Sasol Stock Price, News & Analysis

Sasol (SSL) published business performance metrics for the quarter ended 30 September 2025, reporting operational improvement in Southern Africa and International Chemicals and progress on Capital Market Day plans.

Key facts: destoning ramp-up cut average sinks to below 14%, enabling higher coal production; Natref minority owner Prax SA filed for business rescue and Sasol is working to maintain Natref continuity; second low-carbon boiler at Natref was commissioned with a third expected in Q2 FY26. Guidance: Southern Africa breakeven oil price for Q1 FY26 is US$55–60/bbl; International Chemicals is on track for adjusted EBITDA of US$450–550m. The company flagged macro headwinds including tariff changes and noted a fatality at Thubelisha Colliery with an investigation underway.

Sasol (JSE:SOL / SOLBE1) has scheduled its Annual General Meeting (AGM) to be held electronically at 09:00 on Friday, 14 November 2025.

Key record and logistics dates:

• Record date for notice: Friday, 3 October 2025
• Last day to trade to qualify to attend/vote: Tuesday, 4 November 2025
• Record date to determine eligible voters: Friday, 7 November 2025
• Preferred proxy lodging window: 11–13 November 2025
• Results publication: Monday, 17 November 2025

The FY25 remuneration report will be presented and a correction to Part IV of the Remuneration Implementation Report (pages 162–163) clarifies that the FY26 short-term incentive metric “free cash flow to turnover” is assessed before second order capex and dividends paid. Investor enquiries directed to Tiffany Sydow, VP Investor Relations.

Sasol International Chemicals (NYSE: SSL) launched LIVINEX IO 7 on October 7, 2025, a patent-pending, bio-circular, palm- and deforestation-free nonionic surfactant derived from insect oil for fabric, home care, industrial and institutional cleaning markets.

The product is a drop-in replacement for C12–14 chemistry, produced from black soldier fly larvae oil and currently sold exclusively in European markets, with a planned insect oil personal-care product rollout within 12 months. Sasol will debut LIVINEX IO 7 at SEPAWA® CONGRESS 2025 in Berlin.

Sasol Limited (NYSE:SSL) has announced the publication of its comprehensive annual reports for the fiscal year ended June 30, 2025. The company has released multiple documents including their Integrated Report, Annual Financial Statements, Tax Report, and Form 20-F.

KPMG, the external auditor, provided an unmodified opinion on the financial statements published on August 25, 2025. The Form 20-F will be filed with the U.S. Securities and Exchange Commission (SEC). All reports are available for free download from Sasol's website or can be requested directly from Sasol Investor Relations.

Sasol Limited (NYSE:SSL) released its audited financial results for FY2025, showing mixed performance amid challenging market conditions. The company's free cash flow increased 75% to R12.6 billion, while turnover decreased 9% to R249 billion. Headline earnings per share (HEPS) improved 93% to R35.13, and basic earnings per share rose to R10.60 from a loss of R69.94 in the previous year.

The company recorded total impairments of R20.7 billion, significantly lower than R74.9 billion in the prior year. Net debt excluding leases declined 13% to R65.0 billion. Despite improved metrics, no dividend was declared as net debt remained above the US$3 billion threshold required by company policy.

Sasol Limited (NYSE:SSL) has released its trading statement for the year ended June 30, 2025, announcing significant earnings improvements. The company expects Earnings Per Share (EPS) to increase by over 100% to between R7.00 and R12.00, compared to the prior year's loss of R69.94. Headline Earnings Per Share (HEPS) is projected to rise 85-100% to R33.60-R36.30.

However, Adjusted EBITDA is expected to decrease by 10-17% to R50-54 billion. The improved earnings were driven by higher chemical prices, lower impairments of R20.7 billion (vs R74.9 billion prior year), and a R4.3 billion settlement from Transnet. These gains were partially offset by a 15% decline in average Rand per barrel oil prices and a 3% decrease in sales volumes.

Sasol (NYSE: SSL) has signed a Letter of Intent with German startup INERATEC to supply next-generation catalysts for e-SAF (sustainable aviation fuel) production. The new catalyst, set for completion in 2026, will enhance INERATEC's ERA ONE facility's e-kerosene yield by 15%.

INERATEC's ERA ONE, the world's largest Power-to-Liquid facility, currently aims to produce 2,500 tons of sustainable e-Fuels annually using Sasol's Cobalt FT catalyst. The partnership extends to the German-South African CARE-O-SENE research project, where both companies are consortium partners.

The collaboration leverages Sasol's 30-year expertise in Fischer-Tropsch technology, positioning the company as a key player in the growing e-SAF market.

Sasol Limited (NYSE:SSL) released its production and sales metrics for FY2025, showing mixed performance amid challenging macro conditions. The company expects to meet most financial guidance targets, though Secunda Operations and Natref experienced unplanned disruptions affecting Q4 production.

Key developments include a R4.3 billion settlement payment from Transnet, signing of additional renewable energy agreements totaling 920MW in South Africa, and a 93MW virtual PPA in the USA. The company strategically reduced coal production in Q3 FY25, supplementing with higher quality purchased coal to enhance gasifier performance.

Sasol projects earnings per share (EPS) to increase by more than 20% compared to the FY2024 loss of R69.94 per share. The company will release comprehensive FY2025 results on August 25, 2025.

Sasol (NYSE: SSL) has signed a significant virtual power purchase agreement (VPPA) with renewable energy producer Akuo. The 15-year agreement will provide 91 megawatts or 250,000 megawatt hours annually of renewable energy capacity from Akuo's Tennyson solar farm in Texas, covering approximately 50% of the annual electricity consumption at Sasol's Lake Charles Chemicals Complex.

The agreement, set to commence in the second half of 2026, will reduce Sasol's CO2 emissions by 90,000 tons per annum. This initiative aligns with Sasol's goal to reduce scope 1 and scope 2 emissions by 30% by 2030. The 195MW Tennyson solar plant, Akuo's first solar project in the US, is expected to employ up to 400 workers during construction.