View ValuationBASF India 将来の成長Future 基準チェック /36BASF India利益と収益がそれぞれ年間35%と8.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.6% 35%なると予測されています。主要情報35.0%収益成長率34.97%EPS成長率Chemicals 収益成長19.4%収益成長率8.9%将来の株主資本利益率17.60%アナリストカバレッジLow最終更新日08 Apr 2026今後の成長に関する最新情報Price Target Changed • Nov 20Price target decreased by 19% to ₹4,312Down from ₹5,342, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹4,367. Stock is down 25% over the past year. The company is forecast to post earnings per share of ₹85.10 for next year compared to ₹111 last year.Price Target Changed • Feb 15Price target increased by 26% to ₹3,465Up from ₹2,756, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹3,363. Stock is up 47% over the past year. The company is forecast to post earnings per share of ₹123 for next year compared to ₹93.08 last year.Price Target Changed • Nov 10Price target increased by 11% to ₹3,225Up from ₹2,909, the current price target is provided by 1 analyst. New target price is 13% above last closing price of ₹2,842. Stock is up 6.6% over the past year. The company is forecast to post earnings per share of ₹123 for next year compared to ₹93.08 last year.Price Target Changed • Mar 07Price target raised to ₹2,650Up from ₹2,212, the current price target is provided by 1 analyst. The new target price is 18% above the current share price of ₹2,253. As of last close, the stock is up 99% over the past year.すべての更新を表示Recent updatesお知らせ • May 20BASF India Limited announces Annual dividend, payable on September 11, 2026BASF India Limited announced Annual dividend of INR 25.0000 per share payable on September 11, 2026, ex-date on July 30, 2026 and record date on July 30, 2026.お知らせ • May 19BASF India Limited, Annual General Meeting, Aug 12, 2026BASF India Limited, Annual General Meeting, Aug 12, 2026, at 15:00 Indian Standard Time.お知らせ • Mar 31The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire Basf India Coatings Private Limited from BASF India Limited (NSEI:BASF) for INR 2.3 billion.The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire Basf India Coatings Private Limited from BASF India Limited (NSEI:BASF) for INR 2.3 billion on March 30, 2026. Under the terms of the acquisition, The Carlyle Group Inc. will acquire 100% stake in Basf India Coatings Private Limited through Bond German BidCo 2 GmbH and Bond France BidCo SAS. The consideration will be paid in cash and is subject to adjustments. Upon completion, Basf India Coatings Private Limited will no longer operate as a subsidiary of BASF India Limited. For the period ending March 31, 2025, Basf India Coatings Private Limited reported total revenue of INR 4.8 billion. As of March 31, 2025, Basf India Coatings Private Limited reported net worth of INR 2 billion. The transaction has been approved by the board of directors of BASF India Limited. The transaction is expected to close during the second quarter of 2026.お知らせ • Mar 30BASF India Limited to Report Fiscal Year 2026 Results on May 19, 2026BASF India Limited announced that they will report fiscal year 2026 results on May 19, 2026Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹24.48 (vs ₹23.92 in 3Q 2025)Third quarter 2026 results: EPS: ₹24.48 (up from ₹23.92 in 3Q 2025). Revenue: ₹38.7b (up 3.1% from 3Q 2025). Net income: ₹1.06b (up 2.3% from 3Q 2025). Profit margin: 2.7% (down from 2.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 09Now 24% overvaluedOver the last 90 days, the stock has fallen 13% to ₹3,925. The fair value is estimated to be ₹3,164, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 99% in the next 2 years.Buy Or Sell Opportunity • Jan 22Now 22% overvaluedOver the last 90 days, the stock has fallen 18% to ₹3,648. The fair value is estimated to be ₹2,989, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 99% in the next 2 years.お知らせ • Dec 23BASF India Limited to Report Q3, 2026 Results on Feb 13, 2026BASF India Limited announced that they will report Q3, 2026 results on Feb 13, 2026Price Target Changed • Nov 20Price target decreased by 19% to ₹4,312Down from ₹5,342, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹4,367. Stock is down 25% over the past year. The company is forecast to post earnings per share of ₹85.10 for next year compared to ₹111 last year.Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: ₹24.76 (vs ₹29.56 in 2Q 2025)Second quarter 2026 results: EPS: ₹24.76 (down from ₹29.56 in 2Q 2025). Revenue: ₹40.5b (down 4.8% from 2Q 2025). Net income: ₹1.07b (down 16% from 2Q 2025). Profit margin: 2.6% (down from 3.0% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 25BASF India Limited to Report Q2, 2026 Results on Nov 14, 2025BASF India Limited announced that they will report Q2, 2026 results on Nov 14, 2025New Risk • Jul 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.6% Last year net profit margin: 4.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.6% net profit margin).お知らせ • Jul 30BASF India Limited (NSEI:BASF) signed a letter of intent to acquire 26% stake in Clean Max Amalfi Private Limited for INR 65.9 million.BASF India Limited (NSEI:BASF) signed a letter of intent to acquire 26% stake in Clean Max Amalfi Private Limited for INR 65.9 million on July 30, 2025. The transaction is subject to approval of offer by acquirer board and definitive agreement, receipt of the requisite approvals and other specified conditions. The board approval has been received.Upcoming Dividend • Jul 23Upcoming dividend of ₹20.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.7%).Reported Earnings • Jul 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹115 (down from ₹130 in FY 2024). Revenue: ₹151.6b (up 10% from FY 2024). Net income: ₹4.99b (down 11% from FY 2024). Profit margin: 3.3% (down from 4.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 27BASF India Limited to Report Q1, 2026 Results on Jul 30, 2025BASF India Limited announced that they will report Q1, 2026 results on Jul 30, 2025Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹5,204, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 120% over the past three years.Declared Dividend • May 21Dividend increased to ₹20.00Dividend of ₹20.00 is 33% higher than last year. Ex-date: 30th July 2025 Payment date: 11th September 2025 Dividend yield will be 0.4%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 73% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 15Full year 2025 earnings released: EPS: ₹111 (vs ₹130 in FY 2024)Full year 2025 results: EPS: ₹111 (down from ₹130 in FY 2024). Revenue: ₹152.6b (up 11% from FY 2024). Net income: ₹4.79b (down 15% from FY 2024). Profit margin: 3.1% (down from 4.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14BASF India Limited, Annual General Meeting, Aug 12, 2025BASF India Limited, Annual General Meeting, Aug 12, 2025, at 15:00 Indian Standard Time.Board Change • May 04High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Bahram Vakil was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 28BASF India Limited to Report Fiscal Year 2025 Results on May 14, 2025BASF India Limited announced that they will report fiscal year 2025 results at 12:08 PM, Indian Standard Time on May 14, 2025お知らせ • Feb 04BASF India Limited Announces Closure of Turbo Tube Dryer UnitThe Board of Directors of the BASF India Limited at its meeting held on 4th February 2025 have approved the closure of Turbo Tube Dryer (TTD) Unit at Company's manufacturing site at Dahej, pertaining to Company's Care Chemicals business. The decision to close the TTD unit was taken due to its technology not reflective of current Indian market standards leading to low utilization, high maintenance, increased production of off-specification materials, frequent write-offs and adverse performance. The closure of the Turbo Tube Dryer Unit is expected by first half of 2025 and will lead to direct fixed cost savings as against the unit earnings loss, which is estimated to be minor. During the financial year 2023-24, the Turbo Tube Dryer Unit, forming part of the Care Chemicals Business under Nutrition & Care Segment, contributed revenues of INR 377 million representing 0.3% of the total revenues of the Company.お知らせ • Dec 27BASF India Limited to Report Q3, 2025 Results on Feb 04, 2025BASF India Limited announced that they will report Q3, 2025 results on Feb 04, 2025Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ₹29.56 (vs ₹34.45 in 2Q 2024)Second quarter 2025 results: EPS: ₹29.56 (down from ₹34.45 in 2Q 2024). Revenue: ₹42.7b (up 15% from 2Q 2024). Net income: ₹1.28b (down 14% from 2Q 2024). Profit margin: 3.0% (down from 4.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹8,308, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 159% over the past three years.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹7,912, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 123% over the past three years.お知らせ • Sep 27BASF India Limited to Report Q2, 2025 Results on Nov 12, 2024BASF India Limited announced that they will report Q2, 2025 results on Nov 12, 2024お知らせ • Aug 08Basf India Limited Approves Dividend for the Financial Year Ended 31 March 2024BASF India Limited at the Annual General Meeting held on 7 August 2024 approved declaration of final dividend of INR 15 per equity share 150% for the financial year ended 31st March, 2024.Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: ₹50.96 (vs ₹26.03 in 1Q 2024)First quarter 2025 results: EPS: ₹50.96 (up from ₹26.03 in 1Q 2024). Revenue: ₹39.9b (up 18% from 1Q 2024). Net income: ₹2.21b (up 96% from 1Q 2024). Profit margin: 5.5% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Upcoming Dividend • Jul 19Upcoming dividend of ₹15.00 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.7%).Board Change • Jul 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Bahram Vakil was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 10Full year 2024 earnings released: EPS: ₹130 (vs ₹93.08 in FY 2023)Full year 2024 results: EPS: ₹130 (up from ₹93.08 in FY 2023). Revenue: ₹137.7b (flat on FY 2023). Net income: ₹5.63b (up 40% from FY 2023). Profit margin: 4.1% (up from 3.0% in FY 2023). Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • Jun 29BASF India Limited to Report Q1, 2025 Results on Aug 07, 2024BASF India Limited announced that they will report Q1, 2025 results at 12:08 PM, Indian Standard Time on Aug 07, 2024Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹4,693, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 86% over the past three years.Declared Dividend • May 17Dividend increased to ₹15.00Dividend of ₹15.00 is 88% higher than last year. Ex-date: 26th July 2024 Payment date: 6th September 2024 Dividend yield will be 0.3%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16BASF India Limited, Annual General Meeting, Aug 07, 2024BASF India Limited, Annual General Meeting, Aug 07, 2024, at 15:00 Indian Standard Time.Reported Earnings • May 15Full year 2024 earnings released: EPS: ₹130 (vs ₹93.08 in FY 2023)Full year 2024 results: EPS: ₹130 (up from ₹93.08 in FY 2023). Revenue: ₹138.4b (up 1.5% from FY 2023). Net income: ₹5.63b (up 40% from FY 2023). Profit margin: 4.1% (up from 3.0% in FY 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • May 15BASF India Limited Recommends Dividend for the Financial Year Ended 31 March 2024, Payable on or After 12 August 2024The Board of Directors of BASF India Limited at their meeting held on 14 May 2024 have recommended a dividend of INR 15/- per equity share i.e., 150% for the financial year ended 31 March 2024, subject to the approval of the shareholders at the forthcoming Annual General Meeting. The dividend, if approved, by the shareholders, will be payable on or after 12 August 2024.お知らせ • Mar 29BASF India Limited to Report Fiscal Year 2024 Results on May 14, 2024BASF India Limited announced that they will report fiscal year 2024 results on May 14, 2024お知らせ • Mar 27BASF India Limited Announces Board Retirements, Effective March 31, 2024BASF India Limited announced that the Board of Directors of the Company at its Meeting held on 27th March 2024 has approved/took note of the following changes in the Board of Directors of the Company: Noting of the retirement of Mr. Rajendra A. Shah and Mr. Arun Bewoor as Independent Directors of the Company effective March 31, 2024.Price Target Changed • Feb 15Price target increased by 26% to ₹3,465Up from ₹2,756, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹3,363. Stock is up 47% over the past year. The company is forecast to post earnings per share of ₹123 for next year compared to ₹93.08 last year.Reported Earnings • Feb 13Third quarter 2024 earnings released: EPS: ₹32.36 (vs ₹2.46 in 3Q 2023)Third quarter 2024 results: EPS: ₹32.36 (up from ₹2.46 in 3Q 2023). Revenue: ₹33.5b (up 16% from 3Q 2023). Net income: ₹1.40b (up ₹1.29b from 3Q 2023). Profit margin: 4.2% (up from 0.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Feb 12BASF India Limited Announces Directorate ChangesThe board of directors of BASF India Limited at its meeting held on February 12, 2024, approved the appointment of Mr. Marcelo R. Lu (DIN: 10462274) as the Non-Executive and Non-Independent Director of the Company, effective 12th February 2024, subject to the approval of the Shareholders of the Company. Further, the Board of Directors of the Company has also approved the appointment of Mr. Narendranath J. Baliga (DIN: 07005484) as an Alternate Director to Mr. Marcelo R. Lu, effective 12th February 2024. Mr. Narendranath J. Baliga, aged 56 years is a Chartered Accountant and a graduate in Business Management. He joined BASF in 1994, and during his 3-decades long tenure with the Company, he has managed regional and global responsibilities in India, Singapore, China & Germany in the areas of Finance, Controlling, Supply Chain and Process & Enterprise Architecture. Mr. Narendranath J. Baliga is the Chief Financial Officer of the Company since January 1, 2015 and is also Vice President - Global Business Services.