Results - Analysis
BASF India As on : 05-Aug-26  04:56

On consolidated basis

Quarter ended June 2026 compared with Quarter ended June 2025.

Net sales (including other operating income) of BASF India has increased 24.51% to Rs 4824.26 crore.  Sales of Agricultural Solution segment has gone down 17.83% to Rs 557.03 crore (accounting for 11.55% of total sales).  Sales of Materials segment has gone up 29.79% to Rs 1,341.27 crore (accounting for 27.80% of total sales).  Sales of Industrial Solution segment rose 37.67% to Rs 989.17 crore (accounting for 20.50% of total sales).  Sales of Nutrition & Care segment has gone up 15.96% to Rs 983.95 crore (accounting for 20.40% of total sales).  Sales of Chemical segment has gone up 111.45% to Rs 928.17 crore (accounting for 19.24% of total sales).  Sales of Others segment has gone up 2.37% to Rs 24.67 crore (accounting for 0.51% of total sales).  

Profit before interest, tax and other unallocable items (PBIT) has jumped 155.68% to Rs 523.25 crore.  PBIT of Agricultural Solution segment fell 53.15% to Rs 77.49 crore (accounting for 14.81% of total PBIT).  PBIT of Materials reported profit of Rs 212.69 crore compared to loss of Rs 11.62 crore.  PBIT of Industrial Solution segment rose 335.97% to Rs 124.95 crore (accounting for 23.88% of total PBIT).  PBIT of Nutrition & Care segment fell 45.58% to Rs 11.01 crore (accounting for 2.10% of total PBIT).  PBIT of Chemical segment rose 488.97% to Rs 96.12 crore (accounting for 18.37% of total PBIT).  PBIT of Others reported profit of Rs 0.99 crore compared to loss of Rs 2.11 crore.  

PBIT margin of Agricultural Solution segment fell from 24.40% to 13.91%.  PBIT margin of Materials segment rose from negative 1.12% to 15.86%.  PBIT margin of Industrial Solution segment rose from 3.99% to 12.63%.  PBIT margin of Nutrition & Care segment fell from 2.38% to 1.12%.  PBIT margin of Chemical segment rose from 3.72% to 10.36%.  PBIT margin of Others segment rose from negative 8.76% to 4.01%.  Overall PBIT margin rose from 5.28% to 10.85%.  

Operating profit margin has jumped from 5.52% to 10.46%, leading to 135.77% rise in operating profit to Rs 504.43 crore.  Raw material cost as a % of total sales (net of stock adjustments) decreased from 38.81% to 25.67%.   Purchase of finished goods cost rose from 43.28% to 55.00%.   Employee cost decreased from 3.15% to 2.08%.   Other expenses fell from 9.55% to 7.90%.   

Other income rose 16.25% to Rs 22.25 crore.  PBIDT rose 125.96% to Rs 526.68 crore.  Provision for interest rose 6.98% to Rs 5.21 crore.  

PBDT rose 128.49% to Rs 521.47 crore.  Provision for depreciation rose 1.68% to Rs 41.23 crore.  

Profit before tax grew 155.90% to Rs 480.24 crore.  Share of profit/loss were nil in both the periods.  Provision for tax was expense of Rs 132.42 crore, compared to Rs 50.27 crore.  Effective tax rate was 27.57% compared to 26.79%.

Minority interest was nil in both the periods.  Net profit attributable to owners of the company increased 153.14% to Rs 347.82 crore.  

Promoters' stake was 73.33% as of 30 June 2026 ,compared to 73.33% as of 30 June 2025 .  

 

Full year results analysis.

Net sales (including other operating income) of BASF India has increased 1.11% to Rs 14944 crore.  Sales of Agricultural Solution segment has gone down 5.85% to Rs 1,944.02 crore (accounting for 13.01% of total sales).  Sales of Materials segment has gone down 6.40% to Rs 4,624.99 crore (accounting for 30.95% of total sales).  Sales of Industrial Solution segment rose 5.39% to Rs 2,945.70 crore (accounting for 19.71% of total sales).  Sales of Nutrition & Care segment has gone up 21.76% to Rs 3,500.58 crore (accounting for 23.42% of total sales).  Sales of Chemical segment has gone down 7.47% to Rs 1,846.87 crore (accounting for 12.36% of total sales).  Sales of Others segment has gone down 24.65% to Rs 81.84 crore (accounting for 0.55% of total sales).  

