Sasol Limited

NYSE:SSL 주식 리포트

시가총액: US$8.8b

Sasol 경영진

경영진 기준 점검 4/4

Sasol CEO는 Simon Baloyi, Apr2024 에 임명되었습니다 의 임기는 2.08 년입니다. 총 연간 보상은 ZAR25.91M, 48.3% 급여 및 51.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $382.75K 가치에 해당하는 회사 주식의 0.004% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.1 년과 5.2 년입니다.

핵심 정보

Simon Baloyi

최고경영자

R25.9m

총 보수

CEO 급여 비율48.29%
CEO 재임 기간2.1yrs
CEO 지분 보유율0.004%
경영진 평균 재임 기간2.1yrs
이사회 평균 재임 기간5.2yrs

최근 경영진 업데이트

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.

CEO 보수 분석

Simon Baloyi의 보수는 Sasol의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Simon의 총 보수(USD1.58M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.43M)보다 낮습니다.

보상과 수익: Simon의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Simon Baloyi (49 yo)

2.1yrs
재임 기간
R25,912,000
보수

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...


리더십 팀

이름직위재임 기간보수지분
Simon Baloyi
President2.1yrsR25.91m0.0044%
$ 382.8k
Walt Bruns
CFO & Executive Director1.7yrsR12.50m데이터 없음
Victor Bester
Executive Vice President of Operations & Projects1.3yrsR10.85m0.00063%
$ 55.2k
Sarushen Pillay
Executive Vice President of Business Building2.1yrsR10.14m0.0014%
$ 124.4k
Vuyo Kahla
Executive Director and Executive VP of Commercial & Legalno dataR17.56m0.0071%
$ 619.2k
Christian Herrmann
Executive Vice President of Marketing and Sales2.1yrsR16.21m0.011%
$ 999.4k
Antje G Gerber
Executive Vice President of International Chemicals2.1yrsR15.74m0.0040%
$ 347.7k
Tiffany Sydow
VP & Investor Relations Officerno data데이터 없음데이터 없음
Nina Stofberg
Chief Financial Officer of North American Operations11.1yrs데이터 없음데이터 없음
Alex Anderson
Head of Group Media Relationsno data데이터 없음데이터 없음
Feroza Syed
Senior Vice President of Financial Controlling & Governanceno data데이터 없음데이터 없음
Thabile Makgala
Executive Vice President of Peopleless than a year데이터 없음데이터 없음
2.1yrs
평균 재임 기간
50.5yo
평균 나이

경험이 풍부한 관리: SSL의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.1 년).


이사회 구성원

이름직위재임 기간보수지분
Simon Baloyi
President2.1yrsR25.91m0.0044%
$ 382.8k
Walt Bruns
CFO & Executive Director1.7yrsR12.50m데이터 없음
Vuyo Kahla
Executive Director and Executive VP of Commercial & Legal6.5yrsR17.56m0.0071%
$ 619.2k
Rhidwaan Gasant
Independent Non-Executive Directorless than a year데이터 없음데이터 없음
Muriel Betty Dube
Independent Chairman8.1yrsR6.67m0.00016%
$ 14.0k
Martina Floel
Lead Independent Director8.3yrsR4.23m데이터 없음
Manuel Cuambe
Independent Non-Executive Director9.9yrsR2.61m데이터 없음
Stanley Subramoney
Independent Non-Executive Director5.2yrsR2.56m0.00040%
$ 35.0k
Gesina Maria Kennealy
Independent Non-Executive Director9.2yrsR2.98m데이터 없음
David G. Eyton
Independent Non-Executive Director1.7yrsR3.09m데이터 없음
N. Maluleke
Independent Non-Executive Directorless than a year데이터 없음데이터 없음
5.2yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: SSL의 이사회경험이 있음으로 간주됩니다(평균 재임 5.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 07:21
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Sasol Limited는 15명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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