お知らせ • Dec 28BASF India Limited to Report Q3, 2024 Results on Feb 12, 2024BASF India Limited announced that they will report Q3, 2024 results on Feb 12, 2024お知らせ • Nov 10BASF India Limited Announces Changes in the Board of Directors, Effective from January 31, 2024BASF India Limited announced the resignation of Dr. Carola Richter as the Non-Executive and Non-Independent Director of the Company, with effect from the close of business hours on 31st January 2024, as she has decided to pursue her career outside BASF. Pursuant to the above, Mr. Narendranath J. Baliga who is an Alternate Director to Dr. Carola Richter, will cease to act as an Alternate Director, with effect from the close of business hours on 31st January 2024.Price Target Changed • Nov 10Price target increased by 11% to ₹3,225Up from ₹2,909, the current price target is provided by 1 analyst. New target price is 13% above last closing price of ₹2,842. Stock is up 6.6% over the past year. The company is forecast to post earnings per share of ₹123 for next year compared to ₹93.08 last year.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: ₹34.45 (vs ₹26.13 in 2Q 2023)Second quarter 2024 results: EPS: ₹34.45 (up from ₹26.13 in 2Q 2023). Revenue: ₹37.2b (up 3.9% from 2Q 2023). Net income: ₹1.49b (up 32% from 2Q 2023). Profit margin: 4.0% (up from 3.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • Sep 28BASF India Limited to Report Q2, 2024 Results on Nov 09, 2023BASF India Limited announced that they will report Q2, 2024 results on Nov 09, 2023お知らせ • Aug 05BASF India Limited Approves Final Dividend for the Financial Year Ended 31St March, 2023BASF India Limited at the Annual General Meeting held on 4 August 2023 approved declaration of final dividend of INR 8 per equity share 80% for the financial year ended 31st March, 2023.Upcoming Dividend • Jul 14Upcoming dividend of ₹8.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 21 July 2023. Payment date: 03 September 2023. Payout ratio is a comfortable 8.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.9%).Reported Earnings • Jul 10Full year 2023 earnings released: EPS: ₹93.08 (vs ₹137 in FY 2022)Full year 2023 results: EPS: ₹93.08 (down from ₹137 in FY 2022). Revenue: ₹136.4b (up 4.2% from FY 2022). Net income: ₹4.03b (down 32% from FY 2022). Profit margin: 3.0% (down from 4.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 10.0% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 25% per year.お知らせ • Jun 29BASF India Limited to Report Q1, 2024 Results on Jul 24, 2023BASF India Limited announced that they will report Q1, 2024 results on Jul 24, 2023お知らせ • May 11+ 1 more updateBASF India Limited, Annual General Meeting, Aug 04, 2023BASF India Limited, Annual General Meeting, Aug 04, 2023, at 15:00 Indian Standard Time.Reported Earnings • May 11Full year 2023 earnings released: EPS: ₹93.08 (vs ₹137 in FY 2022)Full year 2023 results: EPS: ₹93.08 (down from ₹137 in FY 2022). Revenue: ₹136.8b (up 4.4% from FY 2022). Net income: ₹4.03b (down 32% from FY 2022). Profit margin: 2.9% (down from 4.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: ₹2.46 (vs ₹25.50 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.46 (down from ₹25.50 in 3Q 2022). Revenue: ₹29.0b (down 12% from 3Q 2022). Net income: ₹106.4m (down 90% from 3Q 2022). Profit margin: 0.4% (down from 3.4% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 36% per year.お知らせ • Dec 28BASF India Limited to Report Q3, 2023 Results on Jan 31, 2023BASF India Limited announced that they will report Q3, 2023 results on Jan 31, 2023お知らせ • Nov 23+ 1 more updateBASF India Limited Announces Resignation of Rajesh Naik as the Whole-Time Director, Effective from 31 December 2022BASF India Limited announced Resignation of Mr. Rajesh Naik as the Whole-time Director of the Company, with effect from the close of business hours on 31st December, 2022. He will continue to pursue a regional role in BASF. Mr. Alexander Gerding has also been appointed as the Chairman of the Risk Management Committee and Member of the Stakeholders' Relationship Committee, effective 1 January, 2023, in place of Mr. Narayan Krishnamohan.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹26.13 (vs ₹31.73 in 2Q 2022)Second quarter 2023 results: EPS: ₹26.13 (down from ₹31.73 in 2Q 2022). Revenue: ₹35.8b (up 5.2% from 2Q 2022). Net income: ₹1.13b (down 18% from 2Q 2022). Profit margin: 3.2% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Woman Director Shyamala Gopinath was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: ₹26.13 (vs ₹31.73 in 2Q 2022)Second quarter 2023 results: EPS: ₹26.13 (down from ₹31.73 in 2Q 2022). Revenue: ₹35.9b (up 5.5% from 2Q 2022). Net income: ₹1.13b (down 18% from 2Q 2022). Profit margin: 3.1% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 30BASF India Limited to Report Q2, 2023 Results on Nov 10, 2022BASF India Limited announced that they will report Q2, 2023 results on Nov 10, 2022お知らせ • Aug 05BASF India Limited Approves Final Dividend for the Financial Year Ended 31 March, 2022BASF India Limited at the Annual General Meeting held on August 3, 2022, announced declaration of final Dividend of INR 6 per equity share i.e., 60% for the financial year ended 31 March, 2022.Upcoming Dividend • Jul 14Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 21 July 2022. Payment date: 02 September 2022. Payout ratio is a comfortable 4.4% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (0.8%).Reported Earnings • Jul 09Full year 2022 earnings released: EPS: ₹137 (vs ₹128 in FY 2021)Full year 2022 results: EPS: ₹137 (up from ₹128 in FY 2021). Revenue: ₹131.0b (up 37% from FY 2021). Net income: ₹5.95b (up 7.6% from FY 2021). Profit margin: 4.5% (down from 5.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 01BASF India Limited to Report Q1, 2023 Results on Aug 03, 2022BASF India Limited announced that they will report Q1, 2023 results on Aug 03, 2022お知らせ • May 10+ 1 more updateBASF India Limited, Annual General Meeting, Aug 03, 2022BASF India Limited, Annual General Meeting, Aug 03, 2022, at 15:00 Indian Standard Time.Reported Earnings • May 10Full year 2022 earnings released: EPS: ₹137 (vs ₹128 in FY 2021)Full year 2022 results: EPS: ₹137 (up from ₹128 in FY 2021). Revenue: ₹131.2b (up 37% from FY 2021). Net income: ₹5.95b (up 7.6% from FY 2021). Profit margin: 4.5% (down from 5.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Woman Director Shyamala Gopinath was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 02BASF India Limited to Report Fiscal Year 2022 Results on May 09, 2022BASF India Limited announced that they will report fiscal year 2022 results on May 09, 2022お知らせ • Feb 10BASF India Limited Announces Changes in Board of Directors of the CompanyBASF India Limited announced that as Mr. Pradeep Chandan would be superannuating from the services of the Company, he has resigned as an Alternate Director & Whole- time Director of the Company, effective close of business hours of 28th February 2022. The same has been taken on record by the Board of Directors of the Company at its Meeting held on February 9, 2022.Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹25.50 (down from ₹26.60 in 3Q 2021). Revenue: ₹32.9b (up 31% from 3Q 2021). Net income: ₹1.10b (down 4.2% from 3Q 2021). Profit margin: 3.4% (down from 4.