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Sasol LimitedJSE:SOL Stock Report

Market Cap R66.5b
Share Price
R103.31
My Fair Value
R175.22
41.0% undervalued intrinsic discount
1Y-9.3%
7D0.2%
Portfolio Value
​
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Sasol Limited

JSE:SOL Stock Report

Market Cap: R66.5b

Sasol (SOL) Stock Overview

Operates as a chemical and energy company. More details

SOL fundamental analysis
Snowflake Score
Valuation4/6
Future Growth3/6
Past Performance2/6
Financial Health5/6
Dividends0/6

Rewards

Trading at 18% below our estimate of its fair value

Earnings are forecast to grow 34.17% per year

Became profitable this year

Trading at good value compared to peers and industry

Risk Analysis

Large one-off items impacting financial results

Volatile share price over the past 3 months compared to the ZA market


SOL Community Fair Values

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See what 145 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Sasol

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
41.0% undervalued intrinsic discount
7.63%
Revenue growth p.a.
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0users have commented on this narrative
2users have followed this narrative
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Sasol

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
23.0% undervalued intrinsic discount
4.00%
Revenue growth p.a.
2users have liked this narrative
0users have commented on this narrative
84users have followed this narrative
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Sasol

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
47.6% overvalued intrinsic discount
4.24%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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Sasol Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Sasol
Historical stock prices
Current Share PriceR103.31
52 Week HighR129.09
52 Week LowR53.01
Beta0.49
1 Month Change-15.27%
3 Month Change17.41%
1 Year Change-9.32%
3 Year Change-67.20%
5 Year Change3.33%
Change since IPO474.57%

Recent News & Updates

Sasol (JSE:SOL) Is Experiencing Growth In Returns On Capital

Oct 14
Sasol (JSE:SOL) Is Experiencing Growth In Returns On Capital

Sasol (JSE:SOL) Has A Somewhat Strained Balance Sheet

Sep 23
Sasol (JSE:SOL) Has A Somewhat Strained Balance Sheet

Why Sasol's (JSE:SOL) Earnings Are Better Than They Seem

Sep 01
Why Sasol's (JSE:SOL) Earnings Are Better Than They Seem

Recent updates

Sasol (JSE:SOL) Is Experiencing Growth In Returns On Capital

Oct 14
Sasol (JSE:SOL) Is Experiencing Growth In Returns On Capital

Sasol (JSE:SOL) Has A Somewhat Strained Balance Sheet

Sep 23
Sasol (JSE:SOL) Has A Somewhat Strained Balance Sheet

Why Sasol's (JSE:SOL) Earnings Are Better Than They Seem

Sep 01
Why Sasol's (JSE:SOL) Earnings Are Better Than They Seem

Further Upside For Sasol Limited (JSE:SOL) Shares Could Introduce Price Risks After 35% Bounce

Aug 26
Further Upside For Sasol Limited (JSE:SOL) Shares Could Introduce Price Risks After 35% Bounce

There's No Escaping Sasol Limited's (JSE:SOL) Muted Revenues Despite A 28% Share Price Rise

May 27
There's No Escaping Sasol Limited's (JSE:SOL) Muted Revenues Despite A 28% Share Price Rise

There's Been No Shortage Of Growth Recently For Sasol's (JSE:SOL) Returns On Capital

May 22
There's Been No Shortage Of Growth Recently For Sasol's (JSE:SOL) Returns On Capital

Is Sasol (JSE:SOL) Using Too Much Debt?

May 01
Is Sasol (JSE:SOL) Using Too Much Debt?

Why Investors Shouldn't Be Surprised By Sasol Limited's (JSE:SOL) 25% Share Price Plunge

Apr 09
Why Investors Shouldn't Be Surprised By Sasol Limited's (JSE:SOL) 25% Share Price Plunge

Earnings Miss: Here's What Sasol Limited (JSE:SOL) Analysts Are Forecasting For This Year

Feb 26
Earnings Miss: Here's What Sasol Limited (JSE:SOL) Analysts Are Forecasting For This Year
User avatar

Streamlined Operations And Renewable Energy Projects Will Improve Future Efficiency

Streamlining operations, restructuring roles, and focusing on core business could enhance efficiency, accountability, and earnings through improved margins and cash generation.

Investors Will Want Sasol's (JSE:SOL) Growth In ROCE To Persist

Jan 29
Investors Will Want Sasol's (JSE:SOL) Growth In ROCE To Persist

Insufficient Growth At Sasol Limited (JSE:SOL) Hampers Share Price

Jan 03
Insufficient Growth At Sasol Limited (JSE:SOL) Hampers Share Price

Is Sasol (JSE:SOL) A Risky Investment?

Oct 24
Is Sasol (JSE:SOL) A Risky Investment?

