BASF India Limited has informed the Exchange about Investor Presentation
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BASF India held an analyst and fund manager meeting on May 20, 2025, sharing its FY25 (Apr-Mar) results. Revenue grew 11% to Rs 15,260 crore, but profit before tax (before exceptional items) fell 19% to Rs 617 crore, with Q4 FY25 profit crashing 89% to just Rs 25 crore. The company explicitly flagged continued margin pressure across most segments (Materials, Industrial Solutions, Surface Technologies, Chemicals) due to higher input costs, volatile markets, and unfavorable product mix, even as volumes grew. ROCE dropped sharply to 18.4% from 26.2% a year ago, and EPS fell to Rs 105.6 from Rs 130.1. On the positive side, cash flow from operations more than doubled to Rs 807 crore, and the company is expanding capacity with a new Cellasto plant in Dahej.
Mixed-to-negative for shareholders: revenue growth is healthy, but sharp margin compression and a steep Q4 profit decline signal stress in core chemicals businesses. Management's refusal to provide any forward guidance or outlook adds uncertainty for investors looking for clarity on recovery timelines.