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹31.73 (vs ₹95.38 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹34.1b (up 39% from 2Q 2021). Net income: ₹1.37b (down 67% from 2Q 2021). Profit margin: 4.0% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 08BASF India Limited Approves Special Dividend for the Financial Year Ended 31 March 2021BASF India Limited announced that at its AGM held on 6 August 2021, the shareholders approved the special dividend of INR 5 per equity share (50%) for the financial year ended 31 March 2021.Executive Departure • Aug 07Non-Executive Director Dirk Bremm has left the companyOn the 5th of August, Dirk Bremm's tenure as Non-Executive Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Dirk's name. Dirk is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.46 years.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹3,390, the stock trades at a trailing P/E ratio of 26.6x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 74% over the past three years.Upcoming Dividend • Jul 15Upcoming dividend of ₹10.00 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 05 September 2021. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.7%).Reported Earnings • Jul 11Full year 2021 earnings released: EPS ₹128 (vs ₹5.28 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹95.6b (up 26% from FY 2020). Net income: ₹5.53b (up ₹5.30b from FY 2020). Profit margin: 5.8% (up from 0.3% in FY 2020). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 12Full year 2021 earnings released: EPS ₹128 (vs ₹4.28 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹95.7b (up 27% from FY 2020). Net income: ₹5.53b (up ₹5.34b from FY 2020). Profit margin: 5.8% (up from 0.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • May 12+ 1 more updateBASF India Limited Recommends Final Dividend for the Year Ended March 31, 2021, Payable on or After August 11, 2021The Board of Directors of BASF India Limited at their meeting held on 11 May 2021 have recommended special dividend of INR 5 per equity share i.e. 50% due to the portfolio restructuring measures. This is in addition to a final dividend of INR 5 per equity share i.e. 50% for the financial year ended 31 March 2021. The aggregate dividend would be INR 10 per equity share i.e. 100%, which is subject to the approval of the shareholders at the forthcoming Annual General Meeting on 6 August 2021. The Dividend, if approved, by the Shareholders will be payable on or after 11 August 2021.Price Target Changed • Mar 07Price target raised to ₹2,650Up from ₹2,212, the current price target is provided by 1 analyst. The new target price is 18% above the current share price of ₹2,253. As of last close, the stock is up 99% over the past year.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹2,253, the stock is trading at a trailing P/E ratio of 18.2x, up from the previous P/E ratio of 15.5x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years are 10%.Is New 90 Day High Low • Mar 04New 90-day high: ₹2,248The company is up 38% from its price of ₹1,632 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹2,056, the stock is trading at a trailing P/E ratio of 16.6x, up from the previous P/E ratio of 14.2x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years are 3.1%.Is New 90 Day High Low • Feb 10New 90-day high: ₹1,766The company is up 18% from its price of ₹1,497 on 12 November 2020. The Indian market is up 21% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 16% over the same period.Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS ₹26.60 (vs ₹7.48 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹25.1b (up 25% from 3Q 2020). Net income: ₹1.15b (up ₹1.48b from 3Q 2020). Profit margin: 4.6% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Jan 22BASF India Limited to Report Q3, 2021 Results on Feb 09, 2021BASF India Limited announced that they will report Q3, 2021 results on Feb 09, 2021Is New 90 Day High Low • Jan 06New 90-day high: ₹1,694The company is up 14% from its price of ₹1,486 on 08 October 2020. The Indian market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 22% over the same period.Is New 90 Day High Low • Nov 27New 90-day high: ₹1,658The company is up 6.0% from its price of ₹1,562 on 28 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 6.0% over the same period.Reported Earnings • Nov 06Second quarter 2021 earnings released: EPS ₹95.38The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹24.6b (up 18% from 2Q 2020). Net income: ₹4.13b (up ₹4.11b from 2Q 2020). Profit margin: 17% (up from 0.1% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Sep 12BASF India Limited to Report Q1, 2021 Results on Aug 06, 2020BASF India Limited announced that they will report Q1, 2021 results on Aug 06, 2020業績と収益の成長予測BSE:500042 - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2028178,7438,6337,7579,36313/31/2027162,9226,3535,9417,04813/31/2026149,4404,162-3,160-1,101N/A12/31/2025151,3783,786N/AN/AN/A9/30/2025149,6533,751-7,755-5,513N/A6/30/2025151,6763,959N/AN/AN/A3/31/2025152,6004,7911,7063,727N/A12/31/2024153,3336,135N/AN/AN/A9/30/2024149,0096,5003,2234,572N/A6/30/2024143,5976,712N/AN/AN/A3/31/2024137,6755,6337,0638,072N/A12/31/2023136,8444,842N/AN/AN/A9/30/2023132,5623,5487,3938,340N/A6/30/2023131,3163,188N/AN/AN/A3/31/2023136,4484,0294,3915,307N/A12/31/2022137,5744,704N/AN/AN/A9/30/2022141,5115,7012,0523,188N/A6/30/2022139,7465,943N/AN/AN/A3/31/2022130,9975,9481,9973,299N/A12/31/2021125,1585,008N/AN/AN/A9/30/2021117,3055,0563,3344,298N/A6/30/2021107,8487,811N/AN/AN/A3/31/202195,5835,5264,1534,831N/A12/31/202086,1325,372N/AN/AN/A9/30/202081,2113,8965,0085,503N/A6/30/202077,189-188N/AN/AN/A3/31/202075,9462295,0965,716N/A12/31/201970,340644N/AN/AN/A9/30/201964,257584N/A932N/A6/30/201960,236655N/AN/AN/A3/31/201960,337817N/A-771N/A12/31/201860,631614N/AN/AN/A9/30/201859,3581,067N/AN/AN/A6/30/201857,1482,703N/AN/AN/A3/31/201855,9602,465N/A2,900N/A12/31/201755,2492,232N/AN/AN/A9/30/201753,6991,690N/AN/AN/A6/30/201752,063-233N/AN/AN/A3/31/201750,885-141N/A2,211N/A12/31/201649,659569N/AN/AN/A9/30/201649,742-152N/AN/AN/A6/30/201648,000-639N/AN/AN/A3/31/201647,483-304N/A1,989N/A12/31/201546,719-1,317N/AN/AN/A9/30/201545,178-649N/AN/AN/A6/30/201546,078-262N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 500042の予測収益成長率 (年間35% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: 500042の収益 ( 35% ) はIndian市場 ( 16.2% ) よりも速いペースで成長すると予測されています。高成長収益: 500042の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 500042の収益 ( 8.9% ) Indian市場 ( 10.7% ) よりも低い成長が予測されています。高い収益成長: 500042の収益 ( 8.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 500042の 自己資本利益率 は、3年後には低くなると予測されています ( 17.6 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 14:27終値2026/05/25 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BASF India Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関null null360 ONE Capital Market Private LimitedRohit NagrajCentrum Broking LimitedDhananjay SinhaEmkay Global Financial Services Ltd.3 その他のアナリストを表示
Price Target Changed • Nov 20Price target decreased by 19% to ₹4,312Down from ₹5,342, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹4,367. Stock is down 25% over the past year. The company is forecast to post earnings per share of ₹85.10 for next year compared to ₹111 last year.
