Bosch Ltd — Investor Presentation 2021

Aug 9, 2021

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Corporate Relationship Department The Manager BSE Limited Listing Department 1[st] Floor, New Trading Ring National Stock Exchange of India Ltd. Rotunda Building Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra-Kurla Complex Dalal Street, Fort Bandra (E) – – Mumbai 400 001 Mumbai 400 051 Scrip code:500530 Scrip code: BOSCHLTD

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Bosch Limited Post Box No:3000 Hosur Road, Adugodi Bangalore-560030 Karnataka, India Tel +91 80 67522393 www.bosch.in L85110KA1951PLC000761

09.08.2021

Dear Sir/Madam,

Sub: Announcement under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Investor Presentation.

This is with reference to our letter dated July 30, 2021 on the captioned subject.

Copy of the presentation shared with the institutional Investors /Fund houses is attached herewith for your information. The said presentation will also be uploaded on the Company’s website i.e. www.bosch.in under Investors section.

This is for your information please.

Thanking you,

Yours faithfully, for Bosch Limited,

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Rajesh Parte Company Secretary & Compliance Officer

Registered Office: Bosch Limited, Hosur Road, Bangalore-560030, Karnataka, India Managing Director: Soumitra Bhattacharya, Joint Managing Director: S.C. Srinivasan

1

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“The contents of this presentation are for information purposes only and for the reader’s personal non-commercial use. The contents are intended, but not guaranteed, to be correct, complete, or absolutely accurate. This presentation also contains forward-looking statements based on the currently held beliefs and assumptions of the management of the Company, which are expressed in good faith and, in their opinion, are reasonable. Forwardlooking statements involve known and unknown risks, contingencies, uncertainties, market conditions and other factors, which may cause the actual results, financial condition, performance, or achievements of the Company or industry results, to differ materially from the results, financial condition, performance or achievements expressed or implied by such forward-looking statements. The Company does not make any representation, warranty or prediction that the results anticipated by such forward looking statements will be achieved. Neither the Company nor its affiliates or advisors or representatives nor any of their respective affiliates or any such person's officers or employees guarantees that the assumptions underlying such forward looking statements or management estimates are free from errors and the Company disclaims any obligation or liability to any person for any loss or damage caused by errors or omissions, whether arising from negligence, accident or any other cause. A multitude of factors including, but not limited to, changes in demand, competition, technology, the effect of COVID 19 in India and globally, and any macroeconomic conditions in India and globally can cause actual events, performance or results to differ significantly from any anticipated development. Forward looking statements speak only as of the date of this presentation and are not guarantees of future performance. As a result, the Company expressly disclaims any obligation or undertaking to release any update or revisions to any forward looking statements in this presentation as a result of any change in expectations or any change in events, conditions, assumptions or circumstances on which these forward looking statements are based. Given these uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward looking statements and management estimates. Recipients of this presentation are not to construe its contents, or any prior or subsequent communications from or with the Company or its representatives as investment, legal or tax advice. In addition, this presentation does not purport to be all inclusive or to contain all of the information that may be required to make a full analysis of the Company or the proposed transaction. Recipients of this presentation should each make their own evaluation of the Company and of the relevance and adequacy of the information and should make such other investigations as they deem necessary. This presentation is not a prospectus, a statement in lieu of a prospectus, an offering circular, an offering memorandum, an advertisement, an offer or an offer document under the Companies Act, 2013, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2018, as amended, or any other applicable law in India. This presentation does not constitute or form part of and should not be construed as, directly or indirectly, any offer or invitation or inducement to sell or issue or an offer, or any solicitation of any offer, to purchase or sell any securities nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment therefor. This presentation does not solicit any action based on the material contained herein. This presentation should not be considered as a recommendation that any person should subscribe for or purchase any securities of Bosch Limited and should not be used as a basis for any investment decision. This presentation has not been approved and will not or may not be reviewed or approved by any statutory or regulatory authority in India or by any stock exchange in India. This presentation does not purport to be a complete description of the markets conditions or developments referred to in the material. The information contained in this presentation is only current as of its date, unless specified otherwise, and has not been independently verified. Please note that, you will not be updated in the event the information in the presentation becomes stale. You must make your own assessment of the relevance, accuracy and adequacy of the information contained in this presentation and must make such independent investigation as you may consider necessary or appropriate for such purpose. Moreover, no express or implied

