BASF SE Q2 2020 Earnings Call Transcript - Thomson StreetEvents

BASF SE Q2 2020 Earnings Call Transcript

BASF SE Q2 2020 Earnings Call Transcript - Thomson StreetEvents
BASF SE Q2 2020 Earnings Call Transcript
Published Jul 29, 2020
Published Jul 29, 2020
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of BASFn.DE earnings conference call or presentation 29-Jul-20 9:00am GMT

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
BASF SE
Ticker
BASFn.DE
Time
9:00am 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: Sebastian Christian Bray - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst : I would have 2, please. The first is on capital allocation. As far as CapEx is concerned for the year 2021, assuming that the Chinese Guangdong project goes ahead as planned, what is the lowest level plausible provided the macro is not a disaster? My second question is on the strategic role of China within the BASF Group. It has performed very strongly over Q2. Could you give any indication of how much of BASF Group EBIT came from China in Q2?

Question: Lucy Hancock - Sanford C. Bernstein & Co., LLC., Research Division - Analyst : Can you hear me?

Question: Lucy Hancock - Sanford C. Bernstein & Co., LLC., Research Division - Analyst : Is that a little better? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JULY 29, 2020 / 9:00AM, BASFn.DE - Q2 2020 BASF SE Earnings Call

Question: Lucy Hancock - Sanford C. Bernstein & Co., LLC., Research Division - Analyst : This is better now?

Question: Lucy Hancock - Sanford C. Bernstein & Co., LLC., Research Division - Analyst : Okay. Apologies for the tech problem. I had 2 questions. And on the CO2 product footprint calculation and well done on doing that, very impressive and good initiative. The first question is on the ability to differentiate from customers. What makes you confident that your products actually will be more CO2 efficient to customers? Is there anything in the product you're (inaudible) where you're guessing positive results? Or are there any surprises? The second question was on the targets for your CO2 per pound produced. In your CMD last year, you had said that by 2030, your target is 0.4 tonnes CO2 per tonne produced, but that is based on CO neutrality versus 2018 from 0.6. Is that then implying that all the reduction on a per tonne basis is due to volume? Or is there CO2 reductions that are happening there?

Table Of Contents

BASF SE Capital Markets Day (virtual) Transcript – 2021-03-26 – US$ 54.00 – Edited Transcript of BASFn.DE corporate analyst meeting</ 26-Mar-21 10:30am GMT

BASF SE Q4 2020 Earnings Call Transcript – 2021-02-26 – US$ 54.00 – Edited Transcript of BASFn.DE earnings conference call or presentation 26-Feb-21 10:00am GMT

BASF SE R&D Webcast: Circular Economy at BASF Transcript – 2020-12-10 – US$ 54.00 – Edited Transcript of BASFn.DE conference call or presentation 10-Dec-20 2:30pm GMT

BASF SE Q3 2020 Earnings Call Transcript – 2020-10-28 – US$ 54.00 – Edited Transcript of BASFn.DE earnings conference call or presentation 28-Oct-20 10:00am GMT

BASF SE Q3 2020 Earnings Press Conference Transcript – 2020-10-28 – US$ 54.00 – Edited Transcript of BASFn.DE earnings conference call or presentation 28-Oct-20 8:00am GMT

BASF SE Q1 2020 Earnings Call Transcript – 2020-04-30 – US$ 54.00 – Edited Transcript of BASFn.DE earnings conference call or presentation 30-Apr-20 9:00am GMT

BASF SE Q1 2020 Earnings Press Conference Transcript – 2020-04-30 – US$ 54.00 – Edited Transcript of BASFn.DE earnings conference call or presentation 30-Apr-20 7:00am GMT

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MLA:
Thomson StreetEvents. "BASF SE Q2 2020 Earnings Call Transcript" Jul 29, 2020. Alacra Store. May 06, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2020-BASF-SE-Earnings-Call-T12559096>
  
APA:
Thomson StreetEvents. (2020). BASF SE Q2 2020 Earnings Call Transcript Jul 29, 2020. New York, NY: Alacra Store. Retrieved May 06, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2020-BASF-SE-Earnings-Call-T12559096>
  
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