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Chemical Sector Outlook

CHEMICALS STOCKS 
BASF Cuts 2025 Outlook amid weak demand & U.S. tariff uncertainty

πŸ”» Negative read-through for Indian exporters (Aarti, Vinati, Deepak Nitrite)

πŸ“‰ EBITDA forecast cut to €7.3–7.7B (from €8.0–8.4B)
🌍 Global GDP drag, soft chemical demand
πŸ‡ΊπŸ‡Έ Tariffs dampen customer sentiment
πŸ“Š Q2 EBITDA down 9.7% YoY to €1.77B

⚠️ Signals broader caution across chemical producers globally

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