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Bosch Ltd — Investor Presentation 2019
Aug 14, 2019
61019_rns_2019-08-14_bdd08310-b700-4afa-8699-c86757e14b5d.pdf
Investor Presentation
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Corporate Relationship Department BSE Limited !51Floor, New Trading Ring Rotunda Building Phiroze Jeejeebhoy Towers Dalal Street, Fort Mumbai - 400 001 Scrip code:500530
The Manager Listing Department National Stock Exchange of India Ltd. Exchange Plaza, C-1, Block G Bandra-Kurla Complex Sandra (E) Mumbai - 400 051 Scrip code: BOSCHL TD
Bosch Limited Post Box No:3000 Hosur Road, Adugodi Bangalore-560030 Kamataka, India Tel +91 80 67528626 www.bosch.in L85110KA1951PLC000761
August 14, 2019
Dear Sir/Madam
Sub: Intimation of Schedule of Analyst/ Institutional Investor Meetings Ref: Regulation 30(6) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
This is with reference to our letter dated August 09, 2019 on the captioned subject.
Copy of the presentation shared with the Institutional Investors/Fund houses is attached herewith and is also being made available on the Company's website i.e. www.bosch.in
This is for your information.
Thanking you,
Yours faithfully, for Bosch Limited,
RAJESH 019113'ty,lgntdby RAJESH DIGAMB OIGAMBAf!PARTf Dale; 7019.08 14 AR PARTE 19160l •01'10.
Rajesh Parte (Company Secretary & Compliance Officer)
Encl: as above
Bosch Limited Investors' Meet 2019
Moving Ahead >> Smart Moves
Soumitra Bhattacharya, Managing Director, Bosch Limited
14th August, 2019 | Mumbai

Bosch Limited – Investors' Meet 2019 Today we talk about
Bosch Group and Bosch India Overview
Changing landscape of Mobility Sector
Integrated System Solutions
Other Businesses
Bosch India Social Engagement
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 2
Bosch Ltd. Investors' Meet 2019

Bosch Limited – Investors' Meet 2019 Today we talk about
Bosch Group and Bosch India Overview
Integrated System Solutions
Bosch India Social Engagement
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 3
Bosch Ltd. Investors' Meet 2019

The Global Bosch Group
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019
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Sales (2018): EUR 78.5bn

Consumer Goods Industrial Mobility Solutions Energy and

Technology

Building Technology

Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019
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Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14
Bosch Ltd. Investors' Meet 2019
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- Enable all electronic products to be accessible over the internet by 2020
- Provide new functions and services with connected products
- Turn connected products into people's intelligent assistants
- Strategic target: Make Bosch a leading IoT company
Bosch Ltd. Investors' Meet 2019
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Bosch in India
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14
Bosch Ltd. Investors' Meet 2019
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Bosch Limited – Investors' Meet 2019 Overview of Bosch Group in India FY 2018-19

Bosch Ltd. is the flagship company of the Bosch Group in India
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 10
Bosch Ltd. Investors' Meet 2019

Bosch Limited - Investors' Meet 2019 Bosch's uniqueness

Unique shareholding pattern Globally: majority shareholding with a Trust
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 11
Bosch Ltd. Investors' Meet 2019

Bosch Limited – Investors' Meet 2019 Today we talk about
Bosch Group and Bosch India Overview
Changing landscape of Mobility Sector
Integrated System Solutions
Bosch India Social Engagement
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 12
Bosch Ltd. Investors' Meet 2019

Bosch Limited – Investors' Meet 2019 Challenging Global environment in 2018…



Bosch Limited – Investors' Meet 2019 Mobility: Regulatory Push and Market Impulses

The government is expected to mandate the sale of only electric three-wheelers from April 2023
All new two-wheelers with engine capacity up to 150cc driving out of showrooms may have to be powered by electricity from April 2025.






Emission Norms BS4 countrywide, BS6 in 2020
Fuel Consumption Regulations CAFE 2022
Crash Standard All models from 2019
Safety
CV ABS 2015, PC and 2Wh ABS 2018, AIS145 (Mandatory Airbags, Reverse parking sensors, seat belt reminder)
Market Trends
FAME2 – Focus on Shared electric mobility & infrastructure MOVE – Mobility Vision for India

Large amount of regulatory requirements and new market trends will drive fast technology and product adaptation for Indian Market
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 14
Bosch Ltd. Investors' Meet 2019

Bosch Limited – Investors' Meet 2019 Economic Overview – Key Indices






Severe Impact on the Indian Automotive Industry
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 15
Bosch Ltd. Investors' Meet 2019

Strong headwinds for the Automotive Market Bosch Limited - Investors' Meet 2019

Industry stalwarts are lacking clarity on the market outlook and the poor customer sentiments
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 16
Bosch Ltd. Investors' Meet 2019

Key Ongoing Initiatives Bosch Limited - Investors' Meet 2019
Focus on Core PS: BS6 Deliverables Beyond Mobility Operations Excellence Localisation
Opportunities of Growth in New Areas
Core & Adjacencies 2Wh, CVO
Agile Project Houses Electrification, Mobility Services, I4.0

Transformation and Restructuring is paramount for staying future relevant
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 17
Bosch Ltd. Investors' Meet 2019

