Basf India Limited · NSE:BASF
Basf India — Investor Presentation (May 2026)
36 slides from Basf India's investor presentation, May 22, 2026
Slide 1: Exchange cover letter: Analyst / Fund Managers Meeting
BASF India Limited, Mumbai - 400 079, India May 22, 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: Analyst / Fund Managers Meeting of BASF India Limited.
Slide 2: Analysts / Fund Managers Meeting, BASF India Limited
Resilience in action, Growth in motion Analysts / Fund Managers Meeting BASF India Limited Alexander Gerding Managing Director Narendranath J. Baliga Chief Financial Officer Mumbai, May 22nd, 2026 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: Nurturing our safety culture and mindset
Nurturing our safety culture and mindset All sites participated in the annual Manufacturing Meet in April 2026 in Dahej, Gujarat and had an elaborate brainstorming session on multiple topics including safety
Slide 6: EHS remains our top priority
EHS remains our top priority We maintain a strong safety track record No high severity incidents (HSI) and Process Safety Incidents (PSI) from Apr 25 - Apr 26 2 Lost Time Injury (LTI) from Apr 25 - Apr 26 Continued focus on improving the safety leading indicators EHS = Environment, Health and
Slide 7: Macro-Economic Context
Macro-Economic Context Until March 2026 Low inflation, easing interest rates, and GST rationalization supporting consumption West Asia crisis impact Feedstock inflation due to surge in oil and gas prices Route disruptions driving up ocean freight INR depreciation … Strait of Hormuz --> pro
Slide 8: Financial Performance
Financial Performance ~ O-BASF We create chemistry
Slide 9: Our Financial Performance
Our Financial Performance Consolidated results Includes discontinued operations (Coatings business) Internal
Slide 10: Segment Revenue FY 2025-26
Rs Crores Segment Revenue FY 2025-26 Others 82 (0%) Agricultural Solutions Chemicals 1,944 (12%) 1,847 (12%) Agricultural Materials Industrial Solutions • Performance Solutions Nutrition & Care Materials 3,501 (23%) • Dispersions • Monomers • Performance Chemicals* Total Rs.15,539 Crs Materials 4,62
Slide 11: Financial Performance
Financial Performance Rs Crores (QoQ) Half Yearly (YoY) (YoY) +2% +16% +29% +10% 15,260 15,539 8,215 454 3,606 7,082 3,287 >+100% -9% 352 90 617 564 25 Apr-Sep Apr-Sep Apr-Sep Apr-Sep Jan to Jan to Jan to Jan to Apr23to Apr24 to Apr to 23Apr to 24 Mar 25 Mar 26 Mar 25 Mar 26 Mar 25 Mar 26 Mar 25 Mar
Slide 12: Quarterly Performance
Quarterly Performance (Consolidated - including discontinued operations) Rs Crores Revenue from Operations PBT before Exceptional Items +10% 4,248 3,966 4,046 4,013 283 3,759 3,874 3,606 -10% 3,287 +>100% 188 171 138 143 143 90 -37% 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
Slide 13: Net Working Capital Development
Net Working Capital Development (Consolidated - including discontinued operations) Rs Crs Net Working Capital (Rs Crs) 7,000 3,000 6,000 2,500 5,000 2,123 2,488 2,101 2,672 2,460 4,000 2,922 1,885 2,000 2,230 3,191 2,795 2,326 2,842 3,000 1,542 1,391 1,500 1,634 1,316 2,000 2,879 3,183 2,849 3,043 3
Slide 14: Revenue development by segment
Revenue development by segment Year ended March 31, 2026 (Consolidated - including discontinued operations) Rs Crores 151 115 -121 151 -149 -317 15,539 626 -26 15,260 Revenue Nutrition & Industrial *Surface Agricultural Chemicals Materials Others & Revenue Apr-Mar 25 Care Solutions Technologies Solu
Slide 15: PBT bEI development by segment
PBT bEI development by segment Year ended March 31, 2026 (Consolidated - including discontinued operations) Rs Crores 10 -7 27 -34 617 58 -57 -50 564 PBT bEI Industrial Materials *Surface Chemicals Nutrition & Agricultural Others & PBT bEI Apr-Mar 25 Solutions Technologies Care Solutions Unallocated
Slide 16: Key Performance Indicators
Key Performance Indicators Includes discontinued operations FY FY FY FY 25-26 24-25 25-26 24-25 Receivable Receivable EBIT bEI 65 63 65 62 4.0% 4.2% Days Days (%) Inventory Inventory 60 82 58 72 ROCE 18.5% Days Days 16.3% (%) Cash flow generated from / (used) in (110) 373 RONOA 19.7% 26.3% Operation
Slide 17: Key Updates
Key Updates eb Ol- BASF We create chemistry af
Slide 18: Cellasto strengthens its position in India with capacity enhancement at Dahej
Cellasto® strengthens its position in India by taking steps for capacity enhancement at Dahej Groundbreaking, Jan 2025 Building completed, May 2026 Cellasto® is a versatile microcellular polyurethane used in automotive, industrial, railway, and other sectors to cushion, dampen vibration, and reduce
Slide 19: New dispersions line at Mangalore
BASF to strengthen local production footprint in India with new dispersions line at Mangalore Groundbreaking, Feb 2026 Architectural paints Construction chemicals Paper applications BASF is expanding its dispersions production capacity at its Mangalore site with the addition of a new production line
