BASF India Limited has informed the Exchange about Presentation
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BASF India held an analyst meeting presenting FY 2025-26 results showing consolidated revenue of Rs 15,539 crore (up 2% YoY) but PBT before exceptional items declined 9% to Rs 564 crore. EPS dropped from Rs 110.7 to Rs 97.1. Key headwinds included higher input costs, lower price realization, and West Asia conflict impacting feedstock inflation and ocean freight. Management explicitly declined to provide any forward-looking guidance or forecasts. The company announced significant operational updates including a demerger of its Agricultural Solutions business (BASIL) expected to complete in FY 26-27, new capacity expansions at Dahej and Mangalore, and two new global hubs in Hyderabad. The coatings business transaction with Carlyle is expected to close in Q2 2026. Cash flow from operations improved significantly to Rs 373 crore from negative Rs 110 crore last year.
Revenue growth was modest at 2% while profitability declined 9%, signaling margin pressure from input cost inflation. The company is expanding capacity and restructuring via demerger, which may create long-term value but near-term guidance remains absent. Shareholders should monitor input cost trends and demerger execution.