Bosch Limited Q2 FY27 Revenue Up 28.2% YoY

The Indian automotive sector concluded Q2 FY27 on a positive note owing to positive domestic demand and a low base effect.
Power Solutions business grew by 36.4% YoY in Q2 and 32.7% for the first six months (6M FY26 vs 6M FY27).
Vehicle Motion business grew by 34.9% YoY in Q2 and 29.4% for the first six months.
Mobility Aftermarket business grew by 13.2% YoY in Q2 and 11.4% for the first six months.
2-Wheeler segment grew by 17.7% YoY in Q2 and 28.5% for the first six months.
Consumer Goods segment grew by 17.1% YoY in Q2 and 19.0% for the first six months.
Key drivers included strong demand in PC (Passenger Car) & CV (Commercial Vehicle) segments, buoyant 4-wheeler growth, favorable product mix, pre-festive OEM demand, robust e-commerce and accessory sales, higher production volume, and targeted sales campaigns.

Mobility Solutions: Q2 sales were ₹68,130 million (up 29.8% from ₹52,481 million in Q2 previous year); 6M sales were ₹131,832 million (up 28.0% from ₹102,995 million in 6M previous year).
Consumer Goods: Q2 sales were ₹5,113 million (up 17.1% from ₹4,367 million in Q2 previous year); 6M sales were ₹10,321 million (up 19.0% from ₹8,675 million in 6M previous year).

Consolidated Figures:

Revenue from Operations: Grew +28.2% Q-o-Q (Q2 FY27 vs Q2 FY26) and +25.0% for 6M FY27 vs 6M FY26.
EBITDA: Grew +23.2% Q-o-Q and +20.6% for 6M FY27 vs 6M FY26. Absolute growth was mainly driven by revenue growth, partly offset by an increase in raw material costs.
Profit After Tax (PAT): Grew +18.5% Q-o-Q but decreased -13.1% for 6M FY27 vs 6M FY26. The YTD decrease was mainly due to an exceptional item from the profit on the sale of the BT business in Apr-Sep'25 (6M FY26).

Standalone Figures:

Revenue from Operations: Grew +28.6% Q-o-Q and +25.3% for 6M FY27 vs 6M FY26.
EBITDA: Grew +30.1% Q-o-Q and +29.0% for 6M FY27 vs 6M FY26.
Profit After Tax (PAT): Grew +21.7% Q-o-Q but decreased -17.6% for 6M FY27 vs 6M FY26, also due to the exceptional gain from the BT business sale in the prior period.

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Power Solutions: World-First CNG Direct Injection (CNG-DI) demonstration successfully validated on engine and vehicle benches for PC/LCV segments.
Two-Wheeler: Crossed production milestone of 10 million cumulative Electronic Product Modules (EPM44) dispatched. Supported market launch of 160 cc motorcycle with integrated Engine Management Systems (EMS) and ABS via a 9-month rapid development cycle. Deployed advanced Bosch powertrain and safety systems on a newly launched 585 cc multi-cylinder premium motorcycle.
Mobility Aftermarket: Surpassed 5,000 Bosch workshops benchmark. Launched new products like Passenger Car (PC) Clutch and Suspension components.
Power Tools: Surpassed production of 20 million power tools at the Chennai plant. Launched new products including a measuring wheel, moisture meter, GLM50 compact, magnetic drill, and PPE (safety helmets).

Regulatory Updates: CAFE Phase 3 finalized and notified for April 2027 rollout. RECD (Retrofit Emission Control Devices) Technical Regulations released, requiring 60% NOx reduction or 97% PM reduction compliance. Draft notification for Bharat Stage 7 (BS7) released with a 3-phase implementation: 2029 for Passenger Cars (PC) and 2031 for Commercial Vehicles (CV), alongside draft AIS 215 test procedures.
The positive automotive sector performance was attributed to domestic demand and a low base effect.

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Customer Recognition:

Recognized for 'Innovation & Technology Excellence Award', 'Automation & Operational Excellence', and 'Customer Centric Approach and Looking through Lens of Customer Award' by OEMs.

Marketing Campaigns and Initiatives (Power Tools):

Subsidiary Update - Bosch Chassis Systems India Private Limited (RBIC):

Wholly-owned subsidiary of Bosch Limited effective July 1, 2026.
Provides market-oriented solutions in braking, vehicle motion software, service solutions, occupant safety systems, and vehicle dynamics sensors.
Key Financial Highlights (amounts in mINR) were presented but specific figures were not detailed in the provided text.