Principles

 – The OECD recommendations regarding corruption
 – The Employment Equity Act
 – The Broad-based Black Economic Empowerment 

(BBBEE) Act

•	 Reviewed the Code of Ethics, ethics programme and their 

effectiveness

•	 Obtained feedback from the ethics reporting hotlines
•	 Reviewed the South African Skills Audit as well as the 

training and development plan

•	 Reviewed the staff training progress
•	 Reviewed the company performance relative to the 

Employment Equity Act, Broad-based Black Economic 
Empowerment (BBBEE) Act and the company’s 
transformation strategies

•	 Reviewed the Sappi Southern Africa Transformation Charter
•	 Reviewed Sappi’s policy and standing in terms of the 

International Labour Organisation (ILO) protocol on decent 
work and working conditions

•	 Reviewed the group safety programmes, safety performance 
and actions being taken to improve the safety performance 
of the group

•	 Reviewed the Group Unfair Discrimination and Equality 

Policy

•	 Reviewed the Group Sustainability Charter and Group 

Environmental Policy

•	 Reviewed the material indicators of the group’s 

environmental performance

•	 Reviewed regional sustainability performance against goals 

for 2017

•	 Reviewed regional and global public policy matters affecting 
the group and its operations as they relate to sustainability
•	 Reviewed the various production unit operating efficiencies, 

reliability and unscheduled downtime metrics for 2017

•	 In-depth review of the ethics mandate of the committee with 

reference to King IV and the Companies Act

•	 In-depth review of water risks and management for the 

group, and

•	 Reviewed the SETS Committee Report for the Annual 
Integrated Report as well as sustainability information 
presented in the Annual Integrated Report.

Conclusion
The committee confirms that the group gives its social, ethics, 
transformation and sustainability responsibilities the necessary 
attention. Appropriate policies and programmes are in place 
to contribute to social and economic development, ethical 
behaviour of staff towards colleagues and other stakeholders, 
fair labour practices, environmental responsibility and good 
customer relations.

There were no substantive areas of non-compliance with 
legislation and regulation, nor non-adherence with codes of 
best practice applicable to the areas within the committee’s 
mandate that were brought to the committee’s attention. 
The committee has no reason to believe that any such 
non-compliance or non-adherence has occurred.

MV Moosa
Chairman
Social, Ethics, Transformation and Sustainability Committee 

sappi 2017 Annual Integrated ReportGovernance and compensation  90

Risk management

Philosophy
The Sappi group has an established culture of managing key 
risks. It has a significant number of embedded processes, 
resources and structures in place to address risk management 
requirements. These range from its internal audit systems, 
insurance, IT security, compliance and governance processes, 
quality management and a range of other line management 
interventions.

The Group Risk Management Policy is aimed at enhancing 
value for all of Sappi’s stakeholders. In the broadest sense, 
effective risk management ensures continuity of operations, 
service delivery, achievement of objectives (strategic and 
otherwise), and the protection of the interests of the group. 
To achieve objectives, the risk management process is aligned 
with and compatible with Sappi’s strategy. This policy takes 
into account the recommendations set out in ISO standard 
31000 (a guidance only standard) – ‘Risk management – 
Principles and guidelines’, as well as King IV.

The Sappi Limited board of directors is responsible for the 
governance of risk. The Sappi Limited Audit Committee, in its 
capacity as a board committee, is tasked with assisting the 
board in carrying out its risk management responsibilities at the 
group level. Notwithstanding the above, the responsibility for 
the implementation of risk management processes rests with 
the line management in each region, division and operation/
business unit.

Top 10 key risks
1. 

 We operate in a cyclical industry and as such, 
global economic conditions may cause substantial 
fluctuations in our results.
 Our products are significantly affected by cyclical 
changes in industry capacity and output levels as well as 
by the impact on demand from changes in the world 
economy. Because of supply and demand imbalances in 
the industry, these markets historically have been cyclical 
with volatile prices. In addition, turmoil in the world 
economy has historically led to sharp reductions in 
volume and pressure on prices in many of our markets. 
We are continuously taking action to improve efficiencies 
and reduce costs in all aspects of our business. We will 
continue to monitor the supply/demand balance, which 
might require us to impair operating assets and/or 
implement further capacity closures.

2. 

 The markets for pulp and paper products are highly 
competitive, and some of our competitors have 
advantages that may adversely affect our ability to 
compete with them.
 There is a trend towards consolidation in the pulp and 
paper industry creating larger, more focused companies. 
We continue to drive good customer service, innovation 
and efficient manufacturing and logistics. We are focused 
on improving the performance and competitiveness 
of our businesses. We continue to drive down costs 
across all our businesses.

Group internal audit provides independent assurance on the 
risk management process.

3. 

For an analysis of the principal financial risks to which Sappi is 
exposed, please see note 31 contained in the Group Annual 
Financial Statements, which is available on the group’s website 
at www.sappi.com.                                                            

For a detailed discussion of the group’s risk factors, please see 
the separate 2017 Risk Management Report, which is available 
on the group’s website at www.sappi.com.                        

 We require a significant amount of financing to 
fund our business and service our debt. Our ability 
to generate sufficient cash depends on many 
factors, some of which are beyond our control.
 Our ability to fund our working capital, capital 
expenditure, research and development requirements 
and to make payments on our debt principally depends 
on cash available from our operating performance, credit 
facilities and other debt arrangements.

sappi 2017 Annual Integrated Report  
 
 
91

4. 

 Our year-end cash balance and our committed revolving 
credit facilities provide us with adequate headroom to 
fund our short-term requirements. Our extended debt 
maturity profile indicates no material short-term 
refinancing requirements. We are also focusing on profit 
improvement in our operations by reducing fixed and 
variable costs, spending capital prudently and managing 
working capital levels.

 During the third quarter we repaid the 2017 
US$400 million bonds utilising our existing cash 
resources. This will lower the ongoing net interest charge 
by approximately US$21 million per annum.

 New technologies or changes in consumer 
preferences may have a material adverse effect on 
our business.
 Trends in advertising, electronic data transmission and 
storage, the internet and mobile devices continue to 
have adverse effects on traditional print media and other 
paper applications, including our products and those 
of our customers. Digital alternatives to many traditional 
paper applications, including print publishing and 
advertising and the storage, duplication, transmission 
and consumption of written information more generally, 
are now readily available and have begun to adversely 
affect demand for certain paper products. For example, 
advertising expenditure has gradually shifted away from 
the more traditional forms of advertising, such as 
newspapers, magazines, radio and television, which tend 
to be more expensive, toward a greater use of electronic 
and digital forms of advertising on the internet, mobile 
phones and other electronic devices, which tend to be 
less expensive. We have been and are implementing 
strategic initiatives to improve profitability, including 
restructuring and other cost-saving projects, measures 
to enhance productivity, as well as an expansion of our 
higher-margin speciality businesses. Our entrenched 
leading market share and low production cost, positions 
us well to take advantage of the growth in the dissolving 
wood pulp market and to continue generating good 
margins.

 During the year, we strengthened our biotech division 
and bolstered our biorefining expertise through the 
acquisition of the Xylex® and Versalac® technologies 

owned by Plaxica Limited. This acquisition is another 
definitive step towards building a meaningful bioproduct 
business in executing our 2020Vision.

 We invested in our specialities and packaging papers 
business through the acquisition of the barrier film 
technology of Rockwell Solutions Limited, a well-known 
producer of heat sealable, peelable lidding films. Gaining 
access to the technology of Rockwell Solutions enables 
Sappi to accelerate the development of our own 
solutions and will allow us to offer our customers an even 
wider range of barrier coated packaging solutions.

 The cost of complying with environmental, health 
and safety laws may be significant to our business.
 Our aim is to minimise our impact on the environment. 
The principles of ISO 14000, Forest Stewardship 
Council® (FSC®), SFI®, PEFCTM and other recognised 
programmes are well entrenched across the group. We 
have also made significant investments in operational 
and maintenance activities related to reductions in air 
emissions, wastewater discharges and waste generation. 
(For further detail, see the Sustainability section on 

   page 32.) However, we are subject to a wide range 
of environmental, health and safety laws and

 regulations in the various jurisdictions in which we 
operate. We closely monitor the potential for changes in 
pollution control laws, including GHG emissions 
requirements, and take action with respect to our 
operations accordingly. We invest to maintain 
compliance with applicable laws and cooperate across 
regions to apply best practices in a sustainable manner.

 Fluctuations in the value of currencies, particularly 
the Rand and the Euro in relation to the US Dollar, 
have in the past had, and could in the future have, 
a significant impact on our earnings in these 
currencies.
 We are exposed to economic, transaction and 
translation currency risks. The objective of the group in 
managing transactional currency risks is to ensure that 
foreign exchange exposures are identified as early as 
possible and actively managed. In managing 
transactional currency risks, the group first makes use of 
internal hedging techniques (hedging to the functional 
currency of the entity concerned) with external hedging 

5. 

6. 

sappi 2017 Annual Integrated ReportGovernance and compensation   
 
 
 
 
 
 
 
92

Risk management continued

being applied thereafter. External hedging techniques 
consist primarily of foreign exchange contracts and 
currency options. Foreign currency capital expenditure 
on projects is covered as soon as practical (subject to 
regulatory approval). For further detail, see note 31 
contained in the Group Annual Financial Statements, 
which are available online at www.sappi.com.           

9. 

10. 

7. 

8. 

 The inability to obtain energy, raw materials or 
water at reasonable prices, or at all, could 
adversely affect our operations.
 We require substantial amounts of wood, chemicals, 
energy and water for our production activities. The prices 
for and availability of these items may be subject to 
change, curtailment or shortages. To mitigate the risk, 
we are improving procurement methods, finding 
alternative lower-cost fuels and raw materials, minimising 
waste, improving manufacturing and logistics efficiencies 
and implementing energy reduction initiatives, such as 
increasing renewable energy, promoting cogeneration, 
investigating biofuel opportunities, promoting water-
efficient production processes and infrastructure 
upgrades.

 A limited number of customers account for a 
significant amount of our sales. Therefore, should 
adverse changes in economic market conditions 
have a negative impact on them, it could materially 
adversely affect our results of operations and 
financial position.
 We sell a significant portion of our products to several 
significant customers. During FY2017, however, no 
single customer individually represented more than 
10% of our total sales. Any adverse development 
affecting our significant customers or our relationships 
with such customers could have an adverse effect on 
our credit risk profile, our business and results of 
operations. We are, on a continuous basis, working to 
expand and diversify our customer base.

 A large percentage of our employees are 
unionised, and wage increases or work stoppages 
by our unionised employees may have a material 
adverse effect on our business.
 A large percentage of our employees are represented by 
labour unions under collective bargaining agreements, 
which need to be renewed from time to time. In addition, 
we have in the past and may in the future seek, or be 
obligated to seek, agreements with our employees 
regarding workforce reductions, closures and other 
restructurings. We may become subject to material cost 
increases or additional work rules imposed by 
agreements with labour unions, which could increase 
expenses in absolute terms and/or as a percentage 
of net sales. A concerted effort is being made across 
all our regions to interact and engage with our union 
representatives and organised labour on a frequent basis 
and to work on building constructive work relationships.

 Injuries and fatalities.
 We operate a number of manufacturing facilities and 
forestry operations. The environment at these facilities 
is inherently dangerous. The health and safety of our 
own employees and contractors remain a top priority. 
We minimise on-the-job injuries and fatalities by:
•	 Performing root cause analyses of all major incidents 
and fatalities, which are reviewed at all levels of the 
business including the board

•	 Group and industry-wide sharing of all incidents and 

associated mitigating steps, thereby helping to ensure 
that all our regions remain in the top 10% quartile for 
our industry

•	 Enforcing compliance with behaviour-based safety 

(BBS) principles

•	 Providing continuing education and having a 

disciplined approach to all transgressions of our safety 
policies, inclusive of our contractors, and

•	 Encouraging a reporting culture of near miss incidents.

sappi 2017 Annual Integrated Report  
 
 
 
93

Insurance
The group has an active programme of risk management in 
each of its geographical operating regions to address and 
reduce exposure to property damage and business interruption 
incidents. All production units are subject to regular risk 
assessments by external risk engineering consultants, the 
results of which receive the attention of senior management.

The risk mitigation programmes are coordinated at group level 
in order to achieve a standardisation of methods. Work on 
improved enterprise risk management is ongoing and aims 
to lower the risk of incurring losses from incidents. Asset 
insurance is renewed on a calendar year basis. The self-insured 
retention portion for any one property damage occurrence is 
US$24 million (€20.5 million) with the annual aggregate set at 
US$39 million (€33 million). For property damage and business 
interruption insurance, cost-effective cover to full replacement 
value is not readily available.

A loss limit cover of US$886 million (€750 million) has been 
deemed to be adequate for the reasonable foreseeable loss 
for any single claim.

Risk appetite and tolerance
Sappi has a board-approved framework for risk appetite 
and tolerance.

Risk appetite is the total exposed amount that Sappi wishes to 
undertake on the basis of risk return trade-offs for one or more 
desired and expected outcomes. This is the quantum of risk 
that the board believes will provide an adequate margin 
of safety within the company’s risk capacity while still enabling 
the achievement of the strategic objectives.

Risk tolerance is the amount of uncertainty Sappi is prepared 
to accept in total or, more narrowly, within a certain business 
unit, a particular risk category or for a specific initiative/risk. 
This is the maximum level of loss or reduced earnings that can 
be absorbed without compromising key objectives, eg return 
on investment.

sappi 2017 Annual Integrated ReportGovernance and compensation  94

A cross-section of branches clearly distinguishes 
layers: bark, cambium and wood core.

 95

Growth Our actions to grow 

profitability, target 
higher-margin growth segments, 
product innovation and development and 
require us to be agile to respond to market 
demand.

  96

Chief Financial Officer’s Report

Glen Pearce

Net profit for the year 
increased by 6% to
US$338 
million

EBITDA increased 
by 6% to
US$785 
million

Dividend declared
15 US 
cents

Net debt declined to
US$1,322 
million

As we continue on our 
2020Vision journey, we have 
moved into an exciting new 
phase. We are satisfied 
with the level of our 
gearing on the balance 
sheet and it enables us 
to focus on investing 
for growth.

sappi 2017 Annual Integrated Report 97

Section 1
Financial highlights
(US$ million)

Sales
EBITDA excluding special items
Operating profit excluding special items
Profit (loss) for the year
EBITDA excluding special items to sales (%)
Operating profit excluding special items to sales (%)
Operating profit excluding special items to capital employed (ROCE) (%)
Net cash generated
Net debt
Basic earnings (loss) per share (US cents)

2017

5,296
785
526
338
14.8
9.9
18.0
108
1,322
63

2016

% change

5,141
739
487
319
14.4
9.5
17.5
359
1,408
60

3
6
8
6
n/a
n/a
n/a
(70)
(6)
5

We provided the foundation for future measured expansion, 
in targeted growth product segments, during fiscal 2017. 
The announcement of the conversion of coated graphic 
capacity to speciality products, and the debottlenecking of 
dissolving wood pulp production supported our 2020Vision. 
The global cost control initiative exceeded expectations and 
good cash generation enabled us to repay the US$400 million 
2017 bonds with available cash reserves. External economic 
factors which have a significant influence on the business were 
unfavourable and include a stronger Rand and higher paper 
pulp costs. Increased consolidated sales volumes and effective 
cost control measures reversed the unfavourable external 
factors contributing to margin improvement and an increase 
in EBITDA.

