Professional
Added to YB: 2025-01-09
Pitch date: 2025-01-04
BASFY [bullish]
BASF SE
+47.09%
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
EUR 46.2B
Pitch Price
EUR 10.16
Price Target
16.00 (+5%)
Dividend
N/A
EV/EBITDA
9.50
P/E
31.25
EV/Sales
1.15
Sector
Chemicals
Category
turnaround
BASF SE: Volume Growth Supports Our Recovery Thesis
BASFY: World's largest chemical co, divesting surface tech & ag solutions (40% of 2023 rev). Verbund concept drives cost advantage. China expansion, specialty chem shift for growth. Narrow moat from scale, R&D. FVE $16. Risks: oil/gas prices, regulations. 4% rev growth 2024-28. Medium uncertainty. Standard capital allocation.
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