Profit before interest, tax and other unallocable items (PBIT) has slumped 4.79% to Rs 639.61 crore.  PBIT of Agricultural Solution segment fell 18.14% to Rs 254.23 crore (accounting for 39.75% of total PBIT).  PBIT of Materials segment rose 16.72% to Rs 184.73 crore (accounting for 28.88% of total PBIT).  PBIT of Industrial Solution segment rose 59.50% to Rs 153.84 crore (accounting for 24.05% of total PBIT).  PBIT of Nutrition & Care segment fell 51.81% to Rs 31.18 crore (accounting for 4.87% of total PBIT).  PBIT of Chemical segment fell 15.08% to Rs 30.23 crore (accounting for 4.73% of total PBIT).  PBIT of Others reported loss of Rs 14.60 crore compared to profit of Rs 6.19 crore.  

PBIT margin of Agricultural Solution segment fell from 15.04% to 13.08%.  PBIT margin of Materials segment rose from 3.20% to 3.99%.  PBIT margin of Industrial Solution segment rose from 3.45% to 5.22%.  PBIT margin of Nutrition & Care segment fell from 2.25% to 0.89%.  PBIT margin of Chemical segment fell from 1.78% to 1.64%.  PBIT margin of Others segment fell from 5.70% to 17.84%.  Overall PBIT margin fell from 4.54% to 4.28%.  

Operating profit margin has declined from 4.94% to 4.41%, leading to 9.64% decline in operating profit to Rs 659.73 crore.  Raw material cost as a % of total sales (net of stock adjustments) decreased from 31.42% to 30.53%.   Purchase of finished goods cost fell from 54.02% to 53.16%.   Employee cost increased from 2.51% to 3.13%.   Other expenses rose from 7.33% to 8.73%.   

Other income fell 16.50% to Rs 65.8 crore.  PBIDT fell 10.31% to Rs 725.53 crore.  Provision for interest rose 24.40% to Rs 19.12 crore.  Loan funds declined from Rs 190.10 crore as of 31 March 2025 to Rs 132.57 crore as of 31 March 2026.  Inventories declined from Rs 2,922.16 crore as of 31 March 2025 to Rs 2,708.91 crore as of 31 March 2026.  Sundry debtors were higher at Rs 2,734.46 crore as of 31 March 2026 compared to Rs 2,594.13 crore as of 31 March 2025.  Cash and bank balance rose to Rs 873.60 crore as of 31 March 2026 from Rs 820.40 crore as of 31 March 2025.  Investments rose to Rs 8.09 crore as of 31 March 2026 from Rs 1.50 crore as of 31 March 2025 .  

PBDT fell 10.98% to Rs 706.41 crore.  Provision for depreciation fell 14.78% to Rs 145.15 crore.  Fixed assets increased to Rs 884.25 crore as of 31 March 2026 from Rs 873.96 crore as of 31 March 2025.  Intangible assets increased from Rs 0.21 crore to Rs 0.80 crore.  

Profit before tax down 9.94% to Rs 561.26 crore.  Share of profit/loss were nil in both the periods.  Provision for tax was expense of Rs 145.03 crore, compared to Rs 168.67 crore.  Effective tax rate was 25.84% compared to 25.85%.

Minority interest was nil in both the periods.  Net profit attributable to owners of the company decreased 13.98% to Rs 416.23 crore.  

Equity capital stood at Rs 43.29 crore as of 31 March 2026 to Rs 43.29 crore as of 31 March 2025.  Per share face Value remained same at Rs 10.00.  

Promoters' stake was 73.33% as of 31 March 2026 ,compared to 73.33% as of 31 March 2025 .  

Cash flow from operating activities has turned negative Rs 110.09 crore for year ended March 2026 from positive Rs 372.74 crore for year ended March 2025.  Cash flow used in acquiring fixed assets during the year ended March 2026 stood at Rs 205.94 crore, compared to Rs 202.14 crore during the year ended March 2025.  

