BASF

What BASF India promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 13 tracked 0 delivered 7 missed 6 open
  • Capacity Utilization went quiet said Q2 FY24 Promised: Maintain 80-85% utilization Q4 FY26: Management stated a focus on increasing capacity utilization but did not provide a specific number for the current quarter.
  • Own Manufactured Product (OMP) Share on track said Q2 FY24 Promised: Increase share >50% over time Q4 FY26: Yeah, of course, our aim is to over time increase the OMP share... I was mentioning Celesto expansion, which is the material segment already has a strong OMP presence in India and continues to expand.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 13 tracked commitments for BASF India — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens