BASF India Limited investor meet summary

Investor meet of 19 Nov 2025, summarised by AI from the filing.

BASF India Q2 FY26 sales ₹4,000 cr, 5% lower; agricultural demerger on track for FY27.

Key takeaways

1. Sales Q2 FY26 sales ₹4,000 cr, 5% lower year-on-year on higher volumes but lower price realization.
2. Demerger Agricultural solutions demerger expected to complete in FY27 with one-to-one share entitlement ratio.
3. Working capital Net working capital rose to ₹2,500 cr from ₹1,500 cr due to lower accounts payable.
4. Pricing pressure Overcapacity in China continues to pressure chemical pricing, especially upstream.

Original filing on BSE

BASF India Limited Q1 FY27 results

As filed: Revenue ₹4,824 cr (+25% year on year), EBITDA ₹504 cr (+135% year on year), PAT ₹360 cr (+163% year on year), EBITDA margin 10.5% (+491 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹3,444 cr (+5% year on year), EBITDA ₹111 cr (+122% year on year), PAT ₹68.9 cr (+155% year on year), EBITDA margin 3.2% (+171 bps). Score 84 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 171 bps year on year. Revenue fell 11% from last quarter. Share price after the results: −9.5% in 30 days (Nifty 500: +3.3%).
• Q3 FY26: Revenue ₹3,863 cr (+3% year on year), EBITDA ₹170 cr (0% year on year), PAT ₹107 cr (+3% year on year), EBITDA margin 4.4% (−14 bps). Score 56 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin fell 14 bps year on year. Revenue fell 4% from last quarter. Share price after the results: −8.1% in 28 days (Nifty 500: −9.6%).
• Q2 FY26: Revenue ₹4,045 cr (−5% year on year), EBITDA ₹167 cr (−17% year on year), PAT ₹107 cr (−16% year on year), EBITDA margin 4.1% (−60 bps). Score 21 of 100, Below trend. EBITDA margin fell 60 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 22% from last quarter. Share price after the results: −13.7% in 28 days (Nifty 500: −0.4%).
• Q1 FY26: Revenue ₹3,875 cr (−2% year on year), EBITDA ₹215 cr (−31% year on year), PAT ₹137 cr (−38% year on year), EBITDA margin 5.6% (−234 bps). Score 14 of 100, Below trend. EBITDA margin fell 234 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −8.8% in 30 days (Nifty 500: −2.4%).
• Q4 FY25: Revenue ₹3,287 cr (−2% year on year), EBITDA ₹50.0 cr (−80% year on year), PAT ₹27.0 cr (−89% year on year), EBITDA margin 1.5% (−577 bps). Score 0 of 100, Below trend. EBITDA margin fell 577 bps year on year. Other income 49% of PBT. Not enough history for a trend yet: scored on growth alone. Revenue fell 13% from last quarter. Share price after the results: +11.7% in 30 days (Nifty 500: +1.8%).
• Q3 FY25: Revenue ₹3,759 cr (+13% year on year), EBITDA ₹171 cr (−19% year on year), PAT ₹104 cr (−26% year on year), EBITDA margin 4.6% (−182 bps). Score 29 of 100, Below trend. EBITDA margin fell 182 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 12% from last quarter.
• Q2 FY25: Revenue ₹4,248 cr (+15% year on year), EBITDA ₹201 cr (−14% year on year), PAT ₹128 cr (−14% year on year), EBITDA margin 4.7% (−155 bps). Score 34 of 100, Below trend. EBITDA margin fell 155 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 42% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

BASF India Limited earnings call, investor presentation and press release summaries

• Other events: Investor meet (22 May 2026), Investor meet (19 Nov 2025), Investor meet (20 May 2025)