tiprankstipranks
Sasol Ltd (DE:SAO)
NYSE:SAO

Sasol (SAO) Price & Analysis

3 Followers

SAO Stock Chart & Stats

€5.40
-€0.04(-0.93%)
At close: 4:00 PM EST
€5.40
-€0.04(-0.93%)

Bulls Say, Bears Say

Bulls Say
Free Cash Flow RecoveryH1 FY26 positive free cash flow (first time in four years; >100% improvement) signals improved cash conversion and disciplined cash levers. Sustained FCF strengthens the company’s ability to deleverage, fund strategic capex and renewables, and absorb commodity cycles over the medium term.
Deleveraging & LiquidityNet debt of USD 3.8bn, gross debt down 9% YoY and >USD4bn liquidity headroom demonstrate measurable balance-sheet repair. This improved leverage and ample liquidity provide financial flexibility to invest in transformations, support operations, and withstand commodity-driven earnings volatility.
Operational Recovery At SecundaA 10% production increase at Secunda and a destoning plant achieving target specs indicate stronger asset reliability and feedstock quality. Restored throughput reduces unit costs, secures internal feedstocks, and supports more stable margins and cash generation as operations normalize over the coming months.
Bears Say
Significant ImpairmentsZAR 7.8bn of impairments reflects material downgrades to asset economics and signals weaker-than-expected returns on key projects. Large non-cash write-downs reduce future EBIT potential, constrain ROIC, and increase scrutiny on capital allocation and project viability over the medium term.
Weak Chemicals Market DynamicsSofter chemical pricing and weaker macro conditions point to structural demand and pricing pressure (overcapacity, high energy costs). Prolonged weak markets compress margins across International Chemicals, limiting earnings visibility and requiring sustained commercial or portfolio actions to restore profitability.
Deferred Gas Monetization & Project DelaysCTT start-up delays and PSA restrictions have deferred expected gas cashflows and contributed to impairments. Delayed monetization weakens near-term diversification of earnings away from fuels/chemicals, raises execution risk on Mozambique assets, and pushes out anticipated improvements to cash generation.

Sasol News

SAO FAQ

What was Sasol Ltd’s price range in the past 12 months?
Sasol Ltd lowest stock price was €3.74 and its highest was €11.90 in the past 12 months.
    What is Sasol Ltd’s market cap?
    Sasol Ltd’s market cap is €7.15B.
      When is Sasol Ltd’s upcoming earnings report date?
      Sasol Ltd’s upcoming earnings report date is Aug 31, 2026 which is in 86 days.
        How were Sasol Ltd’s earnings last quarter?
        Sasol Ltd released its earnings results on Feb 23, 2026. The company reported €0.497 earnings per share for the quarter, beating the consensus estimate of €0.495 by €0.003.
          Is Sasol Ltd overvalued?
          According to Wall Street analysts Sasol Ltd’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Sasol Ltd pay dividends?
            Sasol Ltd does not currently pay dividends.
            What is Sasol Ltd’s EPS estimate?
            Sasol Ltd’s EPS estimate is 1.31.
              How many shares outstanding does Sasol Ltd have?
              Sasol Ltd has 644,261,660 shares outstanding.
                What happened to Sasol Ltd’s price movement after its last earnings report?
                Sasol Ltd reported an EPS of €0.497 in its last earnings report, beating expectations of €0.495. Following the earnings report the stock price went down -2.013%.
                  Which hedge fund is a major shareholder of Sasol Ltd?
                  Currently, no hedge funds are holding shares in DE:SAO
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Sasol Ltd

                    Sasol Limited, together with its subsidiaries, operates as an integrated chemical and energy company in South Africa. The company operates through six segments: Mining, Gas, Fuels, Chemicals Africa, Chemicals America, and Chemicals Eurasia. It offers acetate, acrylate monomer, ammonia, carbon, chlor alkali, explosive, fertilizer, glycol ether, hydrocarbon blend, inorganic, ketone, mining, polymer, and wax chemicals, as well as lacquer thinners, light alcohols, and phenolics or cresylic acids. The company also markets and sells brick, electrical, engine, hand, non-ferrous, and window cleaners, as well as parts wash products and super soaps; degreasers; bitumen, fuel oils, lubricants, motor fuels, and gas-to-liquid fuels; and other fuels, such as illuminating paraffin, light cycle and distillate oils, light straight run fuels, and synthetic paraffinic kerosene. In addition, it wholesales diesel and petrol; operates coal mines; offers engineering services; and develops lower carbon solutions. Further, the company explores, develops, produces, markets, and distributes natural gas and related products through pipelines. It serves adhesive, agriculture and forestry, automotive and transportation, aviation, burner fuel, chemical, construction and material, corrosion protection, electrical and electronic, flavor and fragrance, furniture, health and medical, household and consumer goods, industrial product, lubricant, manufacturing, mining, packaging, paint and coating, personal care, pharmaceutical, plastic and polymer, publishing and ink, pulp and paper, rubber and tyre, specialty graphite, steel and foundry, textile and leather, water treatment, and other industries. Sasol Limited was founded in 1950 and is headquartered in Johannesburg, South Africa.

                    Sasol (SAO) Earnings & Revenues

                    SAO Company Deck

                    SAO Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call balanced clear operational and financial progress against meaningful macro and asset-specific headwinds. Management reported tangible delivery on controllable levers (positive free cash flow, lower cash fixed costs, CapEx discipline, Secunda production improvement, successful destoning plant start-up, hedging and liquidity) and meaningful progress on the Grow & Transform agenda (renewables, offsets, SAF grant). Offsetting these positives are sizable impairments, a large reduction in EBIT driven by non-cash remeasurements, deferred gas monetization and continued weak chemical market conditions. Overall, the company is demonstrating disciplined execution and improving resilience, but significant near-term challenges and impairments temper the outlook.View all DE:SAO earnings summaries
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    Albemarle
                    Eastman Chemical
                    LyondellBasell
                    PPG Industries
                    Westlake Corporation

                    Options Prices

                    Currently, No data available
                    ---
                    Popular Stocks