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Earnings Call

Bosch Earnings Call: Key Takeaways

Bosch Limited reports Q4 FY26 revenue of INR 55,657 million (up 13.3% YoY) and PAT of INR 27,702 million (up 37.6% YoY), driven by mobility segments and divestment gains.

Highlights
Revenue growth13.3% YoY for Q4 FY26; 10.8% for full year FY26.
MarginsEBITDA margin improved via revenue growth and expense optimization.
Order bookOrders received for new JV; SOP expected Q3 calendar 2027.
Demand visibilityStrong SUV traction and infrastructure spending supporting CV demand.
Management confidenceCautious optimism for FY27 despite global headwinds.

Growth

FY26 revenue reached INR 200,347 million, up 10.8% YoY; EBITDA for the period rose 14.7% to INR 26,503 million.

Outlook

Cautious optimism for FY27; JV with Brakes India/Wheels India for advanced air systems starting late 2026.

Risks

Geopolitical instability in West Asia, potential El Nino affecting rural demand, and supply chain fragility.

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
₹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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