View Future GrowthBASF India 過去の業績過去 基準チェック /16BASF Indiaの収益は年間平均-5.3%の割合で減少していますが、 Chemicals業界の収益は年間 増加しています。収益は年間7.2% 7.7%割合で 増加しています。 BASF Indiaの自己資本利益率は10%であり、純利益率は2.5%です。主要情報-5.29%収益成長率-5.29%EPS成長率Chemicals 業界の成長17.68%収益成長率7.75%株主資本利益率9.99%ネット・マージン2.50%次回の業績アップデート19 May 2026最近の業績更新お知らせ • 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 15% per year, which means it is tracking significantly ahead of earnings growth.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分析記事 • Nov 22Earnings Troubles May Signal Larger Issues for BASF India (NSE:BASF) ShareholdersThe market wasn't impressed with the soft earnings from BASF India Limited ( NSE:BASF ) recently. We did some analysis...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すべての更新を表示Recent updates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 15% 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 ₹3,926. The fair value is estimated to be ₹3,165, 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.分析記事 • Jan 08BASF India Limited's (NSE:BASF) Earnings Haven't Escaped The Attention Of InvestorsBASF India Limited's ( NSE:BASF ) price-to-earnings (or "P/E") ratio of 44x might make it look like a strong sell right...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分析記事 • Nov 22Earnings Troubles May Signal Larger Issues for BASF India (NSE:BASF) ShareholdersThe market wasn't impressed with the soft earnings from BASF India Limited ( NSE:BASF ) recently. We did some analysis...Major Estimate Revision • Nov 21Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹167.8b to ₹148.7b. EPS estimate fell from ₹175 to ₹85.10 per share. Net income forecast to grow 34% next year vs 25% growth forecast for Chemicals industry in India. Consensus price target down from ₹5,425 to ₹4,312. Share price was steady at ₹4,395 over the past week.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 ₹4,369. 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.分析記事 • Oct 30BASF India (NSE:BASF) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Sep 27BASF India Limited's (NSE:BASF) Earnings Haven't Escaped The Attention Of InvestorsBASF India Limited's ( NSE:BASF ) price-to-earnings (or "P/E") ratio of 49.3x might make it look like a strong sell...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分析記事 • Aug 06It's Unlikely That BASF India Limited's (NSE:BASF) CEO Will See A Huge Pay Rise This YearNSEI:BASF 1 Year Share Price vs Fair Value Explore BASF India's Fair Values from the Community and select yours Key...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.分析記事 • Jun 28BASF India's (NSE:BASF) Dividend Will Be Increased To ₹20.00The board of BASF India Limited ( NSE:BASF ) has announced that it will be paying its dividend of ₹20.00 on the 11th of...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分析記事 • Jun 27These 4 Measures Indicate That BASF India (NSE:BASF) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • May 22BASF India (NSE:BASF) Is Increasing Its Dividend To ₹20.00BASF India Limited ( NSE:BASF ) has announced that it will be increasing its dividend from last year's comparable...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.Price Target Changed • May 04Price target decreased by 9.4% to ₹5,342Down from ₹5,894, the current price target is provided by 1 analyst. New target price is 24% above last closing price of ₹4,299. Stock is up 5.8% over the past year. The company is forecast to post earnings per share of ₹148 for next year compared to ₹130 last year.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分析記事 • Nov 23BASF India Limited (NSE:BASF) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyBASF India Limited ( NSE:BASF ) shares have had a horrible month, losing 26% after a relatively good period beforehand...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 ₹8,310, 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.分析記事 • Oct 31BASF India (NSE:BASF) Could Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...分析記事 • Oct 09Why Investors Shouldn't Be Surprised By BASF India Limited's (NSE:BASF) 26% Share Price SurgeBASF India Limited ( NSE:BASF ) shares have continued their recent momentum with a 26% gain in the last month alone...Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹7,916, 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.分析記事 • Jul 23BASF India's (NSE:BASF) Shareholders Will Receive A Bigger Dividend Than Last YearBASF India Limited's ( NSE:BASF ) dividend will be increasing from last year's payment of the same period to ₹15.00 on...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.