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Sasol Ltd (DE:SAO)
FRANKFURT:SAO

Sasol (SAO) Price & Analysis

3 Followers

SAO Stock Chart & Stats

€9.55
€0.70(7.22%)
At close: 4:00 PM EDT
€9.55
€0.70(7.22%)

Bulls Say, Bears Say

Bulls Say
Improving Profitability And Operating ExecutionHigher EBITDA, volumes, and gross margin indicate that operational improvements are translating into stronger earnings across Sasol’s integrated fuels and chemicals chain. If reliability and utilization remain improved, the gains can support more resilient profitability over the next several quarters.
Deleveraging And Stronger LiquidityLower net debt and greater liquidity strengthen Sasol’s financial flexibility and reduce near-term refinancing pressure. The improved funding profile can help the company manage commodity cycles, continue essential investment, and move closer to its stated threshold for dividend resumption.
Sustained Cost-reduction CapabilitiesA multi-year reduction in fixed costs demonstrates that management is improving the structural cost base rather than relying only on favorable market conditions. Continued savings should provide greater resilience when chemical prices or demand remain weak and support margins through the cycle.
Bears Say
Structural Chemical Oversupply And Weaker FY27 OutlookPersistent chemical oversupply and subdued demand can keep prices and margins below historical levels, limiting earnings recovery even as internal efficiency improves. The lower FY27 guidance indicates that market pressure is likely to remain a material drag over the next several quarters.
Gasifier And Natural-gas Operating ConstraintsConstraints on gas supply and gasifier availability can reduce production reliability and asset utilization across Sasol’s conversion operations. These issues may increase maintenance and operating complexity, limiting the company’s ability to consistently realize targeted volumes and margins.
Credit-rating Pressure And Sub-investment-grade StatusNegative rating outlooks and a position one notch below investment grade constrain financial flexibility and may increase sensitivity to leverage or operating setbacks. This remains a durable risk while Sasol works to reduce debt and is also constrained by South Africa’s sovereign rating.

Sasol News

SAO FAQ

What was Sasol Ltd’s price range in the past 12 months?
Sasol Ltd lowest stock price was €4.54 and its highest was €12.70 in the past 12 months.
    What is Sasol Ltd’s market cap?
    Sasol Ltd’s market cap is €7.84B.
      When is Sasol Ltd’s upcoming earnings report date?
      Sasol Ltd’s upcoming earnings report date is Mar 01, 2027 which is in 163 days.
        How were Sasol Ltd’s earnings last quarter?
        Sasol Ltd released its earnings results on Sep 01, 2026. The company reported €1.788 earnings per share for the quarter, beating the consensus estimate of €1.325 by €0.463.
          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 1.54.
              How many shares outstanding does Sasol Ltd have?
              Sasol Ltd has 647,761,660 shares outstanding.
                What happened to Sasol Ltd’s price movement after its last earnings report?
                Sasol Ltd reported an EPS of €1.788 in its last earnings report, beating expectations of €1.325. Following the earnings report the stock price went up 1%.
                  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

                    Based in Johannesburg, South Africa, Sasol Limited functions as an integrated chemical and energy enterprise with a global footprint, organized into six primary segments: Mining, Gas, Fuels, and its Chemicals operations spanning Africa, America, and Eurasia. The company delivers a diverse range of chemical products, encompassing various monomers, ammonia, carbon compounds, chlor alkali, explosives, fertilizers, glycols, polymers, and waxes, in addition to specialty chemicals like lacquer thinners and phenolics. Its offerings also include industrial and household cleaning agents, degreasers, and a comprehensive suite of fuels such as bitumen, motor fuels, gas-to-liquid fuels, and other refined petroleum products like illuminating paraffin and synthetic kerosene. Beyond manufacturing, Sasol wholesales diesel and petrol, operates coal mines, provides engineering expertise, and actively invests in developing lower-carbon energy solutions. The company is also involved in the exploration, development, production, and distribution of natural gas through pipeline networks. Serving an extensive array of sectors, from automotive, agriculture, and aviation to healthcare, packaging, and textiles, Sasol was founded in 1950 and is headquartered in Johannesburg.

                    Sasol (SAO) Earnings & Revenues

                    SAO Company Deck

                    SAO Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call was strongly positive overall. Management highlighted delivery against FY26 targets, 17% adjusted EBITDA growth, improved operational reliability, a 5-year high in Secunda production, lower breakeven, continued International Chemicals progress, renewable-energy deployment and substantial deleveraging. These positives outweighed the reported fatalities, challenging chemical-market conditions, working-capital pressure, lower International Chemicals FY27 guidance, operational constraints and ongoing credit-rating and project uncertainties.View all DE:SAO earnings summaries
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