BSEAGM/EGM2d ago · 12 Aug 2026, 03:33 pm

Presentation at the 82nd AGM held on Wednesday, 12th August, 2026 at 3.00 P.M

BASF India Ltd · 500042

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BASF India Ltd presented its 82nd AGM, highlighting its financial performance, safety record, and business milestones. The company reported a 2% revenue growth and a 9% decline in PBT before exceptional items for FY 2025-26. BASF India also announced the demerger of its Agricultural Solutions business and the sale of its Coatings business to Carlyle Group.

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Earnings Impact5/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk3/10
Balance Sheet Risk4/10
Liquidity Impact7/10
Market Sentiment5/10

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BASF India Ltd - 500042 - Presentation At The 82Nd AGM Held On Wednesday, 12Th August, 2026 At 3.00 P.M

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BASF India Limited, Mumbai - 400 079, India August 12, 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: Presentation made at the 82nd Annual General Meeting of BASF India Limited We enclose herewith the presentation made to the Shareholders of the Company at the 82nd Annual General Meeting of BASF India Ltd held today i.e., August 12, 2026 at 3 p.m.(IST). Kindly take note of the same. Thanking you, Yours Faithfully, For BASF India Limited Manohar Kamath Pankaj Bahl Director – Legal, General Counsel (India) Senior Manager- Legal & Secretarial & Company Secretary Cc: The Assistant Manager – Listing National Stock Exchange of India Ltd. Exchange Plaza, Plot No. C/1, G Block Bandra – Kurla Complex Bandra (East), Mumbai – 400 051 Registered Office BASF India Limited Unit No.10A, 10B & 10C (part), 10th Floor, Godrej One, Pirojsha Nagar, Eastern Express Highway, Vikhroli (East), Mumbai - 400 079, India Tel +91 22 6834 7000 CIN - L33112MH1943FLC003972 www.basf.com/in 82nd Annual General Meeting BASF India Limited Alexander Gerding Managing Director Mumbai, August 12, 2026 Cautionary note regarding forward-looking statements  We will only discuss information that is in the public domain.  We will not provide any forecast or outlook regarding future business performance or financial results. EHS remains our top priority We maintain a strong safety track record  No high severity incidents (HSI) & Process Safety Incidents (PSI) from Apr 25 - Jul 26  2 Lost Time Injury (LTI) from Apr 25 - Jul 26  Continued focus on improving the safety leading indicators EHS = Environment, Health and Safety LTI: lost time injury Emergency mock drill, fire drill and PSI: process safety incident HSI: high severity incident training conducted at Dahej site Nurturing our safety culture and mindset Thane, Jun 2026 Panoli, Jun 2026 Thane & Panoli sites achieved GREEN rating in recently concluded Responsible Care (RC) Audits. AI-generated RsCrores Segment Revenue* FY 2025-26 Others Agricultural Solutions 82 (1%) Chemicals 1,944 (12%) 1,847 (12%) AAggrriiccuullttuurraall MMaatteerriiaallss IInndduussttrriiaall SSoolluuttiioonnss SSoolluuttiioonnss •• PPeerrffoorrmmaannccee Nutrition & Care MMaatteerriiaallss 3,500 (22%) •• DDiissppeerrssiioonnss •• MMoonnoommeerrss •• PPeerrffoorrmmaannccee CChheemmiiccaallss** Total Rs.15,539 Crs Materials 4,625 (30%) SSuurrffaaccee NNuuttrriittiioonn && CChheemmiiccaallss TTeecchhnnoollooggiieess CCaarree Surface Technologies* •• PPeettrroocchheemmiiccaallss 595 (4%) Industrial Solutions •• CCooaattiinnggss** •• CCaarree CChheemmiiccaallss •• IInntteerrmmeeddiiaatteess 2,946 (19%) •• NNuuttrriittiioonn && HHeeaalltthh *Discontinued operations (Coatings business) included The charts are for comparison purpose & not to scale Financial Performance* RsCrores FY 2025-26 15,260 15,539 FY 2024-25 FY 2025-26 FY 2024-25 FY 2025-26 Revenue PBT bEI Revenue: Higher volumes, but lower price realisation PBTbEI : Impacted due to higher input cost and product mix *Discontinued operations (Coatings business) included [Apr to Mar 26 (Revenue : 595 , PBTbEI: 3) |Apr to Mar 25 (Revenue : 480 , PBTbEI: -6)] PBT bEI: Profit before tax before exceptional items The charts are for comparison purpose & not to scale Quarterly Performance* RsCrores (Consolidated - including discontinued operations) Revenue from Operations PBT before Exceptional Items 4,248 3,966 4,045 4,013 3,875 3,759 3,606 283 3,287 138 143 143 