Sasol Limited

JSE:SOL Rapport sur les actions

Capitalisation boursière : R141.1b

Sasol Résultats passés

Passé contrôle des critères 2/6

Les bénéfices de Sasol ont diminué à un taux annuel moyen de -7%, tandis que le secteur Chemicals a vu ses bénéfices augmenter de en à 20.5% par an. Les revenus ont augmenté de en à un taux moyen de 4.1% par an. Le rendement des capitaux propres de Sasol est 2.4% et ses marges nettes sont de 1%.

Informations clés

-6.96%

Taux de croissance des bénéfices

-6.52%

Taux de croissance du BPA

Chemicals Croissance de l'industrie13.08%
Taux de croissance des recettes4.07%
Rendement des fonds propres2.44%
Marge nette0.97%
Dernière mise à jour des bénéfices31 Dec 2025

Mises à jour récentes des performances passées

Article d’analyse 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...

Recent updates

Mise à jour du récit May 16

SOL: Lower Margins And Sales Guidance Will Pressure Future P/E

Analysts have lifted their Sasol price target from ZAR151.63 to ZAR155.00, citing updated assumptions around discount rates, revenue trends, profit margins and a higher future P/E multiple. What's in the News Sasol confirmed guidance for fiscal 2026 sales volumes, with most metrics unchanged compared with fiscal 2025 levels (company guidance).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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).
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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).
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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).
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
User avatar
Nouveau récit 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.

Ventilation des recettes et des dépenses

Comment Sasol gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

JSE:SOL Recettes, dépenses et bénéfices (ZAR Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Dec 25249,3812,40844,7200
30 Sep 25249,2394,58844,8260
30 Jun 25249,0966,76744,9320
31 Mar 25255,012-21,24445,1740
31 Dec 24260,928-49,25545,4150
30 Sep 24268,020-46,76345,6650
30 Jun 24275,111-44,27145,9150
31 Mar 24275,650-20,23245,9110
31 Dec 23276,1893,80645,9070
30 Sep 23282,9436,30344,9850
30 Jun 23289,6968,79944,0630
31 Mar 23296,16223,67743,0950
31 Dec 22302,62738,55542,1260
30 Sep 22287,68738,75641,6450
30 Jun 22272,74638,95641,1640
31 Mar 22251,30024,23841,7150
31 Dec 21229,8539,51942,8550
30 Sep 21215,8829,27642,0410
30 Jun 21201,9109,03240,9320
31 Mar 21192,538-36,14239,4760
31 Dec 20183,165-81,31637,7250
30 Sep 20186,766-86,53538,7260
30 Jun 20190,367-91,75439,7270
31 Mar 20195,085-49,98040,9530
31 Dec 19199,802-6,38942,1790
30 Sep 19201,689-1,04541,2260
01 Jul 19203,5763,38940,2720
31 Mar 19199,91410,43339,1120
31 Dec 18196,25216,56837,9520
30 Sep 18188,85712,64937,1650
30 Jun 18181,4618,72936,3770
31 Mar 18178,56313,66435,4040
31 Dec 17175,66518,59934,4310
30 Sep 17174,03619,48733,5560
30 Jun 17172,40720,37432,6800
31 Mar 17172,88517,48232,3890
31 Dec 16173,36214,58932,0980
30 Sep 16173,15213,90732,2240
30 Jun 16172,94213,22532,3500
31 Mar 16171,42315,35433,1800
31 Dec 15169,90417,48334,0100
30 Sep 15177,58523,60031,9080
30 Jun 15185,26629,71629,8050

Des revenus de qualité: SOL a un important ponctuel perte de ZAR21.4B impactant ses 12 derniers mois de résultats financiers à 31st December, 2025.

Augmentation de la marge bénéficiaire: SOL est devenu rentable dans le passé.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: SOL est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de -7% par an.

Accélération de la croissance: SOL est devenu rentable au cours de l'année dernière, ce qui rend le taux de croissance des bénéfices difficile à comparer à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: SOL est devenue rentable au cours de l'année dernière, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Chemicals ( 12.9% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de SOL ( 2.4% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 21:35
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2025/12/31
Revenus annuels2025/06/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Sasol Limited est couverte par 15 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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