Integrated financials for the year ended 31st March, 2025
BASF · price
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BASF India reported FY25 standalone revenue from operations of Rs 15,162 crore, up about 10% from Rs 13,767 crore in FY24, but standalone profit after tax fell to Rs 499 crore from Rs 563 crore, a decline of roughly 11%. Q4 FY25 was particularly weak, with standalone PAT of just Rs 47 crore versus Rs 104 crore in the preceding quarter. Results were supported by exceptional items of Rs 36.5 crore (gain on sale of residential properties and transfer of the Coatings business to a wholly-owned subsidiary). The Board recommended a final dividend of 200% (Rs 20 per share). Major structural changes were announced: the Coatings business was transferred to BASF India Coatings Pvt Ltd on January 1, 2025, BASF India acquired 100% of BASF Agricultural Solutions India Ltd from parent BASF SE on May 2, 2025, and a Scheme of Arrangement was approved to demerge the Agricultural Solutions business into a separate entity. Deloitte Haskins & Sells LLP issued an unmodified (clean) audit opinion on both standalone and consolidated results.
Mixed outcome for shareholders: top-line growth was healthy but margins and profits came under pressure, with Q4 sharply weaker and operating cash flow nearly halving year-on-year. The 200% final dividend and major restructuring (Coatings hive-off plus Agricultural Solutions demerger) signal strategic reshaping, which could be value-accretive over time but adds near-term execution and comparability risk for the stock.