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Sasol Ltd (SSL)
NYSE:SSL
Earnings Data
Report Date
Aug 25, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.61Last Year’s EPS
1.41Same Quarter Last Year
Moderate Sell
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear operational and financial progress against meaningful macro and asset-specific headwinds. Management reported tangible delivery on controllable levers (positive free cash flow, lower cash fixed costs, CapEx discipline, Secunda production improvement, successful destoning plant start-up, hedging and liquidity) and meaningful progress on the Grow & Transform agenda (renewables, offsets, SAF grant). Offsetting these positives are sizable impairments, a large reduction in EBIT driven by non-cash remeasurements, deferred gas monetization and continued weak chemical market conditions. Overall, the company is demonstrating disciplined execution and improving resilience, but significant near-term challenges and impairments temper the outlook.Company Guidance
Positive free cash flow and improved cash generation
Generated positive free cash flow in H1 FY26 for the first time in four years with a >100% improvement versus prior period; free cash flow generation cited as a key success of execution of cash levers.
Net debt and liquidity position
Net debt ended at USD 3.8 billion with liquidity headroom of more than USD 4 billion; gross debt down 9% year-on-year and management remains on a deleveraging pathway aiming for net debt below USD 3.7 billion by year-end (target now likely FY28 under current macro).
Operational recovery at Secunda and Southern Africa value chain
Secunda production increased 10% year-on-year supported by improved coal quality and gasifier availability; destoning plant reached beneficial operation in December, operating at target specification (~12% ash) and within budget, helping restore value chain stability.
Cost and capital discipline
Cash fixed costs reduced (group -2% year-on-year) and capital expenditure was 43% lower year-on-year in H1 FY26; full-year CapEx guidance was revised down by ZAR 2 billion to ZAR 22–24 billion and the company emphasised that this is not a deferral rolling into later years.
International Chemicals self-help progress
International Chemicals adjusted EBITDA improved ~10% year-on-year despite tough markets, with cash fixed costs down 6% YoY (10% when normalized for exchange rates) and asset/variable cost optimization and commercial initiatives beginning to deliver benefits.
Hedging and risk management
Completed FY26 hedging program; oil hedges cover 55–60% with an average floor of approximately $59/bl and FX cover of 25–30% via zero-cost collars in the ZAR18–22 range, helping manage macro volatility and protecting the balance sheet.
Renewables and Grow & Transform progress
Secured an additional 300 MW of renewable energy bringing total secured capacity to >1.2 GW (target 2 GW by 2030); 180 MW operational, 740 MW under construction; received renewable energy trading licence and contracted ~9 million tonnes of carbon offsets (~60% of near-term requirement).
Commercial and operational wins at Natref and RBCT
Natref operational performance improved (commissioning of last low-carbon boiler) and Sasol leased Richards Bay Coal Terminal capacity generating additional income (management later quantified >ZAR1 billion from exports plus ~ZAR0.5 billion leasing entitlement).
SSL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SSL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 23, 2026 | $8.74 | $8.77 | +0.34% |
Aug 25, 2025 | $6.29 | $6.98 | +10.97% |
Feb 24, 2025 | $4.64 | $4.80 | +3.45% |
Aug 20, 2024 | $7.56 | $7.23 | -4.37% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sasol Ltd (SSL) report earnings?
Sasol Ltd (SSL) is schdueled to report earning on Aug 25, 2026, TBA (Confirmed).
What is Sasol Ltd (SSL) earnings time?
Sasol Ltd (SSL) earnings time is at Aug 25, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SSL EPS forecast?
SSL EPS forecast for the fiscal quarter 2026 (Q4) is 0.61.