Loading…
South African integrated energy and chemicals company converting coal and gas into synthetic fuels and a wide range of chemicals.
South African integrated energy and chemicals company converting coal and gas into synthetic fuels and a wide range of chemicals.
Sells liquid fuels in South Africa, where pump prices follow a government import-parity formula, and chemicals made in South Africa and at a large complex in Louisiana that was completed after heavy cost overruns. Coal from its own mines feeds the Secunda plant. Oil prices and the rand-dollar rate drive results.
Moat: narrow (process know-how, scale, installed base). Proprietary Fischer-Tropsch coal/gas-to-liquids technology and a large, hard-to-replicate South African production complex.
Headquarters: Sandton, South Africa · Founded: 1950 · Employees: 27,239
Size Sasol Limited Sponsored ADR (SSL) is a United States Materials company (Chemicals: Major Diversified) with a market value of $10.3B, the 760th largest of 3,117 United States companies the cockpit tracks. Shares closed at $14.83 on 6 Nov 2026.
Performance Over six months the shares gained 14.4%, against -4.3% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 17.9% over the last twelve months (peer median +3.7%); the operating margin is 21.8% (peer median 8.4%).
Valuation It trades at 4.8× forward earnings against a peer median of 15.3× (cheapest of 20).
Capital Return on invested capital runs 13.1 points above its cost of capital (6.0% WACC).
Credit Sasol Limited Sponsored ADR has 1 bond outstanding ($850M), rated BB+ by the agencies and trading like B+ at a weighted spread of 274 bp.
Short interest Short interest is 1.0% of the free float (15 Oct 2026).
Next results Next results expected around 1 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $16.2B | $16.1B | $13.7B | $14.7B | $16.3B |
| Revenue growth | — | +17% | -7% | -10% | — |
| Gross profit | $4.99B | $4.96B | $3.89B | $4.60B | $4.87B |
| EBITDA | $4.32B | $4.17B | $3.15B | $3.87B | $4.19B |
| Net income | $739M | $719M | $373M | -$2.37B | $495M |
| Free cash flow | $732M | $710M | $695M | $388M | $1.06B |
| Capital expenditure | $1.29B | $1.25B | $1.43B | $1.63B | $1.74B |
| Total debt | n/a | $6.78B | $6.79B | $7.40B | $7.44B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sasol Limited Sponsored ADR SSL | $10.3B | +14% | +18% | 22% | 4.8× | n/a |
| Shell SHEL.L | $284B | +18% | +15% | 16% | 7.7× | -10.9% |
| ExxonMobil XOM | $677B | +16% | +21% | 14% | 11.8× | -5.9% |
| LyondellBasell LYB | $19.6B | -15% | -2% | 10% | 9.5× | -10.3% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SSL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.0% | -3.5% | 10th highest of 21 |
| 6-month return | +14.4% | -4.3% | 6th highest of 21 |
| Distance from 52-week high | -18.5% | -24.0% | 9th highest of 21 |
| Revenue growth (TTM) | +17.9% | +3.7% | 6th highest of 21 |
| Operating margin | 21.8% | 8.4% | highest of 21 |
| Forward P/E | 4.8× | 15.3× | cheapest of 20 |
| ROIC minus cost of capital | +13.1 pp | -1.8 pp | highest of 21 |
| EV / EBITDA | 3.3× | 10.7× | cheapest of 13 |
| Net debt / EBITDA | 0.9× | 1.8× | 2nd least indebted of 14 |
| Bond spread | 274 bp | 81 bp | widest of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sasol Limited Sponsored ADR SSL | United States | $10.3B | +14% | +18% | 22% | 4.8× | n/a | n/a |
| Peric Special Gases 688146.SS | China | $9.58B | +102% | +75% | 19% | 67.1× | 50.8% | +13.1% |
| Evonik Industries EVK.DE | Germany | $11.0B | +19% | +2% | 10% | 12.0× | -6.2% | +2.9% |
| Solstice Advanced Materials SOLS | United States | $9.22B | -26% | +3% | 17% | 17.8× | 0.3% | +2.7% |
| Mitsubishi Chemical 4188.T | Japan | $8.65B | +10% | -8% | 8% | 8.9× | -0.5% | +2.6% |
| Element Solutions ESI | United States | $7.61B | -29% | +40% | 14% | 15.0× | 16.6% | +6.6% |
| Ecopro 086520.KS | South Korea | $6.55B | -57% | +11% | 9% | 31.5× | n/a | n/a |
| DuPont DD | United States | $19.4B | -1% | -43% | 14% | 18.3× | 14.7% | -13.7% |
| Tokyo Ohka Kogyo 4186.T | Japan | $5.03B | -30% | +22% | 21% | 17.8× | 19.9% | +15.1% |
| Arkema AKE.PA | France | $4.96B | -9% | -6% | 5% | 13.7× | 12.5% | +2.8% |
| Kingfa Sci. & Tech 600143.SS | China | $4.96B | -28% | -1% | 3% | 24.6× | -1.2% | +13.3% |
| Perimeter Solutions PRM | United States | $4.83B | -7% | +24% | -51% | 18.3× | 36.6% | +14.0% |
| Wacker Chemie WCH.DE | Germany | $4.42B | -24% | -5% | -1% | 33.0× | n/a | n/a |
| Hubei Xingfa Chemicals 600141.SS | China | $4.19B | -27% | +4% | 8% | 15.3× | n/a | n/a |
| Avient AVNT | United States | $4.17B | +23% | +5% | 11% | 13.0× | 9.9% | +0.1% |
| Mitsui Chemicals 4183.T | Japan | $4.08B | -9% | -3% | 6% | 10.7× | 1.9% | +6.6% |
| Johnson Matthey JMAT.L | United Kingdom | $4.01B | +14% | +8% | 3% | 13.3× | 9.6% | -4.0% |
| Kuraray 3405.T | Japan | $3.52B | +14% | +3% | 7% | 15.0× | -0.2% | +8.3% |
| Sika SIKA.SW | Switzerland | $36.4B | +32% | -4% | 14% | 24.9× | 10.7% | +7.3% |
| Grandit 688549.SS | China | $2.89B | +36% | +40% | -1% | n/a | n/a | n/a |
| CES Energy Solutions CEU.TO | Canada | $2.82B | +4% | +11% | 10% | 14.1× | 9.2% | +22.9% |
Sasol Limited Sponsored ADR has 1 bond outstanding with $850M face value. The agencies rate it BB+; its bonds trade like B+. Weighted yield 7.33%, a spread of 274 bp over government bonds.