BASF SE Q1 2025 Earnings Call Transcript - Thomson StreetEvents

BASF SE Q1 2025 Earnings Call Transcript

BASF SE Q1 2025 Earnings Call Transcript - Thomson StreetEvents
BASF SE Q1 2025 Earnings Call Transcript
Published May 02, 2025
14 pages (8732 words) — Published May 02, 2025
Price US$ 106.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of BASFn.DE earnings conference call or presentation 2-May-25 6:00am GMT

  
Brief Excerpt:

...Good morning, ladies and gentlemen. On behalf of BASF, I would like to welcome you to our conference call on the first quarter 2025. Today's presentation is being recorded. (Event Instructions) Today's presentation contains forward-looking statements. These statements are based on current estimates and projections of the Board of Executive Directors and currently available information. Forward-looking statements are not guarantees of the future developments and results outlined therein. These are dependent on a number of factors. They involve various risks and uncertainties, and they are based on assumptions that may not prove to be accurate. BASF does not assume any obligation to update the forward-looking statements contained in this presentation above and beyond the legal requirements. With me on the call today are CFO, Dirk Elvermann and Christian Jutzi, President of BASF's Corporate Finance division. Please be aware that we have already posted the speech on our website at basf.com/Q12025....

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
BASF SE
Ticker
BASFn.DE
Time
6:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Thomas Wrigglesworth - Morgan Stanley - Analyst : First question, if I may. Dirk, just on the near-term trading dynamics. Obviously, you start to sit in a lot of end markets. Are you seeing any changes in fall out in terms of this indirect consequence from the tariff uncertainty either in China or in the US? Or are you seeing more imports into Europe impacting potentially prices? That's my first question. And my second question is just following up on this -- on the outlook. You've highlighted effectively, the FX is negative, the chemical trends are negative, the GDP is negative and the oil is the one kind of silver lining, but are you confident that you can see the cyclical pickup through 2Q and 3Q to maintain your full year guidance? Or is that -- is the guidance unchanged, pending -- but actually, that's not a -- it's not a reiteration of guidance. It's awaiting for guidance to change. Do you see what I mean? Thank you.

Table Of Contents

BASF SE Annual Shareholders Meeting Transcript – 2025-05-02 – US$ 106.00 – Edited Transcript of BASFn.DE shareholder or annual meeting 2-May-25 8:00am GMT

Full Year 2024 BASF SE Earnings Call Transcript – 2025-02-28 – US$ 54.00 – Edited Transcript of BASFn.DE earnings conference call or presentation 28-Feb-25 8:30am GMT

BASF SE Q3 2024 Earnings Call Transcript – 2024-10-30 – US$ 54.00 – Edited Transcript of BASFn.DE earnings conference call or presentation 30-Oct-24 7:30am GMT

BASF SE Capital Markets Day - Day 2 Transcript – 2024-09-27 – US$ 54.00 – Edited Transcript of BASFn.DE corporate analyst meeting</ 27-Sep-24 6:30am GMT

BASF SE Capital Markets Day - Day 1 Transcript – 2024-09-26 – US$ 54.00 – Edited Transcript of BASFn.DE corporate analyst meeting</ 26-Sep-24 10:30am GMT

BASF SE Q3 2023 Earnings Call Transcript – 2023-10-31 – US$ 54.00 – Edited Transcript of BASFn.DE earnings conference call or presentation 31-Oct-23 10:00am GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "BASF SE Q1 2025 Earnings Call Transcript" May 02, 2025. Alacra Store. May 05, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2025-BASF-SE-Earnings-Call-T16067088>
  
APA:
Thomson StreetEvents. (2025). BASF SE Q1 2025 Earnings Call Transcript May 02, 2025. New York, NY: Alacra Store. Retrieved May 05, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2025-BASF-SE-Earnings-Call-T16067088>
  
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