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Sasol Limited

Sasol Limited

NYSE•SSL
CEO: Mr. Simon Baloyi M.Sc.
セクター: Basic Materials
業種: Chemicals - Specialty
上場日: 1982-04-26
Sasol Limited operates as a chemical and energy company in South Africa and internationally. It offers alumina, such as battery materials, catalyst supports, abrasives and polishing, and polymer additives; cobalt fischer-tropsch catalysts; carbon-based and recarburiser products; graphite electrodes; and mono-ethylene glycol and chlor-alkali products, monomers, mining chemicals and reagents, blends and hydrocarbons, methanol products, polymers, phenolics, and fertilizers. The company also provides linear alkyl benzene, sulfonate, macrogol/polyethylene glycol, ethanol, isopropyl, acetone, and MIBK and ethyl acetate products; and fatty alcohols, alkoxylates, ether sulfates, solvents, dispersants, diluents esters, alpha-hydroxy acids ester, waxes, diluents, guerbet alcohols, biosurfactants, C6-C20+ alcohols, ethoxylates, propoxylates, paraffins/isoparaffins, parafols, amines, alkylphenols, and sulfates. In addition, it offers alcohols, esters, ethers, carboxylic acids, surfactants, oil and water soluble polyglycols, formulation and surface modifiers, solvents and coalescents, wax cuts, blends and forms, FT hard waxes, blends, lubrication packages, nucleators, release agents, emulsifiers, wetting agents, tank-mix adjuvant components, fertilizer additives, and specialty solvents. Further, the company explores, develops, produces, markets, and distributes natural oil and gas, and associated products; markets fuels and lubricants; develops and implements GTL and CTL ventures; operates coal mines; trades and transports oil, petrochemicals, and chemical products and derivatives; and provides engineering, research and development, and technology transfer services. Sasol Limited was founded in 1950 and is based in Johannesburg, South Africa.
連絡先情報
Sasol Place, 50 Katherine Street Sandton, Johannesburg, 2196, South Africa
27-10-344-5000
www.sasol.com
時価総額
$4.93B
PER (TTM)
11.8
29.8
配当利回り
--
52週高値
$8.13
52週安値
$2.78
52週レンジ
93%
順位43Top 50.7%
3.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$6.92B-8.52%
直近4四半期の推移

EPS

$0.18-103.94%
直近4四半期の推移

フリーCF

$757.68M-2.30%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Group EBIT Swing Profitability Group EBIT R18,819M profit versus R27,305M loss in 2024; turnover decreased 9% to R249,096M.
Chemicals America Profitability Return Chemicals America EBIT R1,666M profit, reversing R61,209M loss; turnover fell 7% due to lower volumes.
Mining Segment Strong Performance Mining EBIT increased 23% to R3,954M, supported by higher coal sales prices despite lower external revenues.
Total Shareholder Count Total outstanding Sasol shares comprised 649,375,104 shares as of fiscal year end 30 June 2025.

リスク要因

Internal Control Material Weaknesses Ineffective disclosure controls due to six material weaknesses identified, including ICFR resource gaps and impairment process precision issues.
Climate Transition and Carbon Costs Significant transitional risk from escalating South African carbon tax rates and compliance costs impacting long-term competitiveness.
Commodity Price Volatility Risk Cyclical petrochemical margins, volatile crude oil, gas prices, and exchange rate fluctuations adversely affect operating results.
Ongoing Legal Exposure Risks SFT Energy claims R3.2 billion damages over alleged diesel supply breaches; ongoing litigation poses financial uncertainty.

見通し

ESG Strategy and Low-Carbon Access Focus on accessing low-carbon resources and developing sustainable solutions; failure risks customer loss in key European markets.
Internal Control Remediation Progress Management made substantial progress on remediation efforts, including updating risk assessment frameworks and enhancing IT general controls.
Mozambique Gas Project Execution PSA IPF tracking to achieve beneficial operation Q4 2025; CTT project construction resuming Q3 2025 despite delays.
Capital Allocation Focus Liquidity headroom over US$4 billion; capital expenditure financed via operations and borrowings based on shareholder return framework.

同業比較

売上高 (TTM)

Sasol LimitedSSL
$28.48B
-6.5%
Celanese CorporationCE
$9.54B
-7.2%
Axalta Coating Systems Ltd.AXTA
$5.12B
-3.0%

粗利益率 (最新四半期)

Perimeter Solutions, Inc.PRM
58.3%
-4.5pp
WD-40 CompanyWDFC
56.2%
+1.4pp
United States Lime & Minerals, Inc.USLM
48.0%
+3.7pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
AXTA$7.46B19.716.9%44.6%
CE$6.10B-5.3-25.1%6.8%
BCPC$5.81B39.312.1%10.4%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-1.8%
横ばい
4四半期純利益CAGR
-38.7%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年2月23日
|
EPS:-
|
売上高:-
財務レポート
財務データ
ニュース
全年度
  • Form 20-F - FY 2025

    会計期末: 2025年6月30日|提出日: 2025年8月29日|
    売上高: $13.73B-9.5%
    |
    EPS: $0.58+115.1%
    予想を下回る
  • Form 20-F - FY 2024

    会計期末: 2024年6月30日|提出日: 2024年9月6日|
    売上高: $14.72B-5.0%
    |
    EPS: $-3.74-599.6%
    予想を下回る
  • Form 20-F - FY 2023

    会計期末: 2023年6月30日|提出日: 2023年9月1日|
    売上高: $14.72B+6.2%
    |
    EPS: $-3.74-77.5%
    予想を下回る
  • Form 20-F - FY 2022

    会計期末: 2022年6月30日|提出日: 2022年8月31日|
    売上高: $14.72B+35.1%
    |
    EPS: $-3.74+327.9%
    予想を上回る
  • Form 20-F - FY 2021

    会計期末: 2021年6月30日|提出日: 2021年9月22日|
    売上高: $14.72B+6.1%
    |
    EPS: $-3.74+109.8%
    予想を下回る