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Sasol Limited

NYSE•SSL
CEO: Mr. Simon Baloyi M.Sc.
板块: Basic Materials
行业: Chemicals - Specialty
上市日期: 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.
联系方式
Sasol Place, 50 Katherine Street Sandton, Johannesburg, 2196, South Africa
27-10-344-5000
www.sasol.com
市值
$8.16B
市盈率 (TTM)
56.7
29.8
股息率
--
52周最高
$13.68
52周最低
$3.39
52周范围
91%
排名43Top 50.7%
3.8
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
疲弱 • 3.8 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q2 2026 数据

营业收入

$6.72B+0.00%
近4季度走势

每股收益

$0.02+0.00%
近4季度走势

自由现金流

$45.18M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

SSL stock ticker logoSSL
$27.95B
-12.5%
CE stock ticker logoCE
$9.54B
-7.2%
AXTA stock ticker logoAXTA
$5.12B
-3.0%

毛利率 (最新季度)

PRM stock ticker logoPRM
59.9%
-4.5pp
WDFC stock ticker logoWDFC
55.6%
+1.4pp
USLM stock ticker logoUSLM
48.0%
+3.7pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
SSL$8.16B56.71.6%36.9%
CE$7.29B-6.2-25.1%59.6%
AXTA$6.14B16.216.9%44.6%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
-3.3%
基本持平
4季度净利润复合增长率
N/M
盈利状态转变
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年8月25日
|
每股收益:$0.40
|
营业收入:$7.41B
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