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

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

← Previous Post

Next Post →