BOSCHLTDNSEBosch Limited· Auto AncillariesMediumNeutral
Announced Wed, 20 May · 18:48 IST

Bosch Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

BOSCHLTD · price

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Price reaction · full curve 14 horizons · vs prior close
-1.6%1-day move
₹36715.00
prior close
₹37190.00
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AI summary

Bosch Limited filed a revised investor presentation ahead of its Q4 FY2025-26 earnings call. The company reported strong quarterly performance with Q4 revenue of ₹55,657 million (up 13.3% Q-on-Q) and EBITDA of ₹7,815 million (up 20.8% Q-on-Q). Full-year FY26 revenue stood at ₹200,347 million, up 10.8% from FY25, while PAT jumped 37.6% to ₹27,702 million, boosted partly by a gain on sale of the video solutions business. Mobility Solutions led growth with Power Solutions up 27.4% and 2-Wheeler segment surging 63.4% in Q4. The company announced a new 50:50 joint venture with Brakes India and Wheels India to develop e-enabled air systems for commercial vehicles, targeting operations by end of 2026. Management also highlighted readiness for upcoming regulations including CAFÉ Phase 3 and CV ADAS requirements from 2027.

Likely market impact

Strong operational performance with robust margin expansion signals healthy execution. The new CV joint venture positions Bosch for growth in electrified commercial vehicle systems, though investors should monitor integration costs and timeline adherence.