Consolidated net selling prices per ton improved by 
1% on the back of increased dissolving wood pulp prices and 
a favourable mix. The improvement was tempered by reduced 
net selling prices of coated graphic product in Europe and 
North America. Sales volumes increased by 2% as we 
increased market share in our traditional coated graphic 
markets and grew the specialities segment. Variable cost per 
ton increased due to higher purchased pulp costs, particularly 
during the latter half of the year and a stronger Rand. Cost 
cutting initiatives across all regions reduced the full impact of 
fixed-cost increases. EBITDA margins excluding special items 
increased from 14.4% to 14.8%, and along with increased 
volumes resulted in EBITDA excluding special items improving 
to US$785 million.

Finance costs were 66% of the prior period as the benefits 
of repaying debt takes effect. The additional profitability has 
increased the tax charge to US$108 million at a rate of 
24% of profit before taxation. Profit for the year increased 
to US$338 million (LY = US$319 million) with earnings per 
share excluding special items improving from 57 US cents to 
64 US cents. A dividend of 15 US cents per share has been 
declared at a four times earnings cover.

Cash generation for the year of US$108 million 
(LY = US$359 million) includes a dividend payment of 
US$59 million, tax payments of US$100 million and increased 
capital expenditure of US$357 million.

Segment reporting
Our reporting is based on the geographical location of our 
businesses, ie Europe, North America and Southern Africa.

The dissolving wood pulp business has become increasingly 
important to the group. As such, selected product line 
information in the form of dissolving wood pulp and paper is 
reviewed by our Executive Committee in addition to the 
geographical basis upon which the group is managed. This 
additional information is presented to assist our stakeholders 
in obtaining a complete understanding of our business.

Exchange rates and their impact on the 
group’s results
The group reports its results in US Dollar and, as such, the 
main foreign exchange rates used in the preparation of the 
financial statements were:

Income statement
average rates

Balance sheet
closing rates

2017

2016

2017

2016

€1 = US$
US$1 = ZAR

1.1055
13.3813

1.1111

1.1814
14.7879 13.5561

1.1226
13.7139

Two of our three geographic business units (Europe and 
Southern Africa) have home or ‘functional’ currencies of Euro 
and Rand respectively. The results and cash flows of these 
two non-US Dollar units are translated into US Dollar at the 
average exchange rate for the reporting period in order to 
arrive at the consolidated US Dollar results and cash flows. 
When exchange rates differ from one period to the next, the 
impact of translation from the functional currency to reporting 
currency can be significant.

sappi 2017 Annual Integrated ReportChief Financial Officer’s Report  98

Chief Financial Officer’s Report continued

Section 2
Financial performance – Group

The discussion in this section focuses on the group financial 
performance in 2017 compared with 2016. A detailed 
discussion, in local currencies, of each of our three operating 
regions follows in section 3.

Sales volume
In 2017, sales volume increased by 157,000 tons, or 
2%, compared with 2016. The regional contributions to sales 
volume are shown below:

Income statement
Our group financial results can be summarised as follows:

Sales volume 
(Metric tons ’000)

2017

2016

% 
change

(Metric tons ’000)

2017

2016

% 
change

Sales volume 

7,410

7,253

2

US$
million

US$
million

% 
change

Sales revenue
Variable manufacturing and 
delivery costs
Fixed costs
Sundry items(1)

Operating profit 
excluding special items
Special items

Operating profit
Net finance costs
Taxation

Net profit
EPS excluding special 
items (US cents)

5,296

5,141

(3,147)
(1,601)
(22)

(3,061)
(1,571)
(22)

526
–

526
(80)
(108)

338

64

487
57

544
(121)
(104)

319

57

(1)  Sundry items include all income and costs not directly related to 
manufacturing operations such as debtor securitisation costs, 
commissions paid and received and results of equity-accounted 
investments.

3

3
2
–

8
(100)

(3)
(34)
4

7

12

North America
Europe
Southern Africa

Group

Paper and pulp (excluding 
dissolving wood pulp)
Dissolving wood pulp
Forestry

1,359
3,343
2,708

7,410

5,124
1,184
1,102

1,329
3,252
2,672

7,253

5,096
1,111
1,046

2
3
1

2

1
7
5

In North America, the increased coated paper market share, 
growth in the specialities and packaging papers products and 
the additional dissolving wood pulp volumes, improved total 
sales volumes by 2% to 1,359,000 tons.

European volumes increased by 3% with good growth in the 
coated woodfree and specialities and packaging papers 
product segments. The mechanical coated business has been 
under sustained pressure as sales volumes reduced.

Volumes in Southern Africa increased by 1%. During the prior 
fiscal period, dissolving wood pulp volumes were negatively 
impacted by production problems and the effects of a drought, 
which were not repeated in the current fiscal. This was offset 
by a reduction in paper sales volumes following the 
discontinuation of waste paper sales to the Enstra Mill (sold in 
the previous period).

sappi 2017 Annual Integrated Report 99

Optimising our capacity utilisation is a key focus area of the 
business and was successfully achieved across all regions.

The table below reflects the breakdown of variable and delivery 
costs by type.

Sales volume to capacity (%)

2017

2016

Variable manufacturing and 
delivery costs (US$ million)

2017

2016

% 
change

North America
Europe
Southern Africa

Group

97
94
95

95

96
92
96

94

Sales revenue
Sales revenue increased by 3% from US$5.1 billion in 2016 to 
US$5.3 billion in 2017. The increase was due to the higher 
sales volumes discussed above, higher sales prices and 
improved sales mix.

Variable and delivery costs
Variable and delivery costs increased by US$86 million, or 3%, 
from 2016. Higher sales volumes and an increase in purchased 
pulp and chemical prices contributed to the increase in costs.

Wood
Energy
Chemicals
Pulp and other
Delivery

Group

603
372
787
944
441

624
355
726
925
431

3,147

3,061

(3)
5
8
2
2

3

Fixed costs
Fixed costs increased by US$30 million, or 2%, from fiscal 
2016. This increase was mainly due to the stronger Rand 
resulting in an increase in US Dollar costs. Excluding the 
currency impact fixed cost decreased by US$3 million. This 
achievement is further evidence of the efforts to lower costs 
and improve efficiencies across the group.

The net paper and dissolving wood pulp purchases and sales 
of the Sappi group are detailed in the graph below.

Details of the make-up of fixed costs are provided in the 
table below.

Sappi Group pulp balance 
(US$ million)

Net pulp 
sales

130

791

416

(505)

Fixed costs (US$ million)

2017

2016

Personnel
Maintenance
Depreciation
Other

Group

930
212
255
204

894
201
250
226

1,601

1,571

% 
change

4
5
2
(10)

2

800

600

400

200

0

(200)

(400)

(600)

Europe

North America Southern Africa

Sappi group

■  Net purchases

■  Net sales

sappi 2017 Annual Integrated ReportChief Financial Officer’s Report  100

Chief Financial Officer’s Report continued

Financial performance – Group continued

EBITDA and operating profit excluding 
special items
The group benefited from improved results of the North 
American, European and Southern African businesses. The 
results were, however, negatively impacted by the stronger 
Rand. EBITDA excluding special items increased to US$785 
million, 6% higher than the US$739 million achieved in 2016. 
Similarly, operating profit excluding special items improved from 
US$487 million last year to US$526 million in 2017.

The EBITDA bridge reflected in the graph below shows the 
impact on profitability from higher sales volumes, higher sales 
prices, improved sales mix, a reduction in variable costs and 
a reduction in fixed costs which were partially offset by 
unfavourable exchange rate movements.

Reconciliation of EBITDA excluding special items: 
2017 compared to 2016(1) (US$ million)

Sales volume

1,000

900

800

700

600

3

1

15

30

(37)

785

34

739

FY16 
EBITDA

Sales 
volume

Price 
and mix

Fixed 
costs

Variable 
and 
delivery 
costs

Other Exchange 

FY17 
EBITDA

rate(2)

(1) All variances were calculated excluding Forestry.
(2)  ‘Exchange rate’ reflects the impact of changes in the average rates of 

translation of foreign currency results.

The tables below show the EBITDA and operating profit 
excluding special items of the business for both 2017 and 
2016 and the margins of each.

EBITDA excluding special items by 
region (US$ million)

2017

2016

North America
Europe
Southern Africa
Corporate and other

Group

126
262
396
1

785

124
261
352
2

739

EBITDA margin by region
 (%)

29.5 28.9

9.1

9.3

10.1 10.2

14.4

14.8

30

25

20

15

10

5

0

North America

Europe

Southern 
America

Sappi 
group

■ 2016 ■ 2017

EBITDA excluding special items 
by product category (US$ million)

2017

2016

Specialised cellulose  
(dissolving wood pulp)
Paper
Other

Group

386
398
1

785

339
398
2

739

sappi 2017 Annual Integrated Report 101

Operating profit excluding special 
items by region (US$ million)

2017

2016

North America
Europe
Southern Africa
Corporate and other

Group

47
140
337
2

526

49
131
305
2

487

The charts below illustrate that although the paper business 
only provides 36% of the operating profit, it contributes 51% of 
the group’s EBITDA excluding special items. Consequently, it 
still generates the majority of cash for Sappi and remains an 
important strategic component of our business.

Operating profit excluding special 
items by product (%)

Operating profit margin by region
 (%)

36

25.6

24.6

30

25

20

15

10

5

0

3.6

3.5

5.1

5.5

North America

Europe

Southern Africa

■ 2016 ■ 2017

1,771

2017
US$526 
million

1,408

64

● Specialised cellulose

● Paper

EBITDA excluding special items 
by product (%)

9.5 9.9

Sappi 
group

Operating profit excluding special items 
by product category (US$ million)

2017

2016

51

Specialised cellulose  
(dissolving wood pulp)
Paper
Other

Group

334
190
2

526

294
191
2

487

1,771

2017
US$785 
million

1,408

49

● Specialised cellulose

● Paper

For information regarding the financial performance of the 
regions, please refer to section 3 of this report.

sappi 2017 Annual Integrated ReportChief Financial Officer’s Report  102

Chief Financial Officer’s Report continued

2017

2016

Total

Financial performance – Group continued

Key operating targets

  Our financial targets and performance against them are 
dealt with in Our strategy section on pages 8 and 9.

Special items
Special items consist of those items which management 
believes are material, by nature or amount, to the results for the 
year and require separate disclosure. A breakdown of special 
items for 2017 and 2016 is reflected in the table below:

Special items – gain  
(US$ million)

Plantation price fair value adjustment
Net restructuring provisions
Profit on disposal and written off 
assets
Asset impairments
Employee benefit liability settlement
Black economic empowerment 
charge
Fire, flood, storm and other events

Total

21
(1)

(2)
(6)
–

(1)
(11)

–

64
(4)

15
(2)
8

(1)
(23)

57

The net impact of special items in 2017 was US$nil. The major 
components are described below:
•	 A positive non-cash US$21 million plantation price fair value 

adjustment was recognised following increases to the market 
price of timber

•	 Asset impairments of US$6 million were recorded in Europe 
and Southern Africa related to certain intangible assets and 
capitalised project costs, and

•	 Fire, flood, storm and other events includes fire and cossid 

moth damaged timber in Southern Africa of US$5 million and 
the cost of turbine failures at our Alfeld and Stockstadt Mills 
of US$4 million each.

Finance costs

(US$ million)

Net interest expense
Net foreign exchange gains
Net fair value (gain) loss on financial 
instruments

Total

2017

2016

92
(12)

–

80

124
(2)

(1)

121

Finance costs are significantly lower than the prior period. 
The repayment of the US$400 million public bonds during 
the call window period in April 2017 from available cash 
resources and the refinancing of debt last year contributed 
to the reduced charge.

Taxation
A regional breakdown of the tax charge is provided below.

(US$ million)

Europe
North America
Southern Africa

Profit 
before tax

Tax (charge) 

relief

56
33
357

446

2
(10)
(100)

(108)

Effective 
tax rate 
%

3
(31)
(28)

(24)

In Europe, the total tax relief of US$2 million consists of a 
deferred tax relief and a current tax charge. The deferred tax 
relief is caused mainly by the recognition of a US$16 million tax 
asset in The Netherlands.

The North American effective tax rate approximates 31% and 
is lower than the statutory rate of 38% due to the impact of 
non-taxable items.

The Southern African tax rate of 28% is equivalent to the 
statutory tax rate of 28%.

Net profit, earnings per share and dividends
After taking into account finance costs and taxation, our net 
profit and earnings per share for 2017, with comparatives for 
2016, were as follows:

(US$ million)

Operating profit
Finance costs

Profit before taxation
Taxation

Profit for the period

2017

2016

526
80

446
108

338

544
121

423
104

319

Weighted average number of shares 
in issue (millions)

533.9

529.4

Basic earnings per share 
(US cents)

63

60

The directors have decided to declare a dividend 
of 15 US cents representing a four times earnings cover 
adjusted for non-cash items and a 36% improvement on the 
11 US cents declared last year. The group aims to declare 
ongoing annual dividends, and over time achieve a long-term 
average to dividends ratio of three to one.

sappi 2017 Annual Integrated Report 103

Section 3
Financial performance – Regional

Below we discuss the performance of the regional businesses. The discussion is based on performance in local currencies as we 
believe this facilitates a better understanding of the revenue and costs in the European and Southern African operations.

North America

(Metric tons ’000)

Sales volume 

Sales
Variable manufacturing and delivery costs

Contribution
Fixed costs
Sundry costs and consolidation entries

Operating profit excluding special items

EBITDA excluding special items

2017

2016

% 
change

1,359

1,329

2

US$
million
2017

1,360
(814)

546
(485)
(14)

47

126

US$
million
2016

1,367
(822)

545
(486)
(10)

49

124

% 
change

US$
per ton
2017

US$
per ton
2016

% 
change

(1)
(1)

0
(0)
40

(4)

2

1,001
(599)

402
(357)
(10)

35

93

1,029
(619)

410
(366)
(7)

37

93

(3)
(3)

(2)
(2)
43

(5)

0

The North American operations showed resilience in the face of reducing coated paper market demand by increasing market share. 
Net selling prices of coated paper were under pressure due to market overcapacity, and although there was some recovery in the 
final quarter,  selling prices were still some 4% lower than the previous year. Dissolving wood pulp selling prices increased by 6% 
and reduced the impact of the lower coated prices.