Sasol Limited's (JSE:SOL) Prospects Need A Boost To Lift Shares

Oct 03
Sasol Limited's (JSE:SOL) Prospects Need A Boost To Lift Shares

Returns At Sasol (JSE:SOL) Are On The Way Up

Sep 12
Returns At Sasol (JSE:SOL) Are On The Way Up

Sasol Limited (JSE:SOL) Surges 25% Yet Its Low P/S Is No Reason For Excitement

Jul 04
Sasol Limited (JSE:SOL) Surges 25% Yet Its Low P/S Is No Reason For Excitement

Sasol (JSE:SOL) Use Of Debt Could Be Considered Risky

Jun 19
Sasol (JSE:SOL) Use Of Debt Could Be Considered Risky

Sasol (JSE:SOL) Shareholders Will Want The ROCE Trajectory To Continue

May 29
Sasol (JSE:SOL) Shareholders Will Want The ROCE Trajectory To Continue

Improved Revenues Required Before Sasol Limited (JSE:SOL) Shares Find Their Feet

May 08
Improved Revenues Required Before Sasol Limited (JSE:SOL) Shares Find Their Feet

Sasol (JSE:SOL) Shareholders Will Want The ROCE Trajectory To Continue

Feb 15
Sasol (JSE:SOL) Shareholders Will Want The ROCE Trajectory To Continue

Sasol Limited's (JSE:SOL) Price Is Right But Growth Is Lacking

Jan 19
Sasol Limited's (JSE:SOL) Price Is Right But Growth Is Lacking

We Take A Look At Why Sasol Limited's (JSE:SOL) CEO Has Earned Their Pay Packet

Nov 11
We Take A Look At Why Sasol Limited's (JSE:SOL) CEO Has Earned Their Pay Packet

Sasol (JSE:SOL) Might Have The Makings Of A Multi-Bagger

Oct 25
Sasol (JSE:SOL) Might Have The Makings Of A Multi-Bagger

Does Sasol (JSE:SOL) Have A Healthy Balance Sheet?

Oct 04
Does Sasol (JSE:SOL) Have A Healthy Balance Sheet?

Sasol's (JSE:SOL) Dividend Will Be Reduced To ZAR10.00

Sep 09
Sasol's (JSE:SOL) Dividend Will Be Reduced To ZAR10.00

Sasol (JSE:SOL) Will Pay A Smaller Dividend Than Last Year

Aug 26
Sasol (JSE:SOL) Will Pay A Smaller Dividend Than Last Year

Sasol (JSE:SOL) Is Experiencing Growth In Returns On Capital

Jul 10
Sasol (JSE:SOL) Is Experiencing Growth In Returns On Capital

We Think Sasol (JSE:SOL) Can Stay On Top Of Its Debt

Jun 13
We Think Sasol (JSE:SOL) Can Stay On Top Of Its Debt

Shareholder Returns

SOLZA ChemicalsZA Market
7D0.2%-1.7%1.0%
1Y-9.3%0.09%23.4%

Return vs Industry: SOL underperformed the ZA Chemicals industry which returned 0.1% over the past year.

Return vs Market: SOL underperformed the ZA Market which returned 23.4% over the past year.

Price Volatility

Is SOL's price volatile compared to industry and market?
SOL volatility
SOL Average Weekly Movement7.5%
Chemicals Industry Average Movement5.6%
Market Average Movement4.4%
10% most volatile stocks in ZA Market10.4%
10% least volatile stocks in ZA Market2.5%

Stable Share Price: SOL's share price has been volatile over the past 3 months compared to the ZA market.

Volatility Over Time: SOL's weekly volatility (7%) has been stable over the past year, but is still higher than 75% of ZA stocks.

About the Company

FoundedEmployeesCEOWebsite
195027,107Simon Baloyiwww.sasol.com

Sasol Limited operates as a chemical and energy company. It offers bitumen, industrial heating fuels, naphtha, lubricants and lubricant base oils, liquefied petroleum gas, automotive and industrial lubricants, greases, cleansers and degreasers, automotive fuels, and burner fuels or domestic, as well as illuminating paraffin transport fuels, such as petrol, diesel, and jet fuels. The company also provides methane rich and natural gas.

Sasol Limited Fundamentals Summary

How do Sasol's earnings and revenue compare to its market cap?
SOL fundamental statistics
Market capR66.49b
Earnings (TTM)R6.77b
Revenue (TTM)R249.10b
9.8x
P/E Ratio
0.3x
P/S Ratio

Is SOL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SOL income statement (TTM)
RevenueR249.10b
Cost of RevenueR144.67b
Gross ProfitR104.43b
Other ExpensesR97.66b
EarningsR6.77b

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Oct 22, 2025

Earnings per share (EPS)10.49
Gross Margin41.92%
Net Profit Margin2.72%
Debt/Equity Ratio65.5%

How did SOL perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/15 06:59
End of Day Share Price 2025/10/15 00:00
Earnings2025/06/30
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sasol Limited is covered by 15 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Gerhard EngelbrechtAbsa Bank Limited
Jared HooverArqaam Capital Research Offshore S.A.L.
Caroline LearmonthBarclays