What is Sasol's forecast for international chemicals adjusted EBITDA in FY2027, and what factors underpin this outlook?

Sasol expects its international chemicals business to achieve full-year 2027 adjusted EBITDA of between $450 million and $600 million, with an adjusted EBITDA margin of 10%–12%, driven by its 'value-over-volume' strategy and other strategic reset initiatives, subject to the macroeconomic environment. The company noted that while oversupply and sluggish demand continue to pressure prices and margins globally, improved market conditions in the final quarter of FY2026 — including temporary price support from Middle East geopolitical tensions — contributed to a 47% year-on-year increase in FY2026 international chemicals adjusted EBITDA to $604 million, well above prior guidance of $375–$450 million.

Why did Sasol restart the mothballed paraffin unit in Augusta, Italy, and what does this indicate about its operational strategy?

Sasol restarted the mothballed paraffin unit at Augusta, Italy in August due to tight regional supply of n-paraffin and linear alkylbenzene — a key raw material for detergent production. According to Executive VP Antje Gerber, the restart exemplifies Sasol’s 'change trajectory' in International Chemicals, highlighting its agility and ability to make rapid, market-responsive decisions amid dynamic global chemical markets.

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Sasol expects chemical earnings to stay robust in 2027 despite structural challenges

Sep 4, 2026

Sasol reported a 47% year-over-year increase in international chemicals EBITDA for 2026 and forecasts earnings of $450–600 million for 2027, citing value-over-volume strategies amidst market oversupply.

chemweek

Sasol expects chemical earnings to stay robust in 2027 despite structural challenges

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