SSL Stock Analysis: Sasol | NYSE
Specialty Chemicals | NYSE, USA | Market Cap: 6.212m USD | 12M Return: 100.6% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 19.5M
Warnings
No concerns identified
Tailwinds
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Sasol Limited is a South African chemical and energy company that produces a wide range of fuels and lubricant products, including bitumen, naphtha, liquefied petroleum gas, petrol, diesel, jet fuel, and industrial heating fuels. The company is classified under the GICS Materials sector, specifically the Diversified Chemicals sub-industry.
In addition to fuels, Sasol supplies commodity and specialty chemicals such as ammonium nitrate, nitric acid, caustic soda, polyethylene glycols, surfactants, and alumina-based catalysts to end markets including agriculture, construction, mining, textiles, personal care, and packaging. The company is also involved in coal mining, engineering services, research and development, and the marketing and trading of oil, petrochemical, and chemical products.
A distinguishing feature of Sasols business model is its involvement in gas-to-liquid (GTL) and coal-to-liquid (CTL) ventures, which use the Fischer-Tropsch process to convert natural gas or coal into synthetic liquid fuels. Founded in 1950 and headquartered in Johannesburg, South Africa, the company has been listed on the NYSE under the ticker SSL since 1982.
- Crude oil price swings drive Secunda GTL fuel margins
- Weak South African rand lifts dollar-denominated energy earnings
- Lake Charles chemicals project ramp boosts specialty product margins
| Net Income: 16.0b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.08 > 0.02 and ΔFCF/TA 3.29 > 1.0 |
| NWC/Revenue: 12.38% < 20% (prev 13.70%; Δ -1.33% < -1%) |
| CFO/TA 0.22 > 3% & CFO 75.8b > Net Income 16.0b |
| Net Debt (100b) to EBITDA (73.7b): 1.36 < 3 |
| Current Ratio: 1.66 > 1.5 & < 3 |
| Outstanding Shares: last quarter (649.4m) vs 12m ago 2.25% < -2% |
| Gross Margin: 30.45% > 18% (prev 43.11%; Δ -12.65% > 0.5%) |
| Asset Turnover: 107.9% > 50% (prev 108.6%; Δ -0.70% > 0%) |
| Interest Coverage Ratio: 4.75 > 6 (EBIT TTM 54.3b / Interest Expense TTM 11.4b) |
| A: 0.14 (Total Current Assets 119b - Total Current Liabilities 71.9b) / Total Assets 339b |
| B: 0.27 (Retained Earnings 92.8b / Total Assets 339b) |
| C: 0.15 (EBIT TTM 54.3b / Avg Total Assets 354b) |
| D: 0.83 (Book Value of Equity 151b / Total Liabilities 183b) |
| Altman-Z'' = 3.70 = AA |
| DSRI: 1.14 (Receivables 38.2b/34.9b, Revenue 381b/399b) |
| GMI: 1.42 (GM 43.11% / 30.45%) |
| AQI: 1.00 (AQ_t 0.18 / AQ_t-1 0.18) |
| SGI: 0.96 (Revenue 381b / 399b) |
| TATA: -0.18 (NI 16.0b - CFO 75.8b) / TA 339b) |
| Beneish M = -2.58 (Cap -4..+1) = A |
As of July 09, 2026, the stock is trading at USD 10.33 with a total of 1,652,352 shares traded. Over the past week, the price has changed by +5.19%, over one month by -23.20%, over three months by -17.09% and over the past year by +100.58%.
Current recommended Stop Loss: 9.70 (which is 6.1% or 1.5 ATR below the current price).
Sasol has received a consensus analysts rating of 3.00. Therefore, it is recommended to hold SSL.
- StrongBuy: 0
- Buy: 0
- Hold: 1
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 12 | 16.2% |
Market Cap ZAR = 101b (6.21b USD * 16.287 USD.ZAR)
P/E Trailing = 42.1304
P/E Forward = 7.8064
P/S = 0.0249
P/B = 0.6688
P/EG = 0.1363
Revenue TTM = 381b ZAR
EBIT TTM = 54.3b ZAR
EBITDA TTM = 73.7b ZAR
Long Term Debt = 68.2b ZAR (from longTermDebt, last quarter)
Short Term Debt = 27.3b ZAR (from shortTermDebt, last quarter)
Debt = 140b ZAR (from shortLongTermDebtTotal, last quarter) + Leases 14.9b
Net Debt = 100b ZAR (calculated: Debt 140b - CCE 40.0b)
Enterprise Value = 201b ZAR (101b + Debt 140b - CCE 40.0b)
Interest Coverage Ratio = 4.75 (Ebit TTM 54.3b / Interest Expense TTM 11.4b)
EV/FCF = 7.24x (Enterprise Value 201b / FCF TTM 27.8b)
FCF Yield = 13.81% (FCF TTM 27.8b / Enterprise Value 201b)
FCF Margin = 7.29% (FCF TTM 27.8b / Revenue TTM 381b)
Net Margin = 4.21% (Net Income TTM 16.0b / Revenue TTM 381b)
Gross Margin = 30.45% ((Revenue TTM 381b - Cost of Revenue TTM 265b) / Revenue TTM)
Gross Margin QoQ = 35.79% (prev 25.32%)
Tobins Q-Ratio = 0.59 (Enterprise Value 201b / Total Assets 339b)
Interest Expense / Debt = 8.16% (Interest Expense 11.4b / Debt 140b)
Taxrate = 44.39% (14.0b / 31.5b)
NOPAT = 30.2b (EBIT 54.3b * (1 - 44.39%))
Current Ratio = 1.66 (Total Current Assets 119b / Total Current Liabilities 71.9b)
Debt / Equity = 0.93 (Debt 140b / totalStockholderEquity, last quarter 151b)
Debt / EBITDA = 1.36 (Net Debt 100b / EBITDA 73.7b)
Debt / FCF = 3.60 (Net Debt 100b / FCF TTM 27.8b)
Total Stockholder Equity = 149b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.54% (Net Income 16.0b / Total Assets 339b)
RoE = 10.79% (Net Income TTM 16.0b / Total Stockholder Equity 149b)
RoCE = 25.04% (EBIT 54.3b / Capital Employed (Equity 149b + L.T.Debt 68.2b))
RoIC = 10.96% (NOPAT 30.2b / Invested Capital 276b)
WACC = 5.46% (E(101b)/V(241b) * Re(6.73%) + D(140b)/V(241b) * Rd(8.16%) * (1-Tc(0.44)))
Discount Rate = 6.73% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 53.55 | Cagr: -1.20%
[DCF] Terminal Value 77.97% ; FCFF base≈23.9b ; Y1≈27.4b ; Y5≈40.3b
[DCF] Fair Price = 797.9 (EV 606b - Net Debt 100b = Equity 506b / Shares 634.7m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.0 | # QB: 0
Revenue Correlation: -86.31 | Revenue CAGR: -12.31% | SUE: N/A | # QB: 0
EPS current Year (2026-06-30): EPS=2.53 | Chg30d=+6.23% | Revisions=+25% | GrowthEPS=+26.2% | GrowthRev=+8.1%
EPS next Year (2027-06-30): EPS=1.66 | Chg30d=-26.20% | Revisions=+25% | GrowthEPS=-34.1% | GrowthRev=-0.6%