Basf India Limited · NSE:BASF
Basf India — Shareholder Meeting (August 2023)
30 slides from Basf India's shareholder meeting presentation, Aug 4, 2023
Slide 1: Cover letter to BSE on 79th AGM presentation
BASF India Limited, Mumbai - 400 051, India August 04, 2023 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: 79th Annual General Meeting of BASF India Limited W
Slide 2: 79th Annual General Meeting: Navigating towards Sustainable Growth
79th Annual General Meeting BASF India Limited Navigating towards Sustainable Growth Alexander Gerding Managing Director Mumbai, 04.08.2023 Internal
Slide 3: Forward looking statements
Forward looking statements Only matters in the public domain can be subject matter of discussion today We don’t provide any forecast about the future business situation We don’t comment or give guidance on future results / business outlook Internal
Slide 4: EHS remains top priority
EHS remains top priority April 2022 – June 2023 No high severity incidents, LTI on same level (2) and slight increase in PSI (3) All incidents safely contained and remedial measures implemented Successful RC audits (6 YTD) BASF technicians carry out a routine safety inspection at Fostering s
Slide 5: Engaging with colleagues at our manufacturing sites
Engaging with colleagues at our manufacturing sites Dahej Mangalore Panoli Thane Internal
Slide 6: Reflections on Macroeconomy
Reflections on Macroeconomy Internal
Slide 7: India reflections
India reflections Macroeconomy Industries Automotive: Domestic industry Resilient GDP growth showing good salesdemand Solid automotive growth Stabilizing inflation and Construction: Slowindown Slight slowdown construction interest rates compared to PY Robust agriculture market Consistently high
Slide 8: Segment Revenue breakup
Segment Revenue breakup In Rs. Crs Apr 22 to Mar 23 Others 107 (1%) Agricultural Solutions 1,797 (13%) Chemicals 2,096 (16%) Agricultural Materials Industrial Solutions • Performance Solutions Materials Nutrition & Care • Dispersions • Monomers 2,758 (20%) • Performance Chemicals Total 13,645 (+4% Y
Slide 9: Financial performance
Financial performance Rs Crores Revenue PBT bEI +4% 13,100 13,645 -29% 747 -13% -43% 528 264 3,888 3,375 152 FY 21-22 FY 22-23 Jun’22 Jun’23 FY 21-22 FY 22-23 Jun’22 Jun’23 Yearly Quarterly Yearly Quarterly Dividend FY 22-23 Revenue maintained amidst stable demand and softening of market prices as
Slide 10: Quarterly Performance Development
Quarterly Performance Development Rs Crores Revenue PBT bEI 3,888 +3% 3,582 3,277 3,375 2,898 264 +57% 149 152 97 18 Jun’22 Sep’22 Dec’22 Mar’23 Jun’23 Jun’22 Sep’22 Dec’22 Mar’23 Jun’23 FY 2023 FY 2023 PBT bEI: Profit before tax before exceptional items The charts are for comparison purpose & not t
Slide 11: Navigating towards sustainable growth
Navigating towards sustainable growth Internal
Slide 12: BASF's emission targets: net zero
We create chemistry for a sustainable future – BASF’s emission targets 25% 2030 CO2 emissions reduction (compared with 2018)* 2050 net zero CO2 emissions* * Scope 1 and Scope 2; 2030 target compared with 1990: 60% CO 2 reduction Internal
Slide 13: Sustainability as a differentiator in India
Bio-boiler installed Sustainability as a at Mangalore site. differentiator in India Biofuel is used to generate around Carbon Management 90% of the site’s steam requirement Energy transition (Mangalore & Dahej) & Product Carbon Footprint Circular Economy As an active member of Alliance to End Plasti
Slide 14: Expanding our production capability at Mangalore
Expanding our production capability at Mangalore Started Sovermol® production End industry segment: Eco-friendly products for application in new energy vehicles, windmills, flooring and protective industrial coatings Internal
Slide 15: Expanding our production capability at Dahej
Expanding our production capability at Dahej Commissioned 2nd Dispersions line, doubled capacity End industry segments: Paints & coatings, construction and paper Internal
Slide 16: Expanding our production capability at Panoli
Expanding our production capability at Panoli Completed expansion for Ultramid® Polyamide capacity End industry segment: Automotive Internal
Slide 17: Expanding our R&D capability at Thane
Expanding our R&D capability at Thane Ground-breaking for Polyurethane Applications Lab enabling applications to be stronger catered to the Indian market End industry segment: Consumer appliances, Construction, Footwear, Automotive Internal
Slide 18: Expansion of product portfolio with new launches
Expansion of product portfolio with new launches Exponus® - effective insecticide for use in oilseeds, pulses and vegetable crops Achieved extraordinary sales in record time. Product has become a key pillar in our portfolio Internal
Slide 19: Expansion of product portfolio with new launches
Expansion of product portfolio with new launches DYNAGO™ Tropical Coolant specially formulated for use in countries like India Internal
Slide 20: Continued stakeholder engagement
Continued stakeholder engagement Connecting with industry & academia at key conferences hosted by ICC and FICCI Internal
Slide 21: Continued stakeholder engagement
Continued stakeholder engagement Showcasing innovations at one of Asia’s largest Polyurethanes focused events - PUTech 2023 Internal
Slide 22: Infusion of young talent
Infusion of young talent Strong and diverse batch of GROW trainees strengthening our organization Internal
Slide 23: Creating an inclusive environment
Creating an inclusive environment Inauguration of washing facilities Internal
Slide 24: Women in manufacturing - breaking boundaries
Women in manufacturing - breaking boundaries Increasing diversity at our manufacturing sites Internal
Slide 25: German Vice Chancellor Dr. Robert Habeck visits BASF in Mumbai
Honorable German Vice Chancellor – Dr. Robert Habeck visits BASF in Mumbai Dr. Markus Kamieth - Member of the Board of Executive Directors, BASF SE (L) accompanied by Dr. Robert Habeck (C) and ~ 80 delegates from Germany Internal
Slide 26: Continued contribution to the communities we operate in
Continued contribution to the communities we operate in BASF Kid’s Lab launched as a CSR initiative by Honourable Vice Chancellor of Germany Internal
Slide 27: Continued contribution to the communities we operate in
Continued contribution to the communities we operate in To ensure access to quality education, Digital Classrooms installed in lesser privileged schools in Mumbai, Dahej, & Mangalore Internal
Slide 28: Our focus areas
Our focus areas Sustained profitable growth ■ Stay close to our customers ■ Maintain prudent control over working capital and optimize asset utilization ■ Drive sustainability, ensure safe and efficient operations ■ Focus on employees, fortify talent pipeline, promote diversity and inclusion 27 | Op
Slide 29: Thank you
So Year Shavelrolders ; Thank you for yore continued Avost and soppot. Frail ies forwaraA to Continue to creaFe cheuicty fo 7K sosr anable fury ce Fogetie v ( \dacw Ceoaehs ‘* \ BB Alexander Gerding Internal
Slide 30: BASF - We create chemistry
O- BASF We create chemistry