SASOL LIMITED |
End-of-day quote
Other stock markets
|
5-day change | 1st Jan Change | ||
| 130.2 ZAR | +1.67% |
|
-17.06% | -29.72% |
| Apr. 23 | EMEA Morning Briefing : Shares Set to Rise as Geopolitical Concerns Ease | DJ |
| Apr. 17 | South Africa's PetroSA targets Mozambique gas in new sales deal | RE |
Valuation
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 219,161 | 82,852 | 136,890 | 233,798 | 147,953 | 82,811 | - | - |
| Enterprise Value (EV) 1 | 341,290 | 254,917 | 226,976 | 311,468 | 234,630 | 171,693 | 168,572 | 151,170 |
| P/E ratio | 50.5 x | -0.9 x | 15 x | 5.96 x | 17.9 x | 3.25 x | 2.54 x | 2.24 x |
| Yield | 1.68% | - | - | 3.96% | 7.29% | 4.9% | 7.3% | 9.57% |
| 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 | 0.62 x | 0.59 x | 0.5 x |
| EV / EBITDA | 7.25 x | 7.29 x | 4.69 x | 4.34 x | 3.54 x | 2.89 x | 2.58 x | 2.11 x |
| EV / FCF | -27.6 x | -20.9 x | 14.3 x | 17.8 x | 12.1 x | 38.1 x | 17.7 x | 11.1 x |
| FCF Yield | -3.62% | -4.79% | 7% | 5.63% | 8.25% | 2.63% | 5.64% | 9.04% |
| Price to Book | 0.98 x | 0.53 x | 0.94 x | 1.25 x | 0.76 x | 0.39 x | 0.35 x | 0.31 x |
| Nbr of stocks (in thousands) | 626,599 | 627,807 | 629,765 | 631,198 | 636,195 | 636,195 | - | - |
| Reference price 2 | 350.2 | 132.2 | 218.0 | 371.7 | 233.3 | 130.2 | 130.2 | 130.2 |
| Announcement Date | 10/28/19 | 8/17/20 | 8/16/21 | 8/23/22 | 8/22/23 | - | - | - |
1ZAR in Million2ZAR
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 203,576 | 190,367 | 201,910 | 275,738 | 289,696 | 279,129 | 287,679 | 301,510 |
| EBITDA 1 | 47,051 | 34,976 | 48,420 | 71,843 | 66,305 | 59,372 | 65,293 | 71,706 |
| EBIT 1 | 27,268 | 151 | 32,045 | 51,514 | 55,400 | 40,618 | 47,549 | 53,786 |
| Operating Margin | 13.39% | 0.08% | 15.87% | 18.68% | 19.12% | 14.55% | 16.53% | 17.84% |
| Earnings before Tax (EBT) 1 | 9,231 | -117,411 | 10,717 | 55,541 | 14,514 | 35,876 | 41,986 | 49,873 |
| Net income 1 | 4,298 | -91,109 | 9,032 | 38,956 | 8,799 | 19,974 | 31,699 | 37,834 |
| Net margin | 2.11% | -47.86% | 4.47% | 14.13% | 3.04% | 7.16% | 11.02% | 12.55% |
| EPS 2 | 6.930 | -147.4 | 14.57 | 62.34 | 13.02 | 40.02 | 51.32 | 58.01 |
| Free Cash Flow 1 | -12,363 | -12,205 | 15,894 | 17,537 | 19,362 | 4,510 | 9,509 | 13,671 |
| FCF margin | -6.07% | -6.41% | 7.87% | 6.36% | 6.68% | 1.62% | 3.31% | 4.53% |
| FCF Conversion (EBITDA) | - | - | 32.83% | 24.41% | 29.2% | 7.6% | 14.56% | 19.07% |
| FCF Conversion (Net income) | - | - | 175.97% | 45.02% | 220.05% | 22.58% | 30% | 36.13% |
| Dividend per Share 2 | 5.900 | - | - | 14.70 | 17.00 | 6.385 | 9.501 | 12.47 |
| Announcement Date | 10/28/19 | 8/17/20 | 8/16/21 | 8/23/22 | 8/22/23 | - | - | - |
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 | 109,942 | 119,911 | 155,827 | 151,750 | 137,946 | 136,285 | 138,110 |
| 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 | 2/24/20 | 8/17/20 | 2/22/21 | 8/16/21 | 2/21/22 | 8/23/22 | 2/21/23 | 8/22/23 | 2/26/24 | - |
1ZAR in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | 122,129 | 172,065 | 90,086 | 77,670 | 86,677 | 88,882 | 85,761 | 68,359 |
| Net Cash position 1 | - | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | 2.596 x | 4.92 x | 1.861 x | 1.081 x | 1.307 x | 1.497 x | 1.313 x | 0.9533 x |
| Free Cash Flow 1 | -12,363 | -12,205 | 15,894 | 17,537 | 19,362 | 4,510 | 9,509 | 13,671 |
| ROE (net income / shareholders' equity) | 7.76% | -3.89% | 16.5% | 17.7% | 17.5% | 12.6% | 12.8% | 14% |
| ROA (Net income/ Total Assets) | 3.78% | -1.54% | 5.87% | - | 7.92% | 5.65% | 5.34% | - |
| Assets 1 | 113,650 | 5,935,092 | 153,867 | - | 111,155 | 353,401 | 594,165 | - |
| 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 | 34,148 | 34,799 | 34,106 |
| Capex / Sales | 27.87% | 22.03% | 9.23% | 8.24% | 10.44% | 12.23% | 12.1% | 11.31% |
| Announcement Date | 10/28/19 | 8/17/20 | 8/16/21 | 8/23/22 | 8/22/23 | - | - | - |
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
130.2
ZAR
Average target price
212.4
ZAR
Spread / Average Target
+63.08%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -29.72% | 4.4B | |
| -0.19% | 74.89B | |
| +0.09% | 46.52B | |
| -4.19% | 30.82B | |
| +9.85% | 18.19B | |
| -10.05% | 11.54B | |
| -8.09% | 9.73B | |
| +2.79% | 9.4B | |
| +6.35% | 9.37B | |
| +3.85% | 8.11B |
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