Sasol Förvaltning
Förvaltning kriterier kontrolleras 4/4
Sasol VD är Simon Baloyi, utsedd i Apr 2024, har en mandatperiod på 2.17 år. totala årliga ersättningen är ZAR 25.91M, bestående av 48.3% lön 51.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.004% av företagets aktier, värda ZAR 6.41M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.2 år respektive 5.3 år.
Viktig information
Simon Baloyi
Verkställande direktör
R25.9m
Total ersättning
| VD-lön i procent | 48.29% |
| Anställning som VD | 2.2yrs |
| Ägande av VD | 0.004% |
| Ledningens genomsnittliga anställningstid | 2.2yrs |
| Styrelsens genomsnittliga mandatperiod | 5.3yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jun 03
SOL: Elevated Discount Rate And Weaker Gas Volumes Will Pressure Future P/E
Analysts now maintain Sasol's fair value price target at ZAR155.00, with only small adjustments to assumptions around the discount rate, revenue contraction, profit margin and future P/E, which together support this unchanged view. What's in the News Sasol confirmed revised guidance for fiscal year 2026, keeping most guidance unchanged while updating specific volume expectations.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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).Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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).Analysartikel • 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...
Ny berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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 |
Ersättning vs marknad: Simon s total kompensation ($USD 1.59M ) är under genomsnittet för företag av liknande storlek på ZA marknaden ($USD 2.33M ).
Ersättning vs inkomst: Ersättningen från Simon har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Simon Baloyi (50 yo)
2.2yrs
Anställning
R25,912,000
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 2.2yrs | R25.91m | 0.0044% ZAR 6.4m | |
| CFO & Executive Director | 1.8yrs | R12.50m | inga uppgifter | |
| Executive Vice President of Operations & Projects | 1.4yrs | R10.85m | 0.00063% ZAR 924.0k | |
| Executive Vice President of Business Building | 2.2yrs | R10.14m | 0.0014% ZAR 2.1m | |
| Executive Director and Executive VP of Commercial & Legal | no data | R17.56m | 0.0071% ZAR 10.4m | |
| Executive Vice President of Marketing and Sales | 2.2yrs | R16.21m | 0.011% ZAR 16.7m | |
| Executive Vice President of International Chemicals | 2.2yrs | R15.74m | 0.0040% ZAR 5.8m | |
| VP & Investor Relations Officer | no data | inga uppgifter | inga uppgifter | |
| Chief Financial Officer of North American Operations | 11.2yrs | inga uppgifter | inga uppgifter | |
| Head of Group Media Relations | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of Financial Controlling & Governance | no data | inga uppgifter | inga uppgifter | |
| Executive Vice President of People | less than a year | inga uppgifter | inga uppgifter |
2.2yrs
Genomsnittlig anställningstid
51.5yo
Genomsnittlig ålder
Erfaren ledning: SOL s ledningsgrupp anses vara erfaren ( 2.2 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 2.2yrs | R25.91m | 0.0044% ZAR 6.4m | |
| CFO & Executive Director | 1.8yrs | R12.50m | inga uppgifter | |
| Executive Director and Executive VP of Commercial & Legal | 6.6yrs | R17.56m | 0.0071% ZAR 10.4m | |
| Independent Non-Executive Director | less than a year | inga uppgifter | inga uppgifter | |
| Independent Chairman | 8.2yrs | R6.67m | 0.00016% ZAR 234.7k | |
| Lead Independent Director | 8.4yrs | R4.23m | inga uppgifter | |
| Independent Non-Executive Director | 10yrs | R2.61m | inga uppgifter | |
| Independent Non-Executive Director | 5.3yrs | R2.56m | 0.00040% ZAR 586.7k | |
| Independent Non-Executive Director | 9.3yrs | R2.98m | inga uppgifter | |
| Independent Non-Executive Director | 1.8yrs | R3.09m | inga uppgifter | |
| Independent Non-Executive Director | 1yr | inga uppgifter | inga uppgifter |
5.3yrs
Genomsnittlig anställningstid
64yo
Genomsnittlig ålder
Erfaren styrelse: SOL s styrelse anses vara erfaren ( 5.3 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/12 14:47 |
| Aktiekurs vid dagens slut | 2026/06/11 00:00 |
| Intäkter | 2025/12/31 |
| Årlig intjäning | 2025/06/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Sasol Limited bevakas av 15 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Jared Hoover | Arqaam Capital Research Offshore S.A.L. |
| Caroline Learmonth | Barclays |