Basf India Limited · NSE:BASF
Basf India — Investor Presentation (November 2025)
32 slides from Basf India's investor presentation, Nov 19, 2025
Slide 1: Cover letter to stock exchange for analyst meeting presentation
BASF India Limited, Mumbai - 400 079, India 19th November, 2025 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: Analyst / Fund Managers Meeting of BASF India L
Slide 2: Analysts / Fund Managers Meeting, BASF India Limited
Cultural Roots, Global Growth Analysts / Fund Managers Meeting BASF India Limited Alexander Gerding Managing Director Narendranath J. Baliga Chief Financial Officer Mumbai, Nov 19th, 2025 Internal
Slide 3: Introduction to BASF participants present today
Introduction to BASF participants present today Mr. Alexander Gerding Mr. Narendranath Baliga Mr. Anil Choudhary Mr. Manohar Kamath Managing Director, Chief Financial Officer & Whole-time Director & Director- Legal, General BASF India Limited Whole-time Director, Head of Manufacturing Counsel (India
Slide 4: Cautionary note regarding forward-looking statements
Cautionary note regarding forward-looking statements ◼ Only matters in the public domain will be discussed. ◼ As a matter of policy, we do not provide any forecast about the future business situation. ◼ We do not comment or give guidance on future results or business outlook.
Slide 5: Emphasis on safe operations, people and processes is at the core
Emphasis on safe operations, people and processes is at the core of everything we do Life Saving Rules Poster Competition Safety Quiz & Game Safety Day Movement Training BASF India celebrated Global Safety Days from Sep 8th - 12th , 2025 Internal
Slide 6: EHS remains our top priority
EHS remains our top priority We maintain a strong safety track record ▪ No high severity incidents as on YTD 2025 ▪ No Lost Time Injury (LTI) as on YTD 2025 ▪ No Process Safety Incidents (PSI) as on YTD 2025 ▪ Leading indicators like near miss reporting increased Operator filling finished product in
Slide 7: Macroeconomic Update
Macroeconomic Update RBI revised India’s GDP growth forecast for FY 2025-26 upwards to 6.8% from earlier estimate of 6.5% Low inflation, easing Geopolitical interest rates, and risks Manufacturing recent GST cuts are Consumer amplified with PMI rose to expected to help confidence US tariff 59.2 in O
Slide 8: Financial Performance
Financial Performance Internal
Slide 9: Our Financial Performance (Consolidated results)
Our Financial Performance (Consolidated results) Internal
Slide 10: Segment Revenue
Rs Crores Segment Revenue Apr - Sep 2025 Others 44 (0%) Agricultural Solutions Chemicals 1,326 (17%) 933 (12%) Agricultural Materials Industrial Solutions • Performance Solutions Nutrition & Care Materials 1,722 (22%) • Dispersions • Monomers • Performance Chemicals* Total Rs.7,920 Crs Materials 2,1
Slide 11: Financial Performance
Financial Performance Rs Crores Quarterly (YoY) HalfYearly Half Yearly(YoY) (YoY) -4% +16% +29% -5% 8,215 8,215 454 7,920 7,082 4,248 4,045 -27% 352 -16% 171 454 144 331 Apr-Sep Apr-Sep Apr-Sep Apr-Sep Jul-Sep Jul-Sep Jul-Sep Jul-Sep Apr-Sep 23 Apr-Sep 24 Apr-Sep23 Apr-Sep24 24 25 24 25 24 25 24 25
Slide 12: Quarterly Performance
Quarterly Performance Rs Crores Revenue from Operations PBT before Exceptional Items -5% 4,248 283 3,967 4,045 3,759 3,875 +4% 3,287 -16% 187 171 138 144 -23% 25 J'24 S'24 D'24 M'25 J'25 S'25 J'24 S'24 D'24 M'25 J'25 S'25 YTD FY25 YTD FY26 YTD FY25 YTD FY26 Rs.8,215 Crs Rs.7,920 Crs Rs.454 Crs Rs.33
Slide 13: Net Working Capital Development
Net Working Capital Development Rs Crs Net Working Capital (Rs Crs) 7,000 3,000 6,000 2,500 5,000 2,488 2,460 2,922 2,123 4,000 2,672 2,000 2,116 2,230 2,795 1,799 3,191 3,000 1,584 1,542 1,391 1,500 1,261 1,634 1,316 2,000 1,090 1,001 2,879 3,183 2,849 3,043 2,388 2,762 2,594 1,000 1,000 2,173 2,52
Slide 14: Revenue development by segment
Revenue development by segment Rs Crores Half year ended September 2025 8,215 -405 7,920 56 33 -10 -119 229 -79 Revenue Materials Chemicals Agricultural Nutrition & Surface Industrial Others & Revenue Apr-Sep 24 Solutions Care Technologies Solutions Unallocated Apr-Sep 25 Revenue Apr-Sep 25 (abs.) 2
Slide 15: PBT bEI development by segment
PBT bEI development by segment Rs Crores Half year ended September 2025 454 -85 -34 10 1 331 -5 13 -23 PBT bEI Materials Agricultural Surface Industrial Nutrition & Chemicals Others & PBT bEI Apr-Sep 24 Solutions Technologies Solutions Care Unallocated Apr-Sep 25 PBT bEI Apr-Sep 25 (abs.) 25 215 (3)
