Once the eligible activities had been identified, the technical screening criteria were analysed in order to establish whether those activities Substantially Contribute (SC) to the objective of Climate Change Mitigation, and simultaneously, the technical screening criteria were also analysed to certify that they Do No Significant Harm (DNSH) to any of the other five environmental objectives.
This analysis was performed for the three main countries in which we have operations. It is important to stress that the majority of our investments in Colombia are not aligned due to the absence of guidance from the European Commission on how to transpose the technical requirements linked to the European directives and regulations to non-European countries. We also found that the technical criteria defined for some activities (e.g., 7.7. “Acquisition and ownership of buildings”) may not be applicable to the weather conditions in some regions of that country. The combination of these two factors prevents the assessment of a potential alignment of around 15% of the Group’s CapEx.
Some of the criteria analysed for the three activities identified as eligible are highlighted below.
Activity 6.5. Transport by motorbikes, passenger cars and light commercial vehicles
Criteria |
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Description (non-exhaustive) |
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Alignment analysis |
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SC |
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Category M1 and N1 vehicles meet the following requirements:
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In 2023 we contracted service vehicle leasing operations in Portugal, Poland and Colombia. For the vehicles in which it was possible to collect all the necessary technical information, we evaluated and validated their alignment with the technical criteria. For cases where it was not possible to obtain all the information regarding their characteristics, we have chosen to consider these investments as non-aligned. |
DNSH |
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Climate change adaptation:
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See Appendix A application analysis below. |
DNSH |
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Transition to a circular economy:
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Despite our commitments to promoting a circular economy and waste management, we have not been able to collect the evidence needed to ensure that 85% (by weight) of vehicles are reusable or recyclable and 95% (by weight) are reusable or recoverable. Thus, we opted to adopt a conservative approach and assume that we do not align with these NPS criteria. |
DNSH |
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Pollution prevention and control:
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The data collected to verify compliance with the associated requirements is still insufficient to ensure their alignment. |
Activity 7.2. Renovation of existing buildings
Criteria |
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Description (non-exhaustive) |
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Alignment analysis |
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SC |
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Complies with the applicable requirements for major renovations or leads to a reduction of PED (primary energy demand)1 of at least 30%. |
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In 2023, we carried out some major renovations on our stores in Portugal and in Poland. These comply with the major renovations classification criteria in these countries. |
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DNSH |
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Climate change adaptation:
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See Appendix A application analysis below. |
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DNSH |
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The sustainable use and protection of water and marine resources:
|
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The data collected to check compliance with the requirements linked to Appendix E are still insufficient to guarantee their alignment. |
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DNSH |
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Transition to a circular economy:
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Notwithstanding the commitments we have undertaken to promote a circular economy and waste management, we were not able to collect the necessary evidence to guarantee that 70% of non-hazardous construction and demolition waste on the construction sites is prepared for reuse, recycling or other material recovery. As such, we chose to adopt a conservative approach and acknowledged that we are not aligned with these DNSH criteria. |
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DNSH |
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Pollution prevention and control:
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We regularly carry out indoor air quality assessments, namely for major retail and services buildings. In addition, during construction or maintenance works, we adopt appropriate measures to reduce noise, dust and pollutant emissions. However, the assessment carried out does not allow us to validate all the requirements set out in these criteria, namely those indicated in Appendix C. As such, we have chosen to consider that there is no alignment. |
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Activity 7.3. Installation, maintenance and repair of energy efficiency equipment
Criteria |
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Description (non-exhaustive) |
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Alignment analysis |
---|---|---|---|---|
SC |
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Complies with minimum requirements set for individual components and systems in the national measures and, where applicable, are rated in the highest two populated classes of energy efficiency. |
