Key Details

  • The company has scheduled an Analyst/Investor meeting for June 03, 2026, at 13:00 hrs IST.
  • This filing is in continuation of the earlier intimation letter dated May 29, 2026.
  • The enclosed presentation contains only publicly available documents for discussion purposes.
  • The presentation includes a Safe Harbor statement noting that predictive statements about future performance are subject to risks and uncertainties.

Presentation Content Overview

Presenter: Guruprasad Mudlapur, Managing Director and Chief Technology Officer, Bosch Limited and President, Bosch Group India

Key Themes Discussed:

  • Accelerating changes in the mobility sector including technology shift from combustion to electrification
  • Impact of regionalization, regulations, and new business models
  • Emergence of autonomous driving and cloud-native structures
  • Increased share of electronics in automotive systems

Geopolitical Challenges Mentioned:

  • Raw material shortages
  • Military conflicts
  • COVID-19 pandemic impacts
  • Supply chain disruption
  • Energy supply issues
  • Cost increases and inflation

Market Transformation:

  • Software-driven disruption in mobility sector
  • Innovation prioritized by user experience
  • Vehicles becoming smart, connected and integrated into digital ecosystems
  • Both automotive disruption and growth opportunity

Technical Architecture Shift:

  • Transition from domain-specific E/E architectures with hundreds of ECUs to centralized, cross-domain E/E architectures
  • Reduced number of control units and lower system complexity
  • Centralized computing enabling software-first design

Bosch Mobility Positioning:

  • Positioned as a tech partner delivering innovative hardware, software and service solutions
  • Solutions for intelligent, connected vehicles and transport systems in software-driven world
  • Technology stack spanning hardware, software to service layers

Product Highlights:

  • ADAS L2++ with end-to-end AI scalable product family
  • Interior sensing solutions, driving safety, parking, cloud functions, localization
  • Global eAxle products with standardized design and platform release
  • Coverage of worldwide standards and regional requirements

Business Model Changes:

  • Faster, agile development with short, iterative cycles
  • Systematic use of virtualization and AI
  • Separate development paths for software and hardware
  • Standardized hardware through zone-oriented E/E-architecture
  • Continuous improvement through DevOps cycles and OTA updates
  • Cost reduction through cross-OEM standardization with open source

Way of Working Transformation:

  • Embracing agile ways of working and global collaboration
  • Shift from full specification & process to minimal spec with fast updates
  • From classic model to onsite team collaboration
  • Moving from contract-based to relationship-based solution driving