representation or warranty is made as to, and no reliance should be placed on, the accuracy, fairness or completeness of the information presented or contained in this presentation. None of the Company, its directors, promoter or affiliates, nor any of its or their respective employees, advisers or representatives or any other person accepts any responsibility or liability whatsoever, whether arising in tort, contract or otherwise, for any errors, omissions or inaccuracies in such information or opinions or for any loss, cost or damage suffered or incurred howsoever arising, directly or indirectly, from any use of this presentation or its contents or otherwise in connection with this presentation, and makes no representation or warranty, express or implied, for the contents of this presentation including its accuracy, fairness, completeness or verification or for any other statement made or purported to be made by any of them, or on behalf of them. Further, past performance is not necessarily indicative of future results. Any opinions expressed in this presentation or the contents of this presentation are subject to change without notice. The presentation should not be construed as legal, tax, investment or other advice. THIS ANNOUNCEMENT AND/OR PRESENTATION IS NOT FOR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES OF AMERICA (the "U.S."). This announcement does not constitute nor form part of any offer or invitation to sell, issue or subscribe for securities in the U.S. or any other jurisdiction. No securities have been or will be registered under the U.S. Securities Act of 1933, as amended (the "Securities Act") or the securities laws of any state of the U.S. or any other jurisdiction. No securities may be offered, sold or delivered in the U.S. except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the Securities Act and applicable state or local securities laws. No public offering is being made in the U.S. or in any other jurisdiction where such an offering is restricted or prohibited or where such offer would be unlawful. Neither this announcement nor any portion hereof may be sent or transmitted into the U.S. or any jurisdiction where it is unlawful to do so. Any failure to comply with these restrictions may result in a violation of the Securities Act or the applicable laws of other jurisdictions. No money, securities or other consideration is being solicited by this announcement or the information contained herein and, if sent in response to this announcement or the information contained herein, will not be accepted. The extract(s), reconciliations or the explanation(s) provided in this presentation has been prepared only for illustrative purposes and the Company does not (i) hereby commit in any form that these differences will exist in subsequent periods, or (ii) necessarily intend to provide this in future. Bosch Limited or any of its affiliates, advisers or representatives accepts any liability whatsoever for any loss howsoever arising from any information presented or contained in this presentation. Furthermore, no person is authorized to give any information or make any representation which is not contained in, or is inconsistent with, this presentation. Any such extraneous or inconsistent information or representation, if given or made, should not be relied upon as having been authorized by or on behalf of the Bosch Limited. This presentation is strictly confidential and may not be copied or disseminated, reproduced, re-circulated, re-distributed, published or advertised in any media, website or otherwise, in whole or in part, and in any manner or for any purpose. Any unauthorized use, disclosure or public dissemination of information contained herein is prohibited. No person is authorized to give any information or to make any representation not contained in or inconsistent with this presentation and if given or made, such information or representation must not be relied upon as having been authorized by any person. Failure to comply with this restriction may constitute a violation of the applicable securities laws. The distribution of this presentation in certain jurisdictions may be restricted by law. Accordingly, any persons in possession of this presentation should inform themselves about and observe any such restrictions. By reviewing this presentation, you agree to be bound by the foregoing limitations. By accessing this presentation, you accept that this disclaimer and any claims arising out of the use of the information from this presentation shall be governed by the laws of India and only the courts in Bangalore, India and no other courts, shall have jurisdiction over the same.”

