BASF expands its amine catalyst portfolio with Lupragen BisDMAPU, a low-emission solution for flexible PU foams and other applications.
I initiate BASF SE (BASFY) with a Buy rating, citing strong capital returns and an active €1B buyback program. The planned 2027 spin-off of Agricultural Solutions is a key catalyst, likely narrowing the conglomerate discount and supporting a higher EV/EBITDA multiple. BASFY's forward shareholder yield exceeds 6%, supported by disciplined capital allocation, robust cash flows, and a minimum €2.25 annual dividend.
BASF modernizes its Ludwigshafen ACCF plant, lifting capacity by about 30% and cutting the portfolio's carbon footprint by an average of 19%.
| Chemicals Industry | Materials Sector | Markus Kamieth CEO | XFRA Exchange | 055262505 CUSIP |
| DE Country | 108,251 Employees | 5 May 2026 Last Dividend | 2 Jul 2008 Last Split | - IPO Date |
BASF SE is a global powerhouse in the chemical sector, boasting a comprehensive portfolio that spans across a wide range of industries worldwide. Founded in 1865, the company is headquartered in Ludwigshafen am Rhein, Germany, and has meticulously segmented its operations to cater to diverse market needs effectively. These segments include Chemicals, Materials, Industrial Solutions, Surface Technologies, Nutrition & Care, and Agricultural Solutions, each tailored to deliver specialized products and services. BASF SE not only excels in chemical production but also engages in engineering, rental and leasing, as well as commodity trading activities, showcasing its diversified business model.