Sasol Limited (SSL) AI Stock Analysis

Sasol Limited is an integrated chemical and energy company headquartered in Johannesburg, South Africa. It operates through six segments: Mining, Gas, Fuels, Chemicals Africa, Chemicals America, and Chemicals Eurasia. The company manufactures and distributes chemicals including acetate, ammonia, glycol ether, polymers, and waxes for industries such as automotive, construction, and pharmaceuticals. It also produces synthetic fuels, lubricants, and natural gas, supported by its own coal mining operations and extensive pipeline infrastructure, while advancing lower carbon solutions and engineering services globally.

Sasol posted a 5-year revenue CAGR of 5.7% from FY2021 to FY2026. Annual revenue fluctuated from $272.75B in FY2022 to a peak of $289.70B in FY2023, before declining 5.0% in FY2024 to $275.11B and 9.5% in FY2025 to $249.10B. In FY2026, revenue rebounded 7.0% to $266.46B. Net income shifted from -$44.27B in FY2024 to positive $6.77B in FY2025 and $11.90B in FY2026, with FY2026 operating margin reaching 20.9%. For the trailing twelve months ended September 30, 2026, revenue reached $272.12B, with quarterly revenue up 17.9% and quarterly earnings up 447.5% year-over-year.

As of June 30, 2026, Sasol held $49.12B in cash and short-term investments against total debt of $110.20B, yielding net debt of $61.08B. The company closed the period with a current ratio of 1.79 and a debt-to-equity ratio of 0.68 on shareholders' equity of $161.76B. Operating cash flow stood at $32.31B in FY2026, supporting capital expenditures of $20.55B and free cash flow of $11.76B. Its five-year share count change was -2.9%.

Sasol carries a market cap of $10.47B and an enterprise value of $12.45B. The stock trades at a trailing P/E of 14.7x and a forward P/E of 7.8x, compared to medians of 19.7x and 13.4x, respectively, for the median of its US-listed Basic Materials peers. Its EV/EBITDA is 4.9x, below the peer median of 10.5x. Over the past year, Sasol gained 178.4%, outpacing the S&P 500's 16.8% return, while its 5-year return stands at -0.8% versus 83.0% for the index.

One analyst covers Sasol, maintaining a Strong Buy rating. The mean price target is $16.88, which is 3.3% above the October 16, 2026 closing price of $16.34. For the fiscal year ending June 30, 2027, the consensus forecasts EPS of $3.02, representing 28.7% growth, on revenue of $283.33B. For the following fiscal year, 1 analyst projects EPS of $2.79 and revenue of $263.18B. Over the last four quarters, the company delivered 1 EPS beat.

This page is an AI-written research summary of Sasol Limited (SSL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: SSL income statement, SSL balance sheet, SSL key metrics, SSL analyst forecast, SSL chart. See the SSL stock overview for the latest quote and news.