SASOL LIMITED |
End-of-day quote
Other stock markets
|
5-day change | 1st Jan Change | ||
| 133.3 ZAR | -0.04% |
|
-12.33% | -28.08% |
| 11:54am | Sasol Chief Financial Officer Hanre Rossouw to Step Down | MT |
| 01:06am | Sasol Limited Announces Resignation of Hanré Rossouw as Executive Director, Effective 31 October 2024 | CI |
Valuation
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 2,19,161 | 82,852 | 1,36,890 | 2,33,798 | 1,47,953 | 81,401 | - | - |
| Enterprise Value (EV) 1 | 3,41,290 | 2,54,917 | 2,26,976 | 3,11,468 | 2,34,630 | 1,72,040 | 1,67,021 | 1,52,238 |
| P/E ratio | 50.5 x | -0.9 x | 15 x | 5.96 x | 17.9 x | 3.34 x | 2.54 x | 2.27 x |
| Yield | 1.68% | - | - | 3.96% | 7.29% | 4.85% | 7.25% | 9.91% |
| Capitalization / Revenue | 1.08 x | 0.44 x | 0.68 x | 0.85 x | 0.51 x | 0.3 x | 0.29 x | 0.27 x |
| EV / Revenue | 1.68 x | 1.34 x | 1.12 x | 1.13 x | 0.81 x | 0.63 x | 0.59 x | 0.51 x |
| EV / EBITDA | 7.25 x | 7.29 x | 4.69 x | 4.34 x | 3.54 x | 2.9 x | 2.56 x | 2.13 x |
| EV / FCF | -27.6 x | -20.9 x | 14.3 x | 17.8 x | 12.1 x | 36.5 x | 17.7 x | 12.2 x |
| FCF Yield | -3.62% | -4.79% | 7% | 5.63% | 8.25% | 2.74% | 5.65% | 8.17% |
| Price to Book | 0.98 x | 0.53 x | 0.94 x | 1.25 x | 0.76 x | 0.38 x | 0.35 x | 0.31 x |
| Nbr of stocks (in thousands) | 6,26,599 | 6,27,807 | 6,29,765 | 6,31,198 | 6,36,195 | 6,36,195 | - | - |
| Reference price 2 | 350.2 | 132.2 | 218.0 | 371.7 | 233.3 | 128.0 | 128.0 | 128.0 |
| Announcement Date | 28/10/19 | 17/08/20 | 16/08/21 | 23/08/22 | 22/08/23 | - | - | - |
1ZAR in Million2ZAR
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 2,03,576 | 1,90,367 | 2,01,910 | 2,75,738 | 2,89,696 | 2,74,654 | 2,82,630 | 2,96,291 |
| EBITDA 1 | 47,051 | 34,976 | 48,420 | 71,843 | 66,305 | 59,342 | 65,154 | 71,486 |
| EBIT 1 | 27,268 | 151 | 32,045 | 51,514 | 55,400 | 41,471 | 47,275 | 53,449 |
| Operating Margin | 13.39% | 0.08% | 15.87% | 18.68% | 19.12% | 15.1% | 16.73% | 18.04% |
| Earnings before Tax (EBT) 1 | 9,231 | -1,17,411 | 10,717 | 55,541 | 14,514 | 35,733 | 41,689 | 48,967 |
| Net income 1 | 4,298 | -91,109 | 9,032 | 38,956 | 8,799 | 19,703 | 31,186 | 37,070 |
| Net margin | 2.11% | -47.86% | 4.47% | 14.13% | 3.04% | 7.17% | 11.03% | 12.51% |
| EPS 2 | 6.930 | -147.4 | 14.57 | 62.34 | 13.02 | 38.33 | 50.48 | 56.45 |
| Free Cash Flow 1 | -12,363 | -12,205 | 15,894 | 17,537 | 19,362 | 4,708 | 9,436 | 12,441 |
| FCF margin | -6.07% | -6.41% | 7.87% | 6.36% | 6.68% | 1.71% | 3.34% | 4.2% |
| FCF Conversion (EBITDA) | - | - | 32.83% | 24.41% | 29.2% | 7.93% | 14.48% | 17.4% |
| FCF Conversion (Net income) | - | - | 175.97% | 45.02% | 220.05% | 23.9% | 30.26% | 33.56% |
| Dividend per Share 2 | 5.900 | - | - | 14.70 | 17.00 | 6.209 | 9.276 | 12.68 |
