BASF India Q1 FY27: Profit up 162%, income +24.5%

Results at a glance

BASF India Ltd reported a sharp rise in earnings for the quarter ended June 30, 2026 (Q1 FY 2026-27), supported by higher revenue and improved operating performance. Consolidated total income rose to ₹4,846.51 crore, up 40.3% quarter-on-quarter (QoQ) and 24.5% year-on-year (YoY). Profit after tax (PAT) increased to ₹360.29 crore, up 423.1% QoQ and 162.2% YoY. Expenses also climbed, but at a slower pace than income, helping profitability expand. The company disclosed its Q1 FY27 results on August 5, 2026.

What changed quarter-on-quarter

The June quarter marked a strong sequential rebound versus Q4 FY26. Total income increased from ₹3,455.03 crore in Q4 FY26 to ₹4,846.51 crore in Q1 FY27, translating into 40.3% QoQ growth. Total expenses rose from ₹3,371.59 crore to ₹4,366.27 crore, up 29.5% QoQ. Profit before tax (PBT) jumped to ₹480.24 crore from ₹83.44 crore in the previous quarter, reflecting a 475.6% sequential increase. PAT rose from ₹68.88 crore in Q4 FY26 to ₹360.29 crore in Q1 FY27.

Year-on-year improvement in Q1

Compared with Q1 FY26, BASF India reported higher income and significantly stronger profitability. Total income grew 24.5% YoY, rising from ₹3,893.68 crore to ₹4,846.51 crore. Total expenses increased 17.8% YoY, from ₹3,706.01 crore to ₹4,366.27 crore. PBT grew 155.9% YoY to ₹480.24 crore from ₹187.67 crore. PAT increased 162.2% YoY to ₹360.29 crore from ₹137.40 crore.

Profitability and EPS trends

Earnings per share (EPS) stood at 83.3 in Q1 FY 2026-27, versus 31.7 in Q1 FY26, indicating a large jump in per-share profitability on a YoY basis. On a QoQ basis, EPS rose from 16.0 in Q4 FY26 to 83.3 in Q1 FY27. Reported tax expense increased to ₹132.42 crore versus ₹50.27 crore a year ago, in line with higher profit. The scale of profit growth was also reflected in multiple third-party result summaries for the quarter ended June 30, 2026.

Consolidated financial snapshot (Q1 FY27)

The consolidated numbers show income growth outpacing expense growth, leading to a significant uplift in the bottom line.

Operating performance indicators cited in disclosures

Alongside headline income and profit, the quarter also reflected stronger operating performance metrics reported across result summaries. One set of highlights pegged EBITDA at ₹539.15 crore for Q1 FY27. Another market report cited EBITDA of ₹504.4 crore versus ₹223.3 crore in the year-ago period, with EBITDA margin expanding to 10.5% from 6%. These figures were presented as part of the June-quarter earnings coverage and point to an improvement in operating profitability versus the comparable quarter.

Standalone results and the coatings divestment gain

BASF India’s standalone disclosures for the quarter also pointed to a sharp jump in profitability. Standalone revenue from operations for the quarter ended June 30, 2026 was reported at ₹4,837.44 crore (₹48,374.4 million), compared with ₹3,751.78 crore (₹37,517.8 million) a year earlier. Standalone profit for the period was reported at ₹362.05 crore (₹3,620.5 million), up 146% YoY from ₹147.15 crore (₹1,471.5 million). The company also recorded a one-time exceptional gain of ₹18.15 crore (₹181.5 million) from selling its wholly owned subsidiary, BASF India Coatings Private Limited.

Market reaction to the earnings

In trading response cited in market coverage, BASF India shares jumped more than 11% in intraday trade after the June-quarter earnings release. The move was linked to the sharp rise in net profit and improved operating performance. Reports also highlighted the YoY rise in revenue from operations to around ₹4,824 crore and PAT of around ₹360.3 crore for the quarter. The market reaction underlined how sensitive the stock can be to changes in earnings trajectory and margin performance.

Why the Q1 print matters for investors

The key takeaway from the quarter is the extent to which profit growth outpaced revenue growth. With consolidated total income up 24.5% YoY and expenses up 17.8% YoY, the operating leverage was visible in the jump in PBT and PAT. The quarter also included an exceptional gain on the standalone side from the coatings business divestment, which was explicitly reported at ₹18.15 crore. For investors tracking BASF India, these details matter because they help separate core operating progress from one-off items.

What to watch next

The company has already reported its Q1 FY 2026-27 performance for the quarter ended June 30, 2026, with result announcements cited around August 4-5, 2026 across different summaries. Investors will likely track how income and expense trends evolve after this high-growth quarter, and whether operating metrics such as EBITDA and margin levels sustain at improved levels. Any further updates related to the coatings divestment and exceptional items will also be important for interpreting comparability across quarters.