Improved usage variances and lower wood and energy costs resulted in variable costs per ton reducing by 3%. The reduction in 
variable costs per ton was lower than the selling price reduction, but good fixed cost control and higher volumes improved fixed 
cost absorption rates resulting in EBITDA margins remaining in line with the previous year.

Europe

(Metric tons ’000)

Sales volume 

Sales
Variable manufacturing and delivery costs

Contribution
Fixed costs
Sundry costs and consolidation entries

Operating profit excluding special items

EBITDA excluding special items

2017

2016

% 
change

3,343

3,252

3

€
million
2017

2,320
(1,509)

811
(673)
(11)

127

239

€
million
2016

2,324
(1,490)

834
(692)
(24)

118

235

% 
change

€
per ton
2017

€
per ton
2016

% 
change

(0)
1

(3)
(3)
(54)

8

2

694
(451)

243
(201)
(4)

38

71

715
(458)

257
(213)
(8)

36

72

(3)
(2)

(5)
(6)
(50)

6

(1)

The growth in specialities and packaging papers volumes and increased woodfree coated volumes to export markets, more than 
compensated for the reduced mechanical coated volumes. Pricing pressure across all segments reduced net selling prices by 3%.

Variable costs were well controlled with energy and wood costs reducing favourably. There were substantial improvements in 
production efficiencies which contributed to the lower variable costs. Fixed costs were well controlled and reduced by 3% relative 
to the previous period. Consequently the EBITDA margin of the region remained in line with the previous year at 10%.

sappi 2017 Annual Integrated ReportChief Financial Officer’s Report  104

Chief Financial Officer’s Report continued

Financial performance – Regional continued

Southern Africa

(Metric tons ’000)

Sales volume 

Sales*
Variable manufacturing and delivery costs

Contribution
Fixed costs
Sundry costs and consolidation entries

Operating profit excluding special items

EBITDA excluding special items

* Excludes forestry.

2017

2016

% 
change

1,606

1,626

(1)

ZAR
million
2017

17,489
(9,769)

7,720
(4,991)
1,781

4,510

5,299

ZAR
million
2016

16,799
(9,449)

7,350
(4,688)
1,848

4,510

5,205

% 
change

ZAR
per ton
2017

4
3

5
6
(4)

0

2

10,890
(6,083)

4,807
(3,108)
1,109

2,808

3,300

ZAR
per ton
2016

10,331
(5,811)

4,520
(2,883)
1,137

2,774

3,201

% 
change

5
5

6
8
(2)

1

3

The average rate of the Rand strengthened by 10% for the year and had a negative impact on the results of the Southern African 
operations. Growth in dissolving wood pulp sales volumes of 8% were offset by the discontinuation of waste paper sales volumes 
resulting in total volumes reducing by 1%. Net selling prices of dissolving wood pulp increased in US Dollar terms, but reduced in 
local currency. Increased paper prices and an improved mix caused total net selling prices to increase. Wood, energy and chemical 
cost increases caused variable costs per ton to increase by 5%. Inflationary pressure on personnel and maintenance costs 
increased fixed costs by 6%. The net result of the above is an increase in EBITDA to ZAR5,299 million with annual operating profit 
of ZAR4,510 million remaining in line with last year.

The region’s capital expenditure focused on debottlenecking processes and increasing our energy self-sufficiency during the year.

Major sensitivities
Some of the more important factors which impact the group’s EBITDA excluding special items, based on current anticipated 
revenue and cost levels, are summarised in the table below.

Sensitivities

Net selling prices
Dissolving wood pulp prices
Variable costs
Sales volume
Fixed costs
Paper pulp price
ZAR/US$ (weakening)
EUR/US$ (weakening)

Change

1%
US$10
1%
1%
1%
US$10
10 cents
10 cents

* Based on currency impact on translation of EBITDA.

Europe
€ million

North 
America
US$ million

Southern 
Africa
ZAR million

Translation 
impact
US$ million*

Group
US$ million

24
–
13
8
6
6
–
–

14
2
7
5
4
2
–
(4)

187
133
91
84
47
11
82
–

–
–
–
–
–
–
(2)
(24)

55
12
29
21
14
9
3
(28)

The table demonstrates that EBITDA excluding special items is most sensitive to changes in the selling prices of our products.

The calculation of the impact of these sensitivities assumes all other factors remain constant and does not take into account 
potential management interventions to mitigate negative impacts or enhance benefits.

sappi 2017 Annual Integrated Report 105

Section 4
Cash flow

In the table below, we present the group’s cash flow statement 
for 2017 and 2016 in a summarised format.

(US$ million)

2017

2016

Operating profit excluding 
special items
Depreciation and amortisation

EBITDA excluding special items
Contributions to post-employment 
benefits
Other non-cash items

Cash generated from operations
Movement in working capital
Finance costs
Taxation
Dividend paid
Capital expenditure
Net proceeds on disposal of assets
Acquisition of subsidiary
Other

Net cash generated

526
259

785

(43)
6

748
(27)
(81)
(100)
(59)
(357)
4
(11)
(9)

108

487
252

739

(51)
5

693
4
(91)
(56)
–
(241)
44
–
6

359

Net cash generated of US$108 million was lower than the 
previous year of US$359 million despite cash generated from 
operations of US$748 million being higher than the prior year 
of US$693 million. Higher working capital movements, 
increased cash taxes, the resumption of the dividends and 
increases in capital expenditure account for the reduced cash 
generated.

The increased capital expenditure was due to various upgrade 
and conversion projects throughout the group. The 
debottlenecking of dissolving wood pulp production at 
Ngodwana and Saiccor Mills, and the initial costs for the 
conversion of coated graphic capacity to speciality paper 
production in Europe and North America, are included in the 
total expenditure of US$357 million for the year.

The group acquired a flexible packaging company, Rockwell 
Solutions, in the United Kingdom resulting in an outflow of 
US$11 million.

Investment in fixed assets 
versus depreciation (US$ million)

552

600

400

200

0

295

248

241

357

2013

2014

2015

2016

2017

■ Cash flow capex ■ Depreciation

sappi 2017 Annual Integrated ReportChief Financial Officer’s Report  106

Chief Financial Officer’s Report continued

Section 5
Balance sheet

Summarised balance sheet

(US$ million)

2017

2016

Property, plant and equipment
Plantations
Net working capital
Other assets
Net post-employment liabilities
Other liabilities

Employment of capital

Equity
Net debt

Capital employed

2,681
458
436
254
(309)
(451)

3,069

1,747
1,322

3,069

2,501
441
394
284
(411)
(423)

2,786

1,378
1,408

2,786

During the year, there were increases to input costs which were 
offset by higher average fair value rates. These were partially 
offset by the damages recorded during the year. As we 
manage our plantations on a sustainable basis, the growth 
for the year was offset by timber felled during the year.

Our plantations are valued on the balance sheet at fair value 
less the estimated costs of delivery, including harvesting and 
transport costs. In notes 2.3.5 and 11 to the financial 
statements, we provide more detail on our accounting policies 
for plantations, how we manage our plantations as well as the 
major assumptions used in the calculation of fair value.

Working capital
The component parts of our working capital at the 2017 and 
2016 fiscal year-ends are shown in the table below.

Sappi has 16 production facilities in eight countries, capable of 
producing approximately 3.5 million tons of pulp and 5.4 million 
tons of paper. 

Net working capital

(US$ million)

  For more information on our mills, their production 
capacities and products, please refer to pages 20 and 21.

During 2017, capital expenditure for property, plant and 
equipment was US$357 million. The capacity replacement 
value of property, plant and equipment for insurance purposes 
has been assessed at approximately US$21 billion.

Property, plant and equipment
The cost and depreciation related to our property are set out in 
the table below.

Book value of property, plant and equipment

(US$ million)

Cost
Accumulated depreciation 
and impairment

Net book value

2017

2016

8,681

8,130

6,000

2,681

5,629

2,501

Plantations
We regard ownership of our plantations in Southern Africa as 
a key strategic resource as it gives us access to low-cost fibre 
for pulp production and ensures continuity of supply on an 
important raw material input source.

We currently have access to approximately 479,000 hectares 
of land of which approximately 340,000 hectares are planted 
with pine and eucalyptus. These plantations provide 
approximately 64% of the wood requirements for our mills 
in Southern Africa.

Inventories
Trade and other receivables
Trade and other payables

Net working capital

2017

2016

636
668
(868)

436

606
642
(854)

394

Optimising working capital remains a key focus area for us and 
appropriate targets are incorporated into the management 
incentive schemes for all businesses. The working capital 
investment is seasonal and typically peaks during the third 
quarter of each financial year.

Net working capital increased to US$436 million in 2017 from 
US$394 million in 2016. The material movements in working 
capital are discussed below:
•	 Inventories increased by US$30 million, mainly due to 
a currency translation impact of US$16 million and an 
increase in finished goods

•	 Receivables increased by US$26 million, mainly due to 
a currency translation impact of US$18 million and an 
increase in trade receivables due to the higher sales in 
the last quarter, and

•	 Payables increased by US$14 million. After taking into 

consideration the currency translation impact of 
US$26 million, payables decreased by US$12 million. 
The decrease in payables is largely due to a reduction in 
interest accruals, and the reduction of restructuring 
provisions.

sappi 2017 Annual Integrated Report 107

Post-employment liabilities
We operate various defined benefit pension/lump sum plans, 
post-employment healthcare subsidies and other employee 
benefits in the various countries in which we operate. 
A summary of defined benefit assets and liabilities (pension 
and post-employment healthcare subsidies) is as follows:

Defined benefit liabilities

(US$ million)

2017

2016

Defined benefit obligation
Fair value of plan assets

Net balance sheet liability

(1,448)
1,139

(309)

(1,525)
1,114

(411)

Cash contributions to defined benefit 
plans/subsidies
Income statement charge (credit) 
to profit or loss*
Cash contributions deemed 
‘catch-up’**

39

30

18

46

17

27

*   The income statement charge in 2016 was lower than in 2017 due to 

ad hoc credits from settlements and curtailments.

**  ‘Catch-up’ is cash contributions paid to defined benefit plans in excess 

of current service cost.

The liabilities from all our plans (funded plans and unfunded) 
reduced by US$77 million compared with last year. The main 
cause of the overall decrease in gross liabilities was the result 
of higher discount rates used due to rising yields in respective 
bond markets, and in some regions, reductions in post-
retirement longevity projections.

Fair value of plan assets rose by US$25 million over the year 
due to favourable investment returns of assets in our funded 
plans from outperforming equity markets.

Included in the liability and asset movements above is 
a US$9 million loss resulting from currency movements.

The reduction in liabilities and increase in assets both 
contributed to a reduction in the net overall net liability by 
US$102 million as at September 2017. A reconciliation 
of the movement in the balance sheet over the year is shown 
alongside and disclosed in more detail in note 28 of 
the Group Annual Financial Statements.

Sappi Limited defined benefit pensions 
balance sheet movement (US$ million)

24

(36)

303

(96)

8

203

350

300

250

200

150

100

50

0

2016 
net 
liability

Pension 
charge

Employer 
contributions 
paid

Actuarial
gains

Translation
effect

2017
net 
liability

Sappi Limited post-retirement medical aid subsidy balance sheet 
movement (US$ million)

108

6

(3)

0

(5)

106

120

100

80

60

40

20

0

2016 
net 
liability

Benefit 
charge

Employer 
contributions 
paid

Actuarial
gains

Translation
effect

2017
net 
liability

Equity
Year-on-year, equity increased by US$369 million to 
US$1,747 million as summarised below:

Equity reconciliation

(US$ million)

Equity as at September 2016
Profit for the year
Dividend paid
Share-based payments
Actuarial gains on post-employment benefit funds
Movement in hedging reserves
Other movements

Equity as at September 2017

2017

1,378
338
(59)
9
68
11
1

1,747

sappi 2017 Annual Integrated ReportChief Financial Officer’s Report  108

Chief Financial Officer’s Report continued

Balance sheet continued

Equity increased by US$369 million driven largely by the profit for the year of US$338 million and actuarial gains on post-
employment benefit funds of US$68 million, offset by the dividend of US$59 million.

Debt
Debt is a major source of funding for the group. In the management of debt, we focus on net debt, which is the sum of current and 
non-current interest-bearing borrowings and bank overdrafts, net of cash and cash equivalents.

Debt funding structure
The Sappi group principally takes up debt in two legal entities. Sappi Southern Africa Limited issues debt in the local Southern 
African market for its own funding requirements and Sappi Papier Holding GmbH (SPH), which is the international holding company, 
issues debt in the international money and capital markets to fund our non-Southern African businesses. SPH’s long-term debt 
is supported by a Sappi Limited guarantee and the financial covenants on certain of its debt are based on the ratios of the 
consolidated Sappi Limited group. The covenants applicable to the debt of these two entities and their respective credit ratings 
are discussed below.

The diagram below depicts our debt funding structure.

Sappi Limited guarantee*

Sappi Limited

Sappi Southern  
Africa (SSA)

South African debt

Sappi Papier  
Holding (SPH)

Non-South African debt

Sappi  
Europe

Sappi  
North America

Sappi  
Trading

*  Sappi Limited provides guarantees for long-term non-South African debt.

Below we highlight the main financing activities that occurred 
during the year:
•	 The SPH US$400 million 2017 bond matured on 15 July 

2017, but a call window opened at par in April 2017 and the 
bond was fully repaid from cash resources on 18 April 2017
•	 The SPH €330 million securitisation programme matures in 
August 2018 and in order to retain the long-term treatment 
of this debt the facility had to be extended before August 
2017. The facility was therefore renewed in June 2017 and 
has a new maturity date of August 2020, and

•	 The announced conversion project at the Somerset Mill is 
being financed with a new €150 million term loan. As with 
other previous capital projects the facility was arranged with 
the Oesterreichische Kontrollbank, the Austrian development 
bank (OeKB). This long-term facility is structured as 
a seven-year term facility with drawings taking place until 
June 2018, in line with the progress of the project.

Structure of net debt and liquidity
We consider the liquidity position to be very good, with cash 
holdings exceeding short-term obligations by US$417 million 
at fiscal year-end. In addition, Sappi has US$623 million 
of unutilised committed credit facilities, including the revolving 
credit facility at SPH of €465 million (US$549 million).

sappi 2017 Annual Integrated Report 109

The structure of our net debt at September 2017 and 2016 is 
summarised below:

(US$ million)

2017

2016

Movement in net debt
The movement of our net debt from fiscal 2016 to fiscal 2017 
is explained in the table below:

Long-term debt
Senior unsecured debt
Securitised funding
Less: Short-term portion
Net short-term debt (cash)
Overdrafts and short-term loans
Short-term portion of long-term debt
Less: Cash

1,739
1,436
364
(61)
(417)
72
61
(550)

1,535
1,732
314
(511)
(127)
65
511
(703)

Net debt

1,322

1,408

(US$ million)

Net debt as at September 2016
Net cash generated
Currency and other movements

Net debt as at September 2017

2017

1,408
(108)
22

1,322

Group debt profile
We show the major components and maturities of our net debt at September 2017 below. These are split between our debt in 
South Africa and our debt outside South Africa.

