Bosch Limited has informed the Exchange about Transcript
BOSCHLTD · price
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Bosch Limited filed the transcript of its post-results conference call held on May 29, 2025, for Q4 FY25 and FY25. Q4 FY25 revenue from operations rose 16% year-on-year to INR 49,106 million, while full-year FY25 revenue grew 8.1% to INR 180,874 million. FY25 EBITDA increased 10.3% to INR 23,097 million, with margins expanding from 12.5% to 12.8% on the back of lower material costs, localization of components, and tighter expense control. The company inaugurated a new NOx sensor Gen-3 line at Bidadi, targeting a capacity of 2.1 million units per year by 2027. Management indicated it is in advanced negotiations with multiple OEMs on eAxle products, continues work on hydrogen engine technology, and expects a slight increase in exports in the coming year.
Healthy revenue growth and margin improvement signal strong operational execution, supported by localization and OBD-2 related demand. Investors may take comfort from the nearly debt-free balance sheet and continued shareholder appreciation, though the lack of specific disclosures on eAxle order wins, EV two/three-wheeler order updates, and segment-wise revenue breakup may limit near-term visibility on growth drivers.