分析記事 • Jul 05BASF India Limited's (NSE:BASF) Shares Climb 33% But Its Business Is Yet to Catch UpDespite an already strong run, BASF India Limited ( NSE:BASF ) shares have been powering on, with a gain of 33% in the...分析記事 • Jul 03BASF India (NSE:BASF) Is Increasing Its Dividend To ₹15.00BASF India Limited ( NSE:BASF ) will increase its dividend from last year's comparable payment on the 6th of September...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分析記事 • Jun 19BASF India (NSE:BASF) Is Paying Out A Larger Dividend Than Last YearBASF India Limited's ( NSE:BASF ) dividend will be increasing from last year's payment of the same period to ₹15.00 on...Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹4,695, 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.分析記事 • May 11BASF India (NSE:BASF) Is Achieving High Returns On Its CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...分析記事 • Apr 19What BASF India Limited's (NSE:BASF) P/E Is Not Telling YouWith a median price-to-earnings (or "P/E") ratio of close to 31x in India, you could be forgiven for feeling...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分析記事 • Mar 29Is BASF India (NSE:BASF) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...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 ₹3,370. 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分析記事 • Dec 20Why We're Not Concerned About BASF India Limited's (NSE:BASF) Share PriceWith a price-to-earnings (or "P/E") ratio of 37.3x BASF India Limited ( NSE:BASF ) may be sending bearish signals at...分析記事 • Nov 14BASF India (NSE:BASF) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...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 ₹2,845. Stock is up 6.7% 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分析記事 • Aug 31Here's Why BASF India (NSE:BASF) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...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%).分析記事 • Jul 14BASF India (NSE:BASF) Is Increasing Its Dividend To ₹8.00BASF India Limited ( NSE:BASF ) will increase its dividend from last year's comparable payment on the 3rd of September...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.分析記事 • Jun 30BASF India (NSE:BASF) Is Increasing Its Dividend To ₹8.00BASF India Limited ( NSE:BASF ) will increase its dividend from last year's comparable payment on the 3rd of September...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分析記事 • May 13BASF India (NSE:BASF) Is Increasing Its Dividend To ₹8.00The board of BASF India Limited ( NSE:BASF ) has announced that the dividend on 3rd of September will be increased to...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.分析記事 • Mar 07Returns On Capital Are A Standout For BASF India (NSE:BASF)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...分析記事 • Feb 16Is BASF India (NSE:BASF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...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, 2023Board 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.分析記事 • Nov 02BASF India (NSE:BASF) Could Become A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Sep 18We Think BASF India (NSE:BASF) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...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 32% per year, which means it is significantly lagging earnings growth.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 32% per year, which means it is significantly lagging earnings growth.分析記事 • May 07We Like BASF India's (NSE:BASF) Returns And Here's How They're TrendingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Price Target Changed • Apr 27Price target increased to ₹3,675Up from ₹2,300, the current price target is provided by 1 analyst. New target price is 38% above last closing price of ₹2,670. Stock is up 30% over the past year. The company posted earnings per share of ₹128 last year.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.分析記事 • Feb 25Is BASF India (NSE:BASF) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...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.分析記事 • Jan 16We Like BASF India's (NSE:BASF) Returns And Here's How They're TrendingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Nov 17We Think BASF India (NSE:BASF) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...