Maturity (Sappi fiscal years)

(US$ million)

South African
Bank debt
Bonds

Gross debt
Less: Cash

Net South African debt (cash)

Non-South African
Securitisation (US$)
Securitisation (EUR)
OeKB term loan 1
OeKB term loan 2
Other bank debt
2022 Bonds (EUR)
2023 Bonds (EUR)
2032 Bonds (US$)
IFRS adjustments

Gross debt
Less: Cash

Net non-South African debt

Net group debt

Interest 
rates 
(local 
currencies)

Fixed/
variable

Amount

2018

2019

2020

2021

Thereafter

30
92

121
(216)

(95)

127
237
96
70
75
532
413
221
(20)

1,750
(334)

1,416

1,322

7.85%
7.86%

Fixed*
Fixed*

37

(216)

(179)

30
55

–

84

–

–

24

72

24

0.4

127
237
24
8
0.3

24
8
0.3

1.38%
2.62%
1.25%
2.20%
0.54%
3.38%
4.00%
7.50%

Variable
Variable
Fixed
Fixed
Variable
Fixed
Fixed
Fixed

53
1
532
413
221
(20)

(0.3)

(334)

(238)

(417)

25

25

396

481

33

33

1,201

1,201

* Floating rate bonds/bank loans swapped to fixed.

sappi 2017 Annual Integrated ReportChief Financial Officer’s Report  110

Chief Financial Officer’s Report continued

South African covenants
Separate covenants also apply to the revolving credit facility 
of our Southern African business.

These covenants are calculated on a last four quarter basis 
and require that at the end of March and September, with 
regard to Sappi Southern Africa Limited and its subsidiaries:
•	 The ratio of net debt to equity is not at the end of March 

and September greater than 65%, and

•	 At the financial year-end, the ratio of EBITDA to net interest 

paid for the year is not less than 2-to-1.

Below we show that for the year ended September 2017 the 
South African financial covenants were comfortably met.

South African covenants

2017

Covenant

Net debt to equity
EBITDA to net interest

Net cash
Net interest 
received

<65%

>2.00

Credit ratings
Global Credit Ratings: South African national rating
Sappi Southern Africa Limited: A+(za)/A1+(za)/Stable Outlook 
(June 2017)

Moody’s
Sappi corporate family rating: Ba2/NP/Positive Outlook 
(May 2017)

SPH debt rating:
•	 2022/2023 Bonds and RCF: Ba2/Positive Outlook 

(May 2017)

•	 2032 Bonds: B1

S&P Global Ratings
Corporate credit rating: BB/B/Stable Outlook (January 2017)
SPH Debt rating:
•	 2022/2023/2032 Bonds and RCF: BB Stable Outlook 

(January 2017)

Balance sheet continued

The majority of our non-South African long-term debt is 
guaranteed by Sappi Limited, the group holding company.

A diagram of the debt maturity profile for Sappi fiscal years 
is shown below.

Debt maturity profile (US$ million)

600

500

400

300

200

100

0

Including 
2022 
450m 
bond

36

96

Including 2023 
350m 
bond

(203)

2032 
US$221m 
bond

USD million

(303)

2018 2019 2020 2021 2022 2023 2024 2025 2032

■ Cash ■ Short-term ■ Securitisation ■ SSA ■ SPH term debt

Covenants
Non-South African covenants
Financial covenants apply to US$166 million of our non-South 
African bank debt, the €465 million revolving credit facility and 
our securitisation borrowings.

The covenants are described below and are calculated on 
a last four quarter basis and require that at the end of each 
quarter:
•	 The ratio of group net debt to EBITDA be not greater than 
4.00-to-1 at the end of September 2016, reducing over 
the term of the facility to 3.75-to-1 by June 2019, and
•	 The ratio of group EBITDA to net interest expense be not 
less than 2.50-to-1 at the end of September 2016, and 
remain at this level over the term of the facility.

The table below shows that at September 2017 we were well 
in compliance with these covenants.

Non-South African covenants

2017

Covenant

Net debt to EBITDA
EBITDA to net interest

1.58
9.24

<4.00
>2.50

In addition to the financial covenants referred to above, our 
bonds and certain of our bank facilities contain customary 
affirmative and negative covenants restricting, among other 
things, the granting of security, incurrence of debt, the 
provision of loans and guarantees, mergers and disposals and 
certain restricted payments. As regards dividend payments, in 
terms of the international bond indentures, any cash dividends 
paid may not exceed 50% of net profit excluding special items 
after tax and certain other adjustments, calculated on 
a cumulative basis.

sappi 2017 Annual Integrated Report 111

Section 6
Share price performance

Sappi ordinary shares – (JSE:SAP) 
(ZAR)

120

100

80

60

40

20

2015

t
p
e
S

c
e
D

r
a
M

n
u
J

2016

t
p
e
S

c
e
D

r
a
M

2017
n
u
J

t
p
e
S

Conclusion
Good cost management, including increased market share in 
our graphics segments and growth in our specialities and 
packaging papers and dissolving wood pulp segments, 
provided the necessary platform to remain on target to deliver 
our 2020Vision. The four main objectives of our strategy were 
evident during the year. We exceeded our global cost initiative 
targets which contributed to increasing our EBITDA margins to 
14.8%. We rationalised the business by announcing the 
conversion of coated graphic capacity in Europe and North 
America to packaging paper capacity. The balance sheet was 
strengthened by utilising cash reserves to repay the 

US$400 million 2017 bonds, and we accelerated growth in 
high-margin products by initiating debottlenecking projects at 
Saiccor and Ngodwana Mills to increase production of 
dissolving wood pulp.

Strong cash generation reduced our leverage to 1.7 times net 
debt/EBITDA. We start fiscal 2018 on a sound platform.

GT Pearce
Chief Financial Officer

07 December 2017

sappi 2017 Annual Integrated ReportChief Financial Officer’s Report  112

Five-year review

for the year ended September 2017

(US$ million)

2017

2016

2015

2014

2013

Income statement
Sales
Variable manufacturing and delivery costs
Fixed costs
Sundry expenses (income)(1)
Operating profit excluding special items
Special items – (gains) losses 
Operating profit
Net finance costs
Profit (loss) before taxation
Taxation charge 
Profit (loss) for the year
EBITDA excluding special items 

Balance sheet
Total assets
Non-current assets
Current assets
Current liabilities
Shareholders’ equity
Net debt

Gross interest-bearing debt
Cash

Capital employed

Cash flow

Cash generated from operations
Decrease (increase) in working capital
Finance costs paid
Finance revenue received
Taxation paid

Cash generated from operating activities
Net cash generated (utilised) 
Cash effects of financing activities
Capital expenditure (gross)
To maintain operations
To expand operations

Exchange rates
US$ per one EUR exchange rate – closing
US$ per one EUR exchange rate – average 
(financial year)
ZAR to one US$ exchange rate – closing
ZAR to one US$ exchange rate – average 
(financial year)

5,296
3,147
1,601
22
526
–
526
80
446
 108 
 338 
 783 

 5,247 
 3,378 
 1,869 
 1,043 
 1,747 
 1,322 
 1,872 
 (550)
 3,069 

 748 
 (27)
 (96)
 15 
 (100)
 481 
 108 
 (279)
 357 
 140 
 217 

5,141
3,061
1,571
22
487
(57)
544
121
423
 104 
 319 
 739 

 5,177 
 3,171 
 2,006 
 1,474 
 1,378 
 1,408 
 2,111 
 (703)
 2,786 

 693 
 4 
 (107)
 16 
 (56)
 550 
 359 
 (130)
 241 
 155 
 86 

5,390
3,414
1,613
6
357
(54)
411
182
229
 62 
 167 
 625 

 4,913 
 3,174 
 1,739 
 1,092 
 1,015 
 1,771 
 2,227 
 (456)
 2,786 

 544 
 (11)
 (148)
 13 
 (16)
 382 
 145 
 (127)
 248 
 175 
 73 

6,061
3,887
1,837
(9)
346
32
314
177
137
 2 
 135 
 658 

 5,465 
 3,505 
 1,960 
 1,223 
 1,044 
 1,946 
 2,474 
 (528)
 2,990 

 566 
 34 
 (170)
 8 

 437 
 243 
 (36)
 295 
 148 
 147 

5,925
3,768
1,943
34
180
161
19
186
 (167)
 15 
 (182)
 528 

 5,727 
 3,787 
 1,940 
 1,212 
 1,144 
 2,247 
 2,599 
 (352)
 3,391 

 447 
 (20)
 (171)
 7 
 (17)
 246 
 (247)
 (8)
 552 
 116 
 436 

 1.181 

 1.123 

 1.120 

 1.269 

 1.352 

 1.106 
 13.556 

 1.111 
 13.714 

 1.150 
 13.914 

 1.358 
 11.229 

 1.312 
 10.093 

 13.381 

 14.788 

 11.964 

 10.566 

 9.278 

(1)  Sundry items include all income and costs not directly related to manufacturing operations such as debtor securitisation costs, commissions paid and 

received and results of equity-accounted investments.

sappi 2017 Annual Integrated Report 113

(US$ million)

2017

2016

2015

2014

2013

Statistics
Number of ordinary shares (millions)(1)
In issue at year-end
Basic weighted average number of shares in issue 
during the year

Per share information (US cents)
Basic earnings (loss) 
Diluted earnings (loss) 
Headline earnings (loss) 
Diluted headline earnings (loss) 
EPS excluding special items (US cents)
Net asset value 

Profitability ratios (%)
Operating profit to sales
Operating profit excluding special items to sales
EBITDA excluding special items to sales
Operating profit excluding special items to capital 
employed (ROCE) 
Net debt to EBITDA excluding special items
Interest cover
Return on average equity (ROE)

Debt ratios (%)
Net debt to total capitalisation

Efficiency ratios
Asset turnover (times)
Inventory turnover ratio

Liquidity ratios
Current asset ratio
Trade accounts receivable days outstanding 
(including receivables securitised) 
Cash interest cover (times)
Other non-financial information(2)
Sales volumes
Number of full-time equivalent employees 
Lost-time injury frequency rate (including contract 
employees)
Energy

Specific net purchased energy (GJ/adt)
Renewable energy to total energy (%)

Water

Specific process water drawn (m3/adt)
Specific process water returned (m3/adt)

Waste

Specific total landfill (ton/adt)

Emissions

 535.0 

 533.9 

 63 
 62 
 64 
 63 
 64 
 327 

 9.9 
 9.9 
 14.8 

 18.0 
 1.7 
 9.1 
 21.6 

 43.1 

 1.0 
 7.0 

 1.8 

 45 
 8.1 

 530.6 

 526.4 

 524.2 

 521.5 

 529.4 

 525.7 

 522.5 

 521.3 

 60 
 59 
 58 
 57 
 57 
 260 

 10.6 
 9.5 
 14.4 

 17.5 
 1.9 
 7.3 
 26.7 

 32 
 31 
 32 
 31 
 34 
 193 

 7.6 
 6.6 
 11.6 

 12.4 
 2.8 
 4.4 
 16.2 

 26 
 26 
 31 
 31 
 22 
 199 

 5.2 
 5.7 
 10.9 

 10.8 
 3.0 
 3.6 
 12.3 

 (35)
 (35)
 (10)
 (10)
 (4)
 219 

 0.3 
 3.0 
 8.9 

 5.2 
 4.3 
 3.1 
 (13.6)

 50.5 

 63.6 

 65.1 

 66.3 

 1.0 
 7.0 

 1.4 

 44 
 5.6 

 1.1 
 7.9 

 1.6 

 45 
 3.0 

 1.1 
 7.8 

 1.6 

 45 
 3.1 

 1.0 
 7.3 

 1.6 

 47 
 2.7 

 7,410 
 12,158 

 7,253 
 12,051 

 7,306 
 12,548 

 7,524 
 13,064 

 7,466 
 13,665 

 0.44 

 0.46 

 0.48 

 0.53 

 0.56 

 13.45 
 45.23 

 33.74 
 31.12 

 13.47 
 43.99 

 34.94 
 31.74 

 13.73 
 44.72 

 34.32 
 31.27 

 13.80 
 45.82 

 35.71 
 32.55 

 14.14 
 44.37 

 36.35 
 33.99 

 0.073 

 0.069 

 0.076 

 0.067 

 0.070 

Specific Scope 1 emissions (ton CO2eq/adt)
Specific Scope 2 emissions (ton CO2eq/adt)
  Refer to Share statistics on page 114 for other market and share-related information.   

 0.62 
 0.24 

 0.63 
 0.27 

 0.62 
 0.26 

 0.62 
 0.27 

 0.65 
 0.26 

(1)  Net of treasury shares (refer to note 18 to the Group Annual Financial Statements).
(2)   Certain energy, water, waste and emissions data for the comparative years have been restated using the latest reporting standards and measurement 

methodology.
  Note: Definitions for various terms and ratios used above are included in the Glossary on page 116.   

sappi 2017 Annual Integrated ReportFive-year review  114

Share statistics

for the year ended September 2017

Shareholding

Ordinary shares in issue

1 – 5,000
5,001 – 10,000
10,001 – 50,000
50,001 – 100,000
100,001 – 1,000,000
Over 1,000,000

Number of 
shareholders 

 5,566 
 223 
 446 
 190 
 324 
 83 

 6,832 

 %

 81.5 
 3.3 
 6.5 
 2.8 
 4.7 
 1.2 

Number 
of shares(1) 

% of shares 
in issue 

 3,093,227 
 1,678,002 
 11,258,624 
 13,865,237 
 103,771,633 
 401,353,472 

 0.6 
 0.3 
 2.1 
 2.6 
 19.4 
 75.0 

 100.0 

 535,020,195 

 100.0 

(1) The number of shares excludes 22,182,378 treasury shares held by the group.

Shareholder spread

Type of shareholder

Non-public 

Sappi Limited directors and prescribed officers
Associates of group directors
Trustees of the company’s share and retirement funding schemes
Share owners who, by virtue of any agreement, have the right to nominate board members
Share owners interested in 10% or more of the issued shares

Public (the number of public shareholders as at September 2017 was 6,821)

% of shares 
in issue 

 0.3 
 0.3 
 – 
 – 
 – 
 – 
 99.7 

 100.0 

Sappi has a primary listing on the JSE Limited and a Level 1 ADR programme that trades in the over-the-counter market in the 
United States of America.

