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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
Improved Cash GenerationSasol's return to positive free cash flow and >100% improvement in H1 FY26 indicates durable cash-generation progress from operational levers and working-capital actions. Sustained FCF reduces refinancing risk, funds deleveraging, supports targeted CapEx and strategic investments, and improves balance-sheet optionality over the medium term.
Deleveraging & Strong LiquidityA lower gross debt level and substantial liquidity buffer provide Sasol with flexibility to navigate commodity cyclicality and execute its Grow & Transform agenda. Progress toward management's net-debt targets and sustained liquidity >USD 4bn materially reduces covenant and refinancing pressure and supports multi-year restructuring and investment plans.
Operational Recovery At Core AssetsImproved availability and product quality at Secunda and the successful destoning plant restore conversion efficiency and feedstock reliability in a key value chain. Durable operational improvements raise throughput, lower unit costs and stabilize chemical/fuel margins, making medium-term earnings less vulnerable to one-off outages.
Bears Say
Large Non-cash ImpairmentsMaterial impairments signal weaker long-term economics for specific assets and permanently reduce carrying values and future earnings capacity. They reflect diminished returns on invested capital, limit distributable reserves, and increase the bar for future capital allocation decisions, weighing on sustained profitability and ROE.
Weak Chemicals Markets And Margin PressureStructural oversupply, soft demand and high energy costs in Europe pressure chemicals pricing and compress margins. As chemicals are a core revenue stream, prolonged weak markets reduce cash generation, lengthen recovery timelines for EBITDA, and make earnings more cyclical and sensitive to macro and energy-cost trends.
Deferred Gas Monetization And Project DelaysDelays in gas monetization postpone access to higher‑margin feedstock and compress expected future cash flows from gas projects. This creates sustained execution and timing risk for strategic upstream-to-chemicals integration, increases uncertainty in medium-term EBITDA projections, and may necessitate further write‑downs or capital shifts.

Sasol News

SAO FAQ

What was Sasol Ltd’s price range in the past 12 months?
Sasol Ltd lowest stock price was €4.10 and its highest was €11.90 in the past 12 months.
    What is Sasol Ltd’s market cap?
    Sasol Ltd’s market cap is €6.22B.
      When is Sasol Ltd’s upcoming earnings report date?
      Sasol Ltd’s upcoming earnings report date is Sep 01, 2026 which is in 39 days.
        How were Sasol Ltd’s earnings last quarter?
        Sasol Ltd released its earnings results on Feb 23, 2026. The company reported €0.509 earnings per share for the quarter, beating the consensus estimate of €0.506 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 1.34.
              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 €0.509 in its last earnings report, beating expectations of €0.506. 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

                    Sasol Stock Smart Score

                    6
                    Neutral
                    1
                    2
                    3
                    4
                    5
                    6
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                    8
                    9
                    10

                    Technicals

                    SMA
                    Positive
                    20 days / 200 days
                    Momentum
                    120.23%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    Trailing 12-Months
                    Asset Growth
                    5.22%
                    Trailing 12-Months

                    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

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