| Announcement Date | 28/10/19 | 17/08/20 | 16/08/21 | 23/08/22 | 22/08/23 | - | - | - |
1ZAR in Million2ZAR
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: June | 2020 S1 | 2020 S2 | 2021 S1 | 2021 S2 | 2022 S1 | 2022 S2 | 2023 S1 | 2023 S2 | 2024 S1 | 2024 S2 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 99,170 | 91,197 | 91,968 | 1,09,942 | 1,19,911 | 1,55,827 | 1,51,750 | 1,37,946 | 1,36,285 | 1,38,110 |
| EBITDA | 21,042 | - | 18,608 | - | 31,803 | - | - | - | - | - |
| EBIT | 9,684 | - | 9,560 | - | 24,868 | - | - | - | 15,925 | - |
| Operating Margin | 9.77% | - | 10.39% | - | 20.74% | - | - | - | 11.69% | - |
| Earnings before Tax (EBT) | - | - | - | - | 21,205 | - | - | - | 12,406 | - |
| Net income | 4,053 | - | - | - | 14,978 | - | - | - | 9,584 | - |
| Net margin | 4.09% | - | - | - | 12.49% | - | - | - | 7.03% | - |
| EPS | 6.560 | -154.0 | 23.29 | - | 23.68 | 38.36 | - | - | 20.37 | - |
| Dividend per Share | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 24/02/20 | 17/08/20 | 22/02/21 | 16/08/21 | 21/02/22 | 23/08/22 | 21/02/23 | 22/08/23 | 26/02/24 | - |
1ZAR in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | 1,22,129 | 1,72,065 | 90,086 | 77,670 | 86,677 | 90,639 | 85,620 | 70,837 |
| Net Cash position 1 | - | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | 2.596 x | 4.92 x | 1.861 x | 1.081 x | 1.307 x | 1.527 x | 1.314 x | 0.9909 x |
| Free Cash Flow 1 | -12,363 | -12,205 | 15,894 | 17,537 | 19,362 | 4,708 | 9,436 | 12,441 |
| ROE (net income / shareholders' equity) | 7.76% | -3.89% | 16.5% | 17.7% | 17.5% | 12.7% | 12.8% | 13.6% |
| ROA (Net income/ Total Assets) | 3.78% | -1.54% | 5.87% | - | 7.92% | 8.13% | 7.42% | 9.1% |
| Assets 1 | 1,13,650 | 59,35,092 | 1,53,867 | - | 1,11,155 | 2,42,465 | 4,20,434 | 4,07,360 |
| Book Value Per Share 2 | 357.0 | 250.0 | 231.0 | 297.0 | 307.0 | 334.0 | 370.0 | 418.0 |
| Cash Flow per Share 2 | 70.00 | 49.50 | 55.00 | 63.40 | 74.90 | 69.00 | 80.80 | 84.20 |
| Capex 1 | 56,734 | 41,935 | 18,641 | 22,713 | 30,247 | 34,242 | 34,888 | 34,143 |
| Capex / Sales | 27.87% | 22.03% | 9.23% | 8.24% | 10.44% | 12.47% | 12.34% | 11.52% |
| Announcement Date | 28/10/19 | 17/08/20 | 16/08/21 | 23/08/22 | 22/08/23 | - | - | - |
1ZAR in Million2ZAR
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
B+
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
8
Last Close Price
128
ZAR
Average target price
212.4
ZAR
Spread / Average Target
+65.92%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -28.08% | 4.55B | |
| +1.22% | 76.93B | |
| -0.28% | 46.86B | |
| +1.07% | 32.74B | |
| +10.05% | 18.58B | |
| -9.81% | 11.54B | |
| +6.79% | 11.14B | |
| -6.33% | 9.8B | |
| +5.97% | 9.72B | |
| +7.57% | 9.3B |
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- Financials Sasol Limited
