(SSL) Sasol - Overview
Sector: Basic Materials | Industry: Specialty Chemicals | Exchange: NYSE (USA) | Market Cap: 8.460m USD | Total Return: 198.2% in 12m
Avg Turnover: 20.2M
Warnings
No concerns identified
Tailwinds
Leader, Tailwind, Pullback 52w
Sasol Limited (SSL) is a South Africa-based integrated energy and chemical company specializing in the production of liquid fuels, natural gas, and high-value chemicals. The firm utilizes proprietary Fischer-Tropsch technology to convert coal and gas into synthetic fuels, a process originally developed to ensure energy security through domestic resource conversion. Its expansive portfolio serves sectors ranging from agriculture and mining to automotive and healthcare.
The company operates across the entire value chain, including coal mining, gas exploration, and various chemical manufacturing processes such as the production of surfactants, polymers, and catalysts. As a major player in the Diversified Chemicals sub-industry, Sasol’s business model is heavily influenced by global oil price volatility and regional energy infrastructure constraints. Examining Sasols historical performance on ValueRay can help clarify how these macroeconomic factors impact long-term valuation.
Headquartered in Johannesburg since 1950, Sasol also manages international gas-to-liquid (GTL) ventures and provides engineering services. The firm maintains a significant logistics and trading network to distribute bitumen, lubricants, and industrial solvents globally.
- Brent crude oil price volatility dictates integrated energy and chemical segment margins
- South African rand weakness against US dollar impacts debt servicing and earnings
- Transition from coal-to-liquids technology faces stringent carbon emission regulatory pressure
- Global demand for specialty chemicals influences international manufacturing and industrial revenue
- Natural gas production volumes in Mozambique determine feedstock stability for energy operations
| Net Income: 16.0b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.08 > 0.02 and ΔFCF/TA 2.79 > 1.0 |
| NWC/Revenue: 15.92% < 20% (prev 18.09%; Δ -2.17% < -1%) |
| CFO/TA 0.21 > 3% & CFO 75.8b > Net Income 16.0b |
| Net Debt (88.9b) to EBITDA (73.7b): 1.21 < 3 |
| Current Ratio: 1.87 > 1.5 & < 3 |
| Outstanding Shares: last quarter (614.0m) vs 12m ago -5.32% < -2% |
| Gross Margin: 30.45% > 18% (prev 0.43%; Δ 3.00k% > 0.5%) |
| Asset Turnover: 105.3% > 50% (prev 109.4%; Δ -4.11% > 0%) |
| Interest Coverage Ratio: 4.75 > 6 (EBITDA TTM 73.7b / Interest Expense TTM 11.4b) |
| A: 0.17 (Total Current Assets 130b - Total Current Liabilities 69.4b) / Total Assets 360b |
| B: 0.26 (Retained Earnings 92.0b / Total Assets 360b) |
| C: 0.15 (EBIT TTM 54.3b / Avg Total Assets 362b) |
| D: 0.75 (Book Value of Equity 151b / Total Liabilities 202b) |
| Altman-Z'' = 3.73 = AA |
| DSRI: 1.59 (Receivables 41.6b/27.4b, Revenue 381b/399b) |
| GMI: 1.42 (GM 30.45% / 43.11%) |
| AQI: 0.97 (AQ_t 0.17 / AQ_t-1 0.17) |
| SGI: 0.96 (Revenue 381b / 399b) |
| TATA: -0.17 (NI 16.0b - CFO 75.8b) / TA 360b) |
| Beneish M = -2.39 (Cap -4..+1) = BBB |
As of May 24, 2026, the stock is trading at USD 13.27 with a total of 1,541,068 shares traded.
Over the past week, the price has changed by -1.18%,
over one month by +1.44%,
over three months by +52.34% and
over the past year by +198.21%.
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 | 13 | -2% |
P/E Trailing = 60.3182
P/E Forward = 7.8064
P/S = 0.0339
P/B = 0.9349
P/EG = 0.1363
Revenue TTM = 381b ZAR
EBIT TTM = 54.3b ZAR
EBITDA TTM = 73.7b ZAR
Long Term Debt = 88.6b ZAR (from longTermDebt, last fiscal year)
Short Term Debt = 16.9b ZAR (from shortTermDebt, last fiscal year)
Debt = 136b ZAR (from shortLongTermDebtTotal, last fiscal year) + Leases 14.9b
Net Debt = 88.9b ZAR (calculated: Debt 136b - CCE 46.7b)
Enterprise Value = 228b ZAR (139b + Debt 136b - CCE 46.7b)
Interest Coverage Ratio = 4.75 (Ebit TTM 54.3b / Interest Expense TTM 11.4b)
EV/FCF = 8.21x (Enterprise Value 228b / FCF TTM 27.8b)
FCF Yield = 12.18% (FCF TTM 27.8b / Enterprise Value 228b)
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 = 0.63 (Enterprise Value 228b / Total Assets 360b)
Interest Expense / Debt = 8.43% (Interest Expense 11.4b / Debt 136b)
Taxrate = 43.31% (5.24b / 12.1b)
NOPAT = 30.8b (EBIT 54.3b * (1 - 43.31%))
Current Ratio = 1.87 (Total Current Assets 130b / Total Current Liabilities 69.4b)
Debt / Equity = 0.89 (Debt 136b / totalStockholderEquity, last fiscal year 152b)
Debt / EBITDA = 1.21 (Net Debt 88.9b / EBITDA 73.7b)
Debt / FCF = 3.20 (Net Debt 88.9b / FCF TTM 27.8b)
Total Stockholder Equity = 149b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.43% (Net Income 16.0b / Total Assets 360b)
RoE = 10.79% (Net Income TTM 16.0b / Total Stockholder Equity 149b)
RoCE = 22.89% (EBIT 54.3b / Capital Employed (Equity 149b + L.T.Debt 88.6b))
RoIC = 10.03% (NOPAT 30.8b / Invested Capital 307b)
WACC = 6.07% (E(139b)/V(275b) * Re(7.33%) + D(136b)/V(275b) * Rd(8.43%) * (1-Tc(0.43)))
Discount Rate = 7.33% (= 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 = 820.1 (EV 606b - Net Debt 88.9b = Equity 518b / Shares 631.2m; 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=2.38 | Chg30d=+59.42% | Revisions=+20% | GrowthEPS=+18.8% | GrowthRev=+4.7%
EPS next Year (2027-06-30): EPS=2.26 | Chg30d=+32.67% | Revisions=+20% | GrowthEPS=-5.1% | GrowthRev=+2.0%