Sasol stock | Expectations for 2026, valuation & analysis

Sasol

JSE:SOL

R 219,50

+ R4,03 (1,87%)

219,50 R

+R4,03 (1,87%)

End-of-day quote: 03/26/2026

Sasol Stock Value

The current analyst rating for Sasol is Outperform.

Outperform

Sasol Company Info

EPS Growth 5Y

37,76%

Market Cap

R141,01 B

Long-Term Debt

R88,55 B

Annual earnings

08/20/2026 (E)

Dividend

R0,00

Dividend Yield

0,00%

Founded

1950

Industry

Energy

Country

South Africa

Website

Sasol

ISIN Number

ZAE000006896

Website

http://www.sasol.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

R153,00

-30.3%

Last Update: 03/26/2026

Analysts: 9

Highest Price Target R220,00

Average Price Target R153,00

Lowest Price Target R117,00

In the last five quarters, Sasol’s Price Target has fallen from R364,91 to R293,50 - a -19,57% decrease. Two analysts predict that Sasol’s share price will fall in the coming year, reaching R153,00. This would represent a decrease of -30,30%.

Top growth stocks in the energy sector (5Y.)

What does Sasol do?

Sasol Limited operates as a chemicals and energy company. The company focuses on creating value from its unique coal-to-liquids (CTL) technology as well as gas-to-liquids (GTL) and other chemical processes. Sasol's operations extend across several business sectors, including mining, gas, and various chemical manufacturing and distribution lines. Business Segments The company operates through multiple reportable segments that reflect its diversified business structure. These segments include th...

Business Segments

The company operates through multiple reportable segments that reflect its diversified business structure. These segments include the Energy segment, Mining Operations, and Various Chemical Processing Units.

Energy Business

This segment is involved in integrated value chains, primarily involving coal and gas. Feedstock sourced from mining operations is processed at several key facilities in South Africa, including Secunda and Sasolburg, along with external operations such as the Pande-Temane Petroleum Production Agreement in Mozambique and the ORYX GTL project in Qatar.

Mining Segment

This segment is fundamental to operations in Southern Africa, providing coal to generate electricity and as raw material for gasification. The coal is sold both for utility and export purposes, with pricing determined through pre-established contracts and market indices.

Gas Segment

This segment is responsible for upstream feedstock, including natural gas sales both within South Africa and externally. The company sells Mozambican gas under long-term contracts, with pricing based on agreements regulated by the National Energy Regulator of South Africa (NERSA).

Fuels Segment

This segment contributes significantly to South Africa's fuel requirements, supplying around 40 percent of the domestic needs through an extensive distribution network. This segment encompasses liquid fuels produced from various sources, including crude oil refining and external purchases, with pricing structures informing both retail and wholesale transactions.

Chemicals Segment

This segment comprises several sub-segments, including Base Chemicals, Advanced Materials, Essential Care Chemicals, and Performance Solutions. The products are primarily sold through contracts with prices determined from agreed terms, enhancing revenue predictability.

Business Strategy

The company's business strategy hinges on a comprehensive approach to integrating operations across the entire value chain, from raw material sourcing to product delivery. The company aims to leverage its proprietary technologies, particularly CTL and GTL, to optimize production efficiency. The focus on innovation drives the development of enhanced processes for converting feedstock into products.

The company embraces digital transformation across its operations to improve process efficiencies, enhance customer engagement. Enhanced data analytics and modern technologies are being employed to streamline operations, optimize resource allocation, and bolster decision-making processes.

Additionally, the company actively pursues strategic partnerships and joint ventures internationally, augmenting its capabilities and expanding its market presence. By progressing in its sustainability initiatives while enhancing operational effectiveness and financial performance, the company is positioned to create considerable shareholder value.

Products and Services

The company's product offerings span a wide array of chemical and energy solutions.

Fuels Segment

The company produces various liquid fuels essential for transportation and industrial applications. Products include gasoline, diesel, and other chemicals essential to meet the requirements of diverse sectors.

Chemicals business

The company manufactures a variety of specialty chemicals, including advanced materials used in sectors such as automotive, pharmaceuticals, and consumer care. The performance solutions include additives, surfactants, and polymers that cater to a wide range of industrial applications.

