Bosch Limited FY2025-26 Investor Presentation Highlights

Revenue: ₹22,584 million INR
EBITDA: ₹26,504 million INR (13.2% margin on revenue)
Profit Before Tax (PBT): ₹30,860 million INR (15.4% margin on revenue, without exceptional items)
Profit After Tax (PAT): ₹27,703 million INR (13.8% margin on revenue)

Bosch Chassis Systems India Private Limited: Acquired 100% stake, expanding portfolio to include:
Vehicle motion systems, software & service solutions
Steering systems (Passenger Car)
Braking systems
Vehicle dynamics sensors
Occupant safety systems
RBIC's Motion Portfolio: ESP/ABS, braking solutions, Sensors and Actuators related to Braking

Joint Venture with TATA Autocomp Systems Limited

50:50 partnership between Bosch and TATA Autocomp
Focus on accelerating growth in e-mobility
Bosch provides Intellectual Property (IP) and support in Engineering and manufacturing processes
TATA Autocomp provides Administrative services and support in Supply chain and JV operations
Primary product: e-Axles

Joint Venture with TSF Group

50:50 partnership between Bosch and TSF Group companies (represented by Brakes India Private Limited and Wheels India Limited)
Focus on designing and developing electronically controlled smart actuators for air/pneumatic systems
JV will sub-contract Bosch/TSF for manufacturing and sale (exports) of JV products
JV shall be global responsible entity for JV products
Both parties license background IP to JV
Products include: (1) Electronic Air Processing Module; (2) High Voltage Air Compressor; (3) Electronic Air Suspension Axle Module; (4) Electronic Air Parking Brake Module
Target segments: Trucks and Buses (ICE and BEV)

2-wheeler and powersports: Engine Management System (EMS) technologies including lambda sensors, fuel injectors, fuel supply modules, and Electronic Control Units (ECUs)
ICE Electrification: Engine management systems for Diesel, Gasoline and alternate fuels across vehicle segments
Electrification Integration: Electric Axle (3-in-1, X-in-1), Vehicle Control Unit
Future Technologies: Connected and Software services, Battery Management Systems, Thermal systems Hybrids, H2 ICE

Overall market expected to grow annually at 3% - 4% in long term (CAGR:2025-2033)
BEV penetration expected to pickup driven by TCO & EV infrastructure development
EV penetration mainly in < 2T LCVs (Last mile logistics)
Strong electrification uptake in Buses
EV Adoption driven by TCO and reducing battery prices
Steady growth with increased farm-mechanization

Climate action: 100% green electricity usage
Health: Zero fatalities and no high-consequence work-related injuries or ill-health
Human rights: Code of conduct compliance for business partners @96.87%
Water: Rain-water met >17% of water demand, 100% treated wastewater utilized
Circular economy: Total waste recovery at 98%
Recognized as India's #1 sustainable automotive company and ranked #22 overall in BW Businessworld's India's Most Sustainable Companies (IMSC)

Bosch Global sales revenue by region: Europe €44.2 bn (49% share), Americas €18.5 bn (20% share), Asia-Pacific €28.3 bn (31% share)
Global associates: Approximately 235,400 in Europe, 53,600 in Americas, 123,800 in Asia-Pacific
Reduction in CO2 from 2018 to 2025 achieved

Mobility: Stagnating vehicle production, shift to software-defined vehicles, uncertainty surrounding powertrain shift
Industrial Technology: Hydraulics and factory automation show mixed conditions, highly competitive with focus on AI-driven automation, robotics, and supply chain resilience
Consumer Goods: Polarization of consumer spending, vertically-integrated ecommerce models
Energy and Building Technology: Weak construction sector, tightening energy-efficiency regulations, competition from disruptive technologies