
Sasol Limited (SASOF)
ValueMarkers Composite Index
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Sasol Limited (SASOF) — VMCI valuation read
Sasol Limited (SASOF) carries a VMCI composite of 57/100, 7 points above the Basic Materials sector median of 50. Among mid-cap names, that gap places SASOF in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The SASOF insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads SASOF trades at 22.0x earnings, 22% above the Basic Materials median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Basic Materials 12.0x. Quality: ROIC of 18.0% sits 8.0pp above the Basic Materials median (10.0%). Risk: net debt to EBITDA of 0.2x leaves covenant headroom, the line to track on Sasol Limited's next 10-Q.
SASOF rose 1.0% over the trailing 7 days, with a +3.3% read on a 30-day basis.
Sasol Limited, together with its subsidiaries, operates as an integrated chemical and energy company in South Africa. The company operates through Mining, Gas, Fuels, Chemicals Africa, Chemicals America, and Chemicals Eurasia segments. It operates coal mines; and develops and manages upstream interests in oil and gas exploration and production in Mozambique, South Africa, Canada, and Gabon. The company also markets and sells liquid fuels, pipeline gas, and electricity; and develops, implements, and manages international gas-to-liquids processes. In addition, it produces and markets polyethylene, polypropylene, polyvinyl chloride, ketones, alcohols, acrylates, phenolics, ammonium nitrate base products, and sulphur dioxide, as well mining reagents for use in various applications, such as aerosols, cosmetics, fragrances, packaging, paints, adhesives, pharmaceuticals,plastics, mining, pulp and paper, steel, textiles, water treatment and purification, agricultural fertilizers, and chemicals. Further, the company markets organic and inorganic commodity and specialty chemicals comprising organics, inorganics, wax, phenolic, carbon, ammonia, and specialty gases; and offers engineering services. Sasol Limited was founded in 1950 and is headquartered in Johannesburg, South Africa.
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