Manufactures and sells automotive technology, components and systems to vehicle makers in India, alongside a smaller consumer goods business. In FY26, the Automotive products segment generated ₹17,807.4 crore (88.7% of segment revenue, EBIT ₹2,557.0 crore), serving passenger vehicles, commercial vehicles, two-wheelers, three-wheelers and tractors. Within Mobility, the Power Solutions division crossed the ₹130 billion sales mark in calendar year 2025, and the Two-Wheeler sub-segment grew 69.1% YoY driven by OBD2 ramp-up. The Consumer goods segment contributed ₹1,836.0 crore (9.1% of segment revenue, EBIT ₹121.6 crore), and Others contributed ₹428.5 crore (2.1%, EBIT ₹113.9 crore). FY26 consolidated revenue was ₹20,034.7 crore with an EBITDA margin of 20.27%; PAT of ₹2,773.2 crore was helped by a one-time gain on the divestment of the Video Solutions / Building Technologies business. The company is setting up two joint ventures — with Tata AutoComp for eAxles (first shipments targeted Q3 CY27) and with Brakes India and Wheels India (TSF Group) for electronically controlled air systems in commercial vehicles (operations start end-2026, series-ready 2028) — and made Bosch Chassis Systems India a wholly owned subsidiary on 1 July 2026. Materials made up 24.5% of revenue, employees 7.7%, other operating expenses 15.2% and depreciation 2.0%. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Automotive products (89%), Consumer goods (9%), Others (2%). Cyclical Tier-1 auto-component supplier exposed to Indian vehicle production volumes and regulatory content-per-vehicle drivers
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 11,782 | 14,929 | 16,727 | 18,087 | 20,035 |
| EBITDA (ex other income) | 1,457 | 1,807 | 2,939 | 2,311 | 3,206 |
| margin % | 12.4 | 12.1 | 17.6 | 12.8 | 16.0 |
| Owners' profit | 1,218 | 29 | 0 | 0 | 2,773 |
| EPS, as reported (₹) | 413.10 | 483.32 | 844.68 | 683.25 | 940.27 |
| ROE % · ROCE % | 11.4 · 13.8 | 13.0 · 16.9 | 20.7 · 26.4 | 14.6 · 18.9 | 18.7 · 24.3 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 270 | 1,214 | 1,253 | 2,373 | 2,175 |
| Capex | (467) | (641) | (330) | (315) | (317) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 4,394 | 4,466 | 4,911 | 4,789 | 4,795 | 4,886 | 5,566 | 5,842 |
| Profit before tax | 726 | 618 | 778 | 1,394 | 730 | 709 | 808 | 942 |
| Net profit | 537 | 459 | 554 | 1,116 | 555 | 533 | 570 | 706 |
| EPS (₹) | 181.99 | 155.53 | 187.66 | 378.00 | 188.01 | 180.58 | 193.25 | 239.41 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Automotive products | 13,561 | 67.6 |
| Consumer goods | 1,405 | 7.0 |
| Others | 175 | 0.9 |
| others | 139 | 0.7 |
| - Automotive products | 4,246 | 21.2 |
| - Consumer goods | 431 | 2.1 |
| - Others | 115 | 0.6 |
| Total, before eliminations | 20,072 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % |
|---|
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 9 Sept 2026 · Bosch updates KMP contact details for materiality disclosures | compliance | minimal | — | — |
| 14 Aug 2026 · Bosch Limited receives Crisil ESG rating upgrade to Leader category | general | low | — | — |
| 13 Aug 2026 · Bosch Q1 FY27 call transcript: revenue up 22%, margin sustains at 14% | investor communications | medium | — | — |
| 12 Aug 2026 · Bosch informs exchanges of Q1FY27 results newspaper ad | compliance | minimal | — | — |
| 11 Aug 2026 · Bosch 74th AGM: All 8 resolutions approved, Rs 270 dividend declared | board shareholder meetings | low | — | — |
| 11 Aug 2026 · Bosch Limited 74th AGM - All 8 Resolutions Approved, Rs.270 Dividend Confirmed | board shareholder meetings | medium | — | — |
| 11 Aug 2026 · Bosch shares audio recording of Q1 FY27 investors call | investor communications | low | — | — |
| 11 Aug 2026 · Bosch 74th AGM: revenue up 10.8%, RBIC acquisition completed | investor communications | medium | — | — |
| 10 Aug 2026 · Bosch Q1 FY27 investor presentation: revenue up 22% YoY | investor communications | medium | — | — |
| 10 Aug 2026 · Bosch Q1 FY27 revenue up 22%, PAT at Rs 702 crores | results | high | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| ROCE % |
|---|
| Rev CAGR 5y % |
|---|
| EBITDA m. % |
|---|
| SAMVRDHNA MTHRSN INTL LTD | 1,73,567 | 39.6 | 3.98 | 15.4 | 9.4 | 8.2 | 17.1 | 9.0 |
| BOSCH LIMITED ◆ | 1,42,736 | 60.4 | 9.61 | 35.1 | 18.7 | 24.1 | 15.6 | 17.9 |
| BHARAT FORGE LTD | 92,992 | 131.7 | 9.73 | 33.3 | 11.4 | 13.2 | 21.6 | 8.8 |
| UNO MINDA LIMITED | 69,386 | 57.6 | 9.56 | 31.7 | 17.7 | 15.7 | 25.3 | 10.4 |
| SCHAEFFLER INDIA LIMITED | 61,739 | 49.3 | 10.04 | — | 10.4 | 14.1 | — | 19.4 |
| TUBE INVEST OF INDIA LTD | 50,454 | 83.1 | 3.55 | 19.5 | 7.9 | 12.4 | 30.3 | 10.6 |
| SONA BLW PRECISION FRGS L | 49,016 | 70.4 | 7.99 | 42.6 | 10.3 | 12.9 | — | 25.1 |
| ENDURANCE TECHNO. LTD. | 37,964 | 39.1 | 5.55 | 18.6 | 13.9 | 15.6 | 17.4 | 13.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 60.4 | 26.7 | 107 of 123 | 13% |
| P/B | 9.6 | 3.5 | 108 of 116 | 7% |
| ROCE | 24.1 | 12.6 | 15 of 125 | 89% |
| ROE | 18.7 | 11.6 | 27 of 119 | 78% |
| Debt / Equity | 0.0 | 0.3 | 3 of 119 | 83% |
| EBITDA margin | 17.9 | 12.2 | 28 of 118 | 77% |
| Revenue growth | 22.0 | 20.2 | 50 of 113 | 56% |
| Profit growth | (36.7) | 24.4 | 99 of 115 | 14% |
| Market cap | 142736 | 1542 | 2 of 125 | 99% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
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