Basf India Limited · NSE:BASF
Basf India — Shareholder Meeting (August 2026)
23 slides from Basf India's shareholder meeting presentation, Aug 12, 2026
Slide 1: Presentation made at the 82nd Annual General Meeting
BASF India Limited, Mumbai - 400 079, India August 12, 2026 The Market Operations Department BSE Limited, Phiroze Jeejeebhoy Towers Dalal Street, Mumbai 400 001. Name of the Company : BASF India Limited Security Code No. : 500042 Dear Sir/Madam, Re: Presentation made at the 82nd Annual General Meeti
Slide 2: 82nd Annual General Meeting BASF India Limited
82nd Annual General Meeting BASF India Limited Alexander Gerding Managing Director Mumbai, August 12, 2026 1
Slide 3: Cautionary note regarding forward-looking statements
Cautionary note regarding forward-looking statements We will only discuss information that is in the public domain. We will not provide any forecast or outlook regarding future business performance or financial results. 2
Slide 4: EHS remains our top priority
EHS remains our top priority We maintain a strong safety track record No high severity incidents (HSI) & Process Safety Incidents (PSI) from Apr 25 - Jul 26 2 Lost Time Injury (LTI) from Apr 25 - Jul 26 Continued focus on improving the safety leading indicators EHS = Environment, Health and Sa
Slide 5: Nurturing our safety culture and mindset
Nurturing our safety culture and mindset Thane, Jun 2026 Panoli, Jun 2026 Thane & Panoli sites achieved GREEN rating in recently concluded Responsible Care (RC) Audits. 4
Slide 6: Macroeconomic Trends in India
MACROECONOMIC TRENDS IN INDIA “““™ — Resilient Today. Stronger Tomorrow. —— = GEOPOLITICAL MONSOON DELAYS UNCERTAINTY i Ghee @> Rainfall Variability @ Trade Tensions ry) A 5 f Agri Risks pe ee ha 1/ & Food Security y INFLATION Tee ii RESI LI ENCE GDP GROWTH Energy Costs pee Strong Fundamentals & y S
Slide 7: Segment Revenue
Rs Crores Segment Revenue* FY 2025-26 Others 82 (1%) Agricultural Solutions Chemicals 1,944 (12%) 1,847 (12%) Agricultural Materials Industrial Solutions • Performance Solutions Nutrition & Care Materials 3,500 (22%) • Dispersions • Monomers • Performance Chemicals* Total Rs.15,539 Crs Materials 4,6
Slide 8: Financial Performance
Financial Performance* Rs Crores FY 2025-26 +2% 15,260 15,539 -9% 617 564 FY 2024-25 FY 2025-26 FY 2024-25 FY 2025-26 Revenue PBT bEI Revenue: Higher volumes, but lower price realisation PBTbEI : Impacted due to higher input cost and product mix 7 *Discontinued operations (Coatings business) include
Slide 9: Quarterly Performance
Quarterly Performance* Rs Crores (Consolidated - including discontinued operations) Revenue from Operations PBT before Exceptional Items 4,248 3,966 4,045 4,013 3,759 3,875 3,606 283 3,287 188 171 138 143 143 90 25 J'24 S'24 D'24 M'25 J'25 S'25 D'25* M'26* J'24 S'24 D'24 M'25 J'25 S'25 D'25* M'26* F
Slide 10: Financial Performance Apr to Jun 2026
Financial Performance* Rs Crores Apr to Jun 2026 +29% 4,998 +166% 3,875 499 188 Apr-Jun'25 Apr-Jun'26 Apr-Jun'25 Apr-Jun'26 Revenue PBT bEI Revenue and PBT bEI improved from higher volumes and better price realisation *Discontinued operations (Coatings business) included [Apr to Jun 26 (Revenue : 17
Slide 11: Indo-German and Indo-EU relations on the rise
Indo-German and Indo-EU relations on the rise BASF enjoys strong reputation and support in the country First Asian country BASF SE CEO visited by the new Markus Kamieth with Chancellor of the President of the EU Federal Republic of Commission, Ursula Germany, Friedrich von der Leyen, and Merz Hon’bl
Slide 12: BASF India Limited Portfolio Milestones
