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SASOL LIMITED - Business Performance Metrics For The Year Ended 30 June 2026

Sasol Limited
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What this filing means

A result the share needed, with real operational delivery. Sasol's business performance metrics show Secunda's highest annual production in five years and IC Adjusted EBITDA expected to exceed the US$375-450m guidance range — genuine beats, not just execution. The share had run up modestly ahead of the print (+5.5% CAR-20), so the move is partly confirmation, but the underlying beats are real. The catch is that these are preliminary, unreviewed estimates with full audited results deferred to 1…

Bull case

  • Secunda Operations posted its highest annual output in five years, exceeding market guidance on destoning gains and improved gas availability.
  • IC Adjusted EBITDA is set to beat the US$375-450m guidance range, reflecting stronger US pricing and resilient Eurasia cost pass-through.

Bear case

  • No audited FY26 financial results yet — all production and EBITDA 'beats' are unreviewed management estimates with results deferred to 1 September 2026.
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Category
Results
Event posture
Constructive
Published
Jul 21, 2026

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