A large number of shares are held by nominee companies for beneficial shareholders. Pursuant to section 56(7) of the Companies 
Act 71 of 2008, the directors have investigated the beneficial ownership of shares in Sappi Limited, including those which are 
registered in the nominee holdings. These investigations revealed as of September 2017, the following are beneficial holders 
of more than 5% of the issued share capital of Sappi Limited:

Beneficial holder

Public Investment Corporation

 Shares 

 82,034,389 

 % 

 15.3 

Further, as a result of these investigations, the directors have ascertained that some of the shares registered in the names of the 
nominee holders are managed by various fund managers and that, as of September 2017, the following fund managers were 
responsible for managing 5% or more of the share capital of Sappi Limited:

Fund manager

Public Investment Corporation
Prudential Investment Managers
BlackRock Inc
Old Mutual Plc
STANLIB Asset Management

 Shares 

 74,737,258 
 51,813,987 
 32,311,957 
 28,814,593 
 27,225,483 

 % 

 14.0 
 9.7 
 6.0 
 5.4 
 5.1 

sappi 2017 Annual Integrated Report 115

 2017 

 535.0 
 327 

 630.7 
 3.1 

 54,760.0 
 20.3 
 118.5 

 9,206.0 
 681.0 
 10,438.0 
 797.0 
 6,953.0 
 509.0 
 9.28 
 10.78 
 3,633 

2016

2015

2014

2013

 530.6 
 260 

 544.7 
 0.9 

 526.4 
 193 

 351.0 
 1.1 

 524.2 
 199 

 296.9 
 2.0 

 35,428.6 
 4.2 
 102.8 

 15,642.5 
 4.4 
 66.9 

 10,500.0 
 6.1 
 57.0 

 7,226 
 522 
 7,942 
 522 
 3,982 
 282 
 11.39 
 8.78 
 2,796 

 4,069 
 286 
 5,279 
 448 
 3,610 
 267 
 10.94 
 9.14 
 1,539 

 4,337 
 385 
 4,755 
 425 
 2,525 
 247 
 6.73 
 14.86 
 2,025 

 521.5 
 219 

 323.3 
 3.1 

 8,634.7 
 8.8 
 62.6 

 2,549 
 249 
 3,300 
 389 
 2,204 
 228 
 negative 
 negative 
 1,317 

Share statistics 

Ordinary shares in issue (millions)(1)
Net asset value per share (US cents)
Number of shares traded (millions)
JSE
New York

Value of shares traded
JSE (ZAR million)
New York (US$ million)
Percentage of issued shares traded
Market price per share
– year-end 

– highest 

– lowest 

JSE (South African cents)
New York (US cents)
JSE (South African cents)
New York (US cents)
JSE (South African cents)
New York (US cents)

Earnings yield (%)(2)
Price/earnings ratio (times)(2)
Total market capitalisation (US$ million)(2)

(1)   The number of shares excludes 22,182,378 treasury shares held by the group.
(2)   Based on financial year-end closing prices on the JSE Limited. Income statement amounts have been converted at average year-to-date exchange rates.

  Note: Definitions for various terms and ratios used above are included in the Glossary on page 116.   

sappi 2017 Annual Integrated ReportShare statistics   
 
 
 
 
116

Glossary

General definitions
AF&PA – American Forest and Paper Association.

chemical pulp – A generic term for pulp made from woodfibre 
that has been produced in a chemical process.

air dry tons (ADT) – Meaning dry solids content of 90% and 
moisture content of 10%.

CHP – Combined heat and power.

biochemicals – Enzymes, hormones, pheromones etc, which 
either occur naturally or are manufactured to be identical to 
naturally occurring substances. Biochemicals have many 
environment-friendly applications, such as natural pesticides 
that work in non-lethal ways as repellents or by disrupting the 
mating patterns of the pests.

biofuels – Organic material such as wood, waste and alcohol 
fuels, as well as gaseous and liquid fuels produced from these 
feedstocks when they are burned to produce energy.

biomaterials – New developments in wood processing 
supports the move to a biobased economy that utilises 
materials that are renewable and biodegradable and that do 
not compete with food sources.

black liquor – The spent cooking liquor from the pulping 
process which arises when pulpwood is cooked in a digester 
thereby removing lignin, hemicellulose and other extractives 
from the wood to free the cellulose fibres. The resulting black 
liquor is an aqueous solution of lignin residues, hemicellulose, 
and the inorganic chemicals used in the pulping process. Black 
liquor contains slightly more than half of the energy content of 
the wood fed into the digester.

bleached pulp – Pulp that has been bleached by means of 
chemical additives to make it suitable for fine paper production.

casting and release paper – Embossed paper used to 
impart design in polyurethane or polyvinyl chloride plastic films 
for the production of synthetic leather and other textured 
surfaces.

CEPI – Confederation of European Paper Industries.

chemical oxygen demand (COD) – The amount of oxygen 
required to break down the organic compounds in effluent.

coated mechanical – Coated paper made from groundwood 
pulp which has been produced in a mechanical process, 
primarily used for magazines, catalogues and advertising 
material.

coated papers – Papers that contain a layer of coating 
material on one or both sides. The coating materials, consisting 
of pigments and binders, act as a filler to improve the printing 
surface of the paper.

coated woodfree – Coated paper made from chemical pulp 
which is made from woodfibre that has been produced in a 
chemical process, primarily used for high-end publications and 
advertising material.

corrugating medium – Paperboard made from chemical and 
semi-chemical pulp, or waste paper, that is to be converted to 
a corrugated board by passing it through corrugating cylinders. 
Corrugating medium between layers of linerboard form the 
board from which corrugated boxes are produced.

CSI and CSR – Corporate social investment and corporate 
social responsibility.

CSV – Corporate shared value involves developing profitable 
business strategies that deliver tangible social benefits.

dissolving pulp – Highly purified chemical pulp derived 
primarily from wood, but also from cotton linters intended 
primarily for conversion into chemical derivatives of cellulose 
and used mainly in the manufacture of viscose staple fibre, 
solvent spin fibre and filament.

dissolving wood pulp – Highly purified chemical pulp derived 
from wood intended primarily for conversion into chemical 
derivatives of cellulose and used mainly in the manufacture of 
viscose staple fibre, solvent spin fibre and filament.

sappi 2017 Annual Integrated Report 117

energy – Is present in many forms such as solar, mechanical, 
thermal, electrical and chemical. Any source of energy can be 
tapped to perform work. In power plants, coal is burned and its 
chemical energy is converted into electrical energy. To generate 
steam, coal and other fossil fuels are burned, thus converting 
stored chemical energy into thermal energy.

fibre – Fibre is generally referred to as pulp in the paper 
industry. Wood is treated chemically or mechanically to 
separate the fibres during the pulping process.

fine paper – Paper usually produced from chemical pulp for 
printing and writing purposes and consisting of coated and 
uncoated paper.

fmcg – Fast-moving consumer goods. Examples include 
non-durable goods such as packaged foods, beverages, 
toiletries, over-the-counter medicines and many other 
consumables.

Forestry SA – Largest forestry organisation representing 
growers of timber in South Africa.

FSC® (Forest Stewardship Council®) – Is an independent, 
non-governmental, not for profit organisation established to 
promote the responsible management of the world's forests. 
Over 190 million hectares of forest are FSC®-certified, in over 
80 countries worldwide. https://ic.fsc.org/en

full-time equivalent employee – The number of total hours 
worked divided by the maximum number of compensable 
hours in a full-time schedule as defined by law.

greenhouse gases (GHG) – The GHGs included in the 
Kyoto Protocol are carbon dioxide, methane, nitrous oxide, 
hydrofluorocarbons, perfluorocarbons and sulphur 
hexafluoride.

ISO – Developed by the International Standardisation 
Organisation (ISO), ISO 9000 is a series of standards focused 
on quality management systems, while the ISO 14001 series is 
focused on environmental performance and management.

JSE Limited – The main securities exchange in South Africa.

kraft paper – Packaging paper (bleached or unbleached) 
made from kraft pulp.

kraft pulp – Chemical wood pulp produced by digesting wood 
by means of the sulphate pulping process.

Kyoto Protocol – A document signed by over 160 countries 
at Kyoto, Japan in December 1997 which commits signatories 
to reducing their emission of greenhouse gases relative to 
levels emitted in 1990.

lignosulphonate – Lignosulphonate is a highly soluble lignin 
derivative and a product of the sulphite pulping process.

linerboard – The grade of paperboard used for the exterior 
facings of corrugated board. Linerboard is combined with 
corrugating medium by converters to produce corrugated 
board used in boxes.

liquor – White liquor is the aqueous solution of sodium 
hydroxide and sodium sulphide used to extract lignin during 
kraft pulping. Black liquor is the resultant combination of lignin, 
water and chemicals.

Lost-Time Injury Frequency Rate (LTIFR) – Number of lost 
time injuries x 200,000 divided by man hours.

managed forest – Naturally occurring forests that are 
harvested commercially.

market pulp – Pulp produced for sale on the open market, 
as opposed to that produced for own consumption in an 
integrated mill.

mechanical pulp – Pulp produced by means of the 
mechanical grinding or refining of wood or woodchips.

nanocellulose – Cellulose is the main component of plant 
stems, leaves and roots. Traditionally, its main commercial use 
was in producing paper and textiles. Nanocellulose opens up 
opportunities for advanced, planet-friendly solutions in place of 
environmentally harmful products.

natural/indigenous forest – A forest of naturally regenerating 
native trees.

NBHK – Northern Bleached Hardwood Kraft pulp. One of the 
varieties of market pulp, produced from hardwood trees (ie 
birch or aspen) in Scandinavia, Canada and northern USA.

sappi 2017 Annual Integrated ReportGlossary and notice to shareholders  118

Glossary continued

NBSK – Northern Bleached Softwood Kraft pulp. One of the 
main varieties of market pulp, produced from coniferous trees 
(ie spruce, pine) in Scandinavia, Canada and northern USA. 
The price of NBSK is a benchmark widely used in the pulp and 
paper industry for comparative purposes.

newsprint – Paper produced for the printing of newspapers 
mainly from mechanical pulp and/or recycled waste paper.

NGO – Non-government organisation.

NPO – Non-profit organisation.

OHSAS – Is an international health and safety standard aimed 
at minimising occupational health and safety risks firstly, by 
conducting a variety of analyses and secondly, by setting 
standards.

OTC – Over-the-counter trading of shares.

packaging paper – Paper used for packaging purposes.

PAMSA – Paper Manufacturers’ Association of South Africa.

PEFC™ – The Programme for the Endorsement of Forest 
Certification (PEFC) is an international non-profit, non-
governmental organisation dedicated to promoting Sustainable 
Forest Management (SFM) through independent third-party 
certification. PEFC™ is the world’s largest forest certification 
system with over 300 million hectares of forest area under 
PEFC™ standards. PEFC™ is represented in 49 countries 
through national organisations such as SFI in North America. 
https://www.pefc.org/

plantation – Large scale planted forests, intensively managed, 
highly productive and grown primarily for wood and fibre 
production.

PM – Paper machine.

power – The rate at which energy is used or produced.

pulpwood – Wood suitable for producing pulp – usually 
not of sufficient standard for saw milling.

release paper – Based paper used in the production of 
making release liners, the backing paper for self-adhesive 
labels.

sackkraft – Kraft paper used to produce multi-wall paper 
sacks.

Scope 1 and 2 GHG emissions – The Greenhouse Gas 
Protocol defines Scope 1 (direct) and Scope 2 (indirect) 
emissions as follows:
•	 Direct GHG emissions are emissions from sources that are 

owned or controlled by the reporting entity, and

•	 Indirect GHG emissions are emissions from purchased 

electricity, steam, heat or cooling.

SFI® (Sustainable Forestry Initiative) – Is a solutions-
oriented sustainability organisation that collaborates 
on forest-based conservation and community initiatives. 
The SFI® forest management standard is the largest forestry 
certification standard within the PEFC programme with 
over a hundred million hectares under management. 
http://www.sfiprogram.org/

silviculture costs – Growing and tending costs of trees in 
forestry operations.

solid waste – Dry organic and inorganic waste materials.

specialised cellulose – The business within Sappi 
which oversees the production and marketing of dissolving 
wood pulp (DWP).

specialities – A generic term for a group of papers intended 
for commercial and industrial use such as flexible packaging, 
metallised base paper, coated bag paper, etc.

specific – When data is expressed in specific form, this means 
that the actual quantity consumed during the year indicated, 
whether energy, water, emissions or solid waste, is expressed 
in terms of a production parameter. For Sappi, as with other 
pulp and paper companies, this parameter is air dry tons of 
saleable product.

specific purchased energy – The term ‘specific’ indicates 
that the actual quantity during the year indicated, is expressed 
in terms of a production parameter. For Sappi, as with other 
pulp and paper companies, the parameter is air dry tons of 
product.

sappi 2017 Annual Integrated Report 119

Sustainable Forestry Initiative (SFI®) – The SFI® programme 
is a comprehensive system of objectives and performance 
measures which integrate the sustained growing and 
harvesting of trees and the protection of plants and animals.

thermo-mechanical pulp – Pulp produced by processing 
woodfibres using heat and mechanical grinding or refining 
wood or woodchips.

ton – Term used in this report to denote a metric ton 
of 1,000kg.

total suspended solids (TSS) – Refers to matter suspended 
or dissolved in effluent.

uncoated woodfree paper – Printing and writing paper 
made from bleached chemical pulp used for general printing, 
photocopying and stationery, etc. Referred to as uncoated as it 
does not contain a layer of pigment to give it a coated surface.

compound annual growth rate – Is the mean annual growth 
rate of an investment over a specified period of time longer 
than one year.

control – An investor controls an investee when it is exposed, 
or has rights, to variable returns from its involvement with the 
investee and has the ability to affect those returns through its 
power over the investee.

diluted earnings per share – Is calculated by assuming 
conversion or exercise of all potentially dilutive shares, share 
options and share awards unless these are anti-dilutive.

discount rate – This is the pre-tax interest rate that reflects 
the current market assessment of the time value of money 
for the purposes of determining discounted cash flows. In 
determining the cash flows the risks specific to the asset or 
liability are taken into account in determining those cash flows 
and are not included in determining the discount rate.

viscose staple fibre (VSF) – A natural fibre made from 
purified cellulose, primarily from dissolving wood pulp (DWP) 
that can be twisted to form yarn.

disposal date – The date on which control in respect of 
subsidiaries, joint arrangements and significant influence in 
associates ceases.

woodfree paper – Paper made from chemical pulp.

World Wildlife Fund (WWF) – The world’s largest 
conservation organisation, focused on supporting biological 
diversity.

