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Basf — CICC International Corporate Conference (September 2026)

15 slides from Basf's conference presentation, Sep 2, 2026

  1. Slide 1: Winning Ways strategy

    Winning Ways strategy CICC International Corporate Conference September 2025 September 2, 2026

  2. Slide 2: Cautionary note regarding forward-looking statements

    Cautionary note regarding forward-looking statements This presentation contains forward-looking statements. These statements are based on current estimates and projections of the Board of Executive Directors and currently available information. Forward-looking statements are not guarantees of the fu

  3. Slide 3: Major progress on "Winning Ways" strategy achieved

    Major progress on “Winning Ways” strategy achieved We reduced costs structurally, brought down capex and increased plant utilization We successfully ramped up Verbund site in Zhanjiang We executed on value- enhancing portfolio measures Winning Culture Value Creation 3 July 29,Sept. | BASF| Conferenc

  4. Slide 4: Core and standalone businesses have different value creation levers

    Core and standalone businesses have different value creation levers Core businesses Standalone businesses Chemicals Materials Industrial Nutrition & Surface Technologies Agricultural Solutions Care Solutions Petrochemicals Performance Dispersions Care Chemicals Environmental Battery BASF’s Coatings

  5. Slide 5: Agricultural Solutions

    Agricultural Solutions Full year 2025  €9.6 billion sales  €2.1 billion EBITDA bsi  €1.5 billion segment cash flow Further achievements  Good progress on legal entity and ERP separation  Management Board took office in May 2026 Direction of travel  On track for IPO readiness by mid-2027  List

  6. Slide 6: We technically adjusted our financial targets for 2028 due to the coatings transaction

    We technically adjusted1 our financial targets for 2028 due to the coatings transaction and stick to attractive shareholder distributions Corporate €9bn-€11bn ~€11bn ~10% Shareholder distributions via dividends and share buybacks financial previous previous 2025-2028: targets2 €10bn-€12bn >€12bn unc

  7. Slide 7: Balanced approach to capital allocation in line with Winning Ways strategy

    We are taking a balanced approach to capital allocation in line with our “Winning Ways” strategy Cash contributions Cash allocations  Consistent execution of portfolio measures  Shareholder distributions 2025-2028 of at least in standalone businesses: €12 billion via dividends and share buybacks:

  8. Slide 8: Zhanjiang offers excellent geographical advantages

    Zhanjiang offers excellent geographical advantages  Proximity to fast-growing industrial centers in South China and surrounding provinces  Access to deep-water seaport and South China sea to import raw materials and serve customers; shortest sea routes to Southeast Asia Zhanjiang  Own BASF jettie

  9. Slide 9: The Zhanjiang Verbund site sets new industry benchmarks

    The Zhanjiang Verbund site sets new industry benchmarks  Investment of €8.7 billion from 2019 to 2028; Verbund successfully started up in early 2026  Third-largest and most advanced BASF Verbund site with cutting- edge technologies and flex-feed steam cracker (naphtha, butane) at deep-water seapor

  10. Slide 10: Zhanjiang's unique steam cracker setup ensures competitiveness and supports sustainability

    Zhanjiang’s unique Surplus steam cracker setup ensures Steam Naphtha Surplus fuel gas competitiveness and cracker Syngas CO2 supports sustainability Butane Ethylene recycle EO 100%  World-scale flex-feed steam Propylene cracker (naphtha, butane): Renewable energy M E-Drive Produces a wide spectrum

  11. Slide 11: World-scale Verbund site with diversified value chains serving a broad range of customer industries

    World-scale Verbund site with diversified value chains serving a broad range of customer industries Ethylene oxide Methyl glycols Engineering plastics  Detergents  Paints and inks  Automotive  Brake fluid  Furniture Nonionic surfactants Thermoplastic  Detergents Polyethylene polyurethane C2 

  12. Slide 12: 80% of our core businesses are deeply integrated in key value chains

    80% of our core businesses are deeply integrated in key value chains, giving us a competitive edge We operate long and multiple-step value chains We sell products at every step in the value chain serving different markets with various technologies with our leading local-for-local market presence Sel

  13. Slide 13: We are shaping the transformation based on increasing customer demand

    We are shaping the transformation based on and catering to increasing customer demand Phase Explore and implement quick wins 1  Implement Scope 2 measures with clear business cases  Pilot new technologies and launch sustainable products Phase Focus on market demand 2  Secure increasing volumes of

  14. Slide 14: Reasons to invest in BASF

    Reasons We are leading in the chemical industry, which is essential for We are committed to long-term value creation and attractive to invest growth industries worldwide distributions to shareholders in BASF We deliver continuous product and process innovation for a broad range of customer industrie

  15. Slide 15: BASF - We create chemistry

    O=- BASF We create chemistry

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