Added to YB: 2025-10-31
Pitch date: 2025-10-29
BAS.DE [bullish]
BASF SE
+23.8%
current return
Author Info
No bio for this author
Company Info
BASF SE operates as a chemical company worldwide. It operates through six segments: Chemicals, Materials, Industrial Solutions, Surface Technologies, Nutrition & Care, and Agricultural Solutions.
Market Cap
N/A
Pitch Price
EUR 41.91
Price Target
N/A
Dividend
4.30%
EV/EBITDA
9.41
P/E
N/A
EV/Sales
1.14
Sector
Chemicals
Category
value
BASF SE (BAS.DE): Coatings Divestiture and 2027 Ag IPO Create a Clear Path to Unlock Value Amid Structural Headwinds
BAS.DE: Chemical conglomerate beat 3Q consensus w/ €1.5bn EBITDA despite price pressure. Sold 60% Coatings for €7.7bn EV, €1.5bn buyback Nov '25-Jun '26. Key catalyst: Ag Solutions IPO planned 2027 (~€3bn, 17-25% of EV). SOTP gap closure path via divestitures + buybacks. Risks: EU energy costs, price pressure.
Read full article (2 min)