Sasol Limited

JSE:SOL Voorraadrapport

Marktkapitalisatie: R143.9b

Sasol Inkomsten in het verleden

Verleden criteriumcontroles 2/6

De winst van Sasol is gedaald met een gemiddeld jaarlijks percentage van -7%, terwijl de winst van de Chemicals -industrie jaarlijks groeide met 20.5%. De inkomsten zijn groeide met een gemiddeld percentage van 4.1% per jaar. Het rendement op het eigen vermogen Sasol bedraagt 2.4% en de nettomarge bedraagt 1%.

Belangrijke informatie

-6.96%

Groei van de winst

-6.52%

Groei van de winst per aandeel

Chemicals Groei van de industrie13.08%
Inkomstengroei4.07%
Rendement op eigen vermogen2.44%
Nettomarge0.97%
Laatste winstupdate31 Dec 2025

Recente prestatie-updates uit het verleden

Analyseartikel 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

Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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).
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Narratiefupdate 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).
Analyseartikel 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...
Analyseartikel 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...
User avatar
Nieuw narratief 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.

Opbrengsten en kosten

Hoe Sasol geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

JSE:SOL Opbrengsten, kosten en inkomsten (ZAR Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
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

Kwaliteitswinsten: SOL heeft een grote eenmalige verlies van ZAR21.4B wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st December, 2025.

Groeiende winstmarge: SOL is in het verleden winstgevend geweest.


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: SOL is de afgelopen 5 jaar winstgevend geworden en heeft de winst met -7% per jaar laten groeien.

Versnelling van de groei: SOL is het afgelopen jaar winstgevend geworden, waardoor de winstgroei moeilijk te vergelijken is met het 5-jarig gemiddelde.

Winst versus industrie: SOL is het afgelopen jaar winstgevend geworden, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Chemicals -sector ( 12.9% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 2.4% ) van SOL wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/22 06:28
Aandelenkoers aan het einde van de dag2026/05/21 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/06/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Sasol Limited wordt gevolgd door 15 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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