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RBIN/OFE-P | 25th Mar 2021

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INVESTOR
CONFERENCE
BOSCH LTD.
SOUMITRA BHATTACHARYA
MANAGING DIRECTOR, BOSCH LTD
PRESIDENT, BOSCH GROUP IN INDIA
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© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights. 09.08.2021

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A foundation as major stakeholder
Since 1964, Bosch’s majority shareholder has been
Robert Bosch Stiftung GmbH, a charitable foundation.
The Stiftung carries on the charitable and social
.
endeavors of the company founder in contemporary form
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7% Bosch family

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92%
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Charitable Robert Bosch Foundation

“ Technology, which is designed and has the capability to help the whole of mankind make the best of their lives and find happiness in life.”

• ~ Robert Bosch

1% Robert Bosch GmbH

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INVESTOR CONFERENCE MARGIN FROM AUGUST 2021 OPERATIONS

Review of 2020 – Bosch Global COMPANY PERFORMED BETTER THAN EXPECTED

2.8% (4.7%)[(2)] €2.0bn 2019 2020

-6.4%

(-4.3%)[(1)]

€71.5bn 2019 2020

(2) After adjusting for restructuring expenditure Mobility Industrial Consumer Energy and Solutions Technology Goods Building Technology 59% 7% 26% 8%

BOSCH GROUP SALES

(1) Exchange rate-adjusted

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RBIN/OFE-P | 25th Mar 2021

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.

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INVESTOR INDIA
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+5.6% Advanced
Economies
+6.3% Emerging
Economies
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RBIN/OFE-P | 25th Mar 2021

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.

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INVESTOR CONFERENCE AUGUST 2021

BOSCH IN INDIA BUSINESS OVERVIEW

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1[st] Sales Office 1st Manufacturing in Calcutta Operations in Bangalore

100 years Bosch in India 69 years Make in India

Group Companies Billion rupees Associates Sales Revenue In 2020 Suppliers Manufacturing Bosch Ltd Facilities Billion rupees Associates Sales Outlet Bosch Ltd

MOBILITY ENERGY AND CONSUMER INDUSTRIAL SOLUTIONS BUILDING TECH. GOODS TECH

RBIN/OFE-P | 25th Mar 2021

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.

INVESTOR CONFERENCE AUGUST 2021

BOSCH IN INDIA MANUFACTURING STORY

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Bidadi
Jaipur
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Ahmedabad
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Chennai
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Chakan
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Gangaikondan

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Naganathapura Nashik
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16 Manufacturing Facilities

since 1953 Make in India

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AUTOMOTIVE MARKET PROGNOSIS | PRODUCTION OUTLOOK

INVESTOR CONFERENCE AUGUST 2021

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2021 Forecast 2021 Forecast
Peak
2020 Actual Return to Peak
(high) (Low)
YTD06.21
4.07 2.86 3.7 50% 3.55 4.08
2018 1.85 2023
0.48 0.25 56% 0.48
2018 0.16 0.14 0.23 2028
0.67 0.4 0.51 47% 0.49 0.67
2018 0.24 2022
0.90 0.88 0.97 0.54 56% 0.96 0.96
2018 2021
25.1 20 46% 25.0
2018 17.3 9.13 18.0 2025
1.25 46% 1.2
2018 0.64 0.80 0.37 0.7 2026
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9 Strictly confidential | RBIN/OFE-P | 2021-07-19 Unit of Measure in Mio vehicles Bosch Ltd. Board Meeting Q1 FY21-22

© Bosch Limited 2021. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.

Reference: Econometric model Forecast Low-High Scenarios based on internal model forecast

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Mobility Portfolio

INVESTOR CONFERENCE AUGUST 2021

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PREPARED FOR THE FUTURE

In a tough year, Bosch Mobility business grew by 2.4% despite near zero sales in Apr-May’20

From Powertrain to Connectivity to Safety Clean, Efficient & Technology Agnostic Mobility Solutions

