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Earnings Call

Bosch Earnings Call: Key Takeaways

Bosch Limited announced the acquisition of Bosch Chassis Systems India (RBIC) for ₹9,068.70 crores to consolidate mobility solutions. The deal is expected to be EPS accretive from year one.

Highlights
Revenue growthCAGR of 11.2% pro-forma vs 10.1% historical.
MarginsExpected stable margins around 13.9% on pro-forma basis.
Order bookFull for next 4-5 years with a strong pipeline.
Demand visibilityStrong due to safety regulations and premiumization trends.
Management confidenceHigh; deal seen as strategic for long-term value.

Growth

RBIC achieved a 17% revenue CAGR (FY23-25) reaching ₹4,000 crores with EBITDA margins expanding from 12.8% to 19.3%.

Outlook

Targeting acquisition completion by Q1FY27. Capex guided at 1.5%-3.5% of net sales. Revenue CAGR expected at 11.2%.

Risks

Potential margin pressure from localization costs and regulatory uncertainties regarding future safety mandates.

Source

Earnings Call filed with BSE, NSE: BOSCHLTD. Summary written with AI assistance from the document.

Read the document ↗

Bosch Ltd: key numbers

Share price
₹47,020.00
Market cap
₹1,38,691 Cr
Revenue (annual)
₹20,035 Cr
Net profit (annual)
₹2,773 Cr
P/E (TTM)
58.7×Sector 33.0×
Promoter holding
70.54%+0.00% QoQ
FII holding
7.10%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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