Added to YB: 2025-02-14
Pitch date: 2025-02-12
SSL [neutral]
Sasol Limited
+40.9%
current return
Author Info
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Company Info
Sasol Limited operates as a chemical and energy company. It offers bitumen, industrial heating fuels, naphtha, lubricants and lubricant base oils, liquefied petroleum gas, automotive and industrial lubricants, greases, cleansers and degreasers, automotive fuels, and burner fuels or domestic, as well as illuminating paraffin transport fuels, such as petrol, diesel, and jet fuels.
Market Cap
ZAR 71.6B
Pitch Price
ZAR 4.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.02
P/E
10.56
EV/Sales
0.62
Sector
Chemicals
Category
value
Big Drops and Big Opportunities - On My Radar: Sasol Limited
SSL (overview): Complex South African energy/chemical co. Rev up 4x since 2001 to $15B, but stock down 93% from ATH. 18.7% avg ROCE, 14% ROIC. 0.32x sales, 2.8x peak FCF. Volatile FCF, now negative. ZAR 131.1B debt vs 48.9B cash. Turnaround depends on commodity price recovery (oil, ethane, polyethylene).
Read full article (2 min)