Sasol Limited

Informe acción JSE:SOL

Capitalización de mercado: R133.0b

Sasol Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Sasol de 41.4% y 2.6% por año respectivamente. Se prevé que el BPA crezca en un 55.9% al año. Se espera que la rentabilidad financiera sea de 13.5% en 3 años.

Información clave

41.4%

Tasa de crecimiento de los beneficios

55.89%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Chemicals27.6%
Tasa de crecimiento de los ingresos2.6%
Rentabilidad financiera futura13.53%
Cobertura de analistas

Good

Última actualización08 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización del análisis Apr 30

SOL: Severe EPS Collapse Will Undermine Higher Margin Outlook And Future P/E Assumptions

Analysts have raised their price target for Sasol from ZAR117.00 to approximately ZAR151.63, reflecting updated assumptions that include a slightly lower discount rate, revised revenue expectations, higher profit margin forecasts, and a higher future P/E multiple. What's in the News Updated fiscal year 2026 guidance keeps most targets unchanged.
Actualización del análisis Apr 16

SOL: Higher Margins And Weaker Near Term EPS Will Shape Future Rerating

Analysts have lifted their price target on Sasol from ZAR175.84 to ZAR222.00, citing updated assumptions that include a lower discount rate, a changed revenue growth outlook, higher expected profit margins and a revised future P/E multiple. What's in the News Sasol issued revenue guidance for the six months ended 31 December 2025, focusing on expected earnings per share for the period.
Actualización del análisis Apr 01

SOL: Severe EPS Collapse Will Weigh On Long-Term Bio-Circular Surfactant Story

Analysts have lifted their fair value estimate for Sasol from ZAR82 to ZAR117, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Sasol issued earnings guidance for the six months ending 31 December 2025, focusing on expected earnings per share rather than providing a revenue range.
Actualización del análisis Mar 18

SOL: EPS Collapse Guidance Will Undermine Confidence In Future Earnings Sustainability

Analysts have revised their fair value estimate for Sasol from ZAR122.44 to ZAR149.78, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E as the key drivers of the new price target. What's in the News Sasol issued revenue guidance for the six months ended 31 December 2025, including an EPS range of ZAR0.10 to ZAR0.80 per share, compared with prior period EPS of ZAR7.22.
Actualización del análisis Mar 04

SOL: EPS Collapse Guidance Will Undermine Confidence In Higher Future Margins

Analysts have trimmed their Sasol price target slightly to ZAR122.44 from ZAR124.24, reflecting updated assumptions on discount rates, modestly higher revenue growth, stronger profit margins and a lower future P/E multiple. What's in the News Sasol issued revenue guidance for the six months ending 31 December 2025, including an earnings per share (EPS) range of ZAR0.10 to ZAR0.80 per share.
Actualización del análisis Feb 18

SOL: Severe EPS Guidance Will Weigh On Long-Term Bio-Circular Surfactant Story

Analysts have reduced their price target for Sasol from ZAR107 to ZAR82, citing revised assumptions that include a lower revenue growth outlook, a higher projected profit margin, a reduced discount rate and a lower future P/E multiple. What's in the News Sasol issued revenue guidance for the six months ending 31 December 2025, with expected EPS in a range of ZAR0.10 to ZAR0.80 per share.
Actualización del análisis Feb 04

SOL: Higher Margins And Lower Risk Profile Will Drive Future Upside

Analysts have adjusted their price expectations for Sasol, with the fair value estimate moving from R131.11 to R124.24 as they factor in updated assumptions for revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value Estimate: reduced slightly from R131.11 to R124.24, reflecting updated assumptions in the model.
Artículo de análisis Jan 25

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

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Actualización del análisis Jan 20

SOL: Higher Profit Margin Outlook Will Support Bullish Long Term rerating

Sasol's updated analyst price target is now set around R175.84, a small move from the prior R175.22. Analysts cited revised assumptions for discount rates, revenue growth, profit margins and future P/E as the basis for this fine tuning.
Actualización del análisis Jan 06

SOL: Bio-Circular Surfactants Will Support A Steady And Balanced Long-Term Outlook

Analysts kept their fair value estimate for Sasol steady at R107, with small tweaks to discount rate, revenue growth and profit margin assumptions supporting the unchanged price target. Valuation Changes Fair Value: Kept unchanged at R107.00 per share, reflecting the updated set of assumptions.
Artículo de análisis Dec 29

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización del análisis Dec 19

SOL: Bio-Circular Surfactants Will Support A More Balanced Long-Term Outlook

Analysts have raised their price target on Sasol from approximately $70 to $107 per share, citing a higher assumed future earnings multiple that more than offsets adjusted expectations for revenue growth and profit margins. What's in the News Sasol International Chemicals has launched LIVINEX IO 7, a patent-pending bio-circular surfactant derived from insect oils, positioned as a first of its kind in fabric, home care, industrial and institutional cleaning markets (Key Developments).
Actualización del análisis Dec 05

SOL: Lower Risk Profile And Bio Circular Surfactants Will Drive Future Upside

Analysts have nudged their price target for Sasol slightly higher, from R130.78 to R131.11. This reflects a modestly lower perceived risk via a reduced discount rate, which more than offsets slightly softer assumptions for long term revenue growth and profit margins.
Artículo de análisis Nov 17