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 S'25 D'25* M'26* FY25 FY26 FY25 FY26 Rs.15,260 Crs Rs.15,539 Crs Rs.617 Crs Rs.564 Crs *Discontinued operations (Coatings business) included The charts are for comparison purpose & not to scale Financial Performance* RsCrores Apr to Jun 2026 +29% 4,998 +166% 3,875 499 Apr-Jun'25 Apr-Jun'26 Apr-Jun'25 Apr-Jun'26 Revenue PBT bEI Revenue and PBT bEI improved from higher volumes and better price realisation *Discontinued operations (Coatings business) included [Apr to Jun 26 (Revenue : 174 , PBTbEI: 19 (Incl. gain of Rs. 18 Crson sale of 100% equity shares of WOS) |Apr to Jun 25 (Revenue : 133 , PBTbEI: -12)] PBT bEI: Profit before tax before exceptional items The charts are for comparison purpose & not to scale Indo-German and Indo-EU relations on the rise BASF enjoys strong reputation and support in the country First Asian country BASF SE CEO visited by the new Markus Kamieth with Chancellor of the President of the EU Federal Republic of Commission, Ursula Germany, Friedrich von der Leyen, and Merz Hon’ble PM Modi during the 16th India- EU Summit during their visit to India BASF SE Board BASF SE Board with with key customers Minister of Commerce of BIL during their and Industry, Piyush visit to India Goyal during their visit to India BASF India Limited Portfolio Milestones Demerger of Agricultural Solutions from BASF Sale of Coatings Business to Carlyle Group India into separate “to be listed” legal entity  Approved by BIL shareholders with 99.99% majority.  June 30, 2026: 100% BASF India shares in BASF India Coatings transferred to Carlyle Group.  NCLT* approval expected by end of 2026 .  July 1, 2026: Coatings business no longer a wholly  Shareholders can expect 1:1 shares of BASF owned subsidiary of BASF India. Carlyle will operate Agricultural Solutions India Limited (BASIL). the Coatings business under its brand "Surventis"  Listing of shares of BASIL targeted 1H27, subject to  BASF India received Rs. 230.16 crore on account of requisite approvals. sale of the Coatings business to Carlyle. Approval from NCLT 1H27 End of 2026 Allotment of new shares of BASIL and listing of shares on Indian Stock Exchanges *NCLT: National Company Law Tribunal We strengthen our position in India by taking steps for Cellasto® capacity enhancement at Dahej Groundbreaking, Jan 2025 Pune, July 2026 Building completed, May 2026 Cellasto® received the "Best Value Creation Award" at Tenneco India's Supplier Summit We plan to strengthen local production footprint in India with new dispersions line at Mangalore Groundbreaking, Feb 2026 Architectural paints Construction chemicals Paper applications We continuously develop our people and processes IC Mumbai, Nov 2025 Vadodara, Jun 2026 All India Kaizen Championship 2025 Dahej, Mar 2026 Dahej site won gold & silver awards at QCFI (Quality Circle Forum of India) Vadodara Chapter Convention 2026 BASF India Manufacturing Meet We continue to launch innovations and form strategic partnerships Jaipur, Feb 2026 Mumbai, Jun 2026 BASF and Corteva launch Clearfield® Mustard BASF launches Melyra®, Frivon®, and Inveris® Production System to strengthen India’s mustard Gold to support higher yields and sustainable farming crop protection We intensify our engagement with key customers New Delhi, Aug 2025 New Delhi, Oct 2025 New Delhi, Feb 2026 Honda Technology Day The Battery Show India PlastIndia 2026 Chhatrapati Sambhaji Nagar, Apr 2026 Talegaon, Jul 2026 New Delhi, Feb 2026 JSW Motors Technology day Hyundai India Technology day PlastIndia 2026 We continue our connect with the industry and associations 7th Indian New Delhi, Oct 2025 New Delhi, Nov 2025 7th ICC Chemicals & Sustainability Petrochemicals Conclave Conference (ICPC) McKinsey’s 3rd Mumbai, Feb 2026 Mumbai, Mar 2026 ICC's 19th Annual Chemical Flagship Industry Summit Outlook Conference ICC –Indian Chemical Council We drive green energy transformation of BASF and our customers BASF India partners with Clean Max to procure hybrid solar “PU Tech Award” for exceptional innovation that leads to and wind power for plants in Gujarat and Maharashtra improved energy efficiency in cold storage applications for energy conservation and carbon footprint reduction We drive impact through CSR activities aligned with the SDGs SDG 4: Quality Education SDG 6: Clean Water & Sanit [Showing first 8,000 characters — download PDF for full document]