Price Target Changed • Feb 15Price target increased by 26% to ₹3,465Up from ₹2,756, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹3,363. Stock is up 47% over the past year. The company is forecast to post earnings per share of ₹123 for next year compared to ₹93.08 last year.
Price Target Changed • Nov 10Price target increased by 11% to ₹3,225Up from ₹2,909, the current price target is provided by 1 analyst. New target price is 13% above last closing price of ₹2,842. Stock is up 6.6% over the past year. The company is forecast to post earnings per share of ₹123 for next year compared to ₹93.08 last year.
Price Target Changed • Mar 07Price target raised to ₹2,650Up from ₹2,212, the current price target is provided by 1 analyst. The new target price is 18% above the current share price of ₹2,253. As of last close, the stock is up 99% over the past year.
お知らせ • May 20BASF India Limited announces Annual dividend, payable on September 11, 2026BASF India Limited announced Annual dividend of INR 25.0000 per share payable on September 11, 2026, ex-date on July 30, 2026 and record date on July 30, 2026.
お知らせ • May 19BASF India Limited, Annual General Meeting, Aug 12, 2026BASF India Limited, Annual General Meeting, Aug 12, 2026, at 15:00 Indian Standard Time.
お知らせ • Mar 31The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire Basf India Coatings Private Limited from BASF India Limited (NSEI:BASF) for INR 2.3 billion.The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire Basf India Coatings Private Limited from BASF India Limited (NSEI:BASF) for INR 2.3 billion on March 30, 2026. Under the terms of the acquisition, The Carlyle Group Inc. will acquire 100% stake in Basf India Coatings Private Limited through Bond German BidCo 2 GmbH and Bond France BidCo SAS. The consideration will be paid in cash and is subject to adjustments. Upon completion, Basf India Coatings Private Limited will no longer operate as a subsidiary of BASF India Limited. For the period ending March 31, 2025, Basf India Coatings Private Limited reported total revenue of INR 4.8 billion. As of March 31, 2025, Basf India Coatings Private Limited reported net worth of INR 2 billion. The transaction has been approved by the board of directors of BASF India Limited. The transaction is expected to close during the second quarter of 2026.
お知らせ • Mar 30BASF India Limited to Report Fiscal Year 2026 Results on May 19, 2026BASF India Limited announced that they will report fiscal year 2026 results on May 19, 2026
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹24.48 (vs ₹23.92 in 3Q 2025)Third quarter 2026 results: EPS: ₹24.48 (up from ₹23.92 in 3Q 2025). Revenue: ₹38.7b (up 3.1% from 3Q 2025). Net income: ₹1.06b (up 2.3% from 3Q 2025). Profit margin: 2.7% (down from 2.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 09Now 24% overvaluedOver the last 90 days, the stock has fallen 13% to ₹3,925. The fair value is estimated to be ₹3,164, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 99% in the next 2 years.
Buy Or Sell Opportunity • Jan 22Now 22% overvaluedOver the last 90 days, the stock has fallen 18% to ₹3,648. The fair value is estimated to be ₹2,989, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 99% in the next 2 years.
お知らせ • Dec 23BASF India Limited to Report Q3, 2026 Results on Feb 13, 2026BASF India Limited announced that they will report Q3, 2026 results on Feb 13, 2026
Price Target Changed • Nov 20Price target decreased by 19% to ₹4,312Down from ₹5,342, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹4,367. Stock is down 25% over the past year. The company is forecast to post earnings per share of ₹85.10 for next year compared to ₹111 last year.
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: ₹24.76 (vs ₹29.56 in 2Q 2025)Second quarter 2026 results: EPS: ₹24.76 (down from ₹29.56 in 2Q 2025). Revenue: ₹40.5b (down 4.8% from 2Q 2025). Net income: ₹1.07b (down 16% from 2Q 2025). Profit margin: 2.6% (down from 3.0% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 25BASF India Limited to Report Q2, 2026 Results on Nov 14, 2025BASF India Limited announced that they will report Q2, 2026 results on Nov 14, 2025
New Risk • Jul 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.6% Last year net profit margin: 4.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.6% net profit margin).
お知らせ • Jul 30BASF India Limited (NSEI:BASF) signed a letter of intent to acquire 26% stake in Clean Max Amalfi Private Limited for INR 65.9 million.BASF India Limited (NSEI:BASF) signed a letter of intent to acquire 26% stake in Clean Max Amalfi Private Limited for INR 65.9 million on July 30, 2025. The transaction is subject to approval of offer by acquirer board and definitive agreement, receipt of the requisite approvals and other specified conditions. The board approval has been received.