Looking Ahead…
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 18
Bosch Ltd. Investors' Meet 2019
Bosch Limited - Investors' Meet 2019 Emission Landscape 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Indian automotive industry is undergoing a disruptive technology change during the next years
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 20
Bosch Ltd. Investors' Meet 2019
Powertrain Transformation Bosch Limited - Investors' Meet 2019

Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 21
Bosch Ltd. Investors' Meet 2019

Engineering Targets Bosch Limited - Investors' Meet 2019

Bosch has partnered with customers to successfully develop BS6 technology in record timeline
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 22
Bosch Ltd. Investors' Meet 2019

Bosch Limited - Investors' Meet 2019 Bosch Solutions for Electrification
Project house Electromobility

A modular product and services portfolio covering the entire ecosystem of electrification
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 23
Bosch Ltd. Investors' Meet 2019

Two-Wheeler technology Overview Bosch Limited - Investors' Meet 2019

Today we talk about Bosch Limited – Investors' Meet 2019
| Bosch Group and Bosch India | |
|---|---|
| Changing landscape of Mobility Sector | |
| Integrated System Solutions | |
| Other Businesses | |
| Bosch India Social Engagement |
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 25
Bosch Ltd. Investors' Meet 2019

Project House Mobility Solutions Bosch Limited – Investors' Meet 2019

On a more personal note
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 26
Bosch Ltd. Investors' Meet 2019
Bosch Limited – Investors' Meet 2019 Today we talk about
| Bosch Group and Bosch India | |
|---|---|
| Changing landscape of mobility sector | |
| Integrated System Solutions | |
| Other Businesses |
Bosch India Social Engagement
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 27
Bosch Ltd. Investors' Meet 2019

Bosch Automotive Aftermarket India - Overview Bosch Limited – Investors' Meet 2019
| Key Figures* | ||||
|---|---|---|---|---|
| 580# | associates | 1823 | ||
| 2 | manufacturingplants | |||
| 1100 | 1sttrade levelcustomers | 47 | ||
| 2500 | Workshoppartners | Sales Zones6Manufacturing Plants | ||
| #Managerial staff only | 5 |
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 28
Bosch Ltd. Investors' Meet 2019
Bosch Limited – Investors' Meet 2019 Automotive Aftermarket Strategy: Parts, Diagnostics & Services

Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 29
Bosch Ltd. Investors' Meet 2019
Bosch Limited – Investors' Meet 2019 Power Tools: Product Portfolio


Metal Working Range


Construction Range Power Tool Accessories Woodworking Range


Cordless Range Total Measuring Solutions

Cleaning Solutions for Maintenance Service


Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 30

Bosch Limited – Investors' Meet 2019 Bosch Security and Safety Systems Solutions Portfolio


Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 31
Bosch Ltd. Investors' Meet 2019

Bosch Energy and Building Solutions: Overview Bosch Limited – Investors' Meet 2019

Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 32
Bosch Ltd. Investors' Meet 2019

Bosch Energy and Building Solutions | Key Projects Bosch Limited – Investors' Meet 2019

Bagmane Tech Park Belgaum 28 MW ground-based solar project Fastest executed solar project by Bosch

Honda Motorcycle and Scooter India Manesar, Tapukera, Vithalapur, Narsapura 25 MW rooftop solar project Largest rooftop implementation by Bosch
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 33
Bosch Limited – Investors' Meet 2019 Today we talk about
| Bosch Group and Bosch India | |
|---|---|
| Changing landscape of mobility sector | |
| Integrated System Solutions | |
| Other businesses | |
Bosch India Social Engagement
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 34
Bosch Ltd. Investors' Meet 2019

Bosch India Social Engagement Sustainability and Scale
We Skill
- BRIDGE:
- ‒ 26,000 youth trained and employed through 272 BRIDGE Centers across India
- ‒ New partnerships included TATA Steel, Jamshedpur and TDU University, Bengaluru
- Artisan Training
- ‒ 9 Artisan Centers with 150 Artisans trained so far
- ‒ Focus on Carpentry, Plumbing and Electrician trades
We Care
- ‒ Continued healthcare and education interventions benefitting 70,000 children in 300 Government schools
- ‒ 25,000 freshly-cooked and nutritious meals served from Bosch-Akshaya Patra Kitchen to eliminate classroom hunger in 141 Government schools in and around Jigani
We Share
- ‒ Smart parking, 2 Solar plants, 8 Aerators & 200 segregated waste bins at Lal Bagh Botanical Garden, Bengaluru
- ‒ 14 Check Dams in Nashik and 25 RO Plants in Jaipur
- ‒ Shanumangala Lake Rejuvenation in Bidadi
We Empower
- ‒ Holistic village development intervention in 307 villages
- ‒ Women Empowerment Center in Nashik, Garment tailoring training in Bidadi, Primavera Knowledge Center benefitting 70 rural girls

Bosch Ltd. Investors' Meet 2019







Bosch Limited – Investors' Meet 2019 Bosch Global Board Visit : 16th to 18th July

Bosch Global Board Visit >> Reestablishes Bosch's resolve to partner India as it transforms
Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 36
Bosch Ltd. Investors' Meet 2019

When managing any undertakings of Robert Bosch GmbH, the "
principles of maximum economic efficiency
shall be adhered to in the manufacture of goods as well as in internal and external administration."
Robert Bosch, guidelines for executors, dated Dec. 23, 1937, sec. 9