Basf India Limited · NSE:BASF
Basf India — Shareholder Meeting (August 2025)
34 slides from Basf India's shareholder meeting presentation, Aug 12, 2025
Slide 1: Filing letter: presentation at 81st Annual General Meeting
BASF India Limited, Mumbai - 400 079, India August 12, 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: Presentation made at the 81st Annual General Meeti
Slide 2: 81st Annual General Meeting BASF India Limited
81st Annual General Meeting BASF India Limited Alexander Gerding Managing Director Mumbai, August 12, 2025 Internal
Slide 3: Disclaimer
Disclaimer We only discuss matters in the public domain. We do not provide any forecast or guidance on business outlook and future results. Internal
Slide 4: Introduction
Introduction Financials Updates Summary Internal
Slide 5: EHS remains our top priority
EHS remains our top priority We maintain a strong safety track record No high severity incidents in 2024 and YTD 2025 No Lost Time Injury (LTI) in 2024 and YTD 2025 2 Process Safety Incidents (PSI) in 2024, appropriate remedial measures taken Leading indicators like near miss reporting incre
Slide 6: We continue to strengthen our safety mindset and culture
We continue to strengthen our safety mindset and culture Thane Site celebrated 2 Million accident free manhours Internal
Slide 7: Suraksha Hamesha: Our commitment to promote farmer safety continues
Suraksha Hamesha: Our commitment to promote farmer safety continues (2016-2024) More than Over Over More than More than 8.2 lacs 37000 1.2 lacs 3300 channel 56000 farmers trained Women farmers trained spray men trained partners reached students trained Participation of more than Over Over 5700 6.4 c
Slide 8: 'Momentum India' continues
‘Momentum India’ continues Macroeconomy Growth Industries Positive GDP development with Automotive increased focus on manufacturing Construction Volatility in exchange rates continues amid external headwinds FMCG Continued strong PMI ahead of festive season; outlook clouded by rising input costs Agr
Slide 9: Financials
Introduction Financials Updates Summary Internal
Slide 10: Our Financial Performance
Our Financial Performance (Consolidated results) Internal
Slide 11: Segment Revenue
Rs Crores Segment Revenue Apr 24 to Mar 25 Others, 108 (1%) Agricultural Solutions Chemicals 2,065 (14%) 1,996 (13%) Agricultural Materials Industrial Solutions • Performance Solutions* Nutrition & Care Materials 2,875 (19%) • Dispersions • Monomers • Performance Chemicals Total 15,260 Materials 4,9
Slide 12: Financial Performance
Financial Performance Rs Crores FY 2024-2025 +11% 15,260 13,768 -19% 759 617 Apr-Mar 24 Apr-Mar 25 Apr-Mar 24 Apr-Mar 25 Revenue PBT bEI Strong volume growth; Slightly impacted by lower price realization Margins impacted due to higher input cost BoD have recommended dividend of 200% @ Rs.20/-
Slide 13: Quarterly Performance
Quarterly Performance Rs Crores Revenue from Operations PBT before Exceptional Items 4,248 3,966 3,707 3,759 283 3,375 3,326 3,360 3,287 219 200 187 171 153 138 25 J'23 S'23 D'23 M'24 J'24 S'24 D'24 M'25 J'23 S'23 D'23 M'24 J'24 S'24 D'24 M'25 FY24 FY25 FY24 FY25 +11% Rs. (142 Crs) Rs.13,768 Crs Rs.
