BASF Dirección
Dirección controles de criterios 3/4
Actualmente no disponemos de información suficiente sobre el CEO.
Información clave
Markus Kamieth
Chief Executive Officer (CEO)
€6.6m
Compensación total
| Porcentaje del salario del CEO | 30.30% |
| Permanencia del CEO | 9.3yrs |
| Participación del CEO | n/a |
| Permanencia media de la dirección | 3.4yrs |
| Promedio de permanencia en la Junta Directiva | 4.4yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jul 09
BAS: AI Plastics And Bio-Based Ingredients Will Shape Balanced Medium-Term Outlook
The analyst fair value estimate for BASF has shifted from €48.50 to about €52.55, reflecting a series of recent price target revisions in the €40 to €60 range as analysts factor in updated assumptions on discount rates, revenue growth, profit margins, and P/E expectations. Analyst Commentary Recent research on BASF shows a mixed but generally constructive tone, with several firms adjusting price targets into the €40 to €60 band and updating their models for discount rates, revenue assumptions, margins, and P/E expectations.
Actualización de narrativa • Jun 25
BAS: Circular Chemicals And Auto Materials Expansion Will Drive Future Upside
Analysts have nudged their BASF price targets higher in recent months, with several moves such as Kepler Cheuvreux raising its target to €56 from €54 and Morgan Stanley lifting its target to €60 from €58, supported by updated estimates that factor in company specific benefits and revised sector assumptions. Analyst Commentary Recent research on BASF shows a cluster of higher price targets and rating changes that point to improving sentiment around the stock.Artículo de análisis • Jun 20
BASF (XTRA:BAS) Stock Could Be 57% Below Fair Value After Wacoal Auto Materials Tie Up
BASF (XTRA:BAS) is drawing fresh attention after partnering with Wacoal to apply Melooop fiber technology with BASF’s Elastollan thermoplastic polyurethane in a 3D fiber-based automotive armrest concept showcased in Nagoya. See our latest analysis for BASF. For investors watching BASF, the share price is at €49.11, with a 1-day share price return of 1.17% and a 90-day share price return of 6.75%, while the 1-year total shareholder return of 23.46% points to momentum that has built over a...Actualización de narrativa • Jun 11
BAS: China Verbund Expansion And Carbon Policy Shift Will Drive Future Upside
Analysts have trimmed their average price target for BASF by €3 to €58, reflecting mixed recent research in which some firms reduced targets while others lifted theirs. Supporting models now use slightly higher assumed revenue growth, profit margins and a modestly lower future P/E multiple.
Actualización de narrativa • May 28
BAS: Diverging Bank Views And Execution Risks Will Limit Future Upside
The analyst fair value estimate for BASF has been adjusted from €36 to €40. This reflects a series of higher price targets from major banks, while still incorporating a mix of cautious and more positive analyst views on the stock.Actualización de narrativa • May 09
BAS: Policy Support And Weak Earnings Visibility Will Restrain Future Upside Potential
Analysts have moved the BASF fair value estimate slightly lower to €36.00, while recent price target increases from several banks reflect updated views on margins, discount rate assumptions and a more moderate future P/E of 14.0x. Analyst Commentary Recent Street research paints a mixed picture for BASF, with several price target increases sitting alongside fresh downgrades and more cautious language around valuation and earnings visibility.Actualización de narrativa • Apr 22
BAS: Policy Hopes And Weak 2025 Guidance Will Limit Upside Potential
Analysts have made only a small adjustment to the price target for BASF, lifting it by about €0.05. They are balancing recent upgrades and target hikes from several banks with more cautious views that highlight valuation concerns and limited earnings visibility.Actualización de narrativa • Apr 07
BAS: Policy Support And Carbon Tax Deferral Will Drive Future Upside Potential
The analyst fair value estimate for BASF has been adjusted from €62.00 to €63.00, with analysts pointing to slightly higher assumed revenue growth, a modestly stronger profit margin profile, a lower discount rate, and a small uplift in future P/E assumptions, supported by a mix of recent target increases, upgrades, and downgrades across the Street. Analyst Commentary Recent research on BASF has been mixed, but there is a clear group of bullish analysts who see room for upside, reflected in a series of upgrades and higher price targets clustered around the €48 to €56 range and above.Actualización de narrativa • Mar 24
BAS: Policy Hopes And Weak 2025 Guidance Will Constrain Share Price Upside
The analyst price target for BASF has been reduced by €2 to €36 to reflect a slightly lower fair value estimate, as analysts balance recent rating changes and mixed views on earnings visibility and valuation across the Street. Analyst Commentary Recent research on BASF reflects a split view, with some firms lifting ratings and targets while others question how sustainable the current valuation and earnings outlook might be.Actualización de narrativa • Mar 09
