BOSCHLTDBSEBosch LtdMediumNeutral
Announced Mon, 25 May · 10:12 IST

Intimation under Regulation 30 and 46(2) (oa) of SEBI(LODR) Regulations, 2015 - Transcript of Investors'' call held on May 21, 2026

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

BOSCHLTD · price

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Price reaction · full curve 14 horizons · vs prior close
-0.6%1-day move
₹36110.00
prior close
₹36590.00
base price
In-mkt
timing
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AI summary

Bosch Limited reported strong Q4 FY '25-'26 results with revenue of INR55,657 million (up 13.3% YoY) and full-year revenue of INR200,347 million (up 10.8% YoY). EBITDA for FY26 grew 14.7% to INR26,503 million. PAT for FY26 stood at INR27,702 million, up 37.6% YoY, boosted significantly by profit on sale of the Video Solutions, Access and Intrusions and Communication Systems under Building Technologies segment. The company announced a new joint venture with Brakes India and Wheels India (TSF Group) for electronically controlled air systems for commercial vehicles, expected to commence operations end-2026 with series readiness by 2028. FY27 outlook is cautiously optimistic with flattish growth expected due to geopolitical headwinds including the West Asia conflict.

Likely market impact

The strong FY26 results with 37.6% PAT growth (boosted by asset sale) and improved EBITDA margins reflect operational efficiency gains. However, the cautious FY27 outlook with flattish growth guidance may limit near-term re-rating potential despite new business initiatives.