Slide 14: Financial Performance
Financial Performance Rs Crores Apr to Jun 2025 -2% 3,966 3,875 -34% 283 188 Apr-Jun'24 Apr-Jun'25 Apr-Jun'24 Apr-Jun'25 Revenue PBT bEI Revenue marginally impacted by lower volume PBT bEI impacted due to higher cost PBT bEI: Profit before tax before exceptional items Internal The charts are for
Slide 15: Updates
Introduction Financials Updates Summary Internal
Slide 16: We expand our production capacities to meet the growing market and customer demand
We expand our 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
Slide 17: We expand our production capacities and tap into new business opportunities
We expand our production capacities and tap into new business opportunities Completed construction of Expansion of the alkaline surfactant Performance polymer (ASP) blending Materials plant at plant at Dahej site Panoli for increased intended for enhanced oil polyamide recovery (EOR) compounding app
Slide 18: We continue to drive green energy transformation across our sites
We continue to drive green energy transformation across our sites BASF India has signed a 25-year Power Purchase Agreement (PPA) with Clean Renewable Energy KK 2C Private Limited, a special-purpose vehicle of Hero Rooftop Energy Private Limited, for 2.7 MW of renewable power for its Mangalore site M
Slide 19: We continue to launch innovations
We continue to launch innovations Agricultural Solutions: Valexio® Insecticide and Mibelya® Fungicide Valexio® and Mibelya® launch May 28th, 2025 in Hyderabad Internal
Slide 20: Valexio is a new cutting-edge insecticide for rice hopper control
Valexio® is a new cutting-edge insecticide powered by Prexio® active designed specifically for rice hopper control Control Valexio Pest control comparison in rice plant: Control versus Valexio Internal
Slide 21: De-merger of Agricultural Solutions business to unlock value for our shareholders
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 22: We intensified our engagement with key customers
We intensified our engagement with key customers Engagement with Ather senior leadership team,Mumbai Formulators Forum, Bangalore Asian Paints Khandala Plant Visit Battery Show 2024, Noida Hyundai Technology Day, Hyderabad Monomers Customer Meet, Kerala Engagement with Haldia Petrochemicals team Cus
Slide 23: Example: Making strides in our partnership with Maruti Suzuki
Example: Making strides in our partnership with Maruti Suzuki Maruti Suzuki Tech Day, Gurugram, Maruti Suzuki Material Quality Meet MSIL Faciliation Award, Dec 21st, 2023 Delhi, Dec 6th , 2024 Manesar, Dec 3, 2023 MSIL Senior management visit to MSIL Senior management visit to BASF, Mumbai, Sep 2, 2
Slide 24: We continue to strengthen our industry and association connections
We continue to strengthen our industry and association connections BASF participation in 18th Asia-Pacific Conference of German Business held on Oct 25th, 2024 in New Delhi Internal
Slide 25: We continue to strengthen our industry and association connections
We continue to strengthen our industry and association connections BASF participation at 6th Edition of ICC Sustainability Conclave BASF participation in the 18th Annual India Chemical Industry Outlook on Dec 5th, 2024 Conference & Exhibition on Mar 4th & 5th, 2025 BASF participation in 25th Interna
Slide 26: We continue to inspire kids to become climate champions
We continue to inspire kids to become climate champions BASF Kids’ Lab enjoys overwhelming participation in Delhi, drawing 1,800+ kids; total outreach crosses 6,000 from 2023–2025 Internal
Slide 27: We increase female participation in the chemical industry
We increase female participation in the chemical industry The certification ceremony of the 3rd batch of We-Chemie graduates from the ‘Women Enabled for Careers in Chemistry’ program on January 31, 2025. Internal
Slide 28: Women in Refinish: Empowering Futures Through Skill Development and Collaboration
Women in Refinish: Empowering Futures Through Skill Development and Collaboration BASF, in partnership with Mahindra & Mahindra, launched the 'Women in Refinish' CSR program on Mar 6th, 2025, to empower underprivileged women by training them for careers in refinish coatings Internal
Slide 29: Ensuring Clean Water and Sanitation for All
Ensuring Clean Water and Sanitation for All Our Commitment to SDG 6 Installation of water ATMs and school water purification systems Internal
Slide 30: BASF India embraces the 'Future of Work' vision with a new office
BASF India embraces the ‘Future of Work’ vision with a new office Mumbai, Oct 2024 BEFORE Internal
Slide 31: Summary
Introduction Financials Updates Summary Internal
Slide 32: FY 2024-25 has been a year of progress and purpose
Polyurethane Technical Development Center in Mumbai FY 2024-25 has been a year of progress and purpose - marked by strategic investments, customer-centric innovation, community impact, and a renewed workplace that empowers our people. As we look ahead, we remain focused on driving sustainable growth
Slide 33: Board of Directors & Key Managerial Personnel
Board of Directors & Key Managerial Personnel Internal
Slide 34: BASF - We create chemistry
O- BASF We create chemistry