Sasol Limited Overview
Pro stress-test →Sasol Limited is an integrated energy and chemical company headquartered in Johannesburg, South Africa. The company converts natural gas, coal and heavy hydrocarbons into liquid fuels and chemical products, leveraging proprietary Fischer-Tropsch and gas-to-liquids (GTL) technologies to deliver cleaner-burning diesel, jet fuel and naphtha, alongside solvents, surfactants and specialty polymers. The company operates dual strategic segments: Southern Africa Energy & Chemicals and International Chemicals.
Strategic Profile
Pro stress-test →FY26 fuel sales guidance rises to 5–10% above FY25, while gas output is now seen up to 5% below FY25 amid PSA and CTT delays and softer demand. Sasol has signed a Letter of Intent with German startup INERATEC to supply next-generation catalysts for e-SAF (sustainable aviation fuel) production, set for completion in 2026, which will enhance INERATEC's ERA ONE facility's e-kerosene yield by 15%. The company is also pursuing renewable energy integration and emissions reduction targets.
Competitive Landscape
Pro stress-test →Sasol operates as a vertically integrated energy and chemicals manufacturer with proprietary Fischer-Tropsch and GTL technologies, competing in liquid fuels, base chemicals, and specialty polymers. The company faces competition from global majors including Shell, ExxonMobil, and Chevron in energy production, and from chemical producers like BASF, Dow, and Lyondell in the chemicals segment.
Industry Context
Sasol Limited operates in Oil, Gas, and Chemicals.
Key facts
Founded: 1950 · Headquarters: Johannesburg, South Africa · Revenue: $13.2B · Market cap: $4.48B