Sasol Limited

NYSE:SSL Lagerbericht

Marktkapitalisierung: US$8.6b

Sasol Management

Management Kriterienprüfungen 4/4

Sasol CEO ist Simon Baloyi , ernannt in Apr 2024, hat eine Amtszeit von 2.08 Jahren. Die jährliche Gesamtvergütung beträgt ZAR25.91M , bestehend aus 48.3% Gehalt und 51.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.004% der Aktien des Unternehmens, im Wert von $374.61K . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.1 Jahre bzw. 5.2 Jahre.

Wichtige Informationen

Simon Baloyi

Geschäftsführender

R25.9m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts48.29%
Amtszeit als Geschäftsführer2.1yrs
Eigentum des Geschäftsführers0.004%
Durchschnittliche Amtszeit des Managements2.1yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder5.2yrs

Jüngste Management Updates

Recent updates

Seeking Alpha Feb 24

Sasol: This Attractively Valued Company Might Be Worth Taking A Chance On

Summary Sasol Limited reported H1 2026 earnings sharply below the prior year, driven by lower oil prices and currency headwinds, not operational issues. SSL’s R3.9 billion impairment on its Mozambique gas project reflects delayed monetization and currency effects but does not impact cash or project viability. At a forward P/E of 5.86, SSL trades at a deep discount to global energy peers, suggesting the market is overly pessimistic about its prospects. Despite macro-driven earnings weakness, SSL’s dominant position and undervaluation present a compelling risk-reward for investors willing to look past near-term volatility. Read the full article on Seeking Alpha
Seeking Alpha Jan 20

The Bottom Fishing Club: Sasol Represents Deep Value In Energy

Summary Sasol Limited faces challenges from declining oil/gas prices, underperforming coal operations, and an underutilized chemical plant in Louisiana. The stock quote has dropped 40% over the past year and 80% from its June 2022 peak, despite little meaningful change in assets owned or the balance sheet. SSL offers deep long-term value, especially if energy prices rise in 2025, with an 'A+' Quant Valuation Grade from Seeking Alpha. A major shift in technical momentum to the upside appears to be underway in January 2025. Read the full article on Seeking Alpha
Seeking Alpha Nov 18

Sasol Limited: Still A Hold In Line With Cost Management Transition Plan

Summary Sasol Limited is a hold due to its focus on cost/capital management and improving production processes amid challenging conditions. Sasol's revenue dipped 5% YoY in Q3 2024, but it aims to increase coal mining production and reduce costs through AI and the CQIP. The collaboration with Eskom aims to secure long-term gas supplies and enhance South Africa’s energy mix, aiding the country's energy transition. Despite financial challenges, including a net debt of $4.1 billion, Sasol's stock is undervalued with potential upside, supported by its strategic initiatives. Read the full article on Seeking Alpha
Seeking Alpha Jun 24

Sasol Limited: A Potential Inflection Story

Summary Sasol, a diversified company in mining, energy, and chemicals, is at a potential inflection point due to chemical sector recovery and political changes in South Africa. Operational cost optimizations and the absence of further shareholder value-eroding expansive plans are likely to lead to a significant increase in free cash flow generation. The increased free cash flow can be used to fund both greater shareholder returns and green energy investments. Despite high political and operational risks, given the material discount to the replacement value of its assets, the margin of safety seems sufficient to warrant a buy rating. Read the full article on Seeking Alpha
Seeking Alpha Feb 03

Sasol Limited: Energy Transition Key To Future Growth Prospects

Summary Sasol Limited appoints Simon Baloyi as its new CEO, focusing on the company's energy transition to a net-zero carbon future. Sasol aims to reduce greenhouse gas emissions by 30% by 2030 and has made progress in its green transitioning projects, including the production of green hydrogen. The company faces challenges such as high GHG emissions, activist actions, and economic obstacles, but has strong engineering expertise and strategic partnerships to support its renewable energy growth. Read the full article on Seeking Alpha
Seeking Alpha Nov 14

Sasol Limited: Undervaluation Presents Excellent Opportunity

Summary Sasol pays out a solid dividend that rewards shareholders with consistent income. Sasol's innovation strategy will improve margins and its product line resulting in compounding growth. Assuming my DCF figures, Sasol is currently undervalued resulting in a buy rating. Read the full article on Seeking Alpha
Seeking Alpha Aug 25

