Informe de sostenibilidad de Marti de 2024: un catalizador estratégico para el crecimiento a largo plazo y las oportunidades de inversión impulsadas por el ESG

Marti's 2024 Sustainability Report underscores the company's commitment to redefining urban mobility through aggressive environmental, social, and governance (ESG) initiatives. These efforts not only align with global ESG trends but also demonstrate a clear pathway to operational efficiency, profitability, and investor value. By analyzing Marti's sustainability strategies and their financial implications, it becomes evident that the company is positioning itself as a leader in the transition to sustainable urban transportation.

Environmental Initiatives and Operational Efficiency

Marti's 2024 report highlights a 39% reduction in CO₂ intensity for its electric mopeds, 33% for e-bikes, and 18% for e-scooters compared to average urban trips in Türkiye. These figures are critical in a market where urban transportation accounts for a significant share of carbon emissions. The company's commitment to achieving net-zero Scope 1 and Scope 2 emissions by 2030, alongside a 100% electric logistics fleet, reflects a strategic alignment with global decarbonization goals.

The circular economy model adopted by Marti further amplifies its environmental impact. By achieving a 0% landfill rate in 2024-through reusing, repairing, and recycling all components of its electric vehicle fleet-the company has eliminated waste while reducing long-term operational costs. While specific USD savings from these initiatives are not disclosed, industry benchmarks suggest that transitioning to electric vehicle (EV) fleets can yield cost savings of $6,000–$10,000 per vehicle. Smart waste management systems, which Marti mirrors, are also projected to reduce collection costs by up to 30% in some cities. These efficiencies position Marti to scale sustainably while maintaining profitability.

Financial Performance and Investor Value

Marti's ESG-driven strategies are already translating into tangible financial outcomes. The company anticipates $34.0 million in revenue for 2025, a 2.1x growth over its 2024 targets, driven by the monetization of its ride-hailing service launched in October 2024. This growth is accompanied by a dramatic improvement in adjusted EBITDA, which is forecasted to reach $3.0 million in 2025, up from a deficit of $(22.5) million in 2024. Positive free cash flow in 2025 further signals a shift from capital-intensive expansion to profitability.

Investor sentiment toward ESG-aligned companies is also bolstering Marti's value proposition. Sustainable funds outperformed traditional funds in the first half of 2025, with median returns of 12.5% versus 9.2%. This trend aligns with broader research showing that ESG performance correlates with higher Return on Assets (ROA) and Return on Equity (ROE). While Marti has not yet disclosed specific ESG certifications (e.g., Bloomberg ESG or Sustainalytics ratings), the company's sustainability framework mirrors criteria used in such evaluations. For instance, firms with strong ESG governance structures-such as independent board oversight and transparent reporting-see enhanced market valuations. Marti's structured approach to ESG, including its Marti Safety Academy and circular economy practices, suggests it is well-positioned to attract ESG-focused capital in the future.

Strategic Alignment with ESG Trends

Marti's initiatives align with two dominant ESG trends: decarbonization and circular economy adoption. Its net-zero roadmap mirrors the Science-Based Targets initiative (SBTi) criteria, a key benchmark for climate action. Meanwhile, its waste management practices reflect the principles of the circular economy, a framework increasingly prioritized by global investors. These strategies not only mitigate regulatory risks but also enhance brand reputation-a critical factor in attracting both consumers and capital.

The financial markets' response to ESG performance follows a cubic S-shaped curve, where companies with robust ESG profiles see amplified returns as stakeholder influence grows. Marti's 2024 report, with its emphasis on measurable environmental outcomes and stakeholder engagement, suggests the company is navigating this curve effectively. As ESG investments are projected to reach $33.9 trillion by 2026, Marti's early adoption of sustainability practices could provide a competitive edge in securing long-term capital.

Conclusion

Marti's 2024 Sustainability Report demonstrates that ESG initiatives are not merely compliance exercises but strategic levers for growth. By reducing emissions, eliminating waste, and aligning with global sustainability standards, the company is driving operational efficiency and profitability. Its financial trajectory-from significant losses in 2024 to projected profitability in 2025-highlights the transformative potential of ESG integration. For investors, Marti represents a compelling case study in how sustainability can catalyze long-term value creation in the urban mobility sector.