SASOL LIMITED: PRODUCTION AND SALES METRICS AND TRADING STATEMENT FOR THE YEAR ENDED 30 JUNE 2025
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 Limited (NYSE:SSL) ha pubblicato i dati di produzione e vendita per l'anno fiscale 2025, mostrando risultati contrastanti in un contesto macroeconomico difficile. L'azienda prevede di raggiungere la maggior parte degli obiettivi finanziari indicati, anche se le operazioni di Secunda e Natref hanno subito interruzioni impreviste che hanno influenzato la produzione del quarto trimestre.
I principali sviluppi includono un pagamento di risarcimento di 4,3 miliardi di rand da Transnet, la firma di ulteriori accordi per energie rinnovabili per un totale di 920 MW in Sudafrica e un PPA virtuale da 93 MW negli Stati Uniti. Strategicamente, l'azienda ha ridotto la produzione di carbone nel terzo trimestre dell'anno fiscale 2025, integrandola con carbone acquistato di qualità superiore per migliorare le prestazioni dei gassificatori.
Sasol prevede che l'utile per azione (EPS) aumenterà di oltre il 20% rispetto alla perdita di 69,94 rand per azione registrata nell'anno fiscale 2024. I risultati completi dell'anno fiscale 2025 saranno pubblicati il 25 agosto 2025.
Sasol Limited (NYSE:SSL) publicó sus métricas de producción y ventas para el año fiscal 2025, mostrando un desempeño mixto en medio de condiciones macroeconómicas desafiantes. La compañía espera cumplir la mayoría de sus objetivos financieros, aunque las operaciones de Secunda y Natref sufrieron interrupciones imprevistas que afectaron la producción del cuarto trimestre.
Los desarrollos clave incluyen un pago de compensación de 4.300 millones de rand por parte de Transnet, la firma de acuerdos adicionales de energía renovable por un total de 920 MW en Sudáfrica y un PPA virtual de 93 MW en Estados Unidos. Estratégicamente, la empresa redujo la producción de carbón en el tercer trimestre del año fiscal 2025, complementándola con carbón comprado de mayor calidad para mejorar el rendimiento de los gasificadores.
Sasol proyecta que las ganancias por acción (EPS) aumentarán más del 20% en comparación con la pérdida de 69,94 rand por acción del año fiscal 2024. La compañía publicará los resultados completos del año fiscal 2025 el 25 de agosto de 2025.
Sasol Limited (NYSE:SSL)는 2025 회계연도 생산 및 판매 지표를 발표하며 어려운 거시경제 환경 속에서 혼조된 성과를 보였습니다. 회사는 대부분의 재무 목표를 달성할 것으로 예상하지만, 세쿤다 운영과 Natref에서 예기치 않은 중단이 발생하여 4분기 생산에 영향을 미쳤습니다.
주요 내용으로는 Transnet로부터의 43억 랜드 합의금 지급, 남아프리카에서 총 920MW의 추가 재생 에너지 계약 체결, 미국에서 93MW 가상 PPA 계약이 포함됩니다. 회사는 전략적으로 2025 회계연도 3분기에 석탄 생산을 줄이고, 가스화기 성능 향상을 위해 더 높은 품질의 구매 석탄을 보충했습니다.
Sasol은 2024 회계연도 주당 손실 69.94랜드 대비 주당순이익(EPS)이 20% 이상 증가할 것으로 전망합니다. 2025 회계연도 종합 실적은 2025년 8월 25일에 발표될 예정입니다.
Sasol Limited (NYSE:SSL) a publié ses indicateurs de production et de ventes pour l'exercice 2025, affichant des performances mitigées dans un contexte macroéconomique difficile. La société prévoit d'atteindre la plupart des objectifs financiers, bien que les opérations de Secunda et Natref aient subi des perturbations imprévues affectant la production du quatrième trimestre.
Les développements clés comprennent un paiement de règlement de 4,3 milliards de rands de la part de Transnet, la signature d'accords supplémentaires en énergies renouvelables totalisant 920 MW en Afrique du Sud, ainsi qu'un PPA virtuel de 93 MW aux États-Unis. Stratégiquement, l'entreprise a réduit la production de charbon au troisième trimestre de l'exercice 2025, en la complétant par du charbon acheté de meilleure qualité pour améliorer la performance des gazéificateurs.
Sasol prévoit que le bénéfice par action (BPA) augmentera de plus de 20 % par rapport à la perte de 69,94 rands par action enregistrée en 2024. Les résultats complets de l'exercice 2025 seront publiés le 25 août 2025.
Sasol Limited (NYSE:SSL) veröffentlichte seine Produktions- und Verkaufszahlen für das Geschäftsjahr 2025 und zeigte dabei eine gemischte Leistung in einem herausfordernden makroökonomischen Umfeld. Das Unternehmen erwartet, die meisten finanziellen Zielvorgaben zu erreichen, obwohl die Secunda-Operationen und Natref ungeplante Störungen erlitten, die die Produktion im vierten Quartal beeinträchtigten.