BAS: Policy Support And Carbon Tax Deferral Will Shape Future Earnings Visibility
Narrative Update The consolidated analyst price target for BASF has shifted to €54, with this adjustment reflecting a mix of recent upgrades and downgrades as analysts evaluate policy support, valuation concerns, and earnings visibility. Analyst Commentary Recent research shows a split tape on BASF, but there is a clear cluster of bullish analysts converging around the new €54 consolidated target, even as some more cautious voices highlight valuation and earnings risks.Actualización de narrativa • Feb 22
BAS: Policy Support And Carbon Tax Deferral Will Shape Earnings Outlook
Narrative update on BASF The analyst price target for BASF has been adjusted to €62.00 per share. Analysts point to mixed recent ratings activity, concerns about earnings visibility and valuation, and the influence of policy support and stimulus on sentiment rather than fundamentals.Actualización de narrativa • Feb 08
BAS: Coatings Exit And Portfolio Actions Will Shape Balanced Medium-Term Outlook
Analysts have nudged their fair value estimate for BASF up from €48.13 to €48.50, reflecting refreshed assumptions on revenue growth, profit margins and P/E multiples, even as some recent Street research has trimmed near term price targets. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable fine tuning fair value rather than making wholesale changes, which can signal that they see current assumptions on revenue, margins and P/E as broadly reasonable.Actualización de narrativa • Jan 25
BAS: Weak 2025 Guidance Will Limit Upside Despite Planned Share Buyback
Analysts have kept their fair value estimate for BASF steady at €38.00. With slightly revised assumptions for discount rate, revenue growth, profit margin and future P/E, they frame this as a recalibration of how the same price target is supported rather than a change in where they think the shares should trade.Actualización de narrativa • Jan 11
BAS: Coatings Sale And Portfolio Moves Will Anchor Medium-Term Upside Potential
Analysts have nudged their price target for BASF slightly higher to €52. This reflects updated assumptions on fair value and future P/E, supported by recent Street research that highlights the coatings sale price as ahead of expectations.Actualización de narrativa • Dec 25
BAS: Coatings Sale Will Leave Limited Upside As Cyclical Headwinds Persist
Analysts have modestly raised their price target on BASF to EUR 52.00, citing a more favorable margin outlook supported by the sale price achieved for the coatings business, which came in ahead of expectations. Analyst Commentary While the latest coverage restart with a Buy rating and a EUR 52 price target underscores improved confidence in BASF's margin trajectory, sentiment across the broader analyst community remains mixed.Actualización de narrativa • Dec 11
BAS: Coatings Divestiture And Buyback Program Will Support Medium-Term Upside
Analysts have modestly raised their price target for BASF to EUR 52, citing a stronger than expected valuation for the coatings divestiture and a higher anticipated future P/E multiple, despite slightly slower revenue growth and lower margin assumptions. Analyst Commentary Analyst feedback on BASF reflects a predominantly constructive outlook following the coatings divestiture and the reset in valuation expectations.Actualización de narrativa • Nov 27
BAS: Upcoming Coatings Sale And Industry Headwinds Will Influence Medium-Term Performance
The analyst price target for BASF was revised slightly downward from €48.33 to €48.03, as analysts cite incrementally softer revenue growth and profit margin assumptions, despite positive views on the company's recent business developments. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding BASF’s future performance.Actualización de narrativa • Nov 11
BAS: Recent Asset Sale And Industry Uncertainty Will Shape Medium-Term Outlook
Analysts have revised BASF's fair value price target slightly lower from €49.18 to €48.33. They cite more tempered expectations for revenue growth and future earnings, even as they acknowledge positive signals such as the successful sale of its coatings business.Actualización de narrativa • Oct 28
Asset Sales Momentum And Recovery Outlook Will Shape Ag Unit’s Market Debut
Analysts have raised their fair value estimate for BASF slightly to €49.18 from €49.08, citing outperformance in asset sales and an improving demand outlook in European chemicals as key reasons for the upward adjustment. Analyst Commentary Recent analyst updates have provided a detailed view of the evolving sentiment around BASF, highlighting both upside catalysts and remaining risks for investors to consider.Actualización de narrativa • Oct 14
Portfolio Optimization And Agricultural Solutions IPO Will Unlock Future Value
Analysts have lowered their price target for BASF from €49.88 to €49.08. They cite tempered revenue growth projections, a slight decline in profit margins, and a higher discount rate, despite expectations for improved chemical demand in Europe over the coming years.
