Chemical Industry: approx. 45%
Energy Industry: approx. 40%
Mining and Others: approx. 15%

TOP 3 Markets:

1. South Africa: approx. 50%
2. Europe: approx. 25%
3. North America: approx. 15%

Sasol Limited generates the majority of its revenue from the chemical and energy industries. The chemical sector includes products such as polymers and solvents, while the energy industry is mainly characterized by the production and sale of fuels and gas. Mining and other activities also contribute to revenue, but to a lesser extent.

Geographically, South Africa is Sasol's largest market, attributed to the strong local presence and the company's historical roots in the region. Europe and North America follow as important markets, supported by strategic investments and partnerships in these regions.

Production sites of Sasol Limited:

1. South Africa: Main production sites in Secunda and Sasolburg.
2. USA: Large facility in Lake Charles, Louisiana.
3. Germany: Production sites in Marl and Brunsbüttel.
4. Qatar: Participation in the Oryx GTL plant in Ras Laffan.
5. Mozambique: Participation in natural gas extraction projects.

Sasol Limited is a globally active company with a strong focus on the production of chemicals and liquid fuels. The headquarters and largest production facilities are located in South Africa, where the company has its roots. The Secunda plant is one of the world's largest production sites for synthetic fuels.

In the USA, Sasol has significantly invested in the Lake Charles Chemicals Project (LCCP) in recent years to expand its presence in the North American market. In Europe, Sasol operates production sites in Germany focusing on specialty chemicals.

Additionally, Sasol is involved in international projects such as the Oryx GTL plant in Qatar, which converts natural gas into liquid fuels, and natural gas extraction projects in Mozambique to secure raw material supply.

Focus on Renewable Energies: Increasing investments in green technologies

Diversification: Expansion of chemical and energy products

Cost Optimization: Efficiency improvements and cost reduction programs

Sasol Limited has increasingly focused on the transformation towards more sustainable energy sources in recent years. The company is investing more in renewable energies and technologies to reduce CO2 emissions, in order to comply with global environmental regulations and secure its market position.

In addition, Sasol is pursuing a diversification strategy by expanding its portfolio in the chemical and energy products sector. This is intended not only to reduce dependence on fossil fuels, but also to unlock new growth opportunities in emerging markets.

At the same time, Sasol is focusing on cost optimization through efficiency improvements in production and strategic cost reduction programs. These measures are intended to increase profitability and help the company to compete in a highly competitive environment.

Main Imported Raw Materials: Crude oil, natural gas, chemicals

Countries of Origin: Saudi Arabia, Qatar, USA, Germany

Sasol Limited is an integrated energy and chemicals company that heavily relies on the procurement of raw materials such as crude oil and natural gas. These raw materials are crucial for the production of fuels and chemicals.

Saudi Arabia and Qatar are important suppliers of crude oil and natural gas, as they have large reserves and a well-developed export infrastructure. The USA is also a significant partner, especially for the import of liquefied natural gas (LNG) and specialized chemicals needed in production.

Germany supplies specialized chemicals and technologies required for further processing and refining in Sasol's production processes. These international trade relationships are crucial for maintaining Sasol's production capacities and competitiveness in the global market.

Market share in the chemical sector: Approximately 10% (2024, estimate) Raw material cost reduction: 5% (2024) Research & development expenses: 2.5% of revenue (2024)

Sasol Limited has a significant competitive advantage, mainly due to its strong position in the global chemical and energy sectors. The company benefits from its vertically integrated structure, which enables it to efficiently manage raw material costs and thus improve its margins.

Another advantage is the continuous investment in research and development, which is around 2.5% of revenue. This allows Sasol to develop innovative products and adapt to market changes.

Additionally, in recent years, Sasol has optimized its production processes, leading to a reduction in raw material costs by approximately 5%. These factors help the company maintain its competitiveness in a volatile market environment.

Institutional Investor Share: 55% (estimated for 2025) Insider Buys/Sells: No significant changes in the last year

The institutional investor share in Sasol Limited is estimated to be around 55%. This figure reflects the confidence of institutional investors in the company's long-term stability and growth potential.

Regarding insider buys and sells, there have been no significant changes in the last year, indicating that the management and other insiders are currently not making any significant adjustments to their holdings. This could be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of Sasol Limited: Estimated 7% (2025)

Top competitors and their market shares:

1. Royal Dutch Shell: 15%
2. BP: 13%
3. ExxonMobil: 12%
4. TotalEnergies: 10%
5. Chevron: 9%
6. Sasol Limited: 7%
7. Repsol: 6%
8. Eni: 5%
9. Petrobras: 4%
10. ConocoPhillips: 3%

Sasol Limited is a significant player in the global energy sector, especially in the field of synthetic fuels and chemicals. Sasol's market share is moderate compared to the major international oil companies.

Sasol's moat lies in its unique technology for coal liquefaction and gas liquefaction, which enables the company to produce liquid fuels from coal and natural gas. This technology is particularly advantageous in regions with abundant coal reserves and provides some protection against price fluctuations in the oil markets.

However, compared to larger competitors such as Royal Dutch Shell or ExxonMobil, which have a more extensive global presence and diversified energy portfolios, Sasol's moat is less pronounced. These companies have a significant competitive advantage due to their size, financial strength, and wide range of products.

In summary, Sasol has a specialized but limited moat compared to its larger competitors, who have a stronger competitive advantage due to their global reach and diversification.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Debt Ratio: 45% (2024)

Sasol Limited recorded a revenue growth of 8.5% in 2024, driven by strong demand for its chemical and energy products. Profit growth was at 10.2%, attributed to efficiency improvements and cost-cutting measures.

The debt ratio of 45% indicates that the company has reduced its debt compared to previous years, enhancing financial stability. This is particularly important in a volatile market environment where commodity prices can fluctuate significantly.

Sasol has also invested in sustainable technologies and projects, which could have long-term positive impacts on its environmental footprint and market position. These strategic investments could make the company more competitive in the years to come.

Overall, the financial performance and strategic direction suggest that Sasol Limited presents a solid investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: Estimate 4.5% (2025)

Sasol Limited has paid dividends in the past, but the reliability of these payouts depended on the financial performance and market conditions. In recent years, the company has experienced fluctuations in its dividend policy due to volatility in commodity markets and internal restructuring.

For the year 2025, a dividend yield of approximately 4.5% is estimated based on recent financial reports and market analyses. This estimate takes into account the recovery of energy prices and the stabilization of global markets. However, investors should continue to closely monitor economic conditions and company announcements to better assess the reliability of future dividends.