Zu den wichtigsten Entwicklungen gehören eine Vergleichszahlung von 4,3 Milliarden Rand von Transnet, der Abschluss zusätzlicher Vereinbarungen für erneuerbare Energien mit insgesamt 920 MW in Südafrika sowie ein virtueller PPA über 93 MW in den USA. Strategisch reduzierte das Unternehmen die Kohleproduktion im dritten Quartal des Geschäftsjahres 2025 und ergänzte diese mit hochwertigerer zugekaufter Kohle, um die Leistung der Vergaser zu verbessern.
Sasol prognostiziert, dass das Ergebnis je Aktie (EPS) im Vergleich zum Verlust von 69,94 Rand je Aktie im Geschäftsjahr 2024 um mehr als 20 % steigen wird. Die vollständigen Ergebnisse für das Geschäftsjahr 2025 werden am 25. August 2025 veröffentlicht.
- None.
- Unplanned disruptions at Secunda Operations and Natref impacted Q4 FY25 production
- Volumes marginally below guidance due to operational issues
- Lower average sales prices in US operations due to reduced ethylene market prices
- PraxSA's parent company placed under administration, creating uncertainty for Natref operations
- New US import tariffs to take effect August 1, 2025, potentially impacting operations
Insights
Sasol reports 20%+ EPS growth from prior-year loss, achieves most financial targets despite operational disruptions, secures R4.3B Transnet settlement, and advances renewable initiatives.
Sasol's year-end update demonstrates operational resilience amid what management describes as a challenging macro environment. Despite unplanned disruptions at Secunda Operations and Natref in Q4 FY25, the company expects to meet the majority of its financial guidance with volume targets achieved across most business segments.
The expected EPS increase of over 20% compared to the previous year's loss of
A major financial highlight is the
Operational adjustments show pragmatic management: Sasol strategically reduced its coal production and supplemented with higher quality purchased coal to enhance gasifier performance. This approach improved performance in Q4 FY25, demonstrating flexibility in optimizing inputs despite the added cost of external sourcing.
The company's renewable energy transition is advancing with additional 160MW of renewable energy agreements in South Africa, bringing Sasol's total renewable access to 920MW. Simultaneously, a virtual PPA signed in the USA will source approximately 93MW of renewable energy, covering about 50% of electricity consumption at their Lake Charles facility by mid-FY27.
Key risk factors include: State Oil Limited (parent of Natref's minority stakeholder) entered administration on June 30, 2025, though Natref continues normal operations; new US import tariffs taking effect August 1, 2025, with potential operational impacts; and ongoing execution of plant closures at multiple international locations including the Guerbet plant in Lake Charles and Alkylphenol site in Germany.
Management reports maintaining strong liquidity and strict cost management while continuing their proactive hedging program to reduce market volatility impacts. The comprehensive financial results will be released on August 25, 2025.
Production and sales metrics for the year ended 30 June 2025
Sasol has published its production and sales performance metrics for the year ended 30 June 2025 on the Company´s website at www.sasol.com, under the Investor Centre section: https://www.sasol.com/investor-centre/financial-results.
Business performance
In a challenging macro environment, our focus on self-help initiatives continues to strengthen our foundation, build resilience and mitigate the impacts of global volatility and geopolitical uncertainty. We are making good progress and expect to meet the majority of our financial guidance for FY25, with volume guidance achieved across most business segments. Secunda Operations (SO) and Natref had unplanned disruptions which impacted Q4 FY25 production and resulted in volumes being marginally below guidance.
In the
In the International Chemicals business, revenue in Q4 FY25 increased compared to the previous quarter, supported by higher sales volumes from improved US production. This was partly offset by lower average sales prices in the US due to lower ethylene market prices and product mix effects, however, pricing in the Eurasia segment improved through prioritising value realisation. Revenue decreased compared to the prior year, primarily due to lower sales volumes, which remained within market guidance. Despite a challenging environment, adjusted EBITDA improved compared to the prior year, reflecting the benefits of higher average sales basket prices and proactive management actions.
Business updates
We are making progress on our strategic priorities outlined at our Capital Markets Day, to strengthen our business and build a sustainable future Sasol. Delivery of these commitments remains a key priority to unlock value.
Strengthen our foundation business:
- Mining's destoning project to improve the quality of coal is progressing well and remains on track for completion in H1 FY26, within the previously communicated schedule and cost of less than R1 billion.
- Sasol Oil received a net payment of R4,3 billion (excluding VAT) on 30 June 2025, as full and final settlement of the legal disputes with Transnet.
