- Sasol Limited (SSL, Financial) projects a significant recovery with more than a 20% increase in EPS compared to a loss in FY2024.
- Key developments include a R4.3 billion settlement from Transnet and expansion in renewable energy by 920MW in South Africa.
- Sasol experienced unplanned disruptions in Q4 2025 but managed to maintain strong operational resilience.
Sasol Limited (SSL) has announced its financial and operational metrics for the fiscal year ending June 30, 2025, showcasing a mixed performance amid challenging global conditions. Despite unforeseen disruptions at Secunda Operations and Natref which impacted Q4 production, the company expects to meet most of its financial targets.
The strategic decision to reduce coal production and supplement with higher quality purchased coal improved gasifier performance in Q4 FY25. Sasol's proactive approach in managing its operations amid disruptions underscores its focus on operational stability.
Financially, Sasol anticipates an earnings per share (EPS) increase of over 20% compared to the FY2024 loss of R69.94 per share, marking a substantial turnaround. This projection benefits from a low base effect due to significant remeasurement items and impairments last year.
The company's financial standing has been bolstered by a R4.3 billion settlement with Transnet, providing a timely cash injection. Additionally, Sasol's commitment to renewable energy is evident with new agreements totaling 920MW in South Africa and a 93MW virtual PPA in the USA, aligning with its sustainability goals.
Risk factors include operational uncertainties due to new US import tariffs effective August 1, 2025, and the administrative placement of State Oil Limited, a minority stakeholder in Natref, although the refinery continues normal operations. Comprehensive FY2025 results will be released on August 25, 2025.
