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Sasol (SOL) investor relations material
Sasol H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary25 Aug, 2025
Executive summary
Achieved most FY25 financial targets despite lower production, oil prices, and refining margins, with strong cost and capital discipline driving a 75% increase in free cash flow and significant deleveraging.
Adjusted EBITDA declined 14% to R52bn, impacted by lower production volumes and higher external purchases.
Net debt reduced to $3.7bn, ahead of target, with a focus on further deleveraging to reach $3bn by FY27-28 and enable future dividend reinstatement.
Maintained cost discipline with cash fixed cost increases below inflation and capital expenditure reduced by up to 16%.
Strategic focus on safety, operational reliability, restoring the Southern Africa value chain, and advancing renewables and emission reduction initiatives.
Financial highlights
Adjusted EBITDA down 14% to R52bn; gross margin declined 12% to R112.1bn due to lower turnover and sales volumes.
Free cash flow increased 75% to ZAR12.6bn, or 30% up excluding the Transnet settlement.
Net debt at $3.7bn, 8% below target and lowest since 2016.
Headline earnings per share rose 93% to R35.13; dividend per share suspended.
Capital expenditure of GBP25bn, 13% below target.
Outlook and guidance
FY26 priorities: deliver volume targets, maintain cost/capital discipline, continue deleveraging, and proactively manage risks.
FY26 breakeven target set at $55–60 per barrel for Southern Africa oil.
International Chemicals FY26 adjusted EBITDA expected at $450–550m, margin 10–13%.
CapEx guidance for FY26 at R24-26bn, similar to FY25, with shutdown deferred to FY27.
Targeting 2GW renewable energy by 2030, with over 900MW secured and additional 1GW targeted by FY28.
Secunda production outlook beyond FY26?
Balance deleveraging with growth investments?
Mitigation strategy for US tariffs and market shifts?
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Q1 202622 Oct, 2025
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Frequently asked questions
Sasol Limited is an integrated energy and chemical company based in South Africa. Established in 1950, Sasol specializes in using feedstocks like coal and natural oil and gas to produce liquid fuels, fuel components, and a variety of chemicals. These products range from synthetic fuels to chemicals used in the production of everyday items such as detergents, fertilizers, and plastics. The company operates globally, with significant activities in mining and the development of technologies for the Fischer–Tropsch process, a method used to convert natural gas into liquid fuels. Sasol's operations are divided into three main segments: Chemicals, Energy, and Sasol ecoFT. The company is headquartered in Sandton, South Africa, and its shares are listed on the Johannesburg Stock Exchange and the NYSE.
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