BASF India Ltd
BASF India Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
1 of 3 strong
The short version
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.
Revenue & Sales Performance
- 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).
2 more points from BASF India Ltd's call on revenue
Every concall, every company
Profitability & Margins
See what BASF India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- 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).
2 more points from BASF India Ltd's call on capex
Every concall, every company
Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what BASF India Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
BASF India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹3.5K Cr, net profit ₹64 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What BASF India Ltd's management said in earlier quarters
Others in Chemicals & Petrochemicals this season
- Chemfab Alka. (Q4 FY26)
Chlor Alkali segment: ₹55.63 crore (down 1.21% YoY from ₹56.31 crore) . Key concall takeaways from Chemfab Alkalis Ltd's Q4 FY26 earnings call — and how it…
- Innovassynth Technologies (India) Ltd (Q4 FY26)
Order book improved by approximately INR 60 crore during the quarter, indicating strong customer demand and revenue visibility. Key concall takeaways from…
- Jubilant Agri & Consumer Products Ltd (Q4 FY26)
Q4 FY26 Revenue from Operations: INR 4,852 MN, up 22% YoY from INR 3,983 MN in Q4 FY25 (Page 19) . Key concall takeaways from Jubilant Agri & Consumer Products…
- Bodal Chemicals Ltd (Q4 FY26)
5,906.0 mn, a 30.3% YoY growth from Rs. Key concall takeaways from Bodal Chemicals Ltd's Q4 FY26 earnings call — and how it ranks against sector peers.
Arthneeti Pro · Annual
BASF India Ltd and 1,500+ more calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
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.
Keep BASF India Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.