Executive Intelligence

Sustainability & Brand

Live systems·Updated 12m ago

Mesra Brand Consideration

68%+4 pts

#1 in MY (Nielsen)

SAF to KLIA

12.4M L+210% YoY

AirAsia + MAS

Setel MAU

8.6M+12% YoY

BUDI95 lift expected

MSCI ESG Rating

AA+1 notch

Above sector

Scope 1+2 vs FY19

-23%-4 pts YoY

On 2030 path

Intelligence Node · AI-09
Weekly AI Briefing

SAF, Setel Power EV and BUDI95 are converging into a single sustainability narrative — Mesra brand health is #1 in Malaysia and ESG ratings keep climbing.

Mesra brand consideration in Malaysia hit 68% (Nielsen Q1), reclaiming the #1 fuel-brand slot. SAF volumes to KLIA crossed 12.4M litres (+210% YoY) under the AirAsia + MAS off-take. Scope 1+2 emissions are 23% below the FY2019 baseline; MSCI ESG rating upgraded to AA.

Setel Power EV utilisation hit 38% at flagship sites, and BUDI95 enrolment sits at 4.2M of the 6M target. A coordinated campaign tying Mesra loyalty to BUDI95 verification should lift enrolment 35% in Q1 FY26.

Sources · Internal ERP + Bloomberg + AI scrape

Anomaly feed

Shell loyalty campaign uptick

AI social listening: Shell BonusLink mentions +28% w/w in Klang Valley

Warning

AI signal

BUDI95 enrolment plateau in Sabah/Sarawak

Penetration 22% vs Peninsular 51% — outreach gap

Critical

Internal

SAF supply constraint risk

PETRONAS Pengerang HEFA-SAF capacity tight before Q3 expansion

Warning

Internal

BUDI95 enrolment (M users): actual vs forecast

ActualForecastAI augmented

Recommended actions

  • 01

    Tie Mesra rewards to BUDI95 verification

    8.6M MAU is the cheapest enrolment funnel available

    +1.4M enrolments Q1 FY26

  • 02

    Field-team blitz Sabah/Sarawak (8 weeks)

    Closes enrolment gap before subsidy phase-2

    +520K enrolments

  • 03

    Lock 2026 SAF off-take with MAS + AirAsia

    Pengerang Q3 expansion derisked

    +RM 280M FY26 commercial revenue

External signals

EV registrations (MY)

+78%

12 mo, JPJ

Avg fuel-brand NPS

+42

Mesra #1

Carbon credit (MY VCM)

RM 28/t

+9% w/w

Share of voice

34%

+2 pts

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