Half Year 2025 Sasol Ltd Earnings Call Transcript
Key Points
- Sasol Ltd (SSL) has remained fatality-free since August 2024, indicating a strong focus on safety.
- The company has improved free cash flow by more than 80%, despite macroeconomic headwinds.
- Sasol Ltd (SSL) has successfully completed repairs at the Natref refinery, bringing it back online.
- The company is committed to reducing its carbon intensity by 30% by 2030, with a refined emission reduction roadmap.
- Sasol Ltd (SSL) has made significant progress in its International Chemicals segment, with an 80% increase in adjusted EBITDA.
- Adjusted EBITDA for the period was 15% lower than the previous year due to macroeconomic challenges.
- The company faced elevated safety incidents in the first half of the financial year, particularly during the Secunda shutdown.
- Sasol Ltd (SSL) has decided to mothball three underperforming assets in Germany, Italy, and the US, indicating operational challenges.
- The company has passed the interim dividend due to a free cash flow deficit and net debt exceeding the dividend trigger.
- Sasol Ltd (SSL) continues to face coal quality challenges, impacting gasifier availability at Secunda operations.
Good morning, and welcome to Sasol Limited's Interim results presentation for financial Year '25. Thank you for dialing in and listening to our announcement. My name is Tiffany Sydow from Investor Relations. With me is Simon Baloyi, President and CEO of Sasol, and Walt Bruns, Chief Financial Officer.
Simon will open today's presentation with the business performance update. Walt will then provide a detailed overview of the financials followed by Simon's closing remarks. We will then have a Q&A session immediately after the presentation through the webcast and teleconference facilities.
Before we get into the main agenda, I'd like to ask that you please take note of our forward-looking statement shown on the slide. Please preview this in your own time. Thank you. And now handing over to Simon to commence his presentation.
Good day, everyone, and welcome. It has now been nearly a year since I
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