General financial definitions
acquisition date – The date on which control in respect of 
subsidiaries, joint control in respect of joint arrangements and 
significant influence in associates commences.

associate – An entity over which the investor has significant 
influence.

basic earnings per share – Net profit for the year divided 
by the weighted average number of shares in issue during 
the year.

commissioning date – The date that an item of property, 
plant and equipment, whether acquired or constructed, is 
brought into use.

fair value – The price that would be received to sell an asset 
or paid to transfer a liability in an orderly transaction between 
market participants at the measurement date.

financial results – Comprise the financial position (assets, 
liabilities and equity), results of operations (revenue and 
expenses) and cash flows of an entity and of the group.

foreign operation – An entity whose activities are based or 
conducted in a country or currency other than that of the 
reporting entity.

functional currency – The currency of the primary economic 
environment in which the entity operates.

group – The group comprises Sappi Limited, its subsidiaries 
and its interest in joint ventures and associates.

sappi 2017 Annual Integrated ReportGlossary and notice to shareholders  120

Glossary continued

joint arrangement – Is an arrangement of which two or more 
parties have joint control.

joint venture – Is a joint arrangement whereby the parties that 
have joint control of the arrangement have rights to the net 
assets of the arrangement.

operation – A component of the group:
•	 That represents a separate major line of business or 

significant influence – Is the power to participate in the 
financial and operating policy decisions of an entity but is not 
control or joint control of those policies.

Non-GAAP financial definitions
The group believes that it is useful to report certain non-GAAP 
measures for the following reasons:
•	 These measures are used by the group for internal 

performance analysis

geographical area of operation, or

•	 The presentation by the group’s reported business segments 

•	 Is distinguished separately for financial and operating 

purposes.

operating profit – A profit from business operations before 
deduction of net finance costs and taxes.

presentation currency – The currency in which the financial 
results of an entity are presented.

qualifying asset – An asset that necessarily takes a 
substantial period (normally in excess of six months) to get 
ready for its intended use.

recoverable amount – The recoverable amount of an asset 
or cash-generating unit is the higher of its fair value less costs 
of disposal and its value in use. In determining the value in use, 
expected future cash flows are discounted to their net present 
values using the discount rate.

related party – Parties are considered to be related if one 
party directly or indirectly has the ability to control the other 
party or exercise significant influence over the other party in 
making financial and operating decisions or is a member of the 
key management of Sappi Limited.

of these measures facilitates comparability with other 
companies in our industry, although the group’s measures 
may not be comparable with similarly titled profit 
measurements reported by other companies, and

•	 It is useful in connection with discussion with the investment 

analyst community and debt rating agencies. These 
non-GAAP measures should not be considered in isolation 
or construed as a substitute for GAAP measures in 
accordance with IFRS.

asset turnover (times) – Sales divided by total assets.

average – Averages are calculated as the sum of the opening 
and closing balances for the relevant period divided by two.

Black Economic Empowerment (BEE) charge – 
Represents the IFRS 2 non-cash charge associated with the 
BEE transaction implemented in 2010 in terms of BEE 
legislation in South Africa.

capital employed – Shareholders’ equity plus net debt.

cash interest cover – Cash generated by operations divided 
by finance costs less finance revenue.

segment assets – Total assets (excluding deferred taxation 
and cash) less current liabilities (excluding interest-bearing 
borrowings and overdraft).

current asset ratio – Current assets divided by current 
liabilities.

share-based payment – A transaction in which Sappi Limited 
issues shares or share options to group employees as 
compensation for services rendered.

dividend yield – Dividends per share, which were declared 
after year-end, in US cents divided by the financial year-end 
closing prices on the JSE Limited converted to US cents using 
the closing financial year-end exchange rate.

sappi 2017 Annual Integrated Report 121

earnings yield – Earnings per share divided by the financial 
year-end closing prices on the JSE Limited converted to US 
cents using the closing financial year-end exchange rate.

ordinary shareholders’ interest per share – Shareholders’ 
equity divided by the actual number of shares in issue at 
year-end.

EBITDA excluding special items – Earnings before interest 
(net finance costs), taxation, depreciation, amortisation and 
special items.

price/earnings ratio – The financial year-end closing prices 
on the JSE Limited converted to US cents using the closing 
financial year-end exchange rate divided by earnings per share.

EPS excluding special items – Earnings per share excluding 
special items and certain once-off finance and tax items.

ROCE – Return on average capital employed. Operating profit 
excluding special items divided by average capital employed.

fellings – The amount charged against the income statement 
representing the standing value of the plantations harvested.

ROE – Return on average equity. Profit for the period divided 
by average shareholders’ equity.

headline earnings – As defined in Circular 2/2015, reissued 
by the South African Institute of Chartered Accountants in 
October 2015, which separates from earnings all separately 
identifiable remeasurements. It is not necessarily a measure of 
sustainable earnings. It is a Listings Requirement of the JSE 
Limited to disclose headline earnings per share.

inventory turnover (times) – Cost of sales divided by 
inventory on hand at balance sheet date.

net assets – Total assets less total liabilities.

net asset value per share – Net assets divided by the 
number of shares in issue at balance sheet date.

net debt – Current and non-current interest-bearing 
borrowings, and bank overdraft (net of cash, cash equivalents 
and short-term deposits).

net debt to total capitalisation – Net debt divided by capital 
employed.

net operating assets – Total assets (excluding deferred 
taxation and cash and cash equivalents) less current liabilities 
(excluding interest-bearing borrowings and overdraft).

ordinary dividend cover – Profit for the period divided by the 
ordinary dividend declared, multiplied by the actual number of 
shares in issue at year-end.

RONOA – Return on average net operating assets. Operating 
profit excluding special items divided by average net operating 
assets.

SG&A – Selling, general and administrative expenses.

special items – Special items cover those items which 
management believe are material by nature or amount to the 
operating results and require separate disclosure. Such items 
would generally include profit or loss on disposal of property, 
investments and businesses, asset impairments, restructuring 
charges, non-recurring integration costs related to acquisitions, 
financial impacts of natural disasters, non-cash gains or losses 
on the price fair value adjustment of plantations and alternative 
fuel tax credits receivable in cash.

total market capitalisation – Ordinary number of shares in 
issue (excluding treasury shares held by the group) multiplied 
by the financial year-end closing prices on the JSE Limited 
converted to US cents using the closing financial year-end 
exchange rate.

trade receivables days outstanding (including securitised 
balances) – Gross trade receivables, including receivables 
securitised, divided by sales multiplied by the number of days 
in the year.

sappi 2017 Annual Integrated ReportGlossary and notice to shareholders  122

Notice to shareholders

Notice of Annual General Meeting
This document is important and requires your immediate 
attention
If you are in any doubt as to what action you should take, 
please consult your stockbroker, banker, attorney, accountant 
or other professional advisor immediately.

Sappi Limited
(Registration number: 1936/008963/06)
(Sappi or the Company)

The eighty-first Annual General Meeting (AGM) of Sappi will be 
held at Sappi’s registered office, in the Oxford Room, Ground 
Floor, 108 Oxford Road, Rosebank, Johannesburg (entrance in 
9th Street) on Wednesday, 07 February 2018 at 14:00. The 
following business will be transacted and, if deemed fit, 
the following resolutions will be passed with or without 
modification.

The record date on which shareholders must be recorded as 
such in the register maintained by the transfer secretaries of 
the Company for the purposes of determining which 
shareholders are entitled to attend and vote at the AGM is 
Friday, 02 February 2018.

1. 

 Ordinary resolution number 1: Presentation of annual 
financial statements
 Ordinary resolution number 1 is proposed to present the 
annual financial statements of the Company for the year 
ended September 2017, including the directors’ report, 
the report of the auditors and the report of the Audit 
Committee.

  The complete Group Annual Financial Statements 
for the year ended September 2017 are available 

on the Sappi website: www.sappi.com. 

 “Resolved that the Group Annual Financial Statements 
for the year ended September 2017 of the Company, 
including the directors’ report, the report of the auditors 
and the report of the Audit Committee, be and are 
hereby received and accepted.”

 In order for this resolution to be adopted, the support of 
more than 50% of the voting rights exercised on the 
resolution by shareholders present or represented by 
proxy at the AGM and entitled to exercise voting rights 
on the resolution is required.

2. 

 Ordinary resolution number 2: Approval and 
confirmation of appointment of directors appointed 
subsequent to the last AGM and subsequent to the 
financial year-end
 “Resolved that the appointment of Dr B Mehlomakulu 
with effect from 01 March 2017 is approved and 
confirmed as required in terms of Sappi’s Memorandum 
of Incorporation.”

 The board recommends and supports the approval and 
confirmation of her appointment. For Dr Mehlomakulu’s 
  brief biographical details, refer to note 1 under 
‘notes’ on page 128.

 In order for this resolution to be adopted, the support of 
more than 50% of the voting rights exercised on the 
resolution by shareholders present or represented by 
proxy at the AGM and entitled to exercise voting rights 
on the resolution, is required.

3. 

 Ordinary resolutions numbers 3.1 to 3.3: Re-election 
of the directors retiring by rotation in terms of 
Sappi’s Memorandum of Incorporation
 The board has evaluated the performances of each of the 
directors who are retiring by rotation, and recommends 
and supports the re-election of each of them. 

  For brief biographical details of those directors, 
refer to note 2 under ‘notes’ on pages 128 and 129.

 It is intended that all the directors who retire by rotation 
will, if possible, attend the AGM, either in person or by 
means of video-conferencing.

 In order for these resolutions to be adopted, in each 
case the support of more than 50% of the voting rights 
exercised on the resolution by shareholders present or 
represented by proxy at the AGM and entitled to exercise 
voting rights on the resolution is required:

Ordinary resolution number 3.1
 “Resolved that Sir Nigel Rudd is re-elected as a director 
of Sappi.”

Ordinary resolution number 3.2
 “Resolved that Mr NP Mageza is re-elected as a director 
of Sappi.”

Ordinary resolution number 3.3
 “Resolved that Mr MV Moosa is re-elected as a director 
of Sappi.”

4. 

 Ordinary resolution number 4: Election of Audit 
Committee members
 Ordinary resolution number 4 is proposed to elect the 
members of the Audit Committee in terms of section 
94(2) of the South African Companies Act 71 of 2008 
(as amended) (the Companies Act) and the King IV 
Report on Corporate Governance for South Africa 
2016 (King IV).

 Section 94 of the Companies Act requires that, at each 
AGM, shareholders of the Company must elect an Audit 
Committee comprising at least three members.

sappi 2017 Annual Integrated Report  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
123

6. 

 The Nomination and Governance Committee conducted 
an assessment of the performance and independence of 
each of the directors proposed to be members of the 
Audit Committee and the board considered and 
accepted the findings of the Nomination and 
Governance Committee. The board is satisfied that the 
proposed members meet the requirements of section 
94(4) of the Companies Act, that they are independent 
according to King IV and that they possess the required 
qualifications and experience as prescribed in 
regulation 42 of the Companies Regulations, 2011, 
which requires that at least one-third of the members of 
a company’s Audit Committee at any particular time 
must have academic qualifications or experience in 
economics, law, corporate governance, finance, 
accounting, commerce, industry, public affairs or human 
resource management.

 Brief biographical details of each member of the Audit 
Committee are included in the biographies of all directors   
on our website www.sappi.com.

 “Resolved that an Audit Committee be and is hereby 
elected, by separate election to the committee of the 
following independent directors:
4.1  Dr D Konar 
4.2  Mr MA Fallon 
4.3  Mr NP Mageza 
4.4  Mrs KR Osar 
4.5  Mr RJAM Renders 

Chairman
Member
Member*
Member
Member

 in terms of the Companies Act, to hold office until the 
conclusion of the next AGM and to perform the duties 
and responsibilities stipulated in section 94(7) of the 
Companies Act and in King IV and to perform such other 
duties and responsibilities as may from time to time be 
delegated to it by the board.”

 In order for these resolutions to be adopted, the support 
in each case of more than 50% of the voting rights 
exercised on the resolution by shareholders present or 
represented by proxy at the AGM and entitled to 
exercise voting rights on the resolution is required.

*  Subject to his re-election as a director pursuant to ordinary 

resolution number 3.2

5. 

 Ordinary resolution number 5: Appointment of 
auditors
 The board has evaluated the performance of KPMG Inc. 
and recommends their re-appointment as auditors 
of Sappi.

 “Resolved that KPMG Inc. (with the designated 
registered auditor to be Mr Coenie Basson) be re-
appointed as the auditors of Sappi for the financial year 
ending September 2018 and to remain in office until the 
conclusion of the next AGM.”

 In order for this resolution to be adopted, the support 
of more than 50% of the voting rights exercised on the 
resolution by shareholders present or represented by 
proxy at the AGM and entitled to exercise voting rights 
on the resolution is required.

 Ordinary resolutions numbers 6.1 and 6.2: The 
provision of Sappi Limited shares as required by the 
Sappi Limited Share Incentive Trust and the Sappi 
Limited Performance Share Incentive Trust
 The passing of resolutions 6.1 and 6.2 will enable the 
directors to continue to meet the share requirements of 
the Sappi Limited Share Incentive Trust and the Sappi 
Limited Performance Share Incentive Trust (collectively 
the Schemes), both of which Schemes were approved 
by shareholders, are already in place and are subject to 
the Listings Requirements of the JSE Limited (JSE). 
The passing of resolution 6.2 will provide directors with 
the ability to utilise shares repurchased from time to time 
by a wholly owned subsidiary of Sappi and held in 
treasury by such subsidiary company, for the purposes 
of satisfying the share requirements of the Schemes, at 
times when the directors consider that to be more 
efficient than issuing new shares in the capital of Sappi.

 The combined maximum number of shares which can be 
issued pursuant to the Schemes is 42,700,870 shares. 
As at year-end, 16,775,868 shares pursuant to offers 
made under the Schemes after 07 March 2005, have 
already been issued to, or transferred to the Schemes 
since the approval by shareholders of the Sappi Limited 
Performance Share Plan on 07 March 2005, leaving a 
balance of up to 31,686,412 shares which can still be 
issued or transferred to the Schemes. Of that number, 
there are currently 13,484,755 Performance Share Plan 
awards which are still subject to vesting and 1,425,789 
options which have not yet been exercised.

Ordinary resolution number 6.1
 “Resolved as an ordinary resolution that all the ordinary 
shares required for the purpose of carrying out the terms 
of the Sappi Limited Performance Share Incentive Trust 
(“the Plan”), other than those which have specifically 
been appropriated for the Plan in terms of ordinary 
resolutions duly passed at previous general meetings of 
Sappi, be and are hereby specifically placed under the 
control of the directors who be and are hereby 
authorised to issue those shares in terms of the Plan.”

Ordinary resolution number 6.2
 “Resolved as an ordinary resolution that any subsidiary of 
Sappi Limited be and is hereby authorised in terms of 
the Listings Requirements of the JSE to sell at the price 
at which the participant is allowed to acquire the 
Company’s shares and to transfer to the Sappi Limited 
Share Incentive Trust and/or the Sappi Limited 
Performance Share Incentive Trust (collectively “the 
Schemes”) those numbers of Sappi’s shares to be 
acquired by that subsidiary from time to time (but not 

sappi 2017 Annual Integrated ReportGlossary and notice to shareholders   
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
124

Notice to shareholders continued

exceeding the maximum number of Sappi’s shares 
available to the Schemes) as may be required by the 
Schemes when a participant to whom Sappi’s shares 
will be allocated has been identified.”

