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Earnings Call

BASF India Earnings Call: Key Takeaways

BASF Group Q1 2026 report shows sales at €16.0 billion (-3.0% YoY) and EBITDA before special items at €2.4 billion (-5.6% YoY). Strategic focus on Zhanjiang Verbund site commissioning and divestiture of coatings business.

Why this was an Alfa AlertNot a filter event. Results are in line with maintained guidance.
Highlights
Revenue growth-3.0% YoY to €16,020 million.
MarginsEBITDA margin before special items at 14.7% (vs 15.1% prior year).
Demand visibilityUncertain due to Middle East conflict impacting global demand and supply.
Management confidenceHigh; maintaining full-year 2026 forecast despite geopolitical uncertainty.

Growth

Net income rose 14.8% to €927 million. Volumes grew 4.3% while prices fell 1.2% and currencies hit -5.6%.

Outlook

FY2026 guidance maintained: EBITDA before special items €6.2–€7.0 billion; Free cash flow €1.5–€2.3 billion.

Risks

Middle East conflicts affecting oil/gas prices and supply chains; significant currency headwinds in USD and CNY.

Source

Earnings Call filed with BSE, NSE: BASF. Summary written with AI assistance from the document.

Read the document ↗

BASF India Ltd: key numbers

Share price
₹3,539.80
Market cap
₹15,322 Cr
Revenue (annual)
₹14,944 Cr
Net profit (annual)
₹420.1 Cr
P/E (TTM)
23.8×Sector 37.5×
Promoter holding
73.33%+0.00% QoQ
FII holding
5.21%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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BASF India Limited has scheduled a board meeting on November 4, 2026. The board will consider and approve unaudited financial results for the quarter ending September 30, 2026.

13:31 IST BSE
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Financial Results

BASF India Q1 FY27 Results: Net Profit ₹360.3 Cr, Up 162.2% YoY

BASF India Ltd reported revenue from operations of ₹4,824 Cr (+28.9% YoY) and net profit of ₹360.3 Cr (+162.2% YoY) for Q1 FY27.

Key figure
Net profit ₹360.3 Cr · +162.2% YoY