Sasol Limited: Share Price Decline Is Warranted As Guidance Disappoints

Summary Sasol Limited is facing a difficult market environment, with falling demand and a projected 16% decline in EBITDA by 2023. The company's broad set of markets and diverse operations have led to faltering performances and a downward trend in the share price. The management is focused on securing market positions and generating shareholder returns, but the poor performance and decreasing share price make it a risky investment. Read the full article on Seeking Alpha
Seeking Alpha May 31

Sasol Limited: Global Expansion Stabilizing Business Performance

Summary Sasol Limited is a buy due to its global expansion, undervaluation, and strong financial performance from recent earnings. The company's geographic expansion strategy allows it to tap into diverse markets and leverage local opportunities. Despite macroeconomic risks and challenges, Sasol remains undervalued, highlighting considerable long-term upside potential. Read the full article on Seeking Alpha
Seeking Alpha Feb 21

Sasol GAAP EPS of R24.55, revenue of R151.75B

Sasol press release (NYSE:SSL): 1H GAAP EPS of R24.55. Revenue of R151.75B (+26.6% Y/Y). EBIT of R24.2B compared to R24.3B in the prior period. Adjusted EBITDA of R32.0B remained in line with the prior period of R31.8B. Basic earnings per share decreased by 3% to R23.23 per share compared to the prior period. Headline earnings per share increased by more than 100% to R30.90 per share compared to the prior period. Capital expenditure of R16.3B compared to R10.4B in the prior period, in line with market guidance. Working capital ratio of 14.2% compared to 14.6% at 30 June 2022. Gearing increased to 47.3% from 41.8% at 30 June 2022.
Seeking Alpha Jan 24

Sasol stock jumps 5% after posting H1 results

American Depository Shares of Sasol (NYSE:SSL) +5.1% in midday trading on Tuesday after the company reported results for the six-month period ended December 30, 2022. In Mining, H1 FY23 productivity was 930 tons per continuous miner per shift, down 5%. Export sales were 25% lower compared to H1 FY22 mainly due to ongoing operational challenges at Transnet Freight Rail and diversion of export coal to Secunda Operations. The company revised its guidance for Mining downward from 950 - 1 050 t/cm/s to 900 - 1 000 t/cm/s. In its Gas unit, gas production for H1 FY23 was 2% lower than H1 FY22 due to reduced demand from our own operations and the external market largely due to the ongoing power outages. For Fuels, Secunda Operations’ H1 FY23 production was 2% lower than H1 FY22, mainly due to the planned total shutdown and unplanned outages in this period. For its total chemicals business, external sales revenue for H1 2023 was $4.8 billion vs $4.9 billion in H1 2022. External sales volume were 3,031 kt vs 3,191 kt. Sales revenue from South African assets for H1 FY23 was 2% higher than H1 FY22 driven by higher prices, offset by lower volume. Sales revenue from American assets for H1 FY23 was 12% higher than H1 FY22 driven by higher volumes, offset by lower prices. Sales revenue from Eurasian assets for H1 FY23 was 17% lower than the prior year, largely due to lower volumes offset by higher prices.
Seeking Alpha Nov 01

Sasol stock dips on $750M convertible bonds offering

Sasol (NYSE:SSL) said its unit Sasol Financing USA launched an offering of $750M guaranteed senior unsecured convertible bonds due 2027. The company expects to use the net proceeds for general corporate purposes, including refinancing of debt. Sasol added that the convertible bonds will be issued around Nov. 8 (the closing date). The bonds are expected to pay a coupon of between 4.0% and 4.5% per annum. These bonds will be issued at 100% of their principal amount (i.e. US$200K per convertible bond). The bonds, subject to shareholders' approval at a general meeting, will be convertible into new and/or existing ordinary shares of Sasol. SSL -7.25% to $15.61 premarket Nov. 1
Seeking Alpha Sep 08

Sasol goes ex-dividend today

Sasol (NYSE:SSL) had declared R$42.48/share annual dividend. Payable Sept. 12; for shareholders of record Sept. 9; ex-div Sept. 8. See SSL Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha Aug 22

Sasol FY 2022 Earnings Preview

Sasol (NYSE:SSL) is scheduled to announce FY earnings results on Tuesday, August 23rd, before market open. The consensus EPS Estimate is $3.66 (-86.8% Y/Y) and the consensus Revenue Estimate is $15.46B (-92.3% Y/Y). Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward. Revenue estimates have seen 6 upward revisions and 2 downward.
Seeking Alpha Jun 01

Sasol Limited: Time For A Pause

The Energy sector is far and away the best performer in 2022. Global oil & gas names are also performing well after years of dismal returns. Sasol, a major Energy firm in South Africa, features upward momentum, but a somewhat bearish chart.
Seeking Alpha Mar 14