 In order for these resolutions to be adopted, in each 
case the support of more than 50% of the voting rights 
exercised on the resolution by shareholders present or 
represented by proxy at the AGM and entitled to exercise 
voting rights on the resolution is required.

proxy at the AGM and entitled to exercise voting rights 
on the resolution is required.

8. 

 Ordinary resolution number 8: Implementation report
 “Resolved as an ordinary resolution, that the Company’s 
Implementation report as contained in Section C of the 
  Remuneration Report on pages 84 to 88 of the 
Annual Integrated Report, be and is hereby endorsed

by way of a non-binding advisory vote.”

7. 

 Ordinary resolution number 7: Remuneration policy
 “Resolved as an ordinary resolution, that the Company’s 
Remuneration policy as contained in Section B of the 
  Remuneration Report on pages 78 to 84 of the 
Annual Integrated Report, be and is hereby
endorsed by way of a non binding advisory vote."  

 This non-binding advisory vote is being proposed in 
accordance with the recommendations of King IV.

9. 

 In order for this resolution to be adopted, the support 
of more than 50% of the voting rights exercised on the 
resolution by shareholders present or represented by 

 This further non-binding advisory vote is being proposed 
in accordance with the recommendations of King IV.

 In order for this resolution to be adopted, the support of 
more than 50% of the voting rights exercised on the 
resolution by shareholders present or represented by 
proxy at the AGM and entitled to exercise voting rights 
on the resolution is required.

 Special resolution number 1: Non-executive 
directors’ fees
 “Resolved that, with effect from 01 October 2017 and 
until otherwise determined by Sappi in general meeting, 
the remuneration of the non-executive directors for their 
services shall be increased as follows:

1.

Sappi board fees(1)
Chairperson
If South African resident
If United Kingdom resident
If United States resident
If European resident

Lead independent director
If South African resident
If United Kingdom resident
If United States resident
If European resident

Other directors
If South African resident
If United Kingdom resident
If United States resident
If European resident

*  Inclusive of all board committee fees.
(1) Fees per annum unless indicated otherwise.

From

To

ZAR2,689,110*
£302,980*
US$453,330*
€407,440*

ZAR2,823,570*
£307,520*
US$461,940*
€413,550*

ZAR587,080
£66,360
US$99,240
€89,240

ZAR392,360
£44,200
US$66,140
€59,450

ZAR616,430
£67,350
US$101,120
€90,580

ZAR411,980
£44,860
US$67,400
€60,340

sappi 2017 Annual Integrated Report  
 
 
 
 
 
 
 
 
 
 
 
125

From

To

ZAR407,420
£44,880
US$68,520
€60,360

ZAR203,710
£22,570
US$33,420
€30,350

ZAR427,790
£45,550
US$69,820
€61,270

ZAR213,900
£22,910
US$34,100
€30,800

From

To

ZAR244,950
£26,660
US$39,150
€35,850

ZAR127,480
£18,690
US$23,920
€25,130

ZAR257,200
£27,060
US$39,890
€36,390

ZAR133,850
£18,970
US$24,370
€25,510

From

To

ZAR39,330 
per meeting
£4,380 
per meeting
US$6,610 
per meeting 
€5,890 
per meeting

ZAR41,300 
per meeting
£4,450 
per meeting
US$6,740 
per meeting
€5,980 
per meeting

2.

3.

Audit Committee fees(1)
Board committee
Chairperson
If South African resident
If United Kingdom resident
If United States resident
If European resident

Other members
If South African resident
If United Kingdom resident
If United States resident
If European resident

(1) Fees per annum unless indicated otherwise.

Human Resources and Compensation Committee, Nomination 
and Governance Committee, Social, Ethics, Sustainability 
and Transformation Committee and any other committees(1)
Chairperson
If South African resident
If United Kingdom resident
If United States resident
If European resident

Other members
If South African resident
If United Kingdom resident
If United States resident
If European resident

(1) Fees per annum unless indicated otherwise.

4.

Additional meeting fees for board meetings in excess of five meetings 
per annum whether attended in person or by teleconference/video-
conference
If South African resident

If United Kingdom resident

If United States resident

If European resident

sappi 2017 Annual Integrated ReportGlossary and notice to shareholders  126

Notice to shareholders continued

5.

Travel compensation
For more than 10 flight hours return
If South African resident

If United Kingdom resident

If United States resident

If European resident

From

To

US$3,500 
per meeting
US$3,500 
per meeting
US$3,500 
per meeting
US$3,500 
per meeting

US$3,600 
per meeting
US$3,600 
per meeting
US$3,600 
per meeting
US$3,600 
per meeting

10. 

 Sappi’s practice, as recorded previously, is to review 
directors’ fees annually. Special resolution number 
1 increases the remuneration currently paid to non-
executive directors and board committee members 
by between approximately 1.5% and 5% per annum 
depending generally on the domicile of the directors 
and the currency in which they are paid, with effect from 
01 October 2017. The fees were last increased with 
effect from 01 October 2016 and have been reviewed to 
ensure that Sappi’s fees remain generally comparable 
with those of its peer companies in the various countries 
in which its directors are domiciled.

 The review also takes into account that the responsibility 
of non-executive directors continues to increase 
substantially flowing from legislative, regulatory and 
corporate governance developments and requirements 
in South Africa and elsewhere.

 Non-executive directors’ fees are paid quarterly (in 
March, June, September and December each year) and 
the proposed increase, if approved, will be applicable to 
payments to be made in December 2017 onwards. 
Initially the December 2017 payment will be made on 
the basis of the existing fee structure, and following 
shareholder approval of the proposed increases, the 
shortfall in the December 2017 payment will be made 
up in the March 2018 payment.

 The practice has been and will continue to be that 
directors’ fees and board committee fees are paid to 
non-executive directors only.

11. 

 In order for this resolution to be adopted, the support 
of at least 75% of the voting rights exercised on the 
resolution by shareholders present or represented by 
proxy at the AGM and entitled to exercise voting rights 
on the resolution is required.

 Special resolution number 2: Loans or other financial 
assistance to related or inter-related companies
 The Companies Act provides, among other things, 
that, except to the extent that the Memorandum of 
Incorporation of a company provides otherwise, the 
board may authorise the Company to provide direct 
or indirect financial assistance (which includes lending 
money, guaranteeing a loan or other obligation and 
securing any debt or obligation) to a related or inter-
related company or corporation, provided that such 
authorisation shall be made pursuant to a special 
resolution of the shareholders adopted within the 
previous two years, which approved such assistance 
either for the specific recipient or generally for a category 
of potential recipients and the specific recipient falls 
within that category.

 “Resolved that the directors of the Company be and are 
hereby authorised, in accordance with the Companies 
Act, to authorise the Company to provide direct or 
indirect financial assistance to any company or 
corporation which is related or inter-related to the 
Company.”

 In order for this resolution to be adopted, the support 
of at least 75% of the voting rights exercised on the 
resolution by shareholders present or represented by 
proxy at the AGM and entitled to exercise voting rights 
on the resolution is required.

 Ordinary resolution number 9: Signature of 
documents
 “Resolved that any director of Sappi is authorised to sign 
all such documents and do all such things as may be 
necessary for or incidental to the implementation of the 
resolutions passed at the AGM held on 07 February 
2018 or any adjournment thereof.”

sappi 2017 Annual Integrated Report  
 
 
 
 
 
 
 
 
127

 In order for this resolution to be adopted, the support 
of more than 50% of the voting rights exercised on the 
resolution by shareholders present or represented by 
proxy at the AGM and entitled to exercise voting rights 
on the resolution is required.

12. 

 To receive a report from the Social, Ethics, 
Transformation and Sustainability Committee

   Shareholders are referred to the Social, Ethics, 
Transformation and Sustainability Committee 

Report on page 89.

Proxies
Shareholders are entitled to appoint one or more proxies to 
attend, speak and on a poll to vote in their stead. A proxy need 
not be a shareholder. For the convenience of shareholders, a 
form of proxy is enclosed.

The attached form of proxy is only to be completed by 
shareholders who hold Sappi shares in certificated form or 
have dematerialised their shares (i.e. have replaced the paper 
share certificates with electronic records of ownership under 
JSE’s electronic settlement system (“Strate Limited”) and are 
recorded in the sub-register in “own name” dematerialised form 
(i.e. shareholders who have specifically instructed their Central 
Securities Depositary Participant (“CSDP”) or broker to hold 
their shares in their “own name” on Sappi’s sub-register). 
Shareholders who have dematerialised their shares and who 
are not registered as ‘own name’ dematerialised shareholders 
and who wish to:
•	 attend the AGM must instruct their CSDP or brokers to 

provide them with a letter of representation to enable them 
to attend such meeting; or

•	 vote, but not to attend the AGM, must provide their CSDPs 

or brokers with their voting instructions in terms of the 
relevant custody agreement between them and their CSDPs 
or brokers.

Such a shareholder must not complete the attached form 
of proxy.

When authorised to do so, CSDPs or brokers recorded in 
Sappi’s sub-register or their nominees should vote either by 
appointing a duly authorised representative to attend and vote 
at the AGM to be held on 07 February 2018 or any 
adjournment thereof or by completing the attached form of 
proxy and returning it to one of the addresses indicated on the 
form of proxy in accordance with the instructions thereon.

Electronic participation by shareholders
Should any shareholder (or any proxy for a shareholder) wish to 
participate in the AGM by way of electronic participation, that 
shareholder should make application in writing (including 
details as to how the shareholder or the shareholder’s 

representative or proxy, can be contacted) to so participate to 
the transfer secretaries, at their address as reflected on 

   page 130, to be received by the transfer secretaries at 
least five business days prior to the AGM in order for the

transfer secretaries to arrange for the shareholder (or the 
shareholder’s representative or proxy) to provide reasonably 
satisfactory identification to the transfer secretaries for the 
purposes of section 63(1) of the Companies Act and for the 
transfer secretaries to provide the shareholder (or the 
shareholder’s representative or proxy) with details as to how to 
access any electronic participation to be provided. The 
Company reserves the right to elect not to provide for 
electronic participation at the AGM in the event that it 
determines that it is not practical to do so. The costs of 
accessing any means of electronic participation provided by 
the Company will be borne by the Company.

It should be noted, however, that voting will not be possible 
via the electronic facilities and for shareholders wishing to vote, 
their shares will need to be represented at the meeting either in 
person, by proxy or by letter of representation, as provided for 
in the notice of meeting.

Questions
The board encourages shareholders to attend and to ask 
questions at the AGM. In order to facilitate the answering of 
questions at the meeting, shareholders who wish to ask 
questions in advance are encouraged to submit their questions 
in writing to the Group Company Secretary by 17:00 on Friday, 
02 February 2018 at:
108 Oxford Road
(Entrance in 9th Street)
Rosebank
Johannesburg
2198

or

PO Box 31560
Braamfontein
2017

or

By email to Amanda.Tregoning@sappi.com

Sappi Southern Africa Limited

Secretaries: per AJ Tregoning
108 Oxford Road
Rosebank, Johannesburg 2198

07 December 2017

sappi 2017 Annual Integrated ReportGlossary and notice to shareholders   
 
 
128

Notice to shareholders continued

2. 

 Directors retiring by rotation who are seeking 
re-election

Sir Nigel Rudd (70)
(Independent Chairman)

Qualifications: DL, Chartered Accountant

Nationality: British

Appointed: April 2006

Sappi board committee memberships:
•	 	Nomination	and	Governance	Committee	(Chairman)
•	 	Attends	Audit	Committee,	Human	Resources	

and Compensation Committee and Social, Ethics, 
Transformation and Sustainability Committee meetings 
ex officio

 Other board and organisation memberships:
BBA Aviation plc (Chairman)
Business Growth Fund (Chairman)
Meggitt plc (Chairman)

Skills, expertise and experience:
 Sir Nigel Rudd has held various senior management and 
board positions in a career spanning more than 35 years. 
He founded Williams plc in 1982 and the company went 
on to become one of the largest industrial holding 
companies in the United Kingdom. He was knighted by 
the queen for services to the manufacturing industry in 
the UK in 1996 and holds honorary doctorates from 
Loughborough and Derby Universities. In 1995 he was 
awarded the Founding Societies Centenary Award by the 
Institute of Chartered Accountants. He is a Deputy 
Lieutenant of Derbyshire and a Freeman of the City 
of London.

Notes
1. 

 Approval and confirmation of appointment of 
directors appointed since the last AGM and 
subsequent to the year-end

Dr Bonakele Mehlomakulu (Boni) (45)
(Independent)

 Qualifications: PhD (Chemical Engineering), MSc 
(Organic Chemistry)

 Nationality: South African

 Appointed: March 2017

 Sappi board committee memberships:
•	 	Social,	Ethics,	Transformation	and	Sustainability	

Committee

 Other board and organisation memberships:
•	 Hulamin	Limited
•	 Unisa	Council
•	 Yokogawa	South	Africa

 Skills, expertise and experience:
 Dr Boni Mehlomakulu is the Chief Executive Officer of the 
South African Bureau of Standards (SABS). Under her 
leadership the institution has undergone a significant 
transformation, gearing itself towards service relevance 
within the 21st century. As a pioneer for continuous 
learning, she holds a BSc (Hons) (Chemistry and Applied 
Chemistry), MSc (Organic Chemistry) and a PhD 
(Chemical Engineering) from the University of 
Cape Town.

 Dr Mehlomakulu’s career started at Sasol before joining 
the Department of Science and Technology in various 
management roles. In addition to her non-executive 
directorship at Sappi Limited, her external industry 
portfolios include being the deputy chair of Unisa 
Council, non-executive director of Hulamin Limited and 
Yokogawa	South	Africa,	as	well	as	a	council	member	of	
the International Standards Organisation (ISO, Geneva). 
Past boards and directorships include PBMR Proprietary 
Limited, Nuclear Energy Corporation of South Africa 
(NECSA), Eskom Holdings SOC Limited and the 
Technology Innovation Agency (TIA).

sappi 2017 Annual Integrated Report  
 
 
 
 
 
	
 
	
	
	
 
 
 
 
 
 
 
 
 
	
	
 
 
 
 
 
 
129

Nkateko Peter Mageza (Peter) (63)
(Independent)

Qualifications: FCCA (UK)

Nationality: South African

Appointed: January 2010

Mohammed Valli Moosa (Valli) (60)
(Non-independent)

Qualifications: BSc (Mathematics)

Nationality: South African

Appointed: August 2010

Sappi board committee memberships:
•	 Audit	Committee
•	 Human	Resources	and	Compensation	Committee

Sappi board committee memberships:
•	 	Social,	Ethics,	Transformation	and	Sustainability	

Committee (Chairman)

Other board and organisation memberships:
•	 Anglo	American	Platinum	Limited
•	 Ethos	Private	Equity	Proprietary	Limited
•	 	RCL	Foods	Limited	(formerly	Rainbow	Chickens	

Limited)

•	 Remgro	Limited
•	 MTN	Group	Limited

Skills, expertise and experience:
 Mr Mageza joined the Sappi board after having held 
senior executive positions across a wide range of 
industries. He is a former group Chief Operating Officer 
and Executive Director of Absa Group Limited, Assistant 
General Manager at Nedcor Limited and Chief Executive 
Officer of Autonet, the Road Passenger and Freight 
Logistics division of Transnet Limited.