Slide 20: BASF SE Board Visit to India Jan 2026
BASF SE Board Visit to India Jan 2026 Interaction with TATA Interaction with Reliance Interaction with Maruti Suzuki Interaction with HCL Tech Interaction with ICICI Bank Interaction with the Interaction with the Industry & Chemical Industry Roundtable EU-India Summit Interaction with CEOs of German
Slide 21: BASF Group to set up two new global hubs in Hyderabad
BASF Group to set up two new global hubs in Hyderabad, India Hyderabad, May 2026 Global Digital Solutions BASF Digital Solutions Pvt. Ltd. Global Business Services BASF Global Business Services Pvt. Ltd. BASF leadership hands over the Letter of Intent (LoI) for establishing Global Hubs in Hydera
Slide 22: We intensify our engagement with key customers
We intensify our engagement with key customers BASF showcases innovative and sustainable solutions at PlastIndia 2026, Feb 5th-10th 2026 at Bharat Mandapam in New Delhi Showcasing BASFs Tinuvin® Showcasing BASFs Automotive Showcasing trinamiX Mobile NOR® technology & eMobility solutions Spectroscopy
Slide 23: We continue our connect with the industry and associations
We continue our connect with the industry and associations Feb 2026 Mar 2026 BASF participation in ICC's 19th India Chemical BASF participation in McKinsey’s third annual flagship Industry Outlook Conference & Exhibition 2026, held summit on 17th February 2026, Mumbai on 11–12 March 2026, Mumbai
Slide 24: BASF committed to driving impact through SDGs
BASF committed to driving impact through SDGs SDG 13: Climate Action SDG 4: Quality Education Jan 2026 Feb 2026 BASF India concluded its impactful Kids’ Lab program in BASF India, in partnership with Somaiya Vidyavihar (SVV) and Chennai, held from January 19–30, 2026, bringing the Indian Chemical Co
Slide 25: De-merger of AP business into BASF Agricultural Solutions India Limited
De-merger of AP business from BIL into separate listed legal entity BASF Agricultural Solutions India Limited (BASIL). 2nd Feb 2026: Demerger was cleared by SEBI & Stock Exchanges (No-Objection Letters received) 16th February 2026: Applications were filed with National Company Law Tribunal 8th
Slide 26: For the love of farming, the biggest job on Earth
For the love of farming, the biggest job on Earth
Slide 27: Safety remains a top priority
Safety remains a top priority Suraksha Hamesha (BASF Flagship stewardship program) sets an industry benchmark ~ 60 M digital outreach 26 Source: see notes Data : Cumulative for last 10 years
Slide 28: Major trends shaping Indian agriculture
Major trends shaping Indian agriculture BASF position Demand for Agri innovations will continue to grow Increasing demand Focus to scale up of Rising income & change in for food with increase agricultural productivity & consumer food preference- in population High demand for quality seeds (high
Slide 29: Innovation remains our core strength
Innovation remains our core strength 12 new products launched in last four years Exponus® Chilli, Tomato, Brinjal, Cabbage, Grapes, Soybean, Red Gram, Corn 2022 Vesnit® Complete Sugarcane, Corn 2023 Facet® Rice Pirate® Chilli, Brinjal, Cotton 2024 Efficon® Cotton, Chili, Tomato, Brinjal, Cucumber Im
Slide 30: Diversified presence across multiple segments & crops
Diversified presence across multiple Key segments segments & crops 12 new products launched across key segments in the last 4 years Strengthened insecticides portfolio Key segments Key crops (Exponus, Pirate, Imunit, Efficon, Valexio) Entered bio-stimulants segment with Meritor Introduced Cl
Slide 31: Deep channel engagement critical for success
Deep channel engagement critical for success 30
Slide 32: West Asia conflict affecting Indian agriculture in multiple ways
West Asia conflict affecting Indian agriculture in multiple ways Disrupted Gulf supplies Pressure on crop Sharp cost inflation, Fertilizer risk & (urea, DAP, LNG, sulphur) protection supply-chain disruption cost inflation raising prices and subsidy products cost and has led to shortages & pressure a
Slide 33: 2026 - Priorities
Product safety and Stewardship - continue educating farmers 2026 - Priorities Stick to fundamentals - demand generation, business quality Invest to grow market share in Rice and F&V (grapes, apple, tomato) Keep our strong position in Corn and Chili Expand the Insecticide business Grow in Bio-stimula
Slide 34: 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 2026, the said business generated sales of Rs. 595 crore repre
Slide 35: Priorities for the year ahead
Priorities for the year ahead External Stakeholder Operational Efficiencies People Engagement Maintain safety track- Intensify engagement Focus on employees record with business partners and suppliers Fortify talent pipeline Sustain profitable growth, high asset Drive industry voice and
Slide 36: Internal
O- BASF We create chemistry