Sasol Limited

NYSE:SSL 주식 리포트

시가총액: US$8.6b

Sasol 과거 순이익 실적

과거 기준 점검 2/6

Sasol의 수입은 연평균 -7%의 비율로 감소해 온 반면, Chemicals 산업은 수입이 연평균 4% 감소했습니다. 매출은 연평균 4.1%의 비율로 증가해 왔습니다. Sasol의 자기자본이익률은 2.4%이고 순이익률은 1%입니다.

핵심 정보

-6.96%

순이익 성장률

-6.52%

주당순이익(EPS) 성장률

Chemicals 산업 성장률12.93%
매출 성장률4.07%
자기자본이익률2.44%
순이익률0.97%
최근 순이익 업데이트31 Dec 2025

최근 과거 실적 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.

매출 및 비용 세부 내역

Sasol가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:SSL 매출, 비용 및 순이익 (ZAR Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: SSL는 ZAR21.4B 규모의 큰 일회성 손실이 있어 31st December, 2025까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: SSL는 과거에 흑자전환했습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: SSL는 지난 5년 동안 흑자전환하며 연평균 -7%의 수익 성장을 기록했습니다.

성장 가속화: SSL는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: SSL는 지난해 흑자전환하여 지난 해 수익 성장률을 Chemicals 업계(-1.4%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: SSL의 자본 수익률(2.4%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 10:25
종가2026/05/20 00:00
수익2025/12/31
연간 수익2025/06/30

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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