Investment idea: Sasol - 9 July 2...
Investment idea: Sasol - 9 July 2025

PSG Financial Services di PSG Financial Services

Note sull'episodio

On 20 May 2025, Sasol held a Capital Markets Day, providing a comprehensive update on its corporate strategy, operational performance, emissions reduction roadmap, and financial framework. Some key highlights are:

  • Sasol anticipates adjusted its EBITDA to rise from R60 billion to a range of between R64–R71 billion by FY28.
  • Cost savings of R10–R15 billion (relative to inflation) are a major contributor to this EBITDA growth, which is targeted for achievement by FY28.
  • The company maintains its net debt ceiling target below US$3 billion, reflecting a disciplined financial approach.
  • Capital expenditure is set to be reduced by R15–R20 billion compared to previous guidance, underscoring Sasol’s focus on efficiency.
  • The Chemicals segment is targeting an EBITDA margin of at lea ... 
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