Seeking Alpha·Sep 1, 2026
Sasol Limited (SSL) Q4 2026 Earnings Call TranscriptSasol Limited (SSL) Q4 2026 Earnings Call Transcript
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Sasol's investment thesis is defined by a high-stakes transition from its coal-based operations, with recent financial performance showing extreme volatility that masks underlying cash generation. The company's gross margin has compressed from 51.0% in 2022Q4 ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has contracted by 9.46% year-over-year in the latest period, while gross margins have eroded by nearly 16 percentage points from their 2022 peak, signaling severe cyclical and structural headwinds.
The company has demonstrated consistent long-term revenue growth, making it an attractive investment.
Sasol Limited has shown strong returns on capital, indicating efficient use of invested funds.
The company maintains a stable share count, which supports shareholder value.
Trailing total returns as of 9/9/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 1, 2026 | $2.06+34.6% vs $1.53 | $9.3B+9.0% vs $8.5B |
Q1 2026 Feb 23, 2026 | $0.58+0.5% vs $0.58 | $7.6B+1.3% vs $7.5B |
Q3 2025 Aug 25, 2025 | $1.41+22.6% vs $1.15 | $7.2B+1.4% vs $7.1B |
Q3 2025 Aug 24, 2025 | $1.41+22.6% vs $1.15 | $7.2B+1.4% vs $7.1B |
Sasol Limited (SSL) Q4 2026 Earnings Call Transcript
Sasol NYSE: SSL reported stronger financial and operating performance for fiscal 2026, citing improved reliability across its Southern African value chain, cost discipline, stronger refining margins and progress in its International Chemicals reset.
/PRNewswire/ -- In terms of paragraphs 6.26(a) and 6.30(b) of the Listings Requirements of the JSE Limited (JSE) stakeholders are advised that, for the year
/PRNewswire/ -- BUSINESS PERFORMANCE METRICS FOR THE YEAR ENDED 30 JUNE 2026 Sasol has published its business performance metrics for the year ended 30 June
Benchmark SSL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Sasol Limited (SSL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.30 | $8.7B | 20.15 | -9.46% | 2.72% | 4.44% | — | |
| $64.60 | $20.85B | -27.49 | -25.18% | -1.12% | -3.33% | — | |
| $29.57 | $21.36B | -8.01 | -6.97% | -2.92% | -6.08% | — | |
| $131.37 | $17.74B | -23.54 | -44.7% | 0.67% | 0.34% | — | |
| $9.80 | $1.72B | -6.16 | -5.85% | -2.9% | -5.8% | — | |
| $74.75 | $9.58B | -6.37 | -8.01% | -10.94% | -13.18% | — |
Sasol Limited (SSL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Sasol Limited (SSL) stock FAQ — growth, dividends, profitability & financials explained
Sasol Limited (SSL) reported $520.50B in revenue for fiscal year 2025. This represents a 3770% increase from $13.45B in 1996.
Sasol Limited (SSL) saw revenue decline by 9.5% over the past year.
Yes, Sasol Limited (SSL) is profitable, generating $19.31B in net income for fiscal year 2025 (2.7% net margin).
Sasol Limited (SSL) has a return on equity (ROE) of 4.4%. This is below average, suggesting room for improvement.
Sasol Limited (SSL) generated $25.18B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