Upcoming Dividend • Jul 23Upcoming dividend of ₹20.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.7%).
Reported Earnings • Jul 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹115 (down from ₹130 in FY 2024). Revenue: ₹151.6b (up 10% from FY 2024). Net income: ₹4.99b (down 11% from FY 2024). Profit margin: 3.3% (down from 4.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 27BASF India Limited to Report Q1, 2026 Results on Jul 30, 2025BASF India Limited announced that they will report Q1, 2026 results on Jul 30, 2025
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹5,204, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 120% over the past three years.
Declared Dividend • May 21Dividend increased to ₹20.00Dividend of ₹20.00 is 33% higher than last year. Ex-date: 30th July 2025 Payment date: 11th September 2025 Dividend yield will be 0.4%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 73% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 15Full year 2025 earnings released: EPS: ₹111 (vs ₹130 in FY 2024)Full year 2025 results: EPS: ₹111 (down from ₹130 in FY 2024). Revenue: ₹152.6b (up 11% from FY 2024). Net income: ₹4.79b (down 15% from FY 2024). Profit margin: 3.1% (down from 4.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14BASF India Limited, Annual General Meeting, Aug 12, 2025BASF India Limited, Annual General Meeting, Aug 12, 2025, at 15:00 Indian Standard Time.
Board Change • May 04High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Bahram Vakil was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 28BASF India Limited to Report Fiscal Year 2025 Results on May 14, 2025BASF India Limited announced that they will report fiscal year 2025 results at 12:08 PM, Indian Standard Time on May 14, 2025
お知らせ • Feb 04BASF India Limited Announces Closure of Turbo Tube Dryer UnitThe Board of Directors of the BASF India Limited at its meeting held on 4th February 2025 have approved the closure of Turbo Tube Dryer (TTD) Unit at Company's manufacturing site at Dahej, pertaining to Company's Care Chemicals business. The decision to close the TTD unit was taken due to its technology not reflective of current Indian market standards leading to low utilization, high maintenance, increased production of off-specification materials, frequent write-offs and adverse performance. The closure of the Turbo Tube Dryer Unit is expected by first half of 2025 and will lead to direct fixed cost savings as against the unit earnings loss, which is estimated to be minor. During the financial year 2023-24, the Turbo Tube Dryer Unit, forming part of the Care Chemicals Business under Nutrition & Care Segment, contributed revenues of INR 377 million representing 0.3% of the total revenues of the Company.
お知らせ • Dec 27BASF India Limited to Report Q3, 2025 Results on Feb 04, 2025BASF India Limited announced that they will report Q3, 2025 results on Feb 04, 2025
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ₹29.56 (vs ₹34.45 in 2Q 2024)Second quarter 2025 results: EPS: ₹29.56 (down from ₹34.45 in 2Q 2024). Revenue: ₹42.7b (up 15% from 2Q 2024). Net income: ₹1.28b (down 14% from 2Q 2024). Profit margin: 3.0% (down from 4.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹8,308, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 159% over the past three years.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹7,912, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 123% over the past three years.
お知らせ • Sep 27BASF India Limited to Report Q2, 2025 Results on Nov 12, 2024BASF India Limited announced that they will report Q2, 2025 results on Nov 12, 2024
お知らせ • Aug 08Basf India Limited Approves Dividend for the Financial Year Ended 31 March 2024BASF India Limited at the Annual General Meeting held on 7 August 2024 approved declaration of final dividend of INR 15 per equity share 150% for the financial year ended 31st March, 2024.
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: ₹50.96 (vs ₹26.03 in 1Q 2024)First quarter 2025 results: EPS: ₹50.96 (up from ₹26.03 in 1Q 2024). Revenue: ₹39.9b (up 18% from 1Q 2024). Net income: ₹2.21b (up 96% from 1Q 2024). Profit margin: 5.5% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Jul 19Upcoming dividend of ₹15.00 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.7%).
Board Change • Jul 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Bahram Vakil was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 10Full year 2024 earnings released: EPS: ₹130 (vs ₹93.08 in FY 2023)Full year 2024 results: EPS: ₹130 (up from ₹93.08 in FY 2023). Revenue: ₹137.7b (flat on FY 2023). Net income: ₹5.63b (up 40% from FY 2023). Profit margin: 4.1% (up from 3.0% in FY 2023). Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • Jun 29BASF India Limited to Report Q1, 2025 Results on Aug 07, 2024BASF India Limited announced that they will report Q1, 2025 results at 12:08 PM, Indian Standard Time on Aug 07, 2024
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹4,693, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 86% over the past three years.
Declared Dividend • May 17Dividend increased to ₹15.00Dividend of ₹15.00 is 88% higher than last year. Ex-date: 26th July 2024 Payment date: 6th September 2024 Dividend yield will be 0.3%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16BASF India Limited, Annual General Meeting, Aug 07, 2024BASF India Limited, Annual General Meeting, Aug 07, 2024, at 15:00 Indian Standard Time.
Reported Earnings • May 15Full year 2024 earnings released: EPS: ₹130 (vs ₹93.08 in FY 2023)Full year 2024 results: EPS: ₹130 (up from ₹93.08 in FY 2023). Revenue: ₹138.4b (up 1.5% from FY 2023). Net income: ₹5.63b (up 40% from FY 2023). Profit margin: 4.1% (up from 3.0% in FY 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • May 15BASF India Limited Recommends Dividend for the Financial Year Ended 31 March 2024, Payable on or After 12 August 2024The Board of Directors of BASF India Limited at their meeting held on 14 May 2024 have recommended a dividend of INR 15/- per equity share i.e., 150% for the financial year ended 31 March 2024, subject to the approval of the shareholders at the forthcoming Annual General Meeting. The dividend, if approved, by the shareholders, will be payable on or after 12 August 2024.
お知らせ • Mar 29BASF India Limited to Report Fiscal Year 2024 Results on May 14, 2024BASF India Limited announced that they will report fiscal year 2024 results on May 14, 2024
お知らせ • Mar 27BASF India Limited Announces Board Retirements, Effective March 31, 2024BASF India Limited announced that the Board of Directors of the Company at its Meeting held on 27th March 2024 has approved/took note of the following changes in the Board of Directors of the Company: Noting of the retirement of Mr. Rajendra A. Shah and Mr. Arun Bewoor as Independent Directors of the Company effective March 31, 2024.
Price Target Changed • Feb 15Price target increased by 26% to ₹3,465Up from ₹2,756, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹3,363. Stock is up 47% over the past year. The company is forecast to post earnings per share of ₹123 for next year compared to ₹93.08 last year.
