Sasol (SSL) Raises FY26 Fuel Sales Forecast to 5-10% Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Should l Buy SSL?
Source: seekingalpha
- Fuel Sales Forecast Upgrade: Sasol has revised its FY26 fuel sales forecast from 0-3% to 5-10% growth, driven by improved Natref performance, resulting in a 6% increase in premarket share trading.
- Gas Production Downgrade: The company has adjusted its gas production forecast down from 0-10% above FY25 to 0-5% below FY25 due to delays in PSA and CTT, as well as reduced internal and external demand, indicating market softness.
- South Africa Operations Milestone: The destoning plant in South Africa achieved beneficial operation in December 2025, marking a significant milestone in coal quality improvement, which is expected to enhance future production efficiency.
- Soft Chemical Market Conditions: While sales volumes in Chemicals Africa increased compared to the previous quarter, overall chemical market conditions remained soft, leading to lower revenues, highlighting challenges faced by the industry.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SSL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SSL
About SSL
Sasol Limited is a South Africa-based company, which is a global chemical and energy company. The Company operates in two divisions: Chemical and Energy. Its Energy business operates in three segments Mining, Fuel and Gas. The Mining segment is responsible for securing coal feedstock for the Southern African value chain, mainly for gasification, but also to generate electricity and steam. The Gas segment reflects the upstream feedstock, transport of gas through the Republic of Mozambique Pipeline Investments Company (ROMPCO) pipeline, and external natural and methane rich gas sales. The Fuels segment comprises the sales and marketing of liquid fuels produced in South Africa. The Chemical products are grouped into Advanced Materials, Base Chemicals, Essential Care Chemicals and Performance Solutions.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Revenue Beat: Strategy reported fourth-quarter revenue of $122.99 million after Thursday's close, surpassing analyst expectations of $118.48 million, indicating strong market performance that may attract more investor interest.
- Earnings Growth: The company posted adjusted earnings of $16.37 per share, exceeding analyst estimates of $10.96 per share, demonstrating significant improvement in profitability that could lay the groundwork for future growth.
- Stock Price Decline: Despite the revenue and earnings beats, Strategy's stock dipped 4.8% to $128.36 in pre-market trading, reflecting market concerns about the overall economic environment, which may impact investor confidence.
- Market Trends: U.S. stock futures were lower, with Nasdaq 100 futures falling around 100 points, indicating cautious market sentiment that could pressure tech stocks and influence overall investment strategies.
See More
- Earnings Surprise: Eagle Bancorp reported Q4 earnings of $0.25 per share, surpassing the analyst consensus estimate of a $0.10 loss, indicating a significant improvement in profitability that boosts investor confidence.
- Sales Growth: The company achieved quarterly sales of $68.303 million, exceeding the analyst consensus of $67.033 million, demonstrating strong market demand and promising future growth potential.
- Stock Surge: Eagle Bancorp's shares jumped 19.8% to $28.80 during Thursday's session, reflecting a positive market reaction to its financial performance, which may attract more investor interest.
- Strong Market Performance: Following Eagle Bancorp's results, the overall market performed well with the S&P 500 rising, indicating investor optimism about economic recovery, further driving stock market gains.
See More
- Fuel Sales Forecast Upgrade: Sasol has revised its FY26 fuel sales forecast from 0-3% to 5-10% growth, driven by improved Natref performance, resulting in a 6% increase in premarket share trading.
- Gas Production Downgrade: The company has adjusted its gas production forecast down from 0-10% above FY25 to 0-5% below FY25 due to delays in PSA and CTT, as well as reduced internal and external demand, indicating market softness.
- South Africa Operations Milestone: The destoning plant in South Africa achieved beneficial operation in December 2025, marking a significant milestone in coal quality improvement, which is expected to enhance future production efficiency.
- Soft Chemical Market Conditions: While sales volumes in Chemicals Africa increased compared to the previous quarter, overall chemical market conditions remained soft, leading to lower revenues, highlighting challenges faced by the industry.
See More
- Financial Performance: J.B. Hunt Transport Services Inc. reported fourth-quarter revenue of $3.097 billion, slightly below the market expectation of $3.099 billion, indicating pressure in the competitive transport market.
- Earnings Beat: Despite the revenue miss, J.B. Hunt's earnings per share came in at $1.90, exceeding analyst expectations of $1.77, suggesting effective cost control measures by the company.
- Stock Price Movement: Following the earnings report, J.B. Hunt's shares fell 4.2% in pre-market trading to $197.86, reflecting investor disappointment over the revenue shortfall.
- Market Dynamics: Other companies like TryHard Holdings and High Roller Technologies also experienced significant pre-market fluctuations, with TryHard's shares dropping 16.4% due to a cooperation announcement, while High Roller saw a 12.9% decline after signing a letter of intent.
See More
- Global Value Investment Opportunities: The Benzinga Value Ranking system identifies the top ten non-U.S. value stocks by integrating multiple valuation metrics, assisting investors in finding margin of safety and upside potential in a mispriced market.
- Valuation Dispersion Phenomenon: Outside the U.S., many profitable and asset-rich companies are overlooked, trading at single-digit earnings multiples, highlighting extreme valuation dispersion that presents potential investment opportunities.
- Risk Management Advantage: By focusing on the top decile of the Benzinga Value Ranking, investors can access the cheapest segment of the global market, thereby reducing risk as these stocks typically come with lower expectations.
- Long-Term Growth Potential: As we approach 2026, the Benzinga Value Ranking provides a systematic approach to uncover overlooked global stocks, which, while not guaranteed winners, offer limited downside risk and significant upside potential.
See More
- Factor Investing Advantage: Benzinga's factor ranking system distills thousands of variables into clear percentile rankings, enabling investors to make data-driven decisions that mitigate emotional impacts on portfolios.
- Value Investing Strategy: By combining Benzinga factor rankings with trend indicators, investors can identify undervalued stocks on the path to recovery, avoiding the common mistake of relying solely on low prices while ignoring deteriorating fundamentals.
- Market Recovery Signals: For instance, companies like Sasol Ltd. and Lincoln National Corp. have seen their stock prices stabilize and begin to rise after prolonged lows, suggesting that the market may be reassessing their operating environments.
- Combining Trends and Value: By aligning deep value with improving price trends, investors can seize opportunities at the onset of recovery rather than waiting for clear financial statements, thereby enhancing the probability of investment success.
See More










