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Sustainability Statement
CEO Letter

CEO Letter

Dear Readers,

The fuel and energy sector is facing an exceptional challenge today: the systemic transformation of its business model in the context of the energy transition. This demanding process is unfolding alongside far-reaching technological and regulatory change, affecting both the market as a whole and the way the ORLEN Group operates.

In this context, we view ESG and sustainability reporting not merely as a legal obligation, but as a strategic management tool that helps us run our business and make decisions in an environment marked by uncertainty and an increasing scale of systemic risks.

The transformation of the fuel and energy sector is affecting multiple aspects of how organisations operate – from technology and infrastructure, through regulation and system security, to the people who are responsible for delivering this change and whose day-to-day work continues to evolve with it. Decarbonisation requires not only substantial capital investment, but also the ability to act in a dynamic market environment. Increasingly, it also means taking account of the potential effects of climate change in business decisions, including severe weather events, which year by year are becoming a factor with a real impact on operations. At the same time, we are fully aware that even under the most challenging conditions, the transition must be carried out responsibly and fairly, ensuring continuity of energy supply and keeping in mind economic stability and social wellbeing.

Against this backdrop, the role of the ORLEN Group as Poland’s largest integrated multi-energy company takes on particular significance. We operate in sectors that have a material bearing on the climate and the environment, while at the same time serving as one of the pillars of energy security. The tension between the need to reduce emissions and the imperative to ensure stable energy supplies remains one of the key challenges of the transition. For the ORLEN Group, sustainability and ESG provide a framework for managing this challenge in a considered way – through balanced ambitions and targets that guide our actions, metrics that enable us to monitor progress, and responsible, transparent capital allocation.

The scale of our operations adds a further layer of complexity to this process. We operate across multiple business segments and geographies, under different legislative regimes and on the basis of diverse assets and operating models. In our case, transformation does not mean a series of isolated projects, but the comprehensive restructuring of our entire business portfolio. It is a process that requires not only significant financial resources, but also the commitment of our employees and a willingness to adapt on the part of our business partners.

For the ORLEN Group, 2025 was a year of intensive work to further strengthen and streamline our approach to sustainability. We revised our double materiality assessment process and continued refining our reporting approach, including data collection and verification, in order to present the ORLEN Group’s sustainability performance in a fair and reliable manner.

Concurrently, we are pursuing the transformation measures set out in the ORLEN Transition Plan and the ORLEN Group Sustainable Development Strategy for 2025–2035. We continue to invest in renewable energy sources, gas production, biofuels and hydrogen technologies. Our overarching strategic objective remains the phase-out of coal from electricity generation by 2030 and from heat generation by 2035. We are also taking a range of measures to improve occupational safety and strengthen the sustainability of our supply chain, including by further developing our standards for cooperation with business partners.

ESG therefore remains inseparable from our business activities. Managing sustainability-related impacts, risks and opportunities is essential to the long-term resilience of our business model and to maintaining the trust of all our stakeholders. In the context of the fuel and energy sector, this means above all delivering the transition responsibly – through dialogue with stakeholders, consistent progress towards our targets, and alignment between our actions and the ambitions set out in both of the Group’s strategies.

The ORLEN Group Sustainability Statement for 2025 reflects this approach and provides a point of reference for our activities in the years ahead.

Yours faithfully,

Ireneusz Fąfara

President of the Management Board

CEO Letter

Dear Readers,

Management Report