BASF India Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 31 May 2026 | Chemicals & Petrochemicals | Market Cap: ₹17.5K Cr
India’s chemical market is expected to grow gradually, supported by a young demographic and low per capita chemical consumption relative to global averages (Page 9). BASF India's EBITDA has remained in a similar range over six years (Rs.
From BASF India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹3,903
Market Cap
₹17.5K Cr
P/E Ratio
28.2
Revenue Rank
Margin Rank
How does BASF India Ltd rank in Chemicals & Petrochemicals?
Compare BASF India Ltd against every Chemicals & Petrochemicals company this quarter on revenue, margins and earnings-call signals.
BASF India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹3.5K Cr, net profit ₹64 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 4- →India’s chemical market is expected to grow gradually, supported by a young demographic and low per capita chemical consumption relative to global averages (Page 9).
- →BASF aims to expand its share across diverse industries including fast-moving consumer goods, construction chemicals, automotive, furniture, appliances, footwear, packaging (Page 12).
- →Agricultural solutions volume growth was negative in FY26 due to challenging market conditions, but BASF maintained market share (~7%) and expanded in fruits and vegetables segments (Page 11).
- →The company launched 12 new agro products in the last four years, contributing ~25% of ag division sales, signaling portfolio freshness and potential growth (Page 11).
- →Capital expenditure (~Rs. 200+ crore in FY27) on expansions like Celesto and dispersion line capacity increases indicates growth investment (Page 10).
- →BASF emphasizes profitable and sustainable growth amid competitive and macroeconomic pressures (Page 11).
- →Forward-looking volume/pricing forecasts for agro remain uncertain due to external factors (Page 10).
📈 Profitability & Margins
Rank 3- →BASF India's EBITDA has remained in a similar range over six years (Rs. 633 crores in FY21 to Rs. 656 crores in FY26), partly due to restructuring like the sale of the construction chemicals business, making direct comparisons difficult.
- →Management aims for profitable and sustainable growth, despite a challenging competitive environment and margin pressures from factors such as Chinese oversupply.
- →Future growth depends on the global and Indian economy maintaining momentum; BASF aims to increase market share both in India and internationally.
- →The company is unlocking value through business demergers (e.g., AP business) and sales (e.g., coatings business).
- →FY21 was a COVID rebound year with exceptional pricing power; similar market conditions may not repeat soon.
- →Capital expenditure will continue (e.g., Rs. 200+ crores in FY27), supporting capacity expansions.
- →EPS and profitability depend on how market and economic conditions evolve, and they do not provide specific forward guidance.
🏗️ Capital Expenditure Plans
Yes- →FY26 Capex was around Rs. 200 crore, including Rs. 150 crore spent on Celesto expansion (ongoing).
- →Celesto expansion is halfway complete; another Rs. 150-170 crore pending to bring it to production by end of FY27.
- →Dispersion line 3 in Mangalore is a significant Capex project, targeted for commissioning by end of FY28, adding ~15% capacity.
- →Maintenance Capex averages Rs. 82-100 crore annually, varies year to year.
- →No large new Capex similar to the 2014 multi-OD site Dahej investment is currently planned.
- →The focus is on maximizing utilization of existing assets and incremental capacity growth rather than large-scale investments due to global industry challenges (energy costs, overcapacity, geopolitical risks).
- →BASF is expanding global service hubs in Hyderabad (digital and business services), reflecting strategic investment in India beyond manufacturing.
- →BASF India is continually evaluating future opportunities but no definitive large Capex announcements yet.
💰 Fundraising & Capital Structure
No information📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were BASF India Ltd Q4 FY26 results?
India’s chemical market is expected to grow gradually, supported by a young demographic and low per capita chemical consumption relative to global averages (Page 9). BASF India's EBITDA has remained in a similar range over six years (Rs.
What is BASF India Ltd share price analysis?
BASF India Ltd currently shows a neutral. The stock trades at a P/E of 28.2 with a market cap of ₹17,473 Cr. Investors should review the full earnings analysis for detailed insights.
Is BASF India Ltd planning capital expenditure?
FY26 Capex was around Rs.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.