Summary
SAO Chart
Why I'm Buying Sasol: Cash Flow Up, Debt Down, Valuation Too Cheap
Sasol is a contrarian Buy: free cash flow is up, net debt is falling, and dividend reinstatement is within reach if execution continues. The market is overpricing policy and execution risks, undervaluing Sasol's cash discipline, mix flexibility, and hedging strategies. Valuation is extremely depressed—forward P/E, EV/EBITDA, and price-to-book all suggest deep pessimism despite mid-cycle earnings potential.
Sasol Limited (SSL) Q4 2025 Earnings Call Transcript
Sasol Limited (NYSE:SSL ) Q4 2025 Earnings Conference Call August 25, 2025 3:00 AM ET Company Participants Antje G M Gerber - Executive Vice President of International Chemicals Christian H. Herrmann - Executive Vice President of Marketing and Sales, Energy & Chemicals Southern Africa Hermann Wenhold - Executive Vice President of Mining, Risk and Safety, Health & Environment Simon Baloyi - President, CEO & Executive Director Tiffany Sydow - VP & Investor Relations Officer Victor Bester - Executive Vice President of Operations & Projects Walt P.
Sasol swings to profit on higher chemical prices, lower writedowns
South African petrochemical firm Sasol Ltd said on Monday it swung to a profit on the back of higher chemicals prices, tighter cost controls and lower asset writedowns.
Sasol Ltd Sponsored ADR (SAO) FAQ
What is the stock price today?
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Does it pay dividends? What is the current yield?
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Has Sasol Ltd Sponsored ADR ever had a stock split?
Sasol Ltd Sponsored ADR Profile
| Specialty Retail Industry | Consumer Discretionary Sector | Simon Baloyi CEO | XDUS Exchange | US8038663006 ISIN |
| ZA Country | 27,678 Employees | 29 Mar 2024 Last Dividend | 9 May 2012 Last Split | 26 Apr 1982 IPO Date |
Overview
Sasol Limited is an integrated chemical and energy company with its foundation in South Africa. Since its inception in 1950, the company has grown to offer a vast array of products and services across multiple sectors, including chemicals, energy, and fuel production, as well as engineering services. It plays a critical role in the exploration, development, production, marketing, and distribution of natural oil and gas, alongside associated products. Additionally, Sasol is engaged in the marketing of fuels and lubricants, development of lower-carbon energy solutions, operation of coal mines, as well as the trading and transportation of oil, petrochemicals, chemical products, and derivatives.
Products and Services
- Alumina Products: Sasol offers alumina-based products catering to various industries, including battery materials, catalyst supports, abrasives and polishing, and polymer additives.
- Carbon-Based Products and Graphite Electrodes: These include recarburiser and graphite electrodes for diverse applications.
- Chemicals: The company produces a wide range of chemicals such as mono-ethylene glycol, ethylene, propylene, sodium cyanide, caustic soda, and several types of acids (hydrochloric, sulfuric, nitric).
- Polymers: Sasol manufactures polymers like polyethylene, polypropylene, and polyvinyl chloride, which are essential in various manufacturing processes.
- Cresols, Xylenols, Phenols: These are used in the production of resin, plasticizers, and other chemical intermediates.
- Surfactants and Solvents: Including a wide array of alcohols, esters, ethers, carboxylic acids, and surfactants utilized in industrial and household cleaning products.
- Oil and Gas Exploration and Production: Sasol is actively involved in the exploration, development, and production of natural oil and gas, providing a crucial energy source for various markets.
- Coal Mining: The operation of coal mines remains a significant part of Sasol's energy production strategy, contributing to its portfolio of energy solutions.
- Fuels and Lubricants Marketing: Sasol markets a comprehensive range of fuels and lubricants, tailored to meet the demands of its global customer base.
- Lower-Carbon Energy Solutions: Keeping in stride with global sustainability efforts, Sasol is developing solutions that aim to reduce carbon emissions in energy production.
- Engineering Services: The company offers engineering services, leveraging its vast experience and expertise in the chemical and energy sectors.
Contact Information
