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Bosch Ltd Investor Presentation 2026
61019_rns_2026-05-26_6f06d3a6-c35a-4641-84c8-49bca9daba8e.pdf
Investor Presentation
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BOSCH
Corporate Relationship Department
BSE Limited
1st Floor, 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
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
[email protected]
May 26, 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
Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 and in continuation of our earlier letter dated May 21, 2026, intimating about the schedule of Investor Concall ‘360 ONE Capital (B&K) 16th Annual Investor Conference-Trinity India 2026’ scheduled on May 27, 2026, we enclose herewith the Investor Presentation to be made at the Investor Concall.
This is for your information and records.
Yours faithfully,
for Bosch Limited,
Venkatara
man
Srinivasan
Digitally signed
by Venkataraman
Srinivasan
Date: 2026.05.26
15:15:58 +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
Bosch Limited | Annual Investors Meet 2026
At the outset, we would like to reinforce our Safe Harbor statement. In today's interactions and presentation, there may be some predictive statements that reflect our current views about Bosch Limited's future performance, but these are subject to risks and uncertainties
- Safe Harbor Statement
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BOSCH
BOSCH LIMITED
Annual Investors Meet 2026
May 27, 2026 | Mumbai
BOSCH
Bosch Limited | Annual Investors Meet 2026
Guruprasad Mudlapur
Managing Director and Chief Technology Officer, Bosch Limited and President, Bosch Group India
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BOSCH
Who we are
Bosch Group facts & figures
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BOSCH
Bosch Global Business Update | Review of 2025
Sales revenue by region
EUROPE
€44.2 bn
SHARE OF SALES
49%
ASSOCIATES (APPROX.)
235,400
AMERICAS
€18.5 bn
SHARE OF SALES
20%
ASSOCIATES (APPROX.)
53,600
ASIA-PACIFIC incl. other regions
€28.3 bn
SHARE OF SALES
31%
ASSOCIATES (APPROX.)
123,800
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BOSCH
Bosch Global Business Update | Review of 2025
Sales revenue by business sector
- 0.3% other activities
Source: Bosch annual report 2025
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BOSCH
Bosch Global Update | Climate Action
Reduction in CO₂ from 2018 to 2025
Scope 1 & 2*
-83%
Since 2018, we have succeeded in reducing emissions from our own operations (scopes 1 & 2) by 83 percent to 554,900 metric tons of CO₂ in 2025.
Scope 3*
-34%
Over the same period, we have reduced our scope 3 emissions by approximately 34 percent to 311 million metric tons of CO₂.
*Scopes 1, 2, and 3 are used in accordance with the Greenhouse Gas Protocol Corporate Accounting and Reporting Standard.
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BOSCH
Bosch Limited | Annual Investors Meet
Global macroeconomic overview
Geopolitical conflicts and Supply chain realignment
US Fiscal & Monetary Policy
Volatility in Currencies and Commodity
Artificial Intelligence
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Bosch Limited | Annual Investors Meet
Global structural changes across all business sectors
Consumer Goods
- Polarization of consumer spending
- Vertically-integrated e-commerce models
Energy and Building Technology
- Weak construction sector
- Tightening energy-efficiency regulations
- