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Earnings Call

Bosch Earnings Call: Key Takeaways

Bosch Limited reported Q4 FY26 revenue of ₹55,657 million, showing 13.3% Q-o-Q growth, driven by Power Solutions and 2-wheeler segments.

Why this was an Alfa AlertNot a filter event. No explicit management guidance range was provided to verify a 5% material beat.
Highlights
Revenue growth10.8% YoY for FY26.
MarginsEBITDA grew 20.8% Q-o-Q; optimization of expenses noted.
Demand visibilityPositive consumer sentiment and year-end push cited.
Management confidenceStrong due to robust rural demand and GST 2.0.

Growth

FY26 Revenue grew 10.8% YoY; PAT up 37.6% YoY to ₹27,702 million, aided by asset sales.

Outlook

Announced 50:50 CV joint venture with TSF Group; FY27 vehicle production outlook projects moderate volume growth.

Risks

Independent aftermarket stagnated due to supply chain pressures; global supply chain remains a challenge.

Source

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

Read the document ↗

Bosch Ltd: key numbers

Share price
₹48,250.00
Market cap
₹1,42,319 Cr
Revenue (annual)
₹20,035 Cr
Net profit (annual)
₹2,773 Cr
P/E (TTM)
60.2×Sector 33.6×
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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