BASF, Carlyle and QIA sign global coatings deal

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BASF · price

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Price reactionminutes from the announcement price · days from the prior close

-1.1%Reaction day

₹4598.00

prior close

₹4600.00

announcement price

After-mkt

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Nifty Microcap 250market · in no size index; the smallest one is used-0.5%-0.6% vs market

Specialty Chemicals peers, median of 84sector-0.1%-1.1% vs sector

On the reaction day the stock moved 0.6 pts less than Nifty Microcap 250 and 1.1 pts less than its Specialty Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

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Sessions after the filingfrom the prior close

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Reaction day

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Next day

-3.0-1.7-1.3-1.5-1.5

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15d

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-21.1-7.4-13.7-13.3-7.8

UpDownMarket · Nifty Microcap 250Sector · Specialty Chemicals peers, median of 84Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

BASF SE, Carlyle and Qatar Investment Authority signed a binding deal for automotive coatings and surface treatment businesses, valued at 7.7 billion euros and subject to approvals. BASF SE will retain 40% and receive 5.8 billion euros in pre-tax cash at closing in Q2 2026. BASF India's coatings unit, moved to a wholly owned subsidiary in January 2025, posted Rs.479.6 crore of FY2025 sales, 3.1% of group sales. BASF India is assessing the impact.

Likely market impact

The deal may unlock value for BASF's parent, but BASF India has not quantified the earnings or valuation impact. Coatings were 3.1% of FY2025 sales.