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.
All You Need to Know About Sasol (SSL) Rating Upgrade to Buy
Sasol (SSL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
SSL vs. VIST: Which Stock Is the Better Value Option?
Investors with an interest in Oil and Gas - Integrated - International stocks have likely encountered both Sasol (SSL) and Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST).
Sasol: Deep Value And Clear Catalyst
Sasol's destoning initiative will expand margins by improving coal quality, driving 7.5M barrels/quarter. The chemical cycle has bottomed, and restructuring efforts have positioned Sasol to benefit from returning macro demand, with significant EBITDA growth in America's and Eurasia's segments. Despite high debt and past unprofitability, Sasol's valuation is compelling at 3.1x Forward EV/EBITDA and 0.28 P/B, with promising restructuring and debt reduction strategies.
SSL or XOM: Which Is the Better Value Stock Right Now?
Investors with an interest in Oil and Gas - Integrated - International stocks have likely encountered both Sasol (SSL) and Exxon Mobil (XOM). But which of these two companies is the best option for those looking for undervalued stocks?
Sasol Limited (SSL) Q4 2024 Earnings Call Transcript
Sasol Limited (NYSE:SSL ) Q4 2024 Earnings Conference Call February 24, 2025 2:00 AM ET Company Participants Tiffany Sydow - Vice President and Investor Relations Simon Baloyi - President and Chief Executive Officer Walt Bruns - Chief Financial Officer Victor Bester - Executive Vice President, Operations and Projects Sarushen Pillay - Executive Vice President, Business Building Strategy and Technology Hermann Wenhold - Executive Vice President, Mining, Risk Antje Gerber - Executive Vice President, International Chemicals Conference Call Participants Chris Nicholson - RMB Morgan Stanley Gerhard Engelbrecht - Absa CIB Alex Comer - JPMorgan Tiffany Sydow Good morning, and welcome to Sasol Limited's Interim Results Presentation for Financial Year '25. Thank you for dialing in and listening to our announcement.
Sasol skips dividend after profit declines 31%
South African petrochemical firm Sasol on Monday skipped paying a dividend after reporting a 31% decline in half-year profit on a fall in oil prices and lower sales volumes.
Sasol sees up to 36% drop in half-yearly profit on lower oil prices
South African petrochemical firm Sasol forecast a fall of up to 36% in half-yearly earnings on Wednesday, mainly due to a decline in oil prices and lower sales volumes.
Sasol: Guidance And Agreements With International Corporations Indicate Significant Undervaluation
Sasol Limited has resolved civil unrest in Mozambique, and 2025 financial results are expected to improve with no new asset write-downs anticipated. Long-term agreements with TotalEnergies and ExxonMobil, along with positive free cash flow, suggest SSL is undervalued despite commodity price risks. SSL's business model shows resilience with consistent net income growth, strategic partnerships, and significant capital expenditures indicating future production acceleration.
The Bottom Fishing Club: Sasol Represents Deep Value In Energy
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.