BASF India : Consolidated Results

Quarter ended Year ended Particulars 202606 202506 Var.(%) 202603 202503 Var.(%) Net Sales (including other operating income) 4,824.26 3,874.54 24.51 14,944.00 14,780.36 1.11 OPM (%) 10.46 5.52 493 bps 4.41 4.94 -53 bps OP 504.43 213.95 135.77 659.73 730.14 -9.64 Other Inc. 22.25 19.14 16.25 65.80 78.80 -16.50 PBIDT 526.68 233.09 125.96 725.53 808.94 -10.31 Interest 5.21 4.87 6.98 19.12 15.37 24.40 PBDT 521.47 228.22 128.49 706.41 793.57 -10.98 Depreciation 41.23 40.55 1.68 145.15 170.33 -14.78 PBT 480.24 187.67 155.90 561.26 623.24 -9.94 Share of Profit/(Loss) from Associates 0 0 - 0 0 - PBT before EO 480.24 187.67 155.90 561.26 623.24 -9.94 EO Income 0 0 - 0 29.29 - PBT after EO 480.24 187.67 155.90 561.26 652.53 -13.99 Taxation 132.42 50.27 163.42 145.03 168.67 -14.02 PAT 347.82 137.4 153.14 416.23 483.86 -13.98 Minority Interest (MI) 0 0 - 0 0 - Net profit 347.82 137.4 153.14 416.23 483.86 -13.98 P/(L) from discontinued operations net of tax 12.47 0 - 3.87 -4.8 LP Net profit after discontinued operations 360.29 137.4 162.22 420.1 479.06 -12.31 EPS (Rs)* 80.35 31.74 153.14 96.16 106.77 -9.93 * EPS is on current equity of Rs 43.29 crore, Face value of Rs 10, Excluding extraordinary items. # EPS is not annualised bps : Basis points EO : Extraordinary items Figures in Rs crore Source: Capitaline Corporate Database

BASF India : Consolidated Segment Results

Quarter ended Year ended % of (Total) 202606 202506 Var.(%) % of (Total) 202603 202503 Var.(%) Sales Agricultural Solution 11.55 557.03 677.88 -17.83 13.01 1,944.02 2,064.73 -5.85 Materials 27.80 1,341.27 1,033.39 29.79 30.95 4,624.99 4,941.23 -6.40 Industrial Solution 20.50 989.17 718.51 37.67 19.71 2,945.70 2,794.95 5.39 Surface Technologies 0.00 0.00 133.22 - Nutrition & Care 20.40 983.95 848.49 15.96 23.42 3,500.58 2,874.96 21.76 Chemical 19.24 928.17 438.95 111.45 12.36 1,846.87 1,995.87 -7.47 Others 0.51 24.67 24.10 2.37 0.55 81.84 108.62 -24.65 Total Reported Sales 100.00 4,824.26 3,874.54 24.51 100.00 14,944.00 14,780.36 1.11 Less: Inter segment revenues   0.00 0.00 -   0.00 0.00 - Net Sales 100.00 4,824.26 3,874.54 24.51 100.00 14,944.00 14,780.36 1.11 PBIT Agricultural Solution 14.81 77.49 165.39 -53.15 39.75 254.23 310.55 -18.14 Materials 40.65 212.69 -11.62 LP 28.88 184.73 158.27 16.72 Industrial Solution 23.88 124.95 28.66 335.97 24.05 153.84 96.45 59.50 Surface Technologies 0.00 0.00 -12.22 - Nutrition & Care 2.10 11.01 20.23 -45.58 4.87 31.18 64.70 -51.81 Chemical 18.37 96.12 16.32 488.97 4.73 30.23 35.60 -15.08 Others 0.19 0.99 -2.11 LP -2.28 -14.60 6.19 PL Total PBIT 100.00 523.25 204.65 155.68 100.00 639.61 671.76 -4.79 Less : Interest 5.21 4.87 6.98 19.12 15.37 24.40 Add: Other un-allcoable -37.80 -12.11 -212.14 -59.23 -33.15 -78.67 PBIT Margin(%) Agricultural Solution   13.91 24.40 -1,048.68   13.08 15.04 -196.32 Materials   15.86 -1.12 1,698.18   3.99 3.20 79.11 Industrial Solution   12.63 3.99 864.30   5.22 3.45 177.17 Surface Technologies   0.00 -9.17 917.28 Nutrition & Care   1.12 2.38 -126.53   0.89 2.25 -135.98 Chemical   10.36 3.72 663.79   1.64 1.78 -14.69 Others   4.01 -8.76 1,276.82   -17.84 5.70 -2,353.85 PBT 100.00 480.24 187.67 155.90 100.00 561.26 623.24 -9.94

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