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Sasol Community
JSE:SOL Community
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Sasol
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Sasol
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Renewable Energy And Low-Carbon Investments Will Capture Secular Global Demand
Key Takeaways Fast-tracked efficiency gains, operational upgrades, and digital transformation may drive significant margin expansion and improved earnings beyond current analyst expectations. Strategic growth in renewables, sustainable products, and expanding emerging market presence positions Sasol for higher-margin revenue, premium market access, and long-term structural growth.
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R175.22
FV
32.3% undervalued
intrinsic discount
7.63%
Revenue growth p.a.
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0
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7 days ago
author updated this narrative
Sasol
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Renewable Energy And Specialty Chemicals Will Fuel Future Success
Key Takeaways Accelerated renewable energy transition and operational improvements are enhancing margins, reducing risk, and positioning Sasol favorably in a changing regulatory environment. Strategic growth in specialty chemicals and emerging markets boosts earnings resilience, stabilizes cash flow, and supports long-term revenue expansion.
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R134.11
FV
11.6% undervalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
2
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0
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83
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13 days ago
author updated this narrative
Sasol
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Growing Climate Regulations And Stranded Assets Will Crush Prospects
Key Takeaways Over-reliance on coal and fossil fuel operations exposes Sasol to mounting climate regulation, asset impairment, and declining profitability as the world transitions toward renewables. Costly transformation projects and intense global competition threaten operational margins, limit earnings growth, and undermine the company's financial stability and shareholder returns.
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R70
FV
69.4% overvalued
intrinsic discount
4.24%
Revenue growth p.a.
Set Fair Value
0
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1
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21 days ago
author updated this narrative