BASF India seems to be attractively priced with a ~20.0x trailing P/E. The past growth track record, corporate governance, and return rations look good. There are some concerns with the situation of the parent in Germany, however, this does not seem to be impacting the company – except for general macro issues on RM prices, China supply chain, and possible recessions.
Are there any insights on the incremental EPS possible from the Capacity Expansion plans underway and/or any incremental risk from the situation in Germany?
The current valuation seems to be well below historical trendlines.
Disclosure: Small Inv.
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