- The Middle East war is driving up oil prices, influencing PPI data and SARB interest rate decisions in South Africa.
- South Africa tables budget measures to counter oil price volatility amid ongoing geopolitical tensions in the Middle East.
- Sasol increased production at its Secunda hub to mitigate supply gaps from the Middle East.
- Sasol operates in South Africa, contributing to the national energy mix via its Secunda plant, which is currently the subject of study by researchers from the University of Cape Town.
Sasol Shares Rise Amid Operational Upgrades at Secunda Hub
What happened
Sasol shares increased 2.9% during trading on September 25, 2026, reaching a high of $14.29 and closing at $14.1850. The company reported that efforts to improve feedstock quality and downstream economics at the Secunda plant could enhance operating performance and profitability. Furthermore, free cash flow increased 26% excluding a settlement in fiscal 2026.
From themarketsdaily.com
Why it matters
The market views Sasol's forward EV/EBITDA multiple of about 3.12x as potentially undervalued compared to the sector median of 8.2x. This suggests potential upside if operational execution improves. Institutional investor activity has been noted, though institutional ownership remains limited at approximately 1.21%.
Sasol operates in South Africa, contributing to the national energy mix via its Secunda plant, which is currently the subject of study by researchers from the University of Cape Town.
From themarketsdaily.com
Who's involved
- SasolSouth African energy and chemical company whose operations are based in Secunda.