Nueva narrativa • Nov 07
Global Restructuring And Expansion Power Growth Amidst Industry Challenges
Cost-saving programs and restructuring efforts are expected to improve competitiveness and profitability through enhanced net margins and reduced operational costs.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | €2b |
| Mar 31 2026 | n/a | n/a | €2b |
| Dec 31 2025 | €7m | €2m | €1b |
| Sep 30 2025 | n/a | n/a | €144m |
| Jun 30 2025 | n/a | n/a | €250m |
| Mar 31 2025 | n/a | n/a | €554m |
| Dec 31 2024 | €5m | €2m | €1b |
| Sep 30 2024 | n/a | n/a | €330m |
| Jun 30 2024 | n/a | n/a | -€165m |
| Mar 31 2024 | n/a | n/a | €31m |
| Dec 31 2023 | €4m | €800k | €225m |
| Sep 30 2023 | n/a | n/a | -€3b |
| Jun 30 2023 | n/a | n/a | -€2b |
| Mar 31 2023 | n/a | n/a | -€286m |
| Dec 31 2022 | €3m | €800k | -€627m |
| Sep 30 2022 | n/a | n/a | €5b |
| Jun 30 2022 | n/a | n/a | €5b |
| Mar 31 2022 | n/a | n/a | €5b |
| Dec 31 2021 | €4m | €800k | €6b |
| Sep 30 2021 | n/a | n/a | €5b |
| Jun 30 2021 | n/a | n/a | €2b |
| Mar 31 2021 | n/a | n/a | -€601m |
| Dec 31 2020 | €2m | €760k | -€1b |
| Sep 30 2020 | n/a | n/a | -€2b |
| Jun 30 2020 | n/a | n/a | €1b |
| Mar 31 2020 | n/a | n/a | €2b |
| Dec 31 2019 | €4m | €800k | €2b |
Compensación vs. Mercado: La compensación total ($USD7.66M) de Markus está en línea con el promedio de empresas de tamaño similar en el mercado German ($USD6.13M).
Compensación vs. Ingresos: La compensación de Markus ha aumentado más de un 20% en el último año.
CEO
Markus Kamieth (56 yo)
9.3yrs
Permanencia
€6,601,000
Compensación
Dr. Markus Kamieth serves as President of Coatings Division at BASF Coatings GmbH. Dr. Kamieth has been a Member of the Board of Executive Directors at BASF SE since May 12, 2017 and its Chairman since Dec...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Chairman of the Board of Executive Directors | 9.3yrs | €6.60m | sin datos | |
| Member of the Board of Executive Directors | 3.9yrs | €2.07m | sin datos | |
| Member of the Board of Executive Director & President of the Nutrition and Health Division | 2.5yrs | €2.14m | sin datos | |
| CTO & Member of the Board of Executive Directors | 3.5yrs | €2.30m | sin datos | |
| Member of the Board of Executive Director | 2.6yrs | €2.23m | sin datos | |
| Member of Board of Executive Director | less than a year | sin datos | sin datos | |
| Members of the Board of Executive Director | less than a year | sin datos | sin datos | |
| Senior VP of Mobile Emissions Catalysts & President of Corporate Finance | 3.3yrs | sin datos | sin datos | |
| Senior Vice President of Investor Relations | 10.3yrs | sin datos | sin datos | |
| General Counsel & Chief Compliance Officer | 1.3yrs | sin datos | sin datos | |
| Managing Director of BASF Mexicana | 12.9yrs | sin datos | sin datos | |
| Executive Officer | 8.3yrs | sin datos | sin datos |
3.4yrs
Permanencia media
55yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BAS se considera experimentado (3.4 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Independent Shareholder Representative Chairman of Supervisory Board | 6.3yrs | €537.50k | sin datos | |
| Employee Representative Member of the Supervisory Board | 22.1yrs | €300.00k | sin datos | |
| Independent Shareholder Representative Vice Chairman of the Supervisory Board | 4.4yrs | €337.50k | sin datos | |
| Independent Supervisory Board | less than a year | sin datos | sin datos | |
| Independent Shareholder Representative Member of Supervisory Board | 2.4yrs | €275.00k | sin datos | |
| Independent Shareholder Representative Member of the Supervisory Board | 4.4yrs | €362.50k | sin datos | |
| Independent Employee Representative Vice Chairman of the Supervisory Board | 9.3yrs | €325.00k | sin datos | |
| Independent Employee Representative Member of the Supervisory Board | 8.3yrs | €287.50k | sin datos | |
| Independent Shareholder Representative Member of Supervisory Board | 7.3yrs | €212.50k | sin datos | |
| Independent Employee Representative Member of the Supervisory Board | 4.4yrs | €212.50k | sin datos | |
| Independent Employee Representative Member of the Supervisory Board | 4.4yrs | €200.00k | sin datos | |
| Independent Employee Representative Member of the Supervisory Board | 4.4yrs | €200.00k | sin datos |
4.4yrs
Permanencia media
59yo
Promedio de edad
Junta con experiencia: La junta directiva de BAS se considera experimentada (4.4 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/10 10:41 |
| Precio de las acciones al final del día | 2026/09/10 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
BASF SE está cubierta por 46 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Volker Bosse | Baader Helvea Equity Research |
| Konstantin Wiechert | Baader Helvea Equity Research |
| Alfonso Mariátegui | Banco de Sabadell. S.A. |