- On 30 June 2025, State Oil Limited, the parent company of Prax South Africa (Pty) Limited (PraxSA), which owns a minority stake in the Natref refinery, was placed under administration. Natref continues to operate to plan, and engagements with PraxSA are ongoing to understand the implications of this development and ensure there is no impact on operational continuity.
- In April 2025, we reached a major milestone in our digital transformation with the successful go-live of the SAP S4/Hana pilot in
Italy . This marks the first implementation in our modern Enterprise Resource Planning (ERP) programme within International Chemicals. The rollout provided valuable learnings that will inform and improve subsequent implementations across the group. - The previously communicated mothballing/closing of certain plants is progressing to plan, with production already stopped at the Guerbet plant in Lake Charles (US) and the Alkylphenol site in Marl (
Germany ). The closure of the Phenolics plants inTexas (US), and the mothballing of the HF LAB plant in Augusta (Italy ) will follow in H1 FY26.
Grow and Transform:
- In June 2025, Sasol concluded an additional 160MW of renewable energy (RE) power purchase agreements (PPA) in SA, which includes 150MW as part of the Ampli Energy joint venture with Discovery, scheduled to commence in FY28. Collectively, these agreements increase Sasol's access to 920MW of RE in SA.
- At the end of June 2025, a virtual PPA was signed in USA to source ~93MW of RE, which will cover about
50% of the electricity consumption at our Lake Charles facility by mid FY27. - Natref commissioned the first of three new low-carbon boilers in May 2025, a key milestone for sustaining steam supply and supporting emissions reduction as well as producing 30 000 liters of renewable diesel. This supports our transition to cleaner energy solutions.
Outlook
We continue to maintain strong liquidity and strict cost management, to support overall financial resilience. We also continue with our proactive hedging programme, ensuring effective risk management and reducing the impact of market volatility.
Following the 90-day suspension of the US import tariffs, the US government announced on 8 July 2025 that new tariff rates will take effect on 1 August 2025. Engagements with the relevant stakeholders are ongoing, and we remain focused on ensuring continuity, mitigating potential disruptions, and identifying any opportunities for Sasol.
More details on the outlook for FY26 will be provided on 25 August 2025 with the release of our 2025 financial year results.
Trading statement for the financial year ended 30 June 2025
In terms of paragraph 3.4(b)(i) of the Listing Requirements of the JSE Limited (JSE), a company listed on the JSE is required to publish a Trading statement as soon as it is satisfied that a reasonable degree of certainty exists that the financial results for the next period to be reported upon will differ by at least
Accordingly, stakeholders are advised that, for the year ended 30 June 2025 earnings per share (EPS) are expected to increase by more than
EPS and headline earnings per share (HEPS) may be impacted further by adjustments resulting from the 2025 financial year closure process, which cannot be estimated reliably at this point in time.
A comprehensive trading statement will be published as soon as there is more certainty with respect to the EPS and HEPS ranges.
The financial information underpinning this trading statement has not been reviewed and reported on by the Company's external auditors.
Sasol will release its financial results for the year ended 30 June 2025 on Monday, 25 August 2025.
For further information, please contact:
Sasol Investor Relations,
Tiffany Sydow, VP Investor Relations
Telephone: +27 (0) 71 673 1929
investor.relations@sasol.com
Disclaimer- Forward-Looking Statements
Sasol may, in this document, make certain statements that are not historical facts that relate to analyses and other information which are based on forecasts of future results and estimates of amounts not yet determinable. These statements may also relate to our future prospects, expectations, developments and business strategies. Words such as "believe", "anticipate", "expect", "intend", "seek", "will", "plan", "could", "may", "endeavour", "target", "forecast" and "project" and similar expressions are intended to identify such forward-looking statements but are not the exclusive means of identifying such statements. By their very nature, forward-looking statements involve inherent risks and uncertainties, both general and specific, and there are risks that the predictions, forecasts, projections and other forward-looking statements will not be achieved. If one or more of these risks materialise, or should underlying assumptions prove incorrect, our actual results may differ materially from those anticipated. You should understand that a number of important factors could cause actual results to differ materially from the plans, objectives, expectations, estimates and intentions expressed in such forward-looking statements. These factors are discussed more fully in our most recent annual report on Form 20-F filed on 6 September 2024 and in other filings with the United States Securities and Exchange Commission. The list of factors discussed therein is not exhaustive; when relying on forward-looking statements to make investment decisions, you should carefully consider both these factors and other uncertainties and events, and you should not place undue reliance on forward-looking statements. Forward-looking statements apply only as of the date on which they are made and we do not undertake any obligation to update or revise any of them, whether as a result of new information, future events or otherwise. Forward looking statements, financial information and targets included in this statement have not been reviewed or reported on by Sasol's auditors.
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SOURCE Sasol Limited
FAQ
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