Reported Earnings • Feb 13Third quarter 2024 earnings released: EPS: ₹32.36 (vs ₹2.46 in 3Q 2023)Third quarter 2024 results: EPS: ₹32.36 (up from ₹2.46 in 3Q 2023). Revenue: ₹33.5b (up 16% from 3Q 2023). Net income: ₹1.40b (up ₹1.29b from 3Q 2023). Profit margin: 4.2% (up from 0.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Feb 12BASF India Limited Announces Directorate ChangesThe board of directors of BASF India Limited at its meeting held on February 12, 2024, approved the appointment of Mr. Marcelo R. Lu (DIN: 10462274) as the Non-Executive and Non-Independent Director of the Company, effective 12th February 2024, subject to the approval of the Shareholders of the Company. Further, the Board of Directors of the Company has also approved the appointment of Mr. Narendranath J. Baliga (DIN: 07005484) as an Alternate Director to Mr. Marcelo R. Lu, effective 12th February 2024. Mr. Narendranath J. Baliga, aged 56 years is a Chartered Accountant and a graduate in Business Management. He joined BASF in 1994, and during his 3-decades long tenure with the Company, he has managed regional and global responsibilities in India, Singapore, China & Germany in the areas of Finance, Controlling, Supply Chain and Process & Enterprise Architecture. Mr. Narendranath J. Baliga is the Chief Financial Officer of the Company since January 1, 2015 and is also Vice President - Global Business Services.
お知らせ • Dec 28BASF India Limited to Report Q3, 2024 Results on Feb 12, 2024BASF India Limited announced that they will report Q3, 2024 results on Feb 12, 2024
お知らせ • Nov 10BASF India Limited Announces Changes in the Board of Directors, Effective from January 31, 2024BASF India Limited announced the resignation of Dr. Carola Richter as the Non-Executive and Non-Independent Director of the Company, with effect from the close of business hours on 31st January 2024, as she has decided to pursue her career outside BASF. Pursuant to the above, Mr. Narendranath J. Baliga who is an Alternate Director to Dr. Carola Richter, will cease to act as an Alternate Director, with effect from the close of business hours on 31st January 2024.
Price Target Changed • Nov 10Price target increased by 11% to ₹3,225Up from ₹2,909, the current price target is provided by 1 analyst. New target price is 13% above last closing price of ₹2,842. Stock is up 6.6% over the past year. The company is forecast to post earnings per share of ₹123 for next year compared to ₹93.08 last year.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: ₹34.45 (vs ₹26.13 in 2Q 2023)Second quarter 2024 results: EPS: ₹34.45 (up from ₹26.13 in 2Q 2023). Revenue: ₹37.2b (up 3.9% from 2Q 2023). Net income: ₹1.49b (up 32% from 2Q 2023). Profit margin: 4.0% (up from 3.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Sep 28BASF India Limited to Report Q2, 2024 Results on Nov 09, 2023BASF India Limited announced that they will report Q2, 2024 results on Nov 09, 2023
お知らせ • Aug 05BASF India Limited Approves Final Dividend for the Financial Year Ended 31St March, 2023BASF India Limited at the Annual General Meeting held on 4 August 2023 approved declaration of final dividend of INR 8 per equity share 80% for the financial year ended 31st March, 2023.
Upcoming Dividend • Jul 14Upcoming dividend of ₹8.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 21 July 2023. Payment date: 03 September 2023. Payout ratio is a comfortable 8.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.9%).
Reported Earnings • Jul 10Full year 2023 earnings released: EPS: ₹93.08 (vs ₹137 in FY 2022)Full year 2023 results: EPS: ₹93.08 (down from ₹137 in FY 2022). Revenue: ₹136.4b (up 4.2% from FY 2022). Net income: ₹4.03b (down 32% from FY 2022). Profit margin: 3.0% (down from 4.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 10.0% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 25% per year.
お知らせ • Jun 29BASF India Limited to Report Q1, 2024 Results on Jul 24, 2023BASF India Limited announced that they will report Q1, 2024 results on Jul 24, 2023
お知らせ • May 11+ 1 more updateBASF India Limited, Annual General Meeting, Aug 04, 2023BASF India Limited, Annual General Meeting, Aug 04, 2023, at 15:00 Indian Standard Time.
Reported Earnings • May 11Full year 2023 earnings released: EPS: ₹93.08 (vs ₹137 in FY 2022)Full year 2023 results: EPS: ₹93.08 (down from ₹137 in FY 2022). Revenue: ₹136.8b (up 4.4% from FY 2022). Net income: ₹4.03b (down 32% from FY 2022). Profit margin: 2.9% (down from 4.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: ₹2.46 (vs ₹25.50 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.46 (down from ₹25.50 in 3Q 2022). Revenue: ₹29.0b (down 12% from 3Q 2022). Net income: ₹106.4m (down 90% from 3Q 2022). Profit margin: 0.4% (down from 3.4% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 36% per year.
お知らせ • Dec 28BASF India Limited to Report Q3, 2023 Results on Jan 31, 2023BASF India Limited announced that they will report Q3, 2023 results on Jan 31, 2023
お知らせ • Nov 23+ 1 more updateBASF India Limited Announces Resignation of Rajesh Naik as the Whole-Time Director, Effective from 31 December 2022BASF India Limited announced Resignation of Mr. Rajesh Naik as the Whole-time Director of the Company, with effect from the close of business hours on 31st December, 2022. He will continue to pursue a regional role in BASF. Mr. Alexander Gerding has also been appointed as the Chairman of the Risk Management Committee and Member of the Stakeholders' Relationship Committee, effective 1 January, 2023, in place of Mr. Narayan Krishnamohan.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹26.13 (vs ₹31.73 in 2Q 2022)Second quarter 2023 results: EPS: ₹26.13 (down from ₹31.73 in 2Q 2022). Revenue: ₹35.8b (up 5.2% from 2Q 2022). Net income: ₹1.13b (down 18% from 2Q 2022). Profit margin: 3.2% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Woman Director Shyamala Gopinath was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: ₹26.13 (vs ₹31.73 in 2Q 2022)Second quarter 2023 results: EPS: ₹26.13 (down from ₹31.73 in 2Q 2022). Revenue: ₹35.9b (up 5.5% from 2Q 2022). Net income: ₹1.13b (down 18% from 2Q 2022). Profit margin: 3.1% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 30BASF India Limited to Report Q2, 2023 Results on Nov 10, 2022BASF India Limited announced that they will report Q2, 2023 results on Nov 10, 2022
お知らせ • Aug 05BASF India Limited Approves Final Dividend for the Financial Year Ended 31 March, 2022BASF India Limited at the Annual General Meeting held on August 3, 2022, announced declaration of final Dividend of INR 6 per equity share i.e., 60% for the financial year ended 31 March, 2022.
