BASF SE NA O.N. (BAS)

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BASF SE NA O.N. News & Analysis

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BASF SE NA O.N. Company Profile

BASF SE operates as a chemical company worldwide. It operates through six segments: Chemicals, Materials, Industrial Solutions, Surface Technologies, Nutrition & Care, and Agricultural Solutions. The Chemicals segment provides petrochemicals and intermediates. The Materials segment offers advanced materials and their precursors for applications and systems comprising isocyanates, polyamides, and inorganic basic products, as well as specialties for plastics and plastics processing industries. The Industrial Solutions segment develops and markets ingredients and additives for industrial applications, such as polymer dispersions, resins, additives, electronic materials, and antioxidants for automotive, plastics and adhesives, paints and coatings, construction, electronics, paper coatings, and energy and resources industries. The Surface Technologies segment provides catalysts, battery materials, automotive OEM and refinish coatings, surface treatment, and precious and base metal services for the automotive and chemical industries. The Nutrition & Care segment offers ingredients for consumer applications in the areas of nutrition, home, and personal care applications; and serves the food and feed producers, pharmaceutical, cosmetics, detergents, and cleaner industries, as well as fast-moving consumer goods sector. The Agricultural Solutions segment provides seeds and traits, and seed treatment products; fungicides, herbicides, insecticides, and biological crop protection products; and digital solutions. The company engages in engineering and other; rental and leasing; and commodity trading activities. BASF SE was founded in 1865 and is headquartered in Ludwigshafen am Rhein, Germany.

Industry
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Sector
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Employees
111408
Market
Argentina

BASF SE NA O.N. Earnings Call Summary for Q2/2025

  • Q2 2025 EBITDA before special items fell to €1.8B from €2B YoY; company maintains full-year guidance of €7.3-7.7B EBITDA
  • Implementing cost savings program targeting €2.1B by 2026; focusing on portfolio management and operational excellence
  • Sales nearly stable YoY due to volume growth, offsetting price declines in 4 of 6 segments and negative currency effects
  • Announced battery material supply agreement with CATL; expects growth from new South China Verbund site in 2026-2027
  • Expects flat demand for remainder of 2025; global chemical production growth to be driven by China
Last Updated: 30/07/2025, 09:08
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Earnings

Latest Release
May 02, 2025
EPS / Forecast
0.91 / --
Revenue / Forecast
17.40B / --
EPS Revisions
Last 90 days

BAS Income Statement

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