New acetylene system at the Ludwigshafen location (Photo: BASF SE, Xaver Lockau)
Ludwigshafen-against the Trump-Zölle, BASF is prepared with US factories, says CEO Markus Kamiethbut you suffer from global growth losses. There is easy confidence before the quarterly figures and the general meeting – there is even good news for the headquarters.
BASF has been on the stock exchange since the Russian attack at modest levels, most recently the course in March and early April gave up in the course of Trump-Zölle. Then it went up, even if notations of 44 to 45 euros (Wednesday) are far from the all -time high of 2017 over 94 euros.
+++ Ordinary general meeting of BASF SE +++
The world’s largest chemistry group again leads its General meeting Virtual through, and the shareholders should also decide for this option for another year. The shareholder meeting begins on May 2, 2025 at 10 a.m. The opening and the speech of the CEO can be interested track in the live stream. Shareholders can use their access data to the take part in the entire meeting.
The course revival could be due to the dividend prospects: the group management has reduced the distribution of 3.40 euros to EUR 2.25 for 2023. But with currently a low rating, a decent return waves. BASF is aiming until 2028 an annual dividend of at least 2.25 euros.
2024 Agency in sales and profit – BASF wants to reduce costs
The chemistry giant has to struggle, high energy costs and weak demand dampen the business. The turnover went 2024 5.3 percent back to 65.3 billion euros, the adjusted operational profit from 7.2 to 6.7 billion euros. In 2025 it is scheduled to increase to 8 to 8.4 billion euros.
Savings measures and a restructuring program should ensure more profitability. By the end of 2026, savings of 2.1 billion euros are planned annually. “We are in a good way”, SAgte CFO Dirk Elvermann At the balance sheet conference at the end of February.
Investment in Ludwigshafen – Kamieth: Heart of the chemical industry
The focus is particularly on Ludwigshafen, the largest chemical complex worldwide. Finally, some facilities had to close there for ammonia. This week now announced BASFto build a new sulfuric acid system for semiconductor production in Ludwigshafen.
“Ludwigshafen is and remains the heart of the chemical industry in Europe,” emphasized BASF boss Markus Kamieth on Wednesday On sueddeutsche.de. The industry is under pressure, but integrated locations such as Ludwigshafen have cost and efficiency advantages through the composite production.
Forecasts for sales and profit in the 1st quarter
The BASF profit per share is based on the mean estimate of 6 analysts finanzen.net in the 1st quarter of 2025 at around 1.41 euros. The profit was around 1.53 euros per share in the previous year. In contrast, a loss of 0.88 euros per share was incurred in the 4th quarter of 2024.
The sales forecast promises a slight plus – the analysts appreciate around 17.59 billion euros for the 1st quarter. That is close to the same quarter of the previous year (just under 17.55 billion euros), but more than in the 4th quarter of 2024 (15.86 billion). The financial year ends on December 31.
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