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BASF India Ltd — Investor Presentation 2021
Nov 29, 2021
61168_rns_2021-11-29_776bb91e-29b9-4989-bd01-e05a01cb8f7d.pdf
Investor Presentation
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BASF India Limited, Mumbai - 400 051, India
November 29, 2021
The Market Operations Department BSE Limited, Phiroze Jeejeebhoy Towers Dalal Street, Mumbai 400 001
Name of the Company : BASF INDIA LIMITED Security Code No. : 500042
Dear Sir/Madam,
Re: Analyst / Fund Managers Meeting of BASF India Limited.
Further to our letter dated November 24, 2021 on the above-mentioned subject, we enclose herewith the presentation made by the Company at the Analyst / Fund Managers meeting held today.
Please treat the above information as intimation under Regulation 30 of the Securities & Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 as amended.
Thanking You,
Yours faithfully,
For BASF India Limited
Pradeep Manjunath Chandan Digitally signed by Pradeep Manjunath Chandan Date: 2021.11.29 17:04:48 +05'30'
Pradeep Chandan Pankaj Bahl Director – Legal, General Counsel (South Asia) Manager- Company Secretarial & Company Secretary
Cc: Listing Compliance, National Stock Exchange of India Limited, Exchange Plaza, C-1, Block-G, Bandra Kurla Complex, Bandra –(East). Mumbai-400051.
PANKAJ RAJKUMAR BAHL
Digitally signed by PANKAJ RAJKUMAR BAHL Date: 2021.11.29 17:04:09 +05'30'
Registered Office BASF India Limited The Capital, 'A' Wing, 1204-C, 12th Floor, Plot No. C-70, 'G' Block, Bandra-Kurla Complex, Bandra (East), Mumbai - 400 051, India
Tel +91 22 6278 5600
CIN - L33112MH1943FLC003972

Analysts / Fund Managers Meeting
Narayan Krishnamohan Managing Director, BASF India Limited
Narendranath J. Baliga Chief Financial Officer, BASF India Limited
Mumbai, 29.11.2021
Only matters in the public domain can be subject matter of discussion in this meeting
As a matter of policy, we do not provide any forecast about the future business situation
We do not comment or give guidance on future results or business outlook
Forward looking statements


COVID-19 update: India (as of Nov. 25, 2021)
India Overall


BASF in India



Growing demand points to gradual economic recovery RBI forecasts India GDP for FY 21-22 to 9.5%


Our Financial Performance
Segment Revenue breakup
Nutrition & Health
Apr-Sep'21 (6 months) In Rs. Crs
Catalysts

QoQ performance In Rs. Crs
Rebound continues…

Revenue from Operations PBT before Exceptional Items

The charts are for comparison purpose & not to scale
BASF Performance Polyamides acquisition accounted as common control transaction effective February 1, 2020 Construction Chemical business divested effective July 1, 2020

Revenue driven by strong volumes growth coupled with better realisation
Improved EBIT bEI on account of higher volumes, better margins & stringent cost mgmt.
EBIT bEI: Earnings before interest, tax & before exceptional items | PBT bEI: Profit before tax & before exceptional items BASF Performance Polyamides acquisition accounted as common control transaction effective February 1, 2020 Construction Chemical business divested effective July 1, 2020
The charts are for comparison purpose & not to scale
Revenue development by segment Apr–Sep'21
Revenue Apr-Sep'20 1 Agricultural Solution Nutrition & Care 938 Materials^ 587 Industrial Solutions 7 Chemicals Others Revenue Apr-Sep'21 533 9 Surface Technologies* 111 4,246 6,418 937 1,608 1,102 289 1,152 1,278 52 6,418 % increase/ decrease 0% >100% >100% 62% 1% 72% 11% 51% Revenue Apr- Sep'21 (abs.)
^ BASF Performance Polyamides acquisition accounted as common control transaction effective February 1, 2020
* Construction Chemical business divested effective July 1, 2020
The charts are for comparison purpose & not to scale
In Rs. Crs
Results development by segment Apr–Sep'21

EBIT bEI: Earnings before interest. tax & exceptional items
^ BASF Performance Polyamides acquisition accounted as common control transaction effective February 1, 2020
* Construction Chemical business divested effective July 1, 2020
The charts are for comparison purpose & not to scale

Key performance indicators

* H1 21-22 numbers are not annualised
EBIT bEI: Earnings before interest. tax & exceptional items | EPS bEI: Earnings per share before exceptional items
ROCE: Return on Capital Employed
Operating Expenses exclude Cost of materials, Personnel cost & Depreciation


Strong customer engagement, increasing uptake of digital technologies, engaged employee workforce, diverse portfolio and robust working capital management sustained growth

Continued stakeholder engagement

India
Enhancing customer experience with digitalization

response
Automotive industry

Endeavor - sustainable and profitable growth
