ALFA Finder| Revenue growth | 22% YoY revenue growth driven by strong automotive sector demand. |
|---|---|
| Margins | EBITDA margins expanded to 14% via higher localization and productivity. |
| Demand visibility | Strong visibility in SUVs, HCVs, and premium two-wheelers through FY27. |
| Management confidence | Balanced and optimistic, citing resilient domestic demand and localization success. |
Growth
Growth is volume-led across most segments, particularly Power Solutions and Two-Wheelers, which grew 29% and 41.4% respectively.
Outlook
RBI raised India real GDP forecast to 6.7%; company anticipates sustained growth momentum through FY27.
Risks
Potential El Nino impact on monsoons, geopolitical West Asia disruptions, and sustained premiumization reliance present downside risks.
Last quarter's promises, checked
Delivered
- Guided 100% OEM delivery commitment → delivered 100% (= BEAT)
- Guided Power Solutions net sales >INR130bn for 2025 → delivered >INR130bn (= BEAT)
- Guided ramp-up of OBD2 exhaust sensors → delivered 63.4% segment growth (= BEAT)
Partly delivered
- Guided flattish FY27 outlook → delivered 22% growth in Q1 (= BEAT/PARTIAL)
Earnings Call Transcript filed with BSE, NSE: BOSCHLTD. Summary written with AI assistance from the document.
Bosch Ltd: key numbers
- Share price
- ₹50,490.00
- Market cap
- ₹1,48,926 Cr
- Revenue (annual)
- ₹20,035 Cr
- Net profit (annual)
- ₹2,773 Cr
- P/E (TTM)
- 56.2×Sector 32.5×
- Promoter holding
- 70.54%+0.00% QoQ
- FII holding
- 7.21%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bosch Ltd
All →Bosch Earnings Call Transcript: Key Takeaways
Consolidated revenue rose 28.2% and EBITA 23.2%, with margins slightly squeezed by aluminium and INR-EUR. PAT grew 18.5%, helped by a ₹130 Cr exceptional credit. Management guides a modest H2.
Bosch Bonus Issue
Bosch Limited's board recommended a 3:1 bonus issue on 6 November 2026, funded from free reserves. Shares are expected to be credited by 6 January 2027, subject to approvals.
- Execution
- Within 2 months from 06-11-2026 (credit by 06-01-2027)
Bosch Q2 FY27 Results: Net Profit ₹840.5 Cr, Up 18.6% YoY
Bosch Ltd reported revenue from operations of ₹7,655 Cr (+28.2% YoY) and net profit of ₹840.5 Cr (+18.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹840.5 Cr · +18.6% YoY
Bosch Bonus Issue
Bosch will consider a stock split and bonus issue at its November 6, 2026 board meeting. Both remain subject to shareholder approval.
Bosch Other Announcement
Bosch Ltd filed its quarterly shareholding pattern under Regulation 31(1)(b) for the quarter ended September 30, 2026, as per SEBI disclosure requirements.
Bosch Board Meeting Date
Bosch Limited has scheduled a board meeting for November 6, 2026. The board will consider and approve un-audited financial results for the quarter ending September 30, 2026.