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For those energy efficiency equipment measures where it was possible to collect all the necessary information on their technical characteristics, we assessed and validated their alignment with the technical criteria. For the cases where all the information relating to their characteristics could not be obtained, we chose to consider these investments as not being aligned. |
DNSH |
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Climate change adaptation:
|
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See Appendix A application analysis below. |
DNSH |
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Pollution prevention and control:
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In 2022, no investments were made related to thermal insulation. |
Activity 7.6. Installation, maintenance and repair of renewable energy technologies
Criteria |
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Description (non-exhaustive) |
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Alignment analysis |
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SC |
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Consists in the installation, maintenance and repair of solar photovoltaic systems when they are installed on-site as technical building systems. |
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In 2023, we invested in the installation of solar photovoltaic equipment in our buildings1. |
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DNSH |
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Climate change adaptation:
|
|
See Appendix A application analysis below. |
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Activity 7.7. Acquisition and ownership of buildings
Criteria |
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Description (non-exhaustive) |
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Alignment analysis |
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SC |
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For buildings built after 31/12/2020, the buildings meet the SC of activity 7.1.:
For buildings built before 31/12/2020, the buildings have at least an EPC2 class A or are within the top 15% of buildings of the national or regional building stock expressed as operational PED percentage, comparing the performance of the relevant asset with the performance of the national or regional building stock built before 31.12.2020. |
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For buildings built after 31.12.2020:
For buildings built before 31/12/2020:
|
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DNSH |
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Climate change adaptation:
|
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See Appendix A application analysis below. |
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Application of Appendix A “Climate change adaptation”
We adopted the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD1) in 2020, in a process of continuous improvement in the identification, assessment and management of climate-related financial risks and opportunities in our value chain. In order to reduce the impact of our business activities on the climate, we have established a Climate Transition Plan2 which reflects our ambition to contribute to limiting the increase in average global temperature to 1.5°C. We also continue to improve the assessment of short-, medium- and long-term climate risks throughout our value chain and involving our Private Brand and perishables suppliers, so as to increase the climate resilience of the supply chain and assess business opportunities in primary production and the use of low-carbon technologies.
Among the risks assessed are rising average temperature and extreme temperatures, changing precipitation patterns, prolonged water shortages and flooding in coastal and inland regions. The risks and opportunities of transitioning to a low carbon economy were also assessed, which, among the risks of energy transition, contemplates an increase in the costs of energy linked to the targets of the Paris Agreement. More than 5,700 of the Jerónimo Martins Group’s establishments3 were included in this assessment, in risks and opportunities identified were considered non-material. In 2023, we continued to respond to identified risks such as extreme weather events, refrigeration gases used for compliance with environmental legislation, and to maximise opportunities related to the energy transition. As regards the latter, we have invested in acquiring guarantees of origin in Portugal, establishing long-term renewable energy purchase contracts in Poland, increasing the number of stores and distribution centres with photovoltaic energy production systems in the countries where we operate, implementing energy recovery systems in industrial units, and refurbishing the store network to reduce energy consumption. In addition to investment in energy efficiency and renewable energy, we continue to replace refrigeration equipment with technologies using natural refrigerant gases to reduce the potential of global warming linked to the operation of such equipment in the case of leaks. By 2023, 52% of our stores and 67% of our distribution centres and industrial units had this refrigeration technology installed, which is also being used in 85% of the standalone refrigeration and freezing equipment in our stores.
The conclusions of the TCFD study will enable us to adjust the mitigation and adaptation strategy of our businesses and will be considered when defining the plans for the transition to a low carbon economy. In “Climate-related risks and opportunities”, we provide detailed information on the application of the TCFD recommendations, namely climate scenarios used, and time horizons considered.
1 The TCFD is an initiative promoted by the financial sector that helps businesses quantify and disclose climate-related financial risks and opportunities, and their respective action plans.
2 More information can be found at www.jeronimomartins.com/cr-documentos-2023.
3 Establishments are considered to be stores, distribution centres, head office buildings and manufacturing units (central kitchens and soup or fresh dough factories).