BASF Report 2025

Surface Technologies

The content of this section is not part of the statutory audit of the annual financial statements but has undergone a separate limited assurance by our auditor.

The content of this section is voluntary, unaudited information, which was critically read by the auditor.

As of December 31, 2025, the Surface Technologies segment consisted of the Battery Materials and Environmental Catalyst and Metal Solutions (ECMS) divisions. Until October 1, 2025, the segment also included the Coatings division (for more information on the Coatings transactions see Portfolio Measures). The Surface Technologies portfolio includes chemical solutions for surfaces in the areas of battery materials and emissions catalysts, as well as services in the areas of precious metals and base metals. We improve our customers’ applications and processes with tailored products, technologies and solutions, and support them through geographical proximity across all regions. The aim is to drive BASF’s growth by leveraging our portfolio of technologies and existing customer networks.

At a glance

€800 million

EBITDA before special items

2024: €470 million

€627 million

Segment cash flow

2024: €415 million

Compared to the previous year, sales in the Surface Technologies segment increased by €912 million to €8,967 million. This performance was largely influenced by strong sales growth in the ECMS division, especially in precious metal trading. Sales in the Battery Materials division also developed positively.

Factors influencing sales

 

Surface Technologies

Coatingsa

Battery Materials

ECMS

Volumes

8.8%

5.5%

12.0%

8.8%

Prices

9.0%

2.5%

0.2%

10.3%

Currencies

–4.8%

–7.7%

–5.0%

–4.6%

Portfolio

–1.7%

–29.0%

Sales

11.3%

–28.6%

7.2%

14.5%

a

The figures of the Coatings division refer exclusively to the decorative paints business unit.

Significantly increased prices, especially the precious metal prices in the ECMS division, had a positive effect on the segment’s sales performance. The Coatings1 division recorded a slight price increase, and in the Battery Materials division prices rose in the cathode materials business area.

The segment's significant increase in volumes was primarily due to positive development in the ECMS division, especially in the precious metals business. The Battery Materials and Coatings divisions also increased their sales volumes significantly.

Negative currency effects, mainly relating to the U.S. dollar and the Chinese renminbi, dampened the segment’s sales performance.

Negative portfolio effects resulted from the sale of the Brazilian decorative paints business, effective October 1, 2025.

EBITDA before special items in the Surface Technologies segment increased significantly compared with the previous year, primarily due to the improved results of the ECMS division. The improvement was attributable to reimbursements of production costs, mainly related to previous periods, significant fixed cost savings, strong precious metal trading and volume growth in mobile emissions catalysts and recycling. The Battery Materials division improved its EBITDA before special items, mainly due to a higher contribution margin.

Special income in EBITDA amounting to €594 million mainly included the gain from the sale of the Brazilian decorative paints business.

Segment cash flow increased significantly compared to the previous year, mainly due to lower capital expenditures in the Battery Materials division. The ECMS division improved its cash flow mainly due to a significant increase in earnings; negative effects from an increase in trade receivables compared with a reduction in the previous year had an offsetting effect.

Segment data – Surface Technologiesa

Million €

 

2025

2024

+/–

Sales to third parties

 

8,967

8,055

11.3%

of which Coatingsb

 

347

486

–28.6%

Battery Materials

 

642

599

7.2%

ECMS

 

7,978

6,970

14.5%

Intersegment transfers

 

43

33

29.4%

Sales including transfers

 

9,010

8,088

11.4%

EBITDA before special items

 

800

470

70.2%

Special items in EBITDA

 

594

–65

.

EBITDA

 

1,394

405

244.1%

EBITDA margin before special items

%

8.9

5.8

.

Depreciation and amortizationc

 

253

797

–68.3%

EBIT before special items

 

587

203

188.6%

Special items in EBIT

 

555

–595

.

Income from operations (EBIT)

 

1,141

–392

.

Investments including acquisitionsd

 

116

309

–62.5%

Segment cash flow

 

627

415

51.1%

Assets (December 31)

 

5,836

5,609

4.1%

Research and development expenses

 

155

179

–13.1%

a

Since January 1, 2025, the chemical and refining catalysts business has been reported as part of the Performance Chemicals division in the Industrial Solutions segment. It was previously part of the former Catalysts division in the Surface Technologies segment. The prior-year figures have been restated accordingly. In addition, the two business units Battery Materials and Environmental Catalyst and Metal Solutions were established as new divisions in the segment as of January 1, 2025. They emerged from the Catalysts division.

b

The figures of the Coatings division refer exclusively to the decorative paints business unit.

c

Depreciation and amortization of property, plant and equipment and intangible assets (including impairments and reversals of impairments) excluding depreciation and amortization or reversals of impairments attributable to the discontinued coatings business; prior-year figures have been restated

d

Additions to property, plant and equipment and intangible assets excluding additions attributable to the discontinued coatings business; prior-year figures have been restated

Surface Technologies – sales by region

By location of customer

Pie chart illustrating the regional distribution of sales in the Surface Technologies segment in 2025 by customer location. Total sales amount to 8,967 million euros. Asia Pacific accounts for 32.6%, Europe 30.4%, North America 26.4% and South America, Africa and the Middle East 10.6%.

1 The figures of the Coatings division refer exclusively to the decorative paints business unit.

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