BASF India Limited Portfolio Milestones Demerger of Agricultural Solutions from BASF Sale of Coatings Business to Carlyle Group India into separate “to be listed” legal entity Approved by BIL shareholders with 99.99% majority. June 30, 2026: 100% BASF India shares in BASF India Coatings transfer
Slide 13: Cellasto capacity enhancement at Dahej
We strengthen our position in India by taking steps for Cellasto® capacity enhancement at Dahej Groundbreaking, Jan 2025 Pune, July 2026 Building completed, May 2026 Cellasto® received the "Best Value Creation Award" at Tenneco India's Supplier Summit 12
Slide 14: New dispersions line at Mangalore
We plan to strengthen local production footprint in India with new dispersions line at Mangalore Groundbreaking, Feb 2026 Architectural paints Construction chemicals Paper applications 13
Slide 15: We continuously develop our people and processes
We continuously develop our people and processes IC Mumbai, Nov 2025 Vadodara, Jun 2026 All India Kaizen Championship 2025 Dahej, Mar 2026 Dahej site won gold & silver awards at QCFI (Quality Circle Forum of BASF India Manufacturing Meet India) Vadodara Chapter Convention 2026 14
Slide 16: Innovations and strategic partnerships
We continue to launch innovations and form strategic partnerships Jaipur, Feb 2026 Mumbai, Jun 2026 BASF and Corteva launch Clearfield® Mustard BASF launches Melyra®, Frivon®, and Inveris® Production System to strengthen India’s mustard Gold to support higher yields and sustainable farming crop prot
Slide 17: We intensify our engagement with key customers
We intensify our engagement with key customers New Delhi, Aug 2025 New Delhi, Oct 2025 New Delhi, Feb 2026 Honda Technology Day The Battery Show India PlastIndia 2026 Chhatrapati Sambhaji Nagar, Apr 2026 Talegaon, Jul 2026 New Delhi, Feb 2026 16 JSW Motors Technology day Hyundai India Technology day
Slide 18: Connect with the industry and associations
We continue our connect with the industry and associations 7th Indian New Delhi, Oct 2025 New Delhi, Nov 2025 7th ICC Chemicals & Sustainability Petrochemicals Conclave Conference (ICPC) McKinsey’s 3rd Mumbai, Feb 2026 Mumbai, Mar 2026 ICC's 19th Annual Chemical Flagship Industry Summit Outlook Conf
Slide 19: Green energy transformation of BASF and our customers
We drive green energy transformation of BASF and our customers BASF India partners with Clean Max to procure hybrid solar “PU Tech Award” for exceptional innovation that leads to and wind power for plants in Gujarat and Maharashtra improved energy efficiency in cold storage applications for energy c
Slide 20: CSR activities aligned with the SDGs
We drive impact through CSR activities aligned with the SDGs SDG 4: Quality Education SDG 6: Clean Water & Sanitation SDG 13: Climate Action WeChemie: Women enabled for careers in Chemistry School and Community Water ATMs PU Recycling: Closing the Loop Partners: Chemical Association & Academic partn
Slide 21: Committed to employee engagement at work
We are committed to employee engagement at work Dussehra Thane site Dussehra Vikhroli Office Navratri Dahej site Dussehra (Ayudha Puja) Mangalore site Diwali Panoli site Holi Dahej site 20
Slide 22: Board of Directors & Key Managerial Personnel
Board of Directors & Key Managerial Personnel Mr. Pradip P. Shah Mr. Alexander Gerding Dr. Ramkumar Dhruva Mr. Andy Postlethwaite Chairman Managing Director Mrs. Shyamala Gopinath Ms. Sonia Singh Mr. Bahram Vakil Mr. Narendranath J. Baliga Mr. Anil K. Choudhary Mr. Manohar Kamath Chief Financial Off
Slide 23: BASF - We create chemistry
O- BASF We create chemistry