BASF SE

BASF outperforms on non-operating gains and capex savings

23/01/26 -"BASF’s preliminary estimates for FY 2025 remained broadly in line with street expectations on core operations but outperformed on the back of at-equity consolidated earnings. The FCF was ..."

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Published on
23/01/26
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23/01/26
BASF’s preliminary estimates for FY 2025 remained broadly in line with street expectations on core operations but outperformed on the back of ...
22/01/26
We have revised down our FY 2026 EPS forecast to CHF 0.75 (vs. CHF 0.90 previously), reflecting a more cautious outlook for the year. Our sales ...
21/01/26
We have lowered our EPS estimates for FY25/FY26 to -€0.91/€0.45, from €1.15/€3.57, reflecting weaker sales expectations (FY25/FY26: €5.5bn/€5.6bn vs ...
14/01/26
Cost discipline helps, but delivery still falls short

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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