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Sasol Limited

NYSE•SSL
執行長: Mr. Simon Baloyi M.Sc.
板塊: Basic Materials
行業: 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.
聯絡資訊
Sasol Place, 50 Katherine Street Sandton, Johannesburg, 2196, South Africa
27-10-344-5000
www.sasol.com
市值
$8.15B
本益比 (TTM)
57.8
29.8
股息率
--
52周最高
$13.68
52周最低
$3.41
52周範圍
91%
排名43Top 50.7%
3.8
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
疲弱 • 3.8 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025

財務儀表板

Q2 2026 數據

營業收入

$6.72B+0.00%
近4季度走勢

每股收益

$0.02+0.00%
近4季度走勢

自由現金流

$45.18M+0.00%
近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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

關鍵指標

股票代碼
市值
本益比 (TTM)
股東權益報酬率 (TTM)
負債率
SSL$8.15B57.81.6%36.9%
CE$7.24B-6.1-25.1%59.6%
AXTA$5.99B15.916.9%44.6%

長期趨勢

近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
-3.3%
基本持平
4季度淨利複合增長率
N/M
盈利狀態轉變
現金流穩定性
100%
現金流表現優異

深度研究

下次財報:2026年8月25日
|
每股收益:$0.40
|
營業收入:$7.41B
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