Added to YB: 2026-01-27
Pitch date: 2026-01-23
SSL [bullish]
Sasol Limited
+20.9%
current return
Author Info
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Company Info
Sasol Limited operates as a chemical and energy company. It offers bitumen, industrial heating fuels, naphtha, lubricants and lubricant base oils, liquefied petroleum gas, automotive and industrial lubricants, greases, cleansers and degreasers, automotive fuels, and burner fuels or domestic, as well as illuminating paraffin transport fuels, such as petrol, diesel, and jet fuels.
Market Cap
ZAR 75.3B
Pitch Price
ZAR 117.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.09
P/E
11.10
EV/Sales
0.63
Sector
Chemicals
Category
turnaround
Sasol: Downgraded Last Week, Up 12% Yesterday
SSL: Destoning plant reached beneficial operation in Dec, fixing coal quality issues. Production up 6% QoQ, 10% YoY H1 FY26. Natref surge +62% on JV partner distress. Stock ripped 12% post-JP Morgan downgrade. Trading 2.7x EBITDA, 60¢/$1 book. Gas guidance cut, chems weak but cycle to turn. Watching Q3 destoning data & debt approaching $3B dividend threshold.
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