BASF India Limited held an Analyst / Fund Managers meeting on 20 May 2025 and enclosed the presentation made during the meeting.
The presentation provided an overview of the company's performance and updates.
Key Financial Highlights for the year ended 31 March 2025 (FY25) compared to the year ended 31 March 2024 (FY24):
- Total Revenue from Operations stood at ₹15,260 Crore in FY25, an increase of 11% from ₹13,768 Crore in FY24.
- Profit Before Tax before Exceptional Items (PBT bEI) was ₹617 Crore in FY25, a decrease of 19% from ₹759 Crore in FY24.
Quarterly and Half-Yearly Performance highlights:
- Revenue for the quarter Jan-Mar 2025 was ₹3,287 Crore, down 2% compared to Jan-Mar 2024. PBT bEI for Jan-Mar 2025 was ₹25 Crore, down 89% from ₹219 Crore in Jan-Mar 2024.
- Revenue for Apr-Sep 2024 was ₹8,215 Crore, up 16% compared to Apr-Sep 2023. PBT bEI for Apr-Sep 2024 was ₹454 Crore, up 29% from ₹352 Crore in Apr-Sep 2023.
Segment Performance (Revenue & PBT bEI change FY25 vs FY24):
- Materials: Revenue up 20%, PBT bEI up 50%.
- Industrial Solutions: Revenue up 12%, PBT bEI down 44%.
- Chemicals: Revenue up 15%, PBT bEI down 33%.
- Agricultural Solutions: Revenue up 3%, PBT bEI down 29%.
- Nutrition & Care: Revenue up 1%, PBT bEI up 81%.
- Surface Technologies: Revenue up 4%, PBT bEI saw a significant decrease (negative ₹9 Crore vs positive ₹9 Crore), impacted by ERP implementation cost.
Key Updates and Focus Areas mentioned:
- Broke ground on a new Cellasto plant in Dahej in January 2025 to increase production capacity.
- Continued focus on operational efficiencies, external stakeholder engagement, and people (employees, talent development, diversity & inclusion, safety).
- Actively engaged in industry events, associations, and key customer interactions.
- Launched the 'Women in Refinish' CSR program.
The company reiterated that it does not provide forecasts or guidance on future results or business outlook.