Sasol Limited's (JSE:SOL) Shares Bounce 26% But Its Business Still Trails The Industry

Sasol Limited ( JSE:SOL ) shareholders would be excited to see that the share price has had a great month, posting a...
Actualización del análisis Oct 31

SOL: Surfactant Commercialization And Higher Margins Will Drive Future Performance

Analysts have revised their price target for Sasol downward from R134.11 to R130.78, citing slightly increased discount rates even though revenue growth and profit margin forecasts have improved. What's in the News Sasol International Chemicals has launched and commercialized LIVINEX IO 7, a bio-circular, palm and deforestation-free surfactant made from insect oils (Key Developments).
Artículo de análisis Oct 14

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

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Artículo de análisis Sep 23

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Sep 01

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

Investors signalled that they were pleased with Sasol Limited's ( JSE:SOL ) most recent earnings report. This reaction...
Actualización del análisis Aug 28

Renewable Energy And Specialty Chemicals Will Fuel Future Success

Sasol’s valuation outlook is essentially unchanged, as both the discount rate and future P/E saw only marginal adjustments, leaving the consensus analyst price target steady at ZAR123.56. What's in the News Sasol Limited expects EPS for the fiscal year ended June 2025 to increase by over 20% versus the prior year's loss per share of ZAR 69.94, which was heavily affected by negative remeasurement items of ZAR 88.13 per share (Key Developments).
Artículo de análisis Aug 26

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

Despite an already strong run, Sasol Limited ( JSE:SOL ) shares have been powering on, with a gain of 35% in the last...
Artículo de análisis May 27

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

Sasol Limited ( JSE:SOL ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...
Artículo de análisis May 22

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

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
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Nuevo análisis Feb 09

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.

Previsiones de crecimiento de beneficios e ingresos

JSE:SOL - Estimaciones futuras de los analistas y datos financieros pasados (ZAR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
6/30/2028266,97118,89124,93844,5857
6/30/2027263,36522,57021,00446,7808
6/30/2026256,95317,41125,65542,6898
12/31/2025249,3812,40814,62433,525N/A
9/30/2025249,2394,58813,77435,931N/A
6/30/2025249,0966,76712,92338,336N/A
3/31/2025255,012-21,24412,99240,321N/A
12/31/2024260,928-49,25513,06142,305N/A
9/30/2024268,020-46,76310,14339,845N/A
6/30/2024275,111-44,2717,22537,384N/A
3/31/2024275,650-20,23210,70641,014N/A
12/31/2023276,1893,80614,18744,644N/A
9/30/2023282,9436,30316,25546,910N/A
6/30/2023289,6968,79918,32249,176N/A
3/31/2023296,16223,67713,43443,534N/A
12/31/2022302,62738,5558,54537,891N/A
9/30/2022287,68738,75612,79139,095N/A
6/30/2022272,74638,95617,03740,299N/A
3/31/2022251,30024,23820,37441,556N/A
12/31/2021229,8539,51923,71142,812N/A
9/30/2021215,8829,27620,71338,451N/A
6/30/2021201,9109,03217,71434,089N/A
3/31/2021192,538-36,14210,01428,817N/A
12/31/2020183,165-81,3162,31423,545N/A
9/30/2020186,766-86,535-1,54426,653N/A
6/30/2020190,367-91,754-5,40329,761N/A
3/31/2020195,085-49,980-9,82031,166N/A
12/31/2019199,802-6,389-14,23832,571N/A
9/30/2019201,689-1,045N/A37,233N/A
7/1/2019203,5763,389N/A41,895N/A
3/31/2019199,91410,433N/A43,609N/A
12/31/2018196,25216,568N/A46,773N/A
9/30/2018188,85712,649N/A40,540N/A
6/30/2018181,4618,729N/A33,581N/A
3/31/2018178,56313,664N/A34,076N/A
12/31/2017175,66518,599N/A33,845N/A
9/30/2017174,03619,487N/A35,477N/A
6/30/2017172,40720,374N/A37,108N/A
3/31/2017172,88517,482N/A36,629N/A
12/31/2016173,36214,589N/A36,150N/A
9/30/2016173,15213,907N/A40,383N/A
6/30/2016172,94213,225N/A44,615N/A
3/31/2016171,42315,354N/A44,216N/A
12/31/2015169,90417,483N/A43,817N/A
9/30/2015177,58523,600N/A48,746N/A
6/30/2015185,26629,716N/A53,675N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (41.4% al año) de SOL es superior a la tasa de ahorro (9.8%).

Beneficios vs. Mercado: Se prevé que los beneficios (41.4% al año) de SOL crezcan más rápidamente que el mercado ZA (15.8% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de SOL crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (2.6% al año) de SOL crezcan más despacio que el mercado de ZA (7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 2.6% al año) de SOL crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de SOL sea baja dentro de 3 años (13.5%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/08 08:35
Precio de las acciones al final del día2026/05/08 00:00
Beneficios2025/12/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Sasol Limited está cubierta por 15 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

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