ClimateSeed Blog

CSRD: Understanding Non-Financial Reporting for EU Companies

Written by ClimateSeed | February 1, 2024 at 8:55 AM

I. What is CSRD?

Coming into force in the European Union (EU) in January 2024, the Corporate Sustainability Reporting Directive ("CSRD") represents a significant expansion of the scope of mandatory extra-financial reporting by companies within the EU.

The CSRD will replace the previous Non-Financial Reporting Directive ("NFRD") and aims to:

  • Extend the number of companies subject to non-financial reporting.
  • Extend the range of non-financial information for which reporting is mandatory.
  • Standardize reporting practices.

This article aims to identify the main changes introduced by the CRSD about the NFRD, and also to go back over the details of the reporting process, paying particular attention to the Climate Change standard (ESRS E1).

II. The main changes in the CSRD

2.1 The number of companies subject to:

The CSRD will be phased in gradually (1 and 3 years) from January 1, 2024. The application will be deferred according to the categories of companies concerned.

CSRD implementation timetable (source: AMF) - is updated as of January 1, 2024 to take into account the higher thresholds of the amended Accounting Directive (Directive 2013/34/EU). Each member state will need to implement the directive up to the increase of thresholds by 25% by the end of 2024. Regarding French Law, the implementation decree has been published.

July 31 delegated act update: companies or groups that, as of the closing date of their balance sheet, do not exceed an average of 750 employees during the financial year (on a consolidated basis, if applicable), may omit data points related to Scope 3 emissions and total GHG emissions during the first year of preparing their sustainability statement. 
In addition, there would be a phasing-in period of between 1 and 3 years for certain information on the following issues: the financial impact of climate on the company; gender breakdown of employees; collective bargaining coverage; adequate wages; social protection; and training and skills development. 

Update Ordinance no. 2023-1142 of December 6, 2023 on the publication and certification of sustainability information and the environmental, social and corporate governance obligations of commercial companies:
It is created in French law in order to achieve an effective transposition of the CSRD, the common definitions concerning company and group differences, which also anticipates the raising of the thresholds provided by the amended Accounting Directive (Directive 2013/34/EU), which will normally be applicable from January 1, 2024 (this will be confirmed on expiry of the 2-month period following notification of the delegated directive, i.e. December 18, 2023 (Article 7 of the Ordinance)). The implementation decree (Decree n°2023-1394 of the 30th of December 2024)  has been published in France, For middle and big companies, balance sheet : 20M euros, turnover 40M euros et number of employees 250. For the big groups : balance sheet: 24M euros, turnover : 48M euros, and number of employees: 250. This needs to be followed up in each member state. As a reminder, the thresholds will be raised by 25% (e.g. for the Other Large European and non-European companies category, the balance sheet total will rise from 20 to 25 million euros and the sales figure from 40 to 50 million euros), which will have the effect of modifying the number of companies concerned by the CSRD requirements (e.g. reducing the number of companies qualifying as large companies).
 

2.2 The scope of information

The thematic scope of CSRD is deliberately broad, covering the environment, social aspects and governance (ESG). The expected information is specified and framed within the European Sustainability Reporting Standards (ESRS) developed by the European Financial Reporting Advisory Group (EFRAG). An initial set of twelve standards has been proposed by EFRAG. 

Among these standards, ESRS 2 is the subject of a universal reporting obligation. All companies will be required to disclose both information and general principles. Reporting on standards that are not subject to a universal reporting obligation is subject to a double materiality analysis.

Beyond universal mandatory reporting, companies will have to define the relevance of additional ESRS standards according to the impact of the sustainability categories on their financial performance (financial materiality) and the impact of the company on the ESRS sustainability categories (impact materiality).

ESRS standards by reporting obligation (Source: EFRAG)

2.3 Focus on the climate change module

ESRS E1, which concerns climate change only: if a company concludes that climate change is not a material issue, and therefore does not report by this standard, it must provide a detailed explanation of the conclusions of its materiality assessment about climate change. 

Reporting on ESRS 1 must respect the ESRS 2 elements and the methodology defined in ESRS 1.

ESRS E1 disclosures - Climate change

III. Reporting process

3.1 Materiality study

Illustration of the principle of double materiality

  • A compulsory exercise in itself

ESRS 2 - General Information makes it universally mandatory to disclose material impacts, risks, and opportunities to a company's strategy and business model. It also makes it mandatory to describe the process by which companies identify and prioritize their Impacts, Risks, and Opportunities (IROs) indicators.

  • An exercise that determines the reporting obligations of the companies concerned

As we have already seen, the CSRD is made up of universally mandatory standards and mandatory standards based on the materiality of the company concerned.

For example, a company with a material impact on water, or whose business model relies on water resources, is required to publish information relating to ESRS 2 - General Information.

