Message
from the Chief
Sustainability Officer

In Phase 1 of BLUE ACTION 2035, we placed sustainability at the core of management and accelerated initiatives addressing our Sustainability Issues (Materiality) in tandem with our Three Core Strategies. These efforts delivered tangible results, including the successful integration of sustainability initiatives across the Group and improvements in GHG emissions intensity.

However, rising geopolitical risks, a shifting external environment including ESG headwinds, and internal environment changes-such as the expansion of our business areas through proactive investment in Phase 1-prompted us to more clearly articulate the value we seek to create and the areas where we should focus.

Based on this recognition, in Phase 2 of BLUE ACTION 2035 launched in fiscal 2026, we explicitly positioned the creation of both economic and social value as essential to realizing our Group Vision. We also reassessed our Sustainability Issues and incorporated them into our corporate management plan as a management foundation.

With shipping as our core business, the MOL Group aims to achieve sustainable growth for both society and the Group by providing social value through supporting global infrastructure while pursuing economic value. To create both economic and social value, we will focus on Sustainability Issues and governance as key management foundations, in addition to our Three Core Strategies.

By strengthening these foundations, we will further enhance our risk management framework, including environmental and social risks, and thereby reduce our cost of capital. At the same time, we will strengthen our profitability by capturing new business opportunities arising from decarbonization, enhancing our competitiveness as a partner of choice through safe and stable operations, maximizing the capabilities of our people and organization in line with our business strategy, and accelerating business transformation through AI.

In Phase 1, our Sustainability Issues covered a broader range of themes to elevate sustainability initiatives across the Group. In Phase 2, we have sharpened our focus on four priority areas-Environment, Safety, Human Capital, and Digital Transformation (DX)-that are most closely linked to the creation of both economic and social value.

In doing so, we will provide greater clarity on our strategy direction and deepen engagement with stakeholders.

To advance our Initiatives for Sustainability Issues, we formulated four thematic visions: Environmental Vision, Safety Vision, Human Capital Vision, and DX Vision. These visions are not standalone initiatives. Rather, each is designed to support the execution of our business strategies and provide specific goals and action plans aligned with the realization of our Group Vision for 2035.

We will continue to take a long-term view of changes in the external environment and leverage sustainability initiatives as a driver of business growth. Through these efforts, we will strengthen our competitive advantage, create lasting value for society, and become a company that is trusted and chosen by all stakeholders.

We sincerely appreciate your continued understanding and support for the MOL Group.