tiprankstipranks
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 Leverage And LiquidityLower gross debt and substantial liquidity improve Sasol’s resilience through commodity cycles and provide greater flexibility to fund essential projects. Continued deleveraging can reduce balance-sheet pressure and support more durable capital allocation as operating conditions recover.
Cost And Capital DisciplineCost reductions and tighter capital spending strengthen the company’s ability to protect cash flow when prices or volumes weaken. Sustained efficiency initiatives can support margins, reduce funding needs, and improve returns from Sasol’s capital-intensive asset base over coming quarters.
Renewable Energy Growth PlatformExpanding renewable capacity creates a credible structural platform alongside Sasol’s existing fuels and chemicals operations. More secured clean power and carbon-offset progress can support decarbonization, improve energy resilience, and strengthen the company’s longer-term industrial positioning.
Bears Say
High Commodity And Chemicals CyclicalityDependence on energy and chemical prices makes earnings sensitive to global supply-demand swings and feedstock economics. Overcapacity and softer demand can compress margins across the portfolio, limiting the durability of recent recovery and increasing earnings volatility over the next several quarters.
Significant Impairments And Gas Monetization DelaysLarge impairments indicate pressure on the expected economics of important assets, while delayed gas monetization reduces near-term production and earnings contribution. These issues can constrain returns, require further portfolio adjustments, and weaken confidence in the timing of planned growth.
Weak Cash ConversionPositive cash flow is offset by a weak conversion of accounting earnings into surplus cash, reducing the funds available for debt reduction, investment, and shareholder returns. Continued volatility or working-capital absorption could make financial improvement less durable than reported profit suggests.

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 €11.90 in the past 12 months.
    What is Sasol Ltd’s market cap?
    Sasol Ltd’s market cap is €6.80B.
      When is Sasol Ltd’s upcoming earnings report date?
      Sasol Ltd’s upcoming earnings report date is Mar 01, 2027 which is in 175 days.
        How were Sasol Ltd’s earnings last quarter?
        Sasol Ltd released its earnings results on Sep 01, 2026. The company reported €1.782 earnings per share for the quarter, beating the consensus estimate of €1.321 by €0.461.
          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 for its next earnings report is not yet available.
            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 €1.782 in its last earnings report, beating expectations of €1.321. 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|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
                  Popular Stocks