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
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