Sasol Limited

NYSE:SSL 株式レポート

時価総額:US$8.6b

Sasol バランスシートの健全性

財務の健全性 基準チェック /66

Sasolの総株主資本はZAR156.7B 、総負債はZAR93.5Bで、負債比率は59.7%となります。総資産と総負債はそれぞれZAR339.7BとZAR183.0Bです。 Sasolの EBIT はZAR32.4Bで、利息カバレッジ比率5です。現金および短期投資はZAR33.4Bです。

主要情報

59.69%

負債資本比率

R93.54b

負債

インタレスト・カバレッジ・レシオ5x
現金R33.42b
エクイティR156.70b
負債合計R183.01b
総資産R339.71b

財務の健全性に関する最新情報

更新なし

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.

財務状況分析

短期負債: SSLの 短期資産 ( ZAR119.3B ) が 短期負債 ( ZAR72.0B ) を超えています。

長期負債: SSLの短期資産 ( ZAR119.3B ) が 長期負債 ( ZAR111.0B ) を上回っています。


デット・ツー・エクイティの歴史と分析

負債レベル: SSLの 純負債対資本比率 ( 38.4% ) は 満足できる 水準であると考えられます。

負債の削減: SSLの負債対資本比率は、過去 5 年間で79.5%から59.7%に減少しました。

債務返済能力: SSLの負債は 営業キャッシュフロー によって 十分にカバー されています ( 35.8% )。

インタレストカバレッジ: SSLの負債に対する 利息支払いEBIT ( 5 x coverage) によって 十分にカバーされています


貸借対照表


健全な企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 07:06
終値2026/05/20 00:00
収益2025/12/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Sasol Limited 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Gerhard EngelbrechtAbsa Bank Limited
Jared HooverArqaam Capital Research Offshore S.A.L.
Caroline LearmonthBarclays