Bosch Ltd — Investor Presentation 2026

May 20, 2026

BOSCH

The Manager
Listing Department
National Stock Exchange of India Ltd.
Exchange Plaza, C-1, Block G
Bandra-Kurla Complex
Bandra (E)
Mumbai – 400 051
Scrip code: BOSCHLTD

Bosch Limited
Post Box No:3000
Hosur Road, Adugodi
Bangalore-560030
Karnataka, India
Tel +91 80 67523878
www.bosch.in
L85110KA1951PLC000761
Secretarial.corp@in.bosch.com
May 20, 2026

Dear Sir/Madam,

Sub: Intimation under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015- Investor Presentation - Revised

In continuation of our earlier letter dated May 20, 2026, intimating about the schedule of Investor Concall for Q4 FY 2025-26 scheduled on May 21, 2026, we enclose herewith the Revised Investor Presentation to be made at the Investor Concall.

We regret the inconvenience caused in this matter.

This is for your information and records.

Yours faithfully,
for Bosch Limited,

Venkatara
man
Srinivasan

Digitally signed by
Venkataraman
Srinivasan
Date: 2026.05.20
18:46:11 +05'30'

V. Srinivasan
Company Secretary & Compliance Officer

Registered Office: Bosch Limited, Hosur Road, Bangalore-560030, Karnataka, India
Managing Director: Guruprasad Mudlapur, Joint Managing Director: Sandeep N

---

Safe Harbour

"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. Forward looking 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 thereof 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."

2028-05-21

© Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.

BOSCH

---

BOSCH LIMITED INVESTOR PRESENTATION

Quarterly Results March 31, 2026

May 21, 2026 | Bengaluru

BOSCH

---

Bosch Ltd | Investor Con-call Q4 FY25-26

Production

Volumes in '000s

| | FY2025-26
Q4 | | | FY2025-26
Q1-Q4 YTD | |
| --- | --- | --- | --- | --- | --- |
| | Volumes | %Change w.
Q4-FY25 | %Change w.
Q3-FY26 | Volumes | %Change w.
Q1-Q4
YTD FY25 |
| | 155 | +26% | +29% | 476 | +16% |
| | 208 | +16% | +19% | 712 | +11% |
| | 1,588 | +12% | +12% | 5,611 | +10% |
| | 340 | +32% | +1% | 1,282 | +25% |
| | 335 | +31% | +16% | 1,242 | +22% |
| Total | 2,626 | +17% | +12% | 6,697 | +12% |
| | 7,081 | +20% | +4% | 26,856 | +11% |

The Indian automotive sector ended Q4 FY26 on a strong note, driven by robust rural demand, supportive policy measures (GST 2.0), year-end push, and buoyant consumer sentiment.

3W – Three-Wheeler, PC – Passenger Cars, HCV – Heavy Commercial vehicles, LCV – Light Commercial Vehicles

2026-05-21

© Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.

H

BOSCH

---

Bosch Ltd | Investor Con-call Q4 FY25-26

Automotive Market Prognosis | Production Outlook

	Peak	FY	FY25 Actual	FY26 Actual	FY2027 Low	FY2027 High
	5.61	2026	5.11	5.61	5.78	5.90
	0.71	2026	0.64	0.71	0.72	0.73
	0.48	2026	0.41	0.48	0.48	0.48
	1.24	2026	1.02	1.24	1.25	1.28
	1.28	2026	1.03	1.28	1.29	1.31
	26.86	2026	24.26	26.86	27.92	28.27

Unit of Measure in Mio vehicles for FY (April-March)

2026-05-21

© Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.

H

BOSCH

---

Bosch Ltd | Investor Con-call Q4 FY25-26

Sector-wise sales performance

Amounts in mINR
- Mobility solution
- Consumer Goods

Q-on-Q
Jan-Mar '25

Jan-Mar '26

FY'25 vs FY'26
Apr-Mar '25

Apr-Mar '26

Jan-Mar '25 vs Jan-Mar '26 (Q-on-Q)

Mobility business has grown by 23.3% driven by growth in:
- Power Solutions by 27.4%
- 2-Wheeler segment by 63.4%

Consumer goods segment grew by 14.3%

Apr-Mar '25 vs Apr-Mar '25 (FY'25 vs FY'26)

Mobility business has grown by 16.9% driven by growth in:
- Power Solutions by 17.6%
- Mobility Aftermarket by 3.7%
- 2-Wheeler segment by 69.1%

Consumer goods segment grew by 6.4%

2026-05-21

© Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.

