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Earnings Call

BASF India Earnings Call: Key Takeaways

BASF India reported robust Q4 FY26 results with a 10% revenue increase and significant profit improvement (₹90cr vs ₹25cr YoY). Management highlighted volume-led growth despite geopolitical headwinds and a planned agricultural business demerger.

Why this was an Alfa AlertNot a filter event. Performance was robust but no explicit guidance beat of >10% was mentioned.
Highlights
Revenue growth10% Q4 increase; full year stable.
MarginsHigher input costs partially offset by volume; Q4 PBT significantly improved.
Demand visibilitySlight softening perceived; 'wait and see' mode in some sectors.
Management confidenceConfident in India as a strategic growth market.

Growth

FY26 revenue stable at ~₹15,539cr; Q4 volumes up 12-15%, but price direction impacted top-line growth by 5-6%.

Outlook

Ongoing ₹300-340cr Celasto expansion; ₹100cr annual maintenance capex; dispersion line capacity expansion by 15% targeted for FY27.

Risks

Geopolitical conflict in West Asia causing feedstock inflation, supply chain disruptions, and potential stagflation/softening demand.

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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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