Sasol Gestione
Criteri Gestione verificati 4/4
Sasol Il CEO è Simon Baloyi, nominato in Apr2024, e ha un mandato di 2.08 anni. la retribuzione annua totale è ZAR 25.91M, composta da 48.3% di stipendio e 51.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.004% delle azioni della società, per un valore di ZAR 5.98M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.1 anni e 5.2 anni.
Informazioni chiave
Simon Baloyi
Amministratore delegato
R25.9m
Compenso totale
| Percentuale dello stipendio del CEO | 48.29% |
| Mandato del CEO | 2.1yrs |
| Proprietà del CEO | 0.004% |
| Durata media del management | 2.1yrs |
| Durata media del Consiglio di amministrazione | 5.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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).Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento dell'analisi • 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).Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova analisi • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | R2b |
| Sep 30 2025 | n/a | n/a | R5b |
| Jun 30 2025 | R26m | R13m | R7b |
| Mar 31 2025 | n/a | n/a | -R21b |
| Dec 31 2024 | n/a | n/a | -R49b |
| Sep 30 2024 | n/a | n/a | -R47b |
| Jun 30 2024 | R17m | R7m | -R44b |
| Mar 31 2024 | n/a | n/a | -R20b |
| Dec 31 2023 | n/a | n/a | R4b |
| Sep 30 2023 | n/a | n/a | R6b |
| Jun 30 2023 | R14m | R5m | R9b |
| Mar 31 2023 | n/a | n/a | R24b |
| Dec 31 2022 | n/a | n/a | R39b |
| Sep 30 2022 | n/a | n/a | R39b |
| Jun 30 2022 | R11m | R956k | R39b |
Compensazione vs Mercato: La retribuzione totale di Simon ($USD 1.58M ) è inferiore alla media delle aziende di dimensioni simili nel mercato ZA ($USD 2.65M ).
Compensazione vs guadagni: La retribuzione di Simon è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Simon Baloyi (49 yo)
2.1yrs
Mandato
R25,912,000
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.1yrs | R25.91m | 0.0044% ZAR 6.0m | |
| CFO & Executive Director | 1.7yrs | R12.50m | Nessun dato | |
| Executive Vice President of Operations & Projects | 1.3yrs | R10.85m | 0.00063% ZAR 862.5k | |
| Executive Vice President of Business Building | 2.1yrs | R10.14m | 0.0018% ZAR 2.4m | |
| Executive Director and Executive VP of Commercial & Legal | no data | R17.56m | 0.0071% ZAR 9.7m | |
| Executive Vice President of Marketing and Sales | 2.1yrs | R16.21m | 0.011% ZAR 15.6m | |
| Executive Vice President of International Chemicals | 2.1yrs | R15.74m | 0.0040% ZAR 5.4m | |
| VP & Investor Relations Officer | no data | Nessun dato | Nessun dato | |
| Chief Financial Officer of North American Operations | 11.1yrs | Nessun dato | Nessun dato | |
| Head of Group Media Relations | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Financial Controlling & Governance | no data | Nessun dato | Nessun dato | |
| Executive Vice President of People | less than a year | Nessun dato | Nessun dato |
2.1yrs
Durata media
50.5yo
Età media
Gestione esperta: Il team dirigenziale di SOL è considerato esperto (durata media dell'incarico 2.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.1yrs | R25.91m | 0.0044% ZAR 6.0m | |
| CFO & Executive Director | 1.7yrs | R12.50m | Nessun dato | |
| Executive Director and Executive VP of Commercial & Legal | 6.5yrs | R17.56m | 0.0071% ZAR 9.7m | |
| Independent Non-Executive Director | less than a year | Nessun dato | Nessun dato | |
| Independent Chairman | 8.1yrs | R6.67m | 0.00016% ZAR 219.1k | |
| Lead Independent Director | 8.3yrs | R4.23m | Nessun dato | |
| Independent Non-Executive Director | 9.9yrs | R2.61m | Nessun dato | |
| Independent Non-Executive Director | 5.2yrs | R2.56m | 0.00040% ZAR 547.6k | |
| Independent Non-Executive Director | 9.2yrs | R2.98m | Nessun dato | |
| Independent Non-Executive Director | 1.7yrs | R3.09m | Nessun dato | |
| Independent Non-Executive Director | less than a year | Nessun dato | Nessun dato |
5.2yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SOL sono considerati esperti (durata media dell'incarico 5.2 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/10 14:48 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/06/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sasol Limited è coperta da 15 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Jared Hoover | Arqaam Capital Research Offshore S.A.L. |
| Caroline Learmonth | Barclays |