Materiality-based reporting requirements for companies in the context of the CSRD

3.2 Reporting procedures

  1. Publication of information in the management report of companies, either in a consolidated section, or in four separate parts (general information, E, S, G), or by incorporation by reference (e.g. ESRS E1-1, paragraph 1)

    Update December 6, 2023, Ordinance no. 2023-1142 of December 6, 2023, relating to the publication and certification of sustainability information and the environmental, social, and corporate governance obligations of commercial companies: In France, the ordinance modifies the rules relating to the DPEF (Extra-Financial Performance Declaration) to replace it with the obligation to publish sustainability information. Sustainability information will be even more substantial, to meet the CSRD's sustainability reporting requirements within the management report.
  2. Digitization of the management report - including sustainability reporting (ESG statement) - and mandatory availability in an electronically readable format (XHTML), access to be defined locally.
  3. "Tagging of sustainability information within the European Single Access Point (ESAP), an IT portal due to go live at the end of 2024. Regulation (UE) of the 13th December 2023 published the 20th of December 2023 established the ESAP. 
  4. Clarification of the responsibilities of management and governance bodies, including the audit committee (compliance, efficiency of internal control and risk management systems, digitalization, etc.).

3.3 Third-party verification

To ensure a high level of data quality, the CSRD will require third-party auditing of the data reported in the sustainability report. From 2025, limited assurance will be required. The European Commission will study the possibility of requiring reasonable assurance (a stronger form of audit) from 2028.

Specific insurance standards have yet to be drawn up by the European Commission. It has been established that EU member states may set their standards, provided they do not duplicate those of the Commission.

Directive 2006/43/EC on auditing has already established requirements for auditors who will be carrying out audits on behalf of a third party. The CSRD should include provisions enabling auditors qualified before 2024 to acquire the theoretical knowledge needed to carry out audits on the new types of reports.

The audit must be carried out by statutory auditors approved by the competent authority of the member country. However, legislation allows member states to authorize independent assurance service providers. Independent auditors must comply with the equivalent requirements specified in the Audit Directive 2006/43/EC.

Update December 6, 2023: CSRD transposition in France by ordinance: Ordinance no. 2023-1142 of December 6, 2023 on the publication and certification of sustainability information and on the environmental, social and corporate governance obligations of commercial companies. 
Chapter 2 of the Ordinance specifies that third-party verification may be carried out by either a statutory auditor (whose obligations and rules have been modified) or an independent assurance provider (IAP). They will be supervised by the newly-created Haute Autorité de l'Audit (H2A), and will be required to undergo significant training.

3.4 Penalties

Update December 6, 2023: France being the first to transpose the CSRD has chosen sanctions that meet the following criteria: effective, proportionate, and dissuasive following the indications contained within the directive itself. These will encourage the companies concerned to move quickly to draw up their next sustainability reports. 

First of all, it will be possible for any person to apply to the courts for the reports to be made available (subject to a fine) (article 10 of the Ordinance). 

In the event of non-publication of the sustainability report, the companies concerned may be banned from accessing public procurement (calls for tender), possibly coupled with a fine (to be determined by decree).

Failure to audit sustainability information (article 15 of the Ordinance) will result in a fine of up to 30,000 euros and up to 2 years' imprisonment. 

In the event of obstruction of the audit (article 15 of the Ordinance), the penalties will be more severe: a fine of up to 75,000 euros and up to 5 years' imprisonment.

IV. Next steps

4.1 Next steps in legislation

EFRAG is currently developing a second set of ESRS standards, which will be submitted by July 31, 2023, and approved by the European Union in June 2024. This second set focuses on standards for listed SMEs, for non-European companies including a turnover greater than 150 million euros, as well as the following sectoral standards:

  • Agriculture,
  • Coal mining,
  • Mining,
  • Oil and gas (upstream),
  • Oil and gas (downstream),
  • Energy production,
  • Truck transport,
  • Production of motor vehicles,
  • Food/drinks,
  • Textile.

ClimateSeed, a player providing solutions to companies committed to the fight against climate change and achieving the objective of global carbon neutrality, announces its participation in the Produrable Show, on September 12 and 13, 2023. For the 3rd consecutive year, ClimateSeed joins this flagship professional event in the Sustainable Development and CSR agenda in Europe.

The European Commission published on June 12, 2023, a draft delegated act accompanied by an annex that supplements the accounting directive as amended by the CSRD. This draft delegated act defines the European sustainability reporting standards (European Sustainability Reporting Standards – ESRS) applicable to European companies; it includes two transversal standards and ten standards covering environmental, social, and governance topics; it is open for reviews for a period of four weeks, from June 9 to July 7, 2023.

4.2 How to prepare for CSRD reporting today?

  1. Pre-identify your sustainability themes: involving your company’s governance is essential. In its current wording, EFRAG indicates that it is the company's “board” which must identify sustainability topics and structure them before carrying out the materiality assessment, based on future ESG themes. provided by the CSRD.
  2. Consult your stakeholders: in order to anticipate the double materiality analysis, you can now consult your stakeholders on your ESG issues to gain maturity and capitalize on consultation processes. (e.g. for inspiration, you can consult the Renault Group materiality matrix p. 116 “A permanent dialogue with our stakeholders”)
  3. Carry out your GHG assessment: if you have never carried out a GHG assessment, we recommend that you carry out a first exercise from 2023 over the year 2022. A first GHG assessment will allow you to structure your data and your collection process data today so that you can focus on more complex tasks in 2024: definition of a Science Based Target (SBT) type reduction action plan, assessment of physical and transition risks, etc.