BASF weighed a higher Evonik offer and BASF stock costs EUR 51.43

Published on 10/12/2026 at 10:46 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue rose 16.00 percent to EUR 17.20 billion in the second quarter of 2026. BASF stock costs EUR 51.43 on October 12, 2026, 6.58 percent below its high.

Key points in brief

BASF's reported Evonik approach remained central after Reuters said a higher offer could be considered on October 9, 2026.
BASF reported second-quarter 2026 revenue of EUR 17.20 billion, up 16.00 percent year over year.
The stock was at EUR 51.43 at Lang & Schwarz on October 12, 2026, while the 52-week range was EUR 41.48 to EUR 55.05.
BASF's next results are scheduled for October 28, 2026, followed by its Capital Markets Day on November 23 and 24, 2026.

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BASF's Evonik approach remained a live strategic issue after Reuters reported on October 9, 2026, that BASF could make a higher offer if talks with the specialty chemicals group began. BASF stock was trading at EUR 51.43 at Lang & Schwarz on October 12, 2026.

Evonik bid leaves terms unresolved

Reuters reported that sources close to BASF viewed the reported offer of EUR 10.30 billion, or EUR 22.15 per Evonik share, as potentially open to improvement. Evonik had rejected the proposal as too low, while BASF declined to comment, and the report said no formal talks were taking place.

The strategic calculation is therefore larger than the headline offer. BASF would need to balance potential portfolio benefits against financing, integration and execution demands before any transaction could create value.

Second-quarter revenue rose 16.00 percent

In the second quarter of 2026, BASF revenue rose 16.00 percent year over year to EUR 17.20 billion, according to EQS News on July 15, 2026. EBITDA before special items reached EUR 2.40 billion, above the EUR 2.10 billion average analyst estimate cited in the release.

That comparison gives the Evonik debate a financial backdrop. BASF entered the discussions after a stronger quarter, but the takeover case still depends on recurring earnings and cash generation rather than on one quarter's revenue increase.

What does the offer talk mean for BASF?

The answer depends on capital allocation. BASF's share buyback had reached 5,830,987 repurchased shares through October 2, 2026, while a further 805,398 shares were bought between September 28 and October 2, according to Finanznachrichten on October 5, 2026. A sizeable acquisition would therefore compete with repurchases, dividends and balance-sheet priorities.

Results and strategy dates

BASF's next third-quarter 2026 results are scheduled for October 28, 2026, at 7:00 a.m. Central European time, according to BASF. The company has also scheduled its 2026 Capital Markets Day for November 23 and November 24, 2026, making those dates the next major checkpoints for strategy and portfolio plans.

Stock remains below its yearly high

BASF stock stood at EUR 51.43 at Lang & Schwarz on October 12, 2026 at 10:40 a.m. CEST, down 0.48 percent versus the Xetra close of October 9, 2026 at EUR 51.68. The quote was 6.58 percent below the 52-week high of EUR 55.05 and 23.98 percent above the 52-week low of EUR 41.48.

The further course of trading is shown by the continuously updated real-time quote of BASF stock.