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Earnings Call

Bosch Earnings Call: Key Takeaways

Bosch Limited reported Q4 FY26 revenue of ₹55,657 million (+13.3% Q-o-Q) and PAT of ₹5,684 million (+2.7% Q-o-Q) driven by strong mobility segment growth.

Highlights
Revenue growth+10.8% for FY26 (Apr-Mar)
MarginsEBITDA margin expansion driven by revenue growth and expense optimization
Demand visibilityRobust rural demand and buoyant consumer sentiment cited
Management confidenceStrong outlook for FY2027 based on production prognosis

Growth

Revenue grew 10.8% and PAT 37.6% for FY26 compared to FY25. Mobility business grew 16.9% YoY.

Outlook

FY27 production outlook projects continued growth across PC, LCV, and HCV segments; focusing on upcoming April 2027 CAFE norms.

Risks

Supply chain pressures affected independent aftermarket stagnation; pending CAFE Phase 3 and CV ADAS regulatory transitions.

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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