Santos Limited (STS1) Stock Price & Analysis
STS1 Stock Chart & Stats
- Day’s Range
- EUR 5.78 - EUR 5.78
- 52-Week Range
- EUR 3.36 - EUR 5.78
- Previous Close
- EUR 5.70
- Volume
- 0
- Average Volume (3M)
- 263
- Market Cap
- EUR 18.80B
- Enterprise Value
- EUR 32.46B
- Total Cash (Recent Filing)
- EUR 1.13B
- Total Debt (Recent Filing)
- EUR 7.36B
- Price to Earnings (P/E)
- 28.3
- Beta
- -0.08
- Next Earnings
- Feb 23, 2027 (Est.)
- EPS Estimate
- 0.35
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 3.25%
Bulls Say, Bears Say
Bulls Say
Production Growth Projects
Pikka and Barossa provide tangible production growth beyond Santos’s existing base, with ramp-up expected to lift volumes materially in the second half. Successful delivery toward targeted plateaus could improve operating leverage, strengthen LNG and oil supply capacity, and support higher cash generation over multiple quarters.
Strong Margins And Cost Discipline
A high EBITDAX margin and stated cost-reduction program indicate substantial operating profitability across Santos’s hydrocarbon portfolio. Maintaining disciplined capital and operating costs should help preserve resilience through commodity cycles, support investment returns, and improve cash flow as newer projects reach steadier production.
Operational Reliability And Liquidity
Reliable LNG facilities support consistent delivery and reduce the operational disruption risk that can undermine upstream earnings. Combined with substantial liquidity and investment-grade ratings, this gives Santos greater capacity to fund operations, manage project execution, and withstand periods of weaker commodity pricing.
Bears Say
Elevated Leverage
Leverage above management’s target reduces financial flexibility and leaves more future cash flow committed to debt reduction. Although no maturities are due before September 2027, the balance sheet remains exposed to weaker commodity prices or slower project ramp-up, potentially constraining dividends and investment choices.
Revenue And Earnings Downcycle
Several years of declining revenue and lower net income indicate that Santos’s earnings base has weakened despite currently healthy margins. This places greater importance on Pikka and Barossa execution to offset portfolio declines, while reducing the certainty that recent profitability levels can be sustained.
Weak Free Cash Flow Conversion
Low and declining free cash flow relative to accounting profit shows that investment needs and cash conversion are currently limiting internally generated funds. Persistent pressure would slow debt reduction, reduce flexibility for new projects, and make Santos more dependent on successful production growth and commodity prices.
Santos Limited News
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Santos Limited Stock Smart Score
Company Description
Santos Limited
Santos Limited explores, develops, produces, transports, and markets hydrocarbons in Australia and Papua New Guinea. The company’s assets are located in the Alaska, Cooper Basin, Queensland and New South Wales, Papua New Guinea, Northern Australia, Timor-Leste and Western Australia. It also engages in the development of decarbonization technologies. In addition, the company produces crude oil, liquefied petroleum gas, ethane, liquefied natural gas, and condensate, as well as natural gas. Santos Limited was incorporated in 1954 and is headquartered in Adelaide, Australia.
- Sector
- Energy
- Industry
- Oil & Gas Exploration & Production
- CEO
- Kevin Thomas Gallagher FIEAust
- Employees
- 4,028
- Website
- www.santos.com
- Address
- Santos Centre, Adelaide, SA, 5000, AU
Santos Limited (STS1) Earnings & Revenues
STS1 Company Deck
STS1 Earnings Call
Earnings Call SentimentPositive
The call presents a constructive and forward-looking picture: Santos brought major growth projects online (Pikka, Barossa), delivered strong plant reliability and safety, declared a dividend, and set clear targets (breakeven $45–$50/bbl, $2.5bn net debt reduction by 2030). Near-term H1 cash generation was constrained by expected commissioning costs, cargo timing and an underlift position, and gearing remains above target, but management expects these effects to unwind and for materially stronger cash generation in H2 as Barossa and Pikka ramp towards plateau and realized LNG pricing improves. Overall the positives (project starts, rising H2 guidance, operational reliability, pricing tailwinds and disciplined capital framework) outweigh the near-term lowlights tied largely to timing and commissioning.
View all DE:STS1 earnings summariesSTS1 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 4 | 2 |
| Technical Analysis | 3 | 4 | 2 |
| Moving Averages | 12 | 0 | 0 |