Other board and organisation memberships:
•	 Anglo	Platinum	Limited	(Chairman)
•	 Imperial	Holdings	Limited
•	 Sanlam	Limited
•	 Sun	International	Limited	(Chairman)
•	 WWF–SA	(Chairman)

Skills, expertise and experience:
 Mr Moosa has held numerous leadership positions 
across business, government, politics and civil society 
in South Africa. He was South African Minister of 
Constitutional Development, the President of the 
International Union for the Conservation of Nature, and 
Chairman of the UN Commission for Sustainable 
Development, and he served as a member of the 
National Executive Committee of the African National 
Congress until 2009.

sappi 2017 Annual Integrated ReportGlossary and notice to shareholders   
 
 
 
 
 
	
	
 
	
	
	
	
	
 
 
 
 
 
 
 
 
	
 
	
	
	
	
	
 
 
130

Shareholders’ diary

Annual General Meeting

First quarter results released

Second quarter and half-year results released

Third quarter results released

Financial year-end

Preliminary fourth quarter and year results 

Annual Integrated Report posted to shareholders and posted on website

07 February 2018

February 2018

May 2018

August 2018

September 2018

November 2018

December 2018

Administration

Sappi Limited
Registration number 1936/008963/06
JSE code: SAP
ISIN code: ZAE 000006284

Group Company Secretary and Corporate Counsel
Amanda Tregoning

Secretaries
Sappi Southern Africa Limited
108 Oxford Road
Rosebank
Johannesburg 2198
South Africa

PO Box 31560
Braamfontein 2018
South Africa
Tel +27 (0)11 407 8174
Email Amanda.Tregoning@sappi.com
www.sappi.com

Transfer secretaries
South Africa
Computershare Investor Services Proprietary Limited
Rosebank Towers
15 Biermann Avenue
Rosebank 2196

PO Box 61051
Marshalltown 2107
Fax +27 (0)11 688 5238
Email proxy@computershare.co.za
Tel +27 (0)11 370 5000
www.computershare.com

Corporate affairs
André Oberholzer – Group Head Corporate Affairs
Tel +27 (0)11 407 8044
Email Andre.Oberholzer@sappi.com

Investor relations
Graeme Wild – Group Head Investor Relations and 
Sustainability
Tel +27 (0)11 407 8391
Email Graeme.Wild@sappi.com

JSE Sponsor
UBS South Africa Proprietary Limited
64 Wierda Road East
Sandton, 2196
South Africa
Tel +27 (0)11 322 7617
Email Jacques.Botha@ubs.com

United States ADR Depositary
BNY	Mellon	Share	Owner	Services
PO Box 30170
College Station, TX 77842-3170
USA
Email shrrelations@cpushareownerservices.com
Tel	(US	only)	1	888	BNY	ADRS
Tel (Outside the US) +1 201 680 6825
www.mybnymdr.com

sappi 2017 Annual Integrated Report Glossary and notice to shareholders

131
sappi 2017 Annual Integrated Report

Proxy form for the Annual General Meeting

Sappi Limited
(Registration number: 1936/008963/06)
(Incorporated in the Republic of South Africa)
(“Sappi” or “the Company”)
Issuer code: SAP
JSE code: SAP
ISIN code: ZAE000006284

For use by shareholders who:
•	  hold shares in certificated form; or
•	  hold dematerialised shares (ie where the paper share certificates representing the shares have been replaced with electronic records of ownership under the electronic 
settlement and depositary system (Strate Limited of the JSE Limited) and are recorded in Sappi’s sub-register with ‘own name’ registration) (ie shareholders who have 
specifically instructed their Central Securities Depository Participant (CSDP) to record the holding of their shares in their own name in Sappi’s sub-register).

If you are unable to attend the eighty-first Annual General Meeting of the members to be held at 14:00 on Wednesday, 07 February 2018 at Sappi in the Oxford Room, 
Ground Floor, 108 Oxford Road, Rosebank, Johannesburg, 2198, Republic of South Africa, you should complete and return the form of proxy as soon as possible, but in 
any event to be received by not later than 14:00 South African time on Monday, 05 February 2018, to Sappi’s transfer secretaries, Computershare Investor Services 
Proprietary Limited, by way of hand delivery to Rosebank Towers, 15 Biermann Avenue, Rosebank 2196, Republic of South Africa or by way of postal delivery to PO Box 
61051, Marshalltown, 2107, Republic of South Africa or handed to the Chairman of the Annual General Meeting before the appointed proxy exercises any of the relevant 
shareholder’s rights.

Shareholders who have dematerialised their shares and who do not have ‘own name’ registration and wish to attend the Annual General Meeting, must instruct their CSDP 
or broker to provide them with the relevant letter of representation to enable them to attend such meeting, or, alternatively, should they wish to vote but not to attend the 
Annual General Meeting, they must provide their CSDP or broker with their voting instructions in terms of the relevant custody agreement entered into between them and the 
CSDP or broker. Such shareholders must not complete this form of proxy.

I/We

of

being a shareholder(s) of Sappi holding 

Sappi shares and entitled to vote at the abovementioned Annual General Meeting, appoint

or failing him/her

or failing him/her

or failing him/her, the Chairman of the meeting as my/our proxy to attend and speak and, on a poll, to vote for me/us on the resolutions to be proposed (with or without 
modification) at the Annual General Meeting of Sappi to be held at 14:00 on Wednesday, 07 February 2018 or any adjournment thereof, as follows.

Number of shares

For

Against Abstain

Ordinary resolution number 1 – Receipt and acceptance of 2017 annual financial statements, including directors’ report, auditors’ report 
and Audit Committee report

Ordinary resolution number 2 – Approval and confirmation of appointment of Dr B Mehlomakulu as a director of Sappi 

Ordinary resolution number 3 – Re-election of directors retiring by rotation in terms of Sappi’s Memorandum of Incorporation*

Ordinary resolution number 3.1 – Re-election of Sir Nigel Rudd as a director of Sappi 

Ordinary resolution number 3.2 – Re-election of Mr NP Mageza as a director of Sappi 

Ordinary resolution number 3.3 – Re-election of Mr MV Moosa as a director of Sappi 

Ordinary resolution number 4 – Election of Audit Committee

Ordinary resolution number 4.1 – Election of Dr D Konar as chairman of the Audit Committee

Ordinary resolution number 4.2 – Election of Mr MA Fallon as a member of the Audit Committee

Ordinary resolution number 4.3 – Election of Mr NP Mageza as a member of the Audit Committee

Ordinary resolution number 4.4 – Election of Mrs KR Osar as a member of the Audit Committee

Ordinary resolution number 4.5 – Election of Mr RJAM Renders as a member of the Audit Committee

Ordinary resolution number 5 – Re-appointment of KPMG Inc. as auditors of Sappi for the year ending September 2018 and until the 
next Annual General Meeting of Sappi

Ordinary resolution number 6.1 – The placing of all ordinary shares required for the purpose of carrying out the terms of the Sappi Limited 
Performance Share Incentive Plan (“the Plan”) under the control of the directors to allot and issue in terms of the Plan

Ordinary resolution number 6.2 – The authority for any subsidiary of Sappi to sell and to transfer to the Sappi Limited Share Incentive 
Scheme and the Sappi Limited Performance Share Incentive Plan (collectively “the Schemes”) such shares as may be required for the 
purposes of the Schemes

Ordinary resolution number 7 – Non-binding endorsement of Remuneration policy

Ordinary resolution number 8 – Non-binding endorsement of Implementation report

Special resolution number 1 – Increase in non-executive directors’ fees

Special resolution number 2 – Authority for loans or other financial assistance to related or inter-related companies or corporations 

Ordinary resolution number 9 – Authority for directors to sign all documents and do all such things necessary to implement the above 
resolutions

Insert X in the appropriate block if you wish to vote all your shares in the same manner. If not, insert the number of votes in the appropriate block. If no indication is given, the 
proxy will vote as he/she thinks fit.

Signed at 

Assisted by me (where applicable)

on

Each shareholder is entitled to appoint one or more proxies (who need not be shareholders of Sappi) to attend, speak, and on a poll, vote in place of that shareholder at the 
Annual General Meeting or any adjournment thereof.
  * Refer notes to notice of meeting on page 122.  

  
132

Notes to proxy

The form of proxy must only be used by certificated 
shareholders or shareholders who hold dematerialised shares 
with ‘own name’ registration. Other shareholders are reminded 
that the onus is on them to communicate with their CSDP 
or broker.

Instructions on signing and lodging the Annual General 
Meeting proxy form
1. 

 A deletion of any printed matter (only where a 
shareholder is allowed to choose between more than 
one alternative option) and the completion of any blank 
spaces need not be signed or initialled. Any alteration 
must be signed, not initialled.

2. 

 The Chairman shall be entitled to decline to accept the 
authority of the signatory:
2.1  Under a power of attorney, or
2.2  On behalf of a company,

3. 

4. 

5. 

6. 

 if the power of attorney or authority has not been lodged 
at the offices of the company’s transfer secretaries, 
Computershare Investor Services Proprietary Limited, 
Rosebank Towers, 15 Biermann Avenue, Rosebank 
2196, Republic of South Africa or posted to 
PO Box 61051, Marshalltown, 2107, Republic of 
South Africa.

 The signatory may insert the name(s) of any person(s) 
whom the signatory wishes to appoint as his/her proxy in 
the blank spaces provided for that purpose.

 When there are joint holders of shares and if more than 
one of such joint holders is present or represented, the 
person whose name stands first in the register in respect 
of such shares or his/her proxy, as the case may be, 
shall alone be entitled to vote in respect thereof.

 The completion and lodging of the form of proxy will not 
preclude the signatory from attending the meeting and 
speaking and voting in person thereat to the exclusion of 
any proxy appointed in terms hereof should such 
signatory wish to do so.

 Forms of proxy must be lodged with, or posted to, the 
offices of Sappi’s transfer secretaries, Computershare 
Investor Services Proprietary Limited, at Rosebank 
Towers, 15 Biermann Avenue, Rosebank 2196, Republic 
of South Africa (for hand delivery) or PO Box 61051, 
Marshalltown, 2107, Republic of South Africa (for postal 
delivery), to be received by not later than 14:00 on 
Monday, 05 February 2018 or handed to the Chairman 
of the Annual General Meeting before the appointed 
proxy exercises any of the relevant shareholder’s rights.

7. 

8. 

 If the signatory does not indicate in the appropriate place 
on the face hereof how he/she wishes to vote in respect 
of a particular resolution, his/her proxy shall be entitled to 
vote as he/she deems fit in respect of that resolution.

 The Chairman of the Annual General Meeting may reject 
any proxy form which is completed other than in 
accordance with these instructions and may accept any 
proxy form when he is satisfied as to the manner in 
which a member wishes to vote.

Summary in terms of section 58(8)(b)(i) of the 
SA Companies Act, 2008, as amended
Section 58(8)(b)(i) provides that if a company supplies a form 
of instrument for appointing a proxy, the form of proxy supplied 
by the company for the purpose of appointing a proxy must 
bear a reasonably prominent summary of the rights established 
by section 58 of the Companies Act, 2008, as amended, which 
summary is set out below:
•	 A shareholder of a company may, at any time, appoint any 
individual, including an individual who is not a shareholder 
of that company, as a proxy, among other things, to 
participate in, and speak and vote at, a shareholders’ 
meeting on behalf of the shareholder

•	 A shareholder may appoint two or more persons 

concurrently as proxies, and may appoint more than one 
proxy to exercise voting rights attached to different 
securities held by the shareholder

•	 A proxy may delegate the proxy’s authority to act on behalf 

of the shareholder to another person

•	 A proxy appointment must be in writing, dated and signed 
by the shareholder; and remains valid only until the end of 
the meeting at which it was intended to be used, unless the 
proxy appointment is revoked, in which case the proxy 
appointment will be cancelled with effect from such 
revocation

•	 A shareholder may revoke a proxy appointment in writing
•	 A proxy appointment is suspended at any time and to the 
extent that the shareholder chooses to act directly and in 
person in the exercise of any rights as a shareholder, and
•	 A proxy is entitled to exercise, or abstain from exercising, 

any voting right of the shareholder without direction.

sappi 2017 Annual Integrated Report  
 
 
Glossary and notice to shareholders

Forward-looking statements

Certain statements in this release that are neither reported financial results nor other historical information are forward-looking 
statements, including but not limited to statements that are predictions of or indicate future earnings, savings, synergies, events, 
trends, plans or objectives. The words ‘believe’, ‘anticipate’, ‘expect’, ‘intend’, ‘estimate’, ‘plan’, ‘assume’, ‘positioned’, ‘will’, ‘may’, 
‘should’, ‘risk’ and other similar expressions, which are predictions of or indicate future events and future trends and which do not 
relate to historical matters, may be used to identify forward-looking statements. You should not rely on forward-looking statements 
because they involve known and unknown risks, uncertainties and other factors which are in some cases beyond our control and 
may cause our actual results, performance or achievements to differ materially from anticipated future results, performance or 
achievements expressed or implied by such forward-looking statements (and from past results, performance or achievements). 
Certain factors that may cause such differences include but are not limited to:
•	 The highly cyclical nature of the pulp and paper industry (and the factors that contribute to such cyclicality, such as levels of 

demand, production capacity, production, input costs including raw material, energy and employee costs, and pricing)

•	 The impact on our business of adverse changes in global economic conditions
•	 Unanticipated production disruptions (including as a result of planned or unexpected power outages)
•	 Changes in environmental, tax and other laws and regulations
•	 Adverse changes in the markets for our products
•	 The emergence of new technologies and changes in consumer trends including increased preferences for digital media
•	 Consequences of our leverage, including as a result of adverse changes in credit markets that affect our ability to raise capital 

when needed

•	 Adverse changes in the political situation and economy in the countries in which we operate or the effect of governmental efforts 

to address present or future economic or social problems

•	 The impact of restructurings, investments, acquisitions, dispositions and other strategic initiatives (including related financing), any 

delays, unexpected costs or other problems experienced in connection with dispositions or with integrating acquisitions or 
implementing restructuring and other strategic initiatives and achieving expected savings and synergies, and

•	 Currency fluctuations.

We undertake no obligation to publicly update or revise any of these forward-looking statements, whether to reflect new information 
or future events or circumstances or otherwise.

 www.sappi.com