Advanced Materials Segment

The company focuses on delivering innovative solutions that improve performance and efficiency across different applications.

Essential Care Chemicals

The product offerings include cosmetic ingredients and personal care products, illustrating the company's capability to serve consumer-driven markets.

Geographical Markets Served

The company serves a broad array of geographical markets, including Africa, the Americas, and Eurasia.

Seasonality

The company's operations experience some degree of seasonality, particularly in the mining and gas segments. Variability in demand for energy and chemical products can have seasonal effects influenced by external factors such as climate, economic cycles, and regional market conditions.

Customers

The company caters to a wide range of customers, including industrial manufacturers, energy providers, and consumer product companies.

Sales and Marketing

The company employs a multi-channel approach for its sales and marketing strategies. The company engages directly with customers through various platforms, emphasizing tailored solutions that meet specific customer requirements. Partnerships and collaborations play an essential role in the company's marketing and distribution channels, ensuring comprehensive coverage of target markets.

History

Sasol Limited was founded in 1950. The company was incorporated in 1979.

Sasol Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Chemical Industry:** approx. 45% **Energy Industry:** approx. 40% **Mining and Others:** approx. 15% **TOP 3 Markets:** 1. **South Africa:** approx. 50% 2. **Europe:** approx. 25% 3. **North America:** approx. 15% Sasol Limited generates the majority of its revenue from the chemical...

At which locations are the company’s products manufactured?

**Production sites of Sasol Limited:** 1. **South Africa**: Main production sites in Secunda and Sasolburg. 2. **USA**: Large facility in Lake Charles, Louisiana. 3. **Germany**: Production sites in Marl and Brunsbüttel. 4. **Qatar**: Participation in the Oryx GTL plant in Ras Laffan. 5. **Mozambiq...

What strategy does Sasol pursue for future growth?

**Focus on Renewable Energies:** Increasing investments in green technologies **Diversification:** Expansion of chemical and energy products **Cost Optimization:** Efficiency improvements and cost reduction programs Sasol Limited has increasingly focused on the transformation towards more sustain...

Which raw materials are imported and from which countries?

**Main Imported Raw Materials:** Crude oil, natural gas, chemicals **Countries of Origin:** Saudi Arabia, Qatar, USA, Germany Sasol Limited is an integrated energy and chemicals company that heavily relies on the procurement of raw materials such as crude oil and natural gas. These raw materials a...

How strong is the company’s competitive advantage?

**Market share in the chemical sector:** Approximately 10% (2024, estimate) **Raw material cost reduction:** 5% (2024) **Research & development expenses:** 2.5% of revenue (2024) Sasol Limited has a significant competitive advantage, mainly due to its strong position in the global chemical and...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 55% (estimated for 2025) **Insider Buys/Sells:** No significant changes in the last year The institutional investor share in Sasol Limited is estimated to be around 55%. This figure reflects the confidence of institutional investors in the company's long-term...

What percentage market share does Sasol have?

**Market share of Sasol Limited:** Estimated 7% (2025) **Top competitors and their market shares:** 1. **Royal Dutch Shell:** 15% 2. **BP:** 13% 3. **ExxonMobil:** 12% 4. **TotalEnergies:** 10% 5. **Chevron:** 9% 6. **Sasol Limited:** 7% 7. **Repsol:** 6% 8. **Eni:** 5% 9. **Petrobras:** 4% 10. **C...

Is Sasol stock currently a good investment?

**Revenue Growth:** 8.5% (2024) **Profit Growth:** 10.2% (2024) **Debt Ratio:** 45% (2024) Sasol Limited recorded a revenue growth of 8.5% in 2024, driven by strong demand for its chemical and energy products. Profit growth was at 10.2%, attributed to efficiency improvements and cost-cutting measur...

Does Sasol pay a dividend – and how reliable is the payout?

**Dividend Yield:** Estimate 4.5% (2025) Sasol Limited has paid dividends in the past, but the reliability of these payouts depended on the financial performance and market conditions. In recent years, the company has experienced fluctuations in its dividend policy due to volatility in commodity ma...

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Sasol Stock Value

Sasol Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does Sasol do?

Sasol Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Sasol Stock Value

Sasol Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does Sasol do?

Sasol Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.