Slide 16: Key Performance Indicators
Key Performance Indicators HY HY HY HY 25-26 24-25 25-26 24-25 Receivable EBIT bEI 65 63 65 63 4.3% 5.6% Days (%) Inventory 60 79 58 61 ROCE* 14.3% Days 9.4% (%) Cash flow used in Operations (932) (8) RONOA* 10.6% 18.6% (Rs. Crs) (%) Operating EPS bEI* 13.2% 11.5% 56.5 78.1 Expenses (%) (in abs. Rs)
Slide 17: Key Updates
Key Updates Internal
Slide 18: We continue to launch innovations
We continue to launch innovations Agricultural Solutions: Valexio® Insecticide and Mibelya® Fungicide Valexio® and Mibelya® launch May 28th, 2025, Hyderabad Internal
Slide 19: We expand our local production capacities
We expand our local production capacities to meet the growing market and customer demand Cellasto® is a versatile microcellular polyurethane used in automotive, industrial, railway, and other sectors to cushion, dampen vibration, and reduce noise for smoother, quieter performance Dahej, Jan 2025 Dah
Slide 20: We expand our local production capacities
We expand our local production capacities to meet the growing market and customer demand Expansion of EPC Plant Extrusion Line, R-102 Vessel Reactivation, Nov 11th, 2025, Inauguration of EPC QA Lab, Nov 11th, 2025, Nov 11th, 2025, Thane, Navi Mumbai Thane, Navi Mumbai Thane, Navi Mumbai 19 19.11.202
Slide 21: We continue to drive green energy transformation across our sites
We continue to drive green energy transformation across our sites BASF India joins hands with Clean Max to procure hybrid solar and wind power for its captive use at its plants in Gujarat, Nov 11th, 2025 20
Slide 22: We intensify our engagement with key customers
We intensify our engagement with key customers Honda Technology Day, Aug 5th, 2025, New Delhi The Battery Show India, Oct 31st - Nov 1st, 2025 , New Delhi
Slide 23: We continue our connect with the industry and associations
We continue our connect with the industry and associations BASF participation in the 7th Edition of the Indian BASF participation at 7th Edition of ICC Sustainability Chemicals and Petrochemicals Conference (ICPC) on Conclave on Nov 30th and 31st, 2025 in New Delhi Oct 15th, 2025, in New Delhi.
Slide 24: We increase female participation in the chemical industry
We increase female participation in the chemical industry BASF India, in partnership with Somaiya Vidyavihar (SVV) and the Indian Chemical Council (ICC), proudly celebrated the continued success of its flagship initiative We-Chemie, empowering young women in chemistry.
Slide 25: Women in Refinish: Empowering Futures Through Skill Development
Women in Refinish: Empowering Futures Through Skill Development and Collaboration BASF, in partnership with Mahindra & Mahindra, Seva Sahayog Foundation, and Don Bosco Institute, has marked another milestone in its ‘Women in Refinish’ CSR initiative. The program recently celebrated the graduation of
Slide 26: We continue to inspire kids to become climate champions
We continue to inspire kids to become climate champions BASF India, in partnership with Maratha Vidya Prasarak Samaj and Sahyadri Farms, hosted its Kids’ Lab program in Nashik from August 4–14, 2025, engaging 2,334 children from 18 schools and 35 mentors in hands-on chemistry learning.
Slide 27: De-merger of Agricultural Solutions business to unlock value
De-merger of Agricultural Solutions business to unlock value for our shareholders What we achieved Rationale ▪ NewCo incorporated: BASF Agricultural Solutions India ▪ Strengthen investment and risk profile of the business Limited (BASIL) ▪ BASF India Limited (BIL) Board approvals received ▪ Enable b
Slide 28: Update on India Coatings business
Update on India Coatings business ➢ Automotive OEM Coatings and Automotive Refinish Coatings business is carried out under BASF India Coatings Pvt Ltd (Wholly Owned Subsidiary of BASF India Ltd) since 1st January 2025 ➢ As of 31st March 2025, the said business generated sales of Rs. 479.6 crore repr
Slide 29: Looking ahead
O- BASF We create chemistry
Slide 30: Continued focus areas
Continued focus areas ▪ Maintain safety track-record External ▪ Intensify engagement with Operational Stakeholder ▪ Sustain profitable growth, Efficiencies business partners and Engagement high asset utilization and suppliers margin management ▪ Drive industry voice and ▪ Control working capital adv
Slide 31: Thank you for your trust and continued support!
Thank you for your trust and continued support! 30 19.11.2025
Slide 32: BASF - We create chemistry
O- BASF We create chemistry