Sasol: Positioned For The Energy Transition With An Attractive Valuation

Sasol is one of the largest integrated energy and chemical companies on the planet, but it is somewhat underfollowed in the market. The company has been very aggressively positioning itself to the transition to the green economy, which may endear it to ESG investors. The demand for the company's products is likely to grow significantly over the next few decades. Sasol has an incredibly strong balance sheet. The company appears undervalued relative to its peers and its EPS growth.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Simon Baloyi im Vergleich zu den Einnahmen von Sasol verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025n/an/a

R2b

Sep 30 2025n/an/a

R5b

Jun 30 2025R26mR13m

R7b

Mar 31 2025n/an/a

-R21b

Dec 31 2024n/an/a

-R49b

Sep 30 2024n/an/a

-R47b

Jun 30 2024R17mR7m

-R44b

Mar 31 2024n/an/a

-R20b

Dec 31 2023n/an/a

R4b

Sep 30 2023n/an/a

R6b

Jun 30 2023R14mR5m

R9b

Mar 31 2023n/an/a

R24b

Dec 31 2022n/an/a

R39b

Sep 30 2022n/an/a

R39b

Jun 30 2022R11mR956k

R39b

Vergütung im Vergleich zum Markt: SimonDie Gesamtvergütung ($USD1.57M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.38M).

Entschädigung vs. Einkommen: SimonDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Simon Baloyi (49 yo)

2.1yrs
Amtszeit
R25,912,000
Vergütung

Mr. Simon Baloyi, MSc Eng (Mech), MSc (Engineering management), was Executive Vice President of Energy Operations and Technology at Sasol Limited since April 1, 2022. He is President, CEO & Executive Direc...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Simon Baloyi
President2.1yrsR25.91m0.0044%
$ 374.6k
Walt Bruns
CFO & Executive Director1.7yrsR12.50mkeine Daten
Victor Bester
Executive Vice President of Operations & Projects1.3yrsR10.85m0.00063%
$ 54.0k
Sarushen Pillay
Executive Vice President of Business Building2.1yrsR10.14m0.0014%
$ 121.7k
Vuyo Kahla
Executive Director and Executive VP of Commercial & Legalno dataR17.56m0.0071%
$ 606.1k
Christian Herrmann
Executive Vice President of Marketing and Sales2.1yrsR16.21m0.011%
$ 978.1k
Antje G Gerber
Executive Vice President of International Chemicals2.1yrsR15.74m0.0040%
$ 340.3k
Tiffany Sydow
VP & Investor Relations Officerno datakeine Datenkeine Daten
Nina Stofberg
Chief Financial Officer of North American Operations11.1yrskeine Datenkeine Daten
Alex Anderson
Head of Group Media Relationsno datakeine Datenkeine Daten
Feroza Syed
Senior Vice President of Financial Controlling & Governanceno datakeine Datenkeine Daten
Thabile Makgala
Executive Vice President of Peopleless than a yearkeine Datenkeine Daten
2.1yrs
Durchschnittliche Betriebszugehörigkeit
50.5yo
Durchschnittliches Alter

Erfahrenes Management: SSLDas Führungsteam des Unternehmens gilt als erfahren (2.1 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Simon Baloyi
President2.1yrsR25.91m0.0044%
$ 374.6k
Walt Bruns
CFO & Executive Director1.7yrsR12.50mkeine Daten
Vuyo Kahla
Executive Director and Executive VP of Commercial & Legal6.5yrsR17.56m0.0071%
$ 606.1k
Rhidwaan Gasant
Independent Non-Executive Directorless than a yearkeine Datenkeine Daten
Muriel Betty Dube
Independent Chairman8.1yrsR6.67m0.00016%
$ 13.7k
Martina Floel
Lead Independent Director8.3yrsR4.23mkeine Daten
Manuel Cuambe
Independent Non-Executive Director9.9yrsR2.61mkeine Daten
Stanley Subramoney
Independent Non-Executive Director5.2yrsR2.56m0.00040%
$ 34.3k
Gesina Maria Kennealy
Independent Non-Executive Director9.2yrsR2.98mkeine Daten
David G. Eyton
Independent Non-Executive Director1.7yrsR3.09mkeine Daten
N. Maluleke
Independent Non-Executive Directorless than a yearkeine Datenkeine Daten
5.2yrs
Durchschnittliche Betriebszugehörigkeit
63yo
Durchschnittliches Alter

Erfahrener Vorstand: SSLDie Vorstandsmitglieder gelten als erfahren (5.2 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 01:03
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/06/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Sasol Limited wird von 15 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

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