Sasol Ltd. Updates and Developments

Sasol Limited, an integrated chemical and energy company based in South Africa, has been active in the financial markets with several strategic updates and collaborations. Listed on the Frankfurt Stock Exchange, Sasol’s operations span across Mining, Exploration and Production International, Energy, Base Chemicals, and Performance Chemicals. As of March 26, 2025, the company’s close price was 3.78 EUR, with a market capitalization of approximately 2.09 billion EUR.

Capital Markets Day and Dividend Policy Change

On May 20, 2025, Sasol hosted a Capital Markets Day in Johannesburg, where the company provided an update on its strategy aimed at strengthening its foundation business and positioning for growth. During this event, the Sasol Limited Board approved a change in dividend policy, signaling a strategic shift in its financial management. This update was part of a broader effort to communicate the company’s long-term plans to investors.

Chemical Unit Listing and Strategy

Sasol’s CEO, Simon Baloyi, announced that the company is considering listing its international chemical business before 2030. This potential listing follows a turnaround strategy for the business, which contributed approximately 40% to Sasol’s adjusted earnings in the six months through December 2024. The move is part of Sasol’s broader strategy to enhance shareholder value and streamline operations.

Coal and Renewable Energy Strategy

In a strategic pivot, Sasol plans to run its flagship plant at full capacity while offsetting coal feedstock usage by sourcing more renewable energy. This approach aims to balance the continued use of fossil fuels with a transition towards more sustainable energy sources. The company’s strategy reflects a commitment to improving its business model while addressing environmental concerns.

Collaboration with Henkel

Sasol has entered into a collaboration with Henkel to develop adhesive solutions with lower carbon emissions. This partnership leverages Sasol’s advanced wax innovation to reduce carbon emissions across Henkel’s adhesive value chain. The collaboration underscores Sasol’s commitment to sustainability and innovation in reducing its environmental impact.

Market Reaction

Following these strategic announcements, Sasol’s share price experienced a notable increase. Walt Burns, Sasol’s financial head, discussed the company’s updated emission and coal strategies during the Capital Markets day, which contributed to positive market sentiment.

These developments highlight Sasol’s efforts to adapt to changing market conditions and regulatory environments while pursuing growth and sustainability.