BASF BASF India Q2 FY26 results (Jul–Sep 2025) and concall
BASF India faced a challenging Q2 FY26 characterized by significant pricing pressure due to global overcapacity, particularly from China, which offset modest volume gains. While the Nutrition & Care segment showed exceptional resilience with both volume and price growth, the core Materials and Agricultural segments struggled with lower realizations and weather-related disruptions. The company is aggressively pursuing a 'differentiated steering' strategy, including the demerger of its Ag-solutions business and a partial divestment of its coatings business to Carlyle.
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What they filed
Q2 FY26: revenue down 8.3%, net profit down 16.4% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|
| Revenue | 4,248 | 3,635 | 3,287 | 3,875 | 3,896 −8% |
| EBITDA | 201 | 170 | 50 | 214 | 155 −23% |
| Net profit | 128 | 104 | 27 | 137 | 107 −16% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