収支内訳BASF India の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NSEI:BASF 収益、費用、利益 ( )INR Millions日付収益収益G+A経費研究開発費31 Dec 25151,3783,7866,072030 Sep 25149,6533,7515,937030 Jun 25151,6763,9595,751031 Mar 25152,6004,7915,487031 Dec 24153,3336,1355,266030 Sep 24149,0096,5005,133030 Jun 24143,5976,7125,051031 Mar 24137,6755,6335,013031 Dec 23136,8444,8425,081030 Sep 23132,5623,5485,096030 Jun 23131,3163,1885,057031 Mar 23136,4484,0294,949031 Dec 22137,5744,7044,553030 Sep 22141,5115,7014,550030 Jun 22139,7465,9434,499031 Mar 22130,9975,9484,539031 Dec 21125,1585,0084,380030 Sep 21117,3055,0564,103030 Jun 21107,8487,8114,008031 Mar 2195,5835,5264,063031 Dec 2086,1325,3723,990030 Sep 2081,2113,8964,209030 Jun 2077,189-1884,294031 Mar 2075,9462294,309031 Dec 1970,3406445,122030 Sep 1964,2575845,220030 Jun 1960,2366555,245031 Mar 1960,3378175,024031 Dec 1860,6316145,062030 Sep 1859,3581,0674,969030 Jun 1857,1482,7034,922031 Mar 1855,9602,4654,871031 Dec 1755,2492,2324,656030 Sep 1753,6991,6904,627030 Jun 1752,063-2333,376031 Mar 1750,885-1414,391031 Dec 1649,6595694,320030 Sep 1649,742-1524,305030 Jun 1648,000-6394,331031 Mar 1647,483-3044,524031 Dec 1546,719-1,3177,909030 Sep 1545,178-6497,915030 Jun 1546,078-2627,9580質の高い収益: BASFは 高品質の収益 を持っています。利益率の向上: BASFの現在の純利益率 (2.5%)は、昨年(4%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: BASFの収益は過去 5 年間で年間5.3%減少しました。成長の加速: BASFは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: BASFは過去 1 年間で収益成長率がマイナス ( -38.3% ) となったため、 Chemicals業界平均 ( 9.5% ) と比較することが困難です。株主資本利益率高いROE: BASFの 自己資本利益率 ( 10% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/09 23:18終値2026/05/08 00:00収益2025/12/31年間収益2025/03/31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
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 15% per year, which means it is tracking significantly ahead of earnings growth.
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
分析記事 • Nov 22Earnings Troubles May Signal Larger Issues for BASF India (NSE:BASF) ShareholdersThe market wasn't impressed with the soft earnings from BASF India Limited ( NSE:BASF ) recently. We did some analysis...
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
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 15% 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 ₹3,926. The fair value is estimated to be ₹3,165, 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.
分析記事 • Jan 08BASF India Limited's (NSE:BASF) Earnings Haven't Escaped The Attention Of InvestorsBASF India Limited's ( NSE:BASF ) price-to-earnings (or "P/E") ratio of 44x might make it look like a strong sell right...
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
分析記事 • Nov 22Earnings Troubles May Signal Larger Issues for BASF India (NSE:BASF) ShareholdersThe market wasn't impressed with the soft earnings from BASF India Limited ( NSE:BASF ) recently. We did some analysis...
Major Estimate Revision • Nov 21Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹167.8b to ₹148.7b. EPS estimate fell from ₹175 to ₹85.10 per share. Net income forecast to grow 34% next year vs 25% growth forecast for Chemicals industry in India. Consensus price target down from ₹5,425 to ₹4,312. Share price was steady at ₹4,395 over the past week.
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 ₹4,369. 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.
分析記事 • Oct 30BASF India (NSE:BASF) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Sep 27BASF India Limited's (NSE:BASF) Earnings Haven't Escaped The Attention Of InvestorsBASF India Limited's ( NSE:BASF ) price-to-earnings (or "P/E") ratio of 49.3x might make it look like a strong sell...
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
分析記事 • Aug 06It's Unlikely That BASF India Limited's (NSE:BASF) CEO Will See A Huge Pay Rise This YearNSEI:BASF 1 Year Share Price vs Fair Value Explore BASF India's Fair Values from the Community and select yours Key...
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.
分析記事 • Jun 28BASF India's (NSE:BASF) Dividend Will Be Increased To ₹20.00The board of BASF India Limited ( NSE:BASF ) has announced that it will be paying its dividend of ₹20.00 on the 11th of...
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
分析記事 • Jun 27These 4 Measures Indicate That BASF India (NSE:BASF) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • May 22BASF India (NSE:BASF) Is Increasing Its Dividend To ₹20.00BASF India Limited ( NSE:BASF ) has announced that it will be increasing its dividend from last year's comparable...
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.
Price Target Changed • May 04Price target decreased by 9.4% to ₹5,342Down from ₹5,894, the current price target is provided by 1 analyst. New target price is 24% above last closing price of ₹4,299. Stock is up 5.8% over the past year. The company is forecast to post earnings per share of ₹148 for next year compared to ₹130 last year.