INVESTOR CONFERENCE AUGUST 2021

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EU4 EU5 EU6 EU6 (RDE) CF NO EU7?
x 1.43
BS4 BS4 BS6 Phase 1
TREM-IV
(only Metros) (Across India)
12 to 15 years
BS6 Phase 2
Confirmative Factor still to be decided
<6 years
Acquisitions of BS VI
projects worth INR
18500 crores
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
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Leapfrogging to BS6 = Technology backlog from ~12yrs to < 6yrs | Timeline for policies should not change
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11

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MOBILITY TRENDS OF THE FUTURE
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steering, braking, powertrain

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• Global shift towards electrification

• Bosch globally invests around €5bn in electromobility space

• In India, we are working on creating fit for market portfolio

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• Developed the Mobility Cloud Platform to participate in the mobility lifecycle business in India

• Successful completion of the 'Digital Rupee' journey

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B O S C H I N D I A
•
Demand Generation at
secondary & tertiary levels
•
De-risk from Diesel & grow
focus products
•
Workshop Concepts and
Cooperation through a Digital
Ecosystem
•
Accelerate Digital initiatives
across internal and external
ecosystem
Automotive Aftermarket
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Automotive Aftermarket portfolio, completed 100 years of its presence, as the world’s leading multi-brand car service workshop.

Power Tools Fascinate Users, Affordable Solutions, Better Life

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500 Service Centers
Widest service network
Availability of
> 9000 SKU’s
in 6 warehouses Pan India
The Company forayed into
the e-commerce space
with new-age partners such
as Amazon, E-Dealers
and in 2020 with GEM
(Govt. E-Market Portal)
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Power Tools Fascinate Users, Affordable Solutions, Better Life

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500 Service Centers
Widest service network
Availability of
> 9000 SKU’s
in 6 warehouses Pan India
The Company forayed into
the e-commerce space
with new-age partners such
as Amazon, E-Dealers
and in 2020 with GEM
(Govt. E-Market Portal)
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B O S C H I N D I A

OUR STRENGTHS

• Robert Bosch Engineering and Business Solution

• Bosch Automotive Electronics India

S ENSORS

S OFTWARE S ERVICES

• Bosch Chassis Systems

• ETAS Automotive India

• Bosch Electrical Drives India

• Bosch Rexroth (India)

• BSH Home Appliances Leveraging Bosch Group in India

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ENGAGEMENT OF BOSCH WITH INDUSTRY & GOVT. BODIES

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Technology agnostic solutions provider

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RESPECTABLE PERFORMANCE
considering two month near zero
sales in Apr-May 2020
Operating Profit (EBIT) 8.2 bINR (8% oS)
Profit Before tax (PBT)
13.1 bINR (14% oS)
w/o exceptional items
Profit Before tax (PBT)
5.7 bINR (6% oS)
w. exceptional items
Profit After tax (PAT) 4.8 bINR (5% oS)
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Bosch Limited Total Revenue from Operations

15.0 82.2

16.6 81.8

97.2 bINR

98.4 bINR

Apr-Mar’20 Mobility Business

Apr-Mar’21 Beyond Mobility Business

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WAVE 2 halts growth story
Localized lockdowns in Q1FY22
Operating Profit (EBIT) 2.4 bINR (9.8% oS)
Profit Before tax (PBT) 3.3 bINR (13.7% oS)
Profit After tax (PAT) 2.6 bINR (10.6% oS)
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Bosch Limited Total Revenue from Operations

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24%
146% 32.2
24.4
bINR
9.9 bINR
bINR
Apr-Jun’20 Jan-Mar’21 Apr-Jun’21
Covid-19 Peaks of mobility Covid-19
1 [st] wave impact after 2018/19 2 [nd] wave impact
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₹ 50 Crores

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Corpus from Bosch India

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100,000 masks per day

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Bosch India
In fight against
COVID-19
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Bosch Limited is now certified as a: Great Place To Work

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Feb’21-Jan‘22

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We are pleased that CLIMATE ACTION is gaining GLOBAL MOMENTUM

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People Obsession #Customer Obsession #Profitable Growth Obsession

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.

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RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor Meet

RBIN/OFE-P | 25th Mar 2021 © Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.Thank you!