BASF forecasts lower first-quarter earnings and sales amid supply purchases and China tax changes
Updated
Updated · MarketWatch · Apr 28
BASF forecasts lower first-quarter earnings and sales amid supply purchases and China tax changes
11 articles · Updated · MarketWatch · Apr 28
BASF expects Q1 sales of 15.88 billion euros and EBITDA before special items of 2.19 billion euros, both down year-on-year.
Analysts attribute the results to customers stockpiling supplies to avoid shortages and recent changes in China’s chemical export tax rules.
Despite lower earnings, supply chain disruptions from the Middle East conflict have boosted profit margins, with some analysts predicting lasting benefits and a potential earnings turnaround in the second quarter.
Is BASF's profit surge a crisis-fueled illusion or a sign of genuine resilience?
Will BASF's massive China investment become a liability amid escalating global tensions?
Are BASF's steep price hikes a temporary survival tactic or the new cost of chemicals?
Why is BASF's stock undervalued despite the company's own cautious forecast for 2026?
How does the EU's new carbon tax affect BASF when supply chains are already broken?