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
分析記事 • Nov 23BASF India Limited (NSE:BASF) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyBASF India Limited ( NSE:BASF ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
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 ₹8,310, 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.
分析記事 • Oct 31BASF India (NSE:BASF) Could Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
分析記事 • Oct 09Why Investors Shouldn't Be Surprised By BASF India Limited's (NSE:BASF) 26% Share Price SurgeBASF India Limited ( NSE:BASF ) shares have continued their recent momentum with a 26% gain in the last month alone...
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹7,916, 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.
分析記事 • Jul 23BASF India's (NSE:BASF) Shareholders Will Receive A Bigger Dividend Than Last YearBASF India Limited's ( NSE:BASF ) dividend will be increasing from last year's payment of the same period to ₹15.00 on...
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.
分析記事 • Jul 05BASF India Limited's (NSE:BASF) Shares Climb 33% But Its Business Is Yet to Catch UpDespite an already strong run, BASF India Limited ( NSE:BASF ) shares have been powering on, with a gain of 33% in the...
分析記事 • Jul 03BASF India (NSE:BASF) Is Increasing Its Dividend To ₹15.00BASF India Limited ( NSE:BASF ) will increase its dividend from last year's comparable payment on the 6th of September...
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
分析記事 • Jun 19BASF India (NSE:BASF) Is Paying Out A Larger Dividend Than Last YearBASF India Limited's ( NSE:BASF ) dividend will be increasing from last year's payment of the same period to ₹15.00 on...
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹4,695, 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.
分析記事 • May 11BASF India (NSE:BASF) Is Achieving High Returns On Its CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
分析記事 • Apr 19What BASF India Limited's (NSE:BASF) P/E Is Not Telling YouWith a median price-to-earnings (or "P/E") ratio of close to 31x in India, you could be forgiven for feeling...
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
分析記事 • Mar 29Is BASF India (NSE:BASF) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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 ₹3,370. 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
分析記事 • Dec 20Why We're Not Concerned About BASF India Limited's (NSE:BASF) Share PriceWith a price-to-earnings (or "P/E") ratio of 37.3x BASF India Limited ( NSE:BASF ) may be sending bearish signals at...
分析記事 • Nov 14BASF India (NSE:BASF) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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 ₹2,845. Stock is up 6.7% 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
分析記事 • Aug 31Here's Why BASF India (NSE:BASF) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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%).
分析記事 • Jul 14BASF India (NSE:BASF) Is Increasing Its Dividend To ₹8.00BASF India Limited ( NSE:BASF ) will increase its dividend from last year's comparable payment on the 3rd of September...
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.
分析記事 • Jun 30BASF India (NSE:BASF) Is Increasing Its Dividend To ₹8.00BASF India Limited ( NSE:BASF ) will increase its dividend from last year's comparable payment on the 3rd of September...
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
分析記事 • May 13BASF India (NSE:BASF) Is Increasing Its Dividend To ₹8.00The board of BASF India Limited ( NSE:BASF ) has announced that the dividend on 3rd of September will be increased to...
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.
分析記事 • Mar 07Returns On Capital Are A Standout For BASF India (NSE:BASF)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
分析記事 • Feb 16Is BASF India (NSE:BASF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
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
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.
分析記事 • Nov 02BASF India (NSE:BASF) Could Become A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Sep 18We Think BASF India (NSE:BASF) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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 32% per year, which means it is significantly lagging earnings growth.
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 32% per year, which means it is significantly lagging earnings growth.
分析記事 • May 07We Like BASF India's (NSE:BASF) Returns And Here's How They're TrendingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Price Target Changed • Apr 27Price target increased to ₹3,675Up from ₹2,300, the current price target is provided by 1 analyst. New target price is 38% above last closing price of ₹2,670. Stock is up 30% over the past year. The company posted earnings per share of ₹128 last year.
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.
分析記事 • Feb 25Is BASF India (NSE:BASF) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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.
分析記事 • Jan 16We Like BASF India's (NSE:BASF) Returns And Here's How They're TrendingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Nov 17We Think BASF India (NSE:BASF) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...