Upcoming Dividend • Jul 14Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 21 July 2022. Payment date: 02 September 2022. Payout ratio is a comfortable 4.4% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (0.8%).
Reported Earnings • Jul 09Full year 2022 earnings released: EPS: ₹137 (vs ₹128 in FY 2021)Full year 2022 results: EPS: ₹137 (up from ₹128 in FY 2021). Revenue: ₹131.0b (up 37% from FY 2021). Net income: ₹5.95b (up 7.6% from FY 2021). Profit margin: 4.5% (down from 5.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 01BASF India Limited to Report Q1, 2023 Results on Aug 03, 2022BASF India Limited announced that they will report Q1, 2023 results on Aug 03, 2022
お知らせ • May 10+ 1 more updateBASF India Limited, Annual General Meeting, Aug 03, 2022BASF India Limited, Annual General Meeting, Aug 03, 2022, at 15:00 Indian Standard Time.
Reported Earnings • May 10Full year 2022 earnings released: EPS: ₹137 (vs ₹128 in FY 2021)Full year 2022 results: EPS: ₹137 (up from ₹128 in FY 2021). Revenue: ₹131.2b (up 37% from FY 2021). Net income: ₹5.95b (up 7.6% from FY 2021). Profit margin: 4.5% (down from 5.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Woman Director Shyamala Gopinath was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 02BASF India Limited to Report Fiscal Year 2022 Results on May 09, 2022BASF India Limited announced that they will report fiscal year 2022 results on May 09, 2022
お知らせ • Feb 10BASF India Limited Announces Changes in Board of Directors of the CompanyBASF India Limited announced that as Mr. Pradeep Chandan would be superannuating from the services of the Company, he has resigned as an Alternate Director & Whole- time Director of the Company, effective close of business hours of 28th February 2022. The same has been taken on record by the Board of Directors of the Company at its Meeting held on February 9, 2022.
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹25.50 (down from ₹26.60 in 3Q 2021). Revenue: ₹32.9b (up 31% from 3Q 2021). Net income: ₹1.10b (down 4.2% from 3Q 2021). Profit margin: 3.4% (down from 4.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹31.73 (vs ₹95.38 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹34.1b (up 39% from 2Q 2021). Net income: ₹1.37b (down 67% from 2Q 2021). Profit margin: 4.0% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 08BASF India Limited Approves Special Dividend for the Financial Year Ended 31 March 2021BASF India Limited announced that at its AGM held on 6 August 2021, the shareholders approved the special dividend of INR 5 per equity share (50%) for the financial year ended 31 March 2021.
Executive Departure • Aug 07Non-Executive Director Dirk Bremm has left the companyOn the 5th of August, Dirk Bremm's tenure as Non-Executive Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Dirk's name. Dirk is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.46 years.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹3,390, the stock trades at a trailing P/E ratio of 26.6x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 74% over the past three years.
Upcoming Dividend • Jul 15Upcoming dividend of ₹10.00 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 05 September 2021. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.7%).
Reported Earnings • Jul 11Full year 2021 earnings released: EPS ₹128 (vs ₹5.28 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹95.6b (up 26% from FY 2020). Net income: ₹5.53b (up ₹5.30b from FY 2020). Profit margin: 5.8% (up from 0.3% in FY 2020). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 12Full year 2021 earnings released: EPS ₹128 (vs ₹4.28 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹95.7b (up 27% from FY 2020). Net income: ₹5.53b (up ₹5.34b from FY 2020). Profit margin: 5.8% (up from 0.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12+ 1 more updateBASF India Limited Recommends Final Dividend for the Year Ended March 31, 2021, Payable on or After August 11, 2021The Board of Directors of BASF India Limited at their meeting held on 11 May 2021 have recommended special dividend of INR 5 per equity share i.e. 50% due to the portfolio restructuring measures. This is in addition to a final dividend of INR 5 per equity share i.e. 50% for the financial year ended 31 March 2021. The aggregate dividend would be INR 10 per equity share i.e. 100%, which is subject to the approval of the shareholders at the forthcoming Annual General Meeting on 6 August 2021. The Dividend, if approved, by the Shareholders will be payable on or after 11 August 2021.
Price Target Changed • Mar 07Price target raised to ₹2,650Up from ₹2,212, the current price target is provided by 1 analyst. The new target price is 18% above the current share price of ₹2,253. As of last close, the stock is up 99% over the past year.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹2,253, the stock is trading at a trailing P/E ratio of 18.2x, up from the previous P/E ratio of 15.5x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years are 10%.
Is New 90 Day High Low • Mar 04New 90-day high: ₹2,248The company is up 38% from its price of ₹1,632 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹2,056, the stock is trading at a trailing P/E ratio of 16.6x, up from the previous P/E ratio of 14.2x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years are 3.1%.
Is New 90 Day High Low • Feb 10New 90-day high: ₹1,766The company is up 18% from its price of ₹1,497 on 12 November 2020. The Indian market is up 21% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 16% over the same period.
Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS ₹26.60 (vs ₹7.48 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹25.1b (up 25% from 3Q 2020). Net income: ₹1.15b (up ₹1.48b from 3Q 2020). Profit margin: 4.6% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Jan 22BASF India Limited to Report Q3, 2021 Results on Feb 09, 2021BASF India Limited announced that they will report Q3, 2021 results on Feb 09, 2021
Is New 90 Day High Low • Jan 06New 90-day high: ₹1,694The company is up 14% from its price of ₹1,486 on 08 October 2020. The Indian market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 22% over the same period.
Is New 90 Day High Low • Nov 27New 90-day high: ₹1,658The company is up 6.0% from its price of ₹1,562 on 28 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 6.0% over the same period.
Reported Earnings • Nov 06Second quarter 2021 earnings released: EPS ₹95.38The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹24.6b (up 18% from 2Q 2020). Net income: ₹4.13b (up ₹4.11b from 2Q 2020). Profit margin: 17% (up from 0.1% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 12BASF India Limited to Report Q1, 2021 Results on Aug 06, 2020BASF India Limited announced that they will report Q1, 2021 results on Aug 06, 2020