Urethane Blog

Interesting Presentation

December 2, 2021

BASF (BASFY) Investor Presentation – Slideshow

Dec. 02, 2021 4:57 PM ETBASF SE (BASFY), BFFAF

The following slide deck was published by BASF SE in conjunction with this event.

BASF Capital Market Story
Cautionary note regarding
Agenda
What is driving BASF’s future growth?
Unique position to deliver long-term value
Our ambitious financial targets
1
BASF Group Q3 2021 and Q1–Q3 2021: Financial figures
Outlook 2021 for BASF Group
BASF’s diversified portfolio with market-oriented segment structure
Each segment has a clear and compelling path forward
Our unique Verbund concept is one of BASF’s greatest assets
We operate close to our customers in all regions worldwide
Use of cash – clear focus on long-term shareholder value
BASF Group: High capex discipline in ongoing business to support
BASF’s industry-leading innovation platform ensures long-term
Attractive shareholder return – also in challenging times
Agenda
Excellence Program 2019–2021: On track to achieve the targeted
We have consistently refocused our portfolio towards innovative
Recent portfolio measures: Acquisitions
Recent portfolio measures: Divestitures
Clear acquisition criteria
Agenda
China is the major growth driver for global chemical production:
BASF’s Verbund site in Nanjing is a prime example of our success
Guangdong is home of key customers from fast-growing industries
Location in Zhanjiang enables BASF to capture long-term profitable
Main construction phases of the new Verbund site
World-scale Verbund site with diversified value chains
BASF’s Zhanjiang Verbund site will have the lowest projected
Key financials of BASF’s new Verbund site in Zhanjiang
BASF’s new Verbund site in Zhanjiang: Key takeaways
Agenda
The automotive industry is in the middle of a major transformation
The chemical content per car is higher in a BEV compared to ICE,
The market for CAM will grow by ~21% per year and reach a total
Product innovation enables the broadest CAM portfolio in the
BASF has production assets and R&D hubs in close proximity to the
As a result of our holistic approach, we can offer CAM products with
The Battery Materials business will become a significant earnings
BASF Battery Materials: Key takeaways
Agenda
Our commitments to reaching
Our path to reduce BASF emissions from 2018 to 2030
Our path to reduce BASF emissions from 1990 to 2050
No downstream decarbonization without upstream decarbonization
BASF , SABIC and Linde join forces to realize the world’s first
Methane pyrolysis combines low emissions with
Turning Carbon Management into business opportunities
What we expect from our suppliers:
BASF’s Circular Economy Program: Targets
From a linear to a more circular economy
Transformation requires a broad technology portfolio
€16.7 billion of BASF Group sales from sustainable solutions
Innovations for a sustainable future – Accelerator examples
BASF in sustainability ratings and rankings
Agenda
BASF Group Q3 2021: Sales increased considerably, mainly due to
BASF Group Q3 2021: Strong earnings in upstream business, while
BASF’s natural gas supply and demand balance in Europe
Cash flow development in Q3 2021 and Q1–Q3 2021
Chemicals
Materials
Industrial Solutions
Surface Technologies
Nutrition & Care
Agricultural Solutions

169

https://seekingalpha.com/article/4473095-basf-basfy-investor-presentation-slideshow?utm_campaign=RTA+Articles&utm_medium=email&utm_source=seeking_alpha&utm_term=RTA+Article+Smart

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