| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 88 | 15.8x | 17.3x | Top tier | |
Growth | 36 | 7.0% | 7.1% | Bottom tier | |
Quality | 41 | — | 4.5% | Around median | |
Safety | 73 | 1.0x | 2.6x | Top tier | |
Capital Return | 90 | 0.01% | 0.06% | Top tier | |
Momentum | 99 | 159.1% | -1.6% | Top tier | |
Sentiment | 33 | 1 | 3 | Bottom tier |
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Sasol Limited combines fuel and chemicals production with the coal and gas supply chain that feeds its operations in Southern Africa, alongside international chemicals operations in America and Eurasia. It generates revenue from selling fuels and chemical products, with a commercial focus on increasing its share in higher-value retail fuel and commercial channels, and shifting chemical sales toward specialty applications such as alcohols and alumina. Its profitability therefore depends on the reliability of facilities such as Secunda and Natref, feedstock costs, refining and chemicals margins, and the rand exchange rate.
According to EL7 data, revenue in quarter 4 of fiscal year 2026, ended 2026-06-30, was approximately 154.8 billion South African rand, up 21.9% from the same quarter a year earlier, while net income was 12.3 billion South African rand and diluted earnings per share were 18.84 South African rand. The operating margin calculated by EL7 was 26.9% in quarter 4 of fiscal year 2026, compared with 19.5% in quarter 4 of fiscal year 2025, an increase of 7.4 percentage points. According to EL7 data, operating cash flow was approximately 24.9 billion South African rand in quarter 4 of fiscal year 2026.
For fiscal year 2026, ended 2026-06-30, revenue according to EL7 data was approximately 266.5 billion South African rand and net income was 11.9 billion South African rand. Fuels and international chemicals drove the improvement in adjusted earnings before interest, taxes, depreciation and amortization, while mining, gas and Africa chemicals faced pressure; international chemicals maintained a 16% contribution to group earnings on this measure in fiscal year 2026. Secunda stands out as an operational pillar of this improvement, with production reaching 7.26 million tonnes in fiscal year 2026, its highest level in five years.
Q4 FY2026
When: Fiscal year 2027
International chemicals adjusted earnings before interest, taxes, depreciation and amortization within a range of 450 million to 600 million dollars
Production from the company's own mines within a range of 30 million to 32 million tonnes
When: Fiscal year 2028
The value based on the industry multiple is 21 dollars, within a range of 14 dollars to 42 dollars, based on trailing 12-month earnings and a median multiple of 18.0 for 8 companies; it measures Sasol's value when its earnings are priced at peer multiples. The wide range reflects variation in the values produced by the comparable multiples, so the central figure does not represent a definitive value. The analyst consensus is Buy, but no numerical price target is available for comparison with the industry-multiple value, and analyst targets inherently tend toward optimism compared with the conservative tendency of the cash flow model. On EL7's valuation dimension, which compares valuation metrics within the industry, Sasol ranked 8 out of 46 with a score of 85 out of 100 for data covering the period ended 2026-06-30.
Figures in the text are as of 2026-10-19; the live price is shown at the top of the page.
According to EL7 data, revenue was approximately 154.8 billion South African rand in quarter 4 of fiscal year 2026, ended 2026-06-30, up 21.9% from the same quarter a year earlier. Net income was 12.3 billion South African rand, with an operating margin calculated by EL7 of 26.9% for the same period. Management linked the improvement to Secunda's reliability and coal quality, alongside fuel margins and favorable conditions for international chemicals, while emphasizing that some market benefits may not persist.
Secunda production reached approximately 7.26 million tonnes in fiscal year 2026, ended 2026-06-30, its highest level in five years. The coal impurity-removal facility helped reduce failures in some gasifier components, but management clarified on 2026-09-01 that the absence of the planned shutdown added approximately 100 thousand tonnes to production. Fiscal year 2027 includes a planned shutdown and continued work on gasifier availability, so sustained improvement depends on the quality of operational execution. The company's own mines target production of 30 million to 32 million tonnes in fiscal year 2027 to support the supply chain.
Automated analysis for informational purposes only — not investment advice.
Reducing international chemicals fixed cash costs by 15% to 20%
International chemicals generated adjusted earnings before interest, taxes, depreciation and amortization of 604 million dollars in fiscal year 2026, ended 2026-06-30, compared with guidance of between 450 million and 600 million dollars for fiscal year 2027. The guidance assumes that the benefit linked to Middle East disruptions will not recur, while oversupply, energy pressures and European demand pressures persist. Meanwhile, Sasol restarted the paraffin unit in Augusta during August 2026 in response to supply shortages, and continues to improve its mix of alcohol and alumina applications. Management maintains its target to reduce fixed cash costs by 15% to 20% by fiscal year 2028.
According to EL7 data, total debt was approximately 110.2 billion South African rand in quarter 4 of fiscal year 2026, ended 2026-06-30. Cash and short-term investments according to EL7 data were approximately 43.0 billion South African rand in the same period, and the comparison includes only cash and cash equivalents and current short-term investments. According to EL7 data, operating cash flow was approximately 24.9 billion South African rand in quarter 4 of fiscal year 2026, making continued cash generation and its conversion into debt reduction an important factor to monitor. Comparing debt with short-term cash alone is insufficient to describe total liquidity.
During the 90 days through 2026-10-19, 9 sales were recorded by 6 insiders, with a value of 895007 dollars. Sales under prearranged 10b5-1 trading plans totaled zero, compared with 895007 dollars outside those plans, and no purchases were recorded. The largest seller was an executive officer, with a value of 593072 dollars.