Presentation to be made at the Analyst / Fund Manager Meet of BASF India Ltd on 22nd May 2026 at 4 p.m. via audio / visual means
BASF · price
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BASF India held its analyst meeting presenting FY 2025-26 results showing revenue of Rs. 15,539 Crores (up 2% YoY) but PBT before exceptional items declined 9% to Rs. 564 Crores due to lower price realisation, higher input costs, and adverse product mix. EPS fell from Rs. 110.7 to Rs. 97.1. Key segment updates include strong 60% PBT growth in Industrial Solutions, while Materials and Nutrition & Care segments saw profitability decline. Management highlighted strategic initiatives including the upcoming demerger of Agricultural Solutions business (BASIL) with 1:1 share entitlement ratio expected in FY 26-27, and the coatings business divestment to Carlyle valued at Rs. 230.16 crores expected to close Q2 2026. New capacity expansions at Dahej (Cellasto) and Mangalore (dispersions) are underway, with BASF Group establishing global hubs in Hyderabad.
The 9% decline in PBT with margin compression (operating expenses rose from 12.3% to 13.7%) may concern investors focused on profitability, though the 2% revenue growth shows resilient topline. Upcoming demerger of agricultural business and coatings divestment represent significant corporate actions that could reshape the investment thesis.