Sasol reports six-year mining high as Sasol stock heads to annual meeting

Published on 10/25/2026 at 13:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Natref faced a process-safety incident, with restart planned by end-October 2026. Sasol stock has an AGM set for November 13, 2026.

Operating update and shareholder dates

Sasol reported its first-quarter mining production milestone on October 21, 2026.
Sasol retains a 23 percent stake in Enaex Africa after the Nitrates sale agreement.
The annual general meeting is scheduled for November 13, 2026.

SSL, US8038663006, Illustration mit AI erstellt.

Sasol Limited (ISIN US8038663006) reached its highest quarterly mining production in 6 years during the first quarter of fiscal 2027, while its Natref refinery remained affected by a process-safety incident. Sasol published the business performance update on October 21, 2026.

Mining improves while refining lags

The first-quarter update covers the three months ended September 30, 2026. Mining benefited from higher own coal production and improved coal quality, while Secunda Operations produced less after a planned phase shutdown.

Natref production also declined from the prior quarter after planned and unplanned shutdowns. The residual crude desulphuriser unit was still restarting after the incident, with the company targeting the end of October 2026 for its return.

What does the portfolio update mean?

Sasol is using the quarter to advance portfolio changes alongside operational repairs. The company concluded a sale agreement for its Nitrates business with Enaex Africa and retains a 23 percent stake in the business, subject to regulatory approval and customary closing conditions.

The update also gives investors two measurable expansion markers. Natref is expected to begin commercial sustainable aviation fuel production in the second quarter of fiscal 2027, initially targeting 1 million to 2 million liters per year. Separately, Sasol and Discovery Green plan to supply SANParks with more than 7,100 MWh of renewable power annually, equivalent to more than 25 percent of Kruger National Park's annual electricity consumption.

Annual meeting sets the next date

The next formal shareholder event is Sasol's annual general meeting on November 13, 2026. The notice also sets November 2 as the last day to trade for meeting eligibility, November 6 as the record date, and November 16 as the publication date for meeting results, according to Sasol.

For investors, the update places operating reliability beside portfolio reshaping. Mining delivered a clear operational milestone, but the Natref restart and lower output at several facilities remain central to the next reporting cycle.

Key dates for Sasol investors

Sasol's investor calendar lists the first-quarter fiscal 2027 business performance metrics on October 21, 2026 and the annual general meeting on November 13, 2026. The dates are also shown on the company's investor calendar.

The further course of trading is shown by the continuously updated real-time quote of Sasol stock.