H

BOSCH

---

6
2026-05-21
© Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
A
BOSCH

Bosch Ltd | Investor Con-call Q4 FY25-26

Key Financial Highlights

Amounts in mINR

Revenue from Operations

EBITDA

Profit After Tax

• Revenue from operations grew +13.3% Q-o-Q
  Driven by growth in Power Solutions by 27.4% and 2-Wheeler powersports by 63.4%

• Revenue from operations grew +10.8% FY'25 vs FY'26
  Driven by growth in Power Solutions by 17.6%, Mobility Aftermarket business by 3.7% and 2-Wheeler powersports by 69.1%

• EBITDA grew +20.8% Q-o-Q and +14.7% FY'25 vs FY'26
  Absolute growth in EBITDA is mainly driven revenue growth & optimization of expenses

• Profit After Tax (PAT) grew by +2.7% Q-o-Q and +37.6% FY'25 vs FY'26
  Increase mainly on account of improved EBITDA and profit on sale of "Video solutions, Access and Intrusions and Communication systems" business

---

Bosch Ltd | Investor Con-call Q4 FY25-26

Highlights

Power Solutions

Milestone achievement:

• Achieved ₹130+ Bn TNS in CY'25 and ₹14+ Bn in March'26 reflecting our shared commitment to performance, customer focus and future ready growth.

Continued focus on upcoming legislations:

• Focus has been on enabling our customers to meet upcoming legislations:
• CAFÉ Phase 3 (Draft): Actively aligning OEMs for the likely roll out in April 2027.
• CV ADAS: Spearheading the adoption of advanced driver-assistance systems for commercial vehicles which takes effect from Jan '27 for new models and from Oct '27 for all models.

Two-Wheeler and PowerSports

Surge in market demand post-GST reforms

• Successfully met the surge in market demand and ensured zero production disruptions for all manufacturers, despite significant global supply chain pressures.

Continue to drive innovation excellence:

• Bosch Limited Recognized Among India's Top 50 Innovative Companies (CII Industrial Innovation Award).
• "Intelligent Puncture Detection System" (IPDS) commended this year, following last year's "Sensorless Quickshift" recognition.

Mobility Aftermarket

Performance Overview

• Independent aftermarket stagnated owing to supply chain pressures while Original Equipment (OE) Segment witness robust growth, fueled by exceptional performance in OEM Filters & Spark Plugs.
• Outstanding Performance in exports: ~17% growth with notable improvements in key markets – Nepal, Bangladesh and Sri Lanka.

Product Categories

• Sustained focus on go-to-market and market coverage initiatives drove steady growth across core product categories, including Filters, Lubricants, Rotating Machines, Braking Systems, Wipers, and Auto Electricals.

Power Tools

Achieved 'India's first' BIS Certification:

• Became the first power tool company in India to secure the mandatory BIS certification for key products like Angle Grinders, Drills and Hammers, creating a significant competitive advantage.

Launched first local finished good buyout product:

• Successful launch of first locally sourced product - new magnetic drill-GBM 30 catering to much awaited market requirement.

Continued double digit growth for Cordless:

Cordless 3.0 campaign for "battery lock-in" launched in 25 industrial clusters through both online and offline targeted promotions.

2026-05-21

© Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.

H

BOSCH

---

Bosch Ltd | Investor Con-call Q4 FY25-26

Strategic Joint Venture

Bosch Limited, Brakes India Private Limited and Wheels India Limited announce a joint venture to drive growth in commercial vehicle segment

• Partnership aims at unlocking growth opportunities in e-enabled air systems.
• Shared capabilities to deliver greater value to customers
• The joint venture will be a 50:50 partnership between Bosch and TSF Group companies (represented by Brakes India & Wheels India), aiming to commence operations by end of 2026

Role:

• Bosch to bring expertise in Electronics, Software, Application Engineering and Vehicle integration
• TSF Group to bring expertise in pneumatics / hydraulics and mechanical components for Air system.

Products:

1. Electronic Air Processing Module
2. High Voltage Air Compressor
3. Electronic Air Suspension Axle Module
4. Electronic Air Parking Brake Module

Segments:

Trucks & Buses (ICE, BEV)

This enhances Bosch's overall commercial vehicle motion management portfolio, strengthening its role in software-driven mobility

2026-05-21

© Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.

H

BOSCH

---

BOSCH

THANK YOU