Sasol Limited

JSE:SOL Stok Raporu

Piyasa değeri: R119.5b

Sasol Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Sasol kazanç ve gelirin sırasıyla yıllık 43.2% ve 3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 41.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 14.3% olacağı tahmin edilmektedir.

Anahtar bilgiler

43.2%

Kazanç büyüme oranı

41.80%

EPS büyüme oranı

Chemicals kazanç büyümesi27.2%
Gelir büyüme oranı3.0%
Gelecekteki özkaynak getirisi14.31%
Analist kapsamı

Good

Son güncelleme19 Jun 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Jun 18

SOL: Higher Margins And Fuel Volume Guidance Will Drive Future Rerating

Analysts have lifted their fair value estimate for Sasol to ZAR260.00 from ZAR222.00, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E as key drivers of the higher price target. What’s in the News for Sasol Sasol issued new guidance for fiscal year 2026, stating that overall guidance remains unchanged while providing updated volume expectations.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
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Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

JSE:SOL - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (ZAR Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
6/30/2028272,48722,82524,93844,5857
6/30/2027271,56828,49321,00446,7808
6/30/2026268,18717,54425,65542,6898
12/31/2025249,3812,40814,62433,525N/A
9/30/2025249,2394,58813,77435,931N/A
6/30/2025249,0966,76712,92338,336N/A
3/31/2025255,012-21,24412,99240,321N/A
12/31/2024260,928-49,25513,06142,305N/A
9/30/2024268,020-46,76310,14339,845N/A
6/30/2024275,111-44,2717,22537,384N/A
3/31/2024275,650-20,23210,70641,014N/A
12/31/2023276,1893,80614,18744,644N/A
9/30/2023282,9436,30316,25546,910N/A
6/30/2023289,6968,79918,32249,176N/A
3/31/2023296,16223,67713,43443,534N/A
12/31/2022302,62738,5558,54537,891N/A
9/30/2022287,68738,75612,79139,095N/A
6/30/2022272,74638,95617,03740,299N/A
3/31/2022251,30024,23820,37441,556N/A
12/31/2021229,8539,51923,71142,812N/A
9/30/2021215,8829,27620,71338,451N/A
6/30/2021201,9109,03217,71434,089N/A
3/31/2021192,538-36,14210,01428,817N/A
12/31/2020183,165-81,3162,31423,545N/A
9/30/2020186,766-86,535-1,54426,653N/A
6/30/2020190,367-91,754-5,40329,761N/A
3/31/2020195,085-49,980-9,82031,166N/A
12/31/2019199,802-6,389-14,23832,571N/A
9/30/2019201,689-1,045N/A37,233N/A
7/1/2019203,5763,389N/A41,895N/A
3/31/2019199,91410,433N/A43,609N/A
12/31/2018196,25216,568N/A46,773N/A
9/30/2018188,85712,649N/A40,540N/A
6/30/2018181,4618,729N/A33,581N/A
3/31/2018178,56313,664N/A34,076N/A
12/31/2017175,66518,599N/A33,845N/A
9/30/2017174,03619,487N/A35,477N/A
6/30/2017172,40720,374N/A37,108N/A
3/31/2017172,88517,482N/A36,629N/A
12/31/2016173,36214,589N/A36,150N/A
9/30/2016173,15213,907N/A40,383N/A
6/30/2016172,94213,225N/A44,615N/A
3/31/2016171,42315,354N/A44,216N/A
12/31/2015169,90417,483N/A43,817N/A
9/30/2015177,58523,600N/A48,746N/A
6/30/2015185,26629,716N/A53,675N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: SOL 'nin tahmini kazanç büyümesi (yıllık 43.2% ) tasarruf oranının ( 9.8% ) üzerindedir.

Kazançlar ve Piyasa: SOL şirketinin kazançlarının (yıllık 43.2% ) ZA pazarından (yıllık 15% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: SOL şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: SOL şirketinin gelirinin (yıllık 3% ) ZA pazarından (yıllık 6.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: SOL şirketinin gelirinin (yıllık 3% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: SOL 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 14.3 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/23 10:40
Gün Sonu Hisse Fiyatı2026/06/22 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/06/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Sasol Limited 15 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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