Sasol concludes Nitrates sale agreement as Sasol stock costs EUR 15.80

Published on 10/27/2026 at 12:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Sasol agreed to sell its Nitrates business on October 21, 2026. Sasol stock costs EUR 15.80 on October 27, 2026, while FY27 mining output hit a six-year high.

Portfolio changes shape Sasol

Sasol reported a 23.00 percent stake in Enaex Africa after agreeing to sell its Nitrates business on October 21, 2026.
The Brunsbüttel specialty alumina project carries a EUR 60.00 million investment decision from fiscal year 2026.
Sasol stock trades at EUR 15.80 at 12:51 p.m. CET at Lang & Schwarz on October 27, 2026.

SSL, US8038663006, Illustration mit AI erstellt.

Sasol stock (ISIN US8038663006) costs EUR 15.80 at Lang & Schwarz on October 27, 2026, while the company reshapes its South African portfolio. In its October 21, 2026 business update, Sasol said it had concluded a sale agreement with Enaex Africa for its Nitrates business, subject to regulatory approval and customary closing conditions, according to Sasol.

Portfolio progress meets operational risk

The sale agreement is part of Sasol's portfolio optimization program, but the same update showed a mixed first quarter of fiscal 2027. Mining reached its highest quarterly production in six years, while production at Secunda Operations and the Natref refinery fell from the prior quarter.

Liquid fuels sales volumes increased as customers changed buying patterns and Sasol reduced inventories built at the end of fiscal 2026. Chemicals Africa revenue declined quarter over quarter because of lower sales volumes and average sales basket prices, although it remained above the first quarter of fiscal 2026, Business Day reported on October 21, 2026.

What does the investment pipeline add?

Sasol's project pipeline adds a second angle to the portfolio reset. Construction began in September 2026 on a specialty alumina facility in Brunsbüttel after a EUR 60.00 million final investment decision in fiscal 2026. Commercial production is planned from fiscal 2029.

Three dated operating markers

On September 2026, the Brunsbüttel project reached its groundbreaking after the EUR 60.00 million decision. On October 21, 2026, mining production reached a six-year high and Sasol concluded the Enaex Africa agreement. On October 27, 2026, the company was scheduled to restart Natref's residual crude desulphurizer by the end of October after a contained process-safety incident.

Which dates matter next?

Sasol expects initial sustainable aviation fuel production at Natref in the second quarter of fiscal 2027, with initial output of 1.00 million to 2.00 million liters annually. The company also said its renewable-energy support for Kruger National Park will total more than 7,100 MWh annually, equivalent to more than 25.00 percent of the park's annual electricity consumption.

Stock price and portfolio reset

For investors, the operating update leaves two measurable issues: whether mining reliability can offset weaker chemical volumes, and whether portfolio actions improve capital allocation. Sasol said it remained on track to deliver within its market guidance ranges while warning that operating conditions would remain volatile.

Sasol was last quoted at USD 17.43 on the NYSE on October 26, 2026 at 4:00 p.m. ET, with a market capitalization of USD 11.2 billion and a 52-week range of USD 5.97 to USD 18.19. The further course of trading is shown by the continuously updated real-time quote of SSL stock.