Sasol (ADR)
Transforms coal and gas into fuels and chemicals using Fischer–Tropsch technology.
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Profile
Southern African Energy and Chemicals value chains turn coal and gas into fuels and chemical products. The business also licenses Fischer–Tropsch know-how for third-party sustainable-fuels and chemicals applications.
Integrated Southern African Energy and Chemicals value chains convert coal and gas into fuels and chemical products through proprietary Fischer–Tropsch technology. The underlying operations combine resource conversion, fuel production and chemicals, with the historical production base centred on Sasolburg and Secunda.
International chemicals exposure also includes a Louisiana integrated polyethylene joint venture operated by LyondellBasell. Technology licensing extends operating experience to third-party sustainable-fuels and chemicals applications, including through the Zaffra B.V. joint venture with Topsoe. The emissions roadmap relies on capital availability, renewable-project and grid availability, supply-chain conditions, and access to cost-effective energy.
Company facts
Key statistics
Year to date +77.6% · Average volume (30d) 1.1M
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Feb 23, 2026Q2 FY26 | $0.58 | $0.58 | +0.5% | $7.55B | $7.64B | +1.3% | +1.60% |
| Aug 25, 2025Q4 FY25 | $1.15 | $0.19 | −83.7% | $7.12B | $7.15B | +0.3% | −4.15% |
| Feb 24, 2025Q2 FY25 | $0.75 | $0.38 | −49.8% | $6.70B | $6.42B | −4.1% | −0.42% |
| Aug 20, 2024Q4 FY24 | $1.01 | −$4.67 | −561.9% | $7.63B | $7.64B | +0.1% | +5.81% |
Financial highlights
| 12 quarters | Q4 FY23 | Q2 FY24 | Q4 FY24 | Q2 FY25 | Q4 FY25 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $8.53B | $8.43B | $8.58B | $7.55B | $7.85B | $7.21B | |
| Gross profit | $3.79B | $3.53B | $3.99B | $3.12B | $2.31B | $1.83B | |
| Operating income | $1.60B | $1.20B | $1.63B | $973.0M | $1.53B | $1.09B | |
| Net income | −$357.2M | $592.5M | −$3.33B | $284.4M | $134.0M | $14.2M | |
| Diluted EPS | −$0.52 | $0.84 | −$5.24 | $0.44 | $0.21 | $0.02 | |
| Gross margin | 44.5% | 41.9% | 46.5% | 41.4% | 29.4% | 25.3% | |
| Operating margin | 18.7% | 14.3% | 19.0% | 12.9% | 19.5% | 15.1% |
Revenue by geography · FY25
Balance sheet, Dec 31, 2025Cash & short-term investments $2.47B · Total debt $7.74B · Total assets $20.98B · Shareholders' equity $9.34B
Dividends
Last cut to $0.106 from $0.5248 split-adjusted in Mar 2024.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Mar 14, 2024 | Mar 15 | Mar 29 | $0.106 | cut from $0.5248 split-adjusted |
| Sep 14, 2023 | Sep 15 | Sep 29 | $0.5248 | raised from $0.3842 |
| Mar 9, 2023 | Mar 10 | Mar 24 | $0.3842 | cut from $0.8578 |
| Sep 8, 2022 | Sep 9 | Sep 23 | $0.8578 |
Ownership
Shares outstanding 637.64M · Float 578.46M · 90.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 32.73M | 5.10% | 13G | Feb 5, 2026 |
| Morgan Stanley | 2.87M | 0.45% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 2.17M | 0.34% | 13F | Aug 7, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 1.86M | 0.29% | 13F | Aug 13, 2026 |
| American Century Companies Inc | 1.80M | 0.28% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 11, 2026 | Sarushen Dhanapalan Pillay | officer: EVP, Business Building | −2,182 | $13.14 |
Peers
- TotalEnergies
South African fuel retail and petrochemical-products peer
- BP (ADR)
South African fuel, commercial-fuel and convenience peer
- Shell (ADR)
South African retail and commercial fuels peer
- LyondellBasell
Global polyolefins peer; co-owner of the Louisiana PE JV
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Sasol (ADR) | $11.82 | −0.08% | $7.54B | 51.6 | — | 0.5 | +19.0% |
| TotalEnergies | $86.31 | −0.05% | $192.30B | 10.9 | 8.4 | 1.0 | +26.2% |
| BP (ADR) | $42.30 | +0.38% | $110.54B | 21.1 | 8.3 | 0.5 | +46.5% |
| Shell (ADR) | $91.47 | +0.63% | $253.47B | 10.0 | 9.2 | 0.8 | +44.7% |
| LyondellBasell | $63.72 | +0.07% | $20.55B | — | 7.8 | 0.7 | +19.8% |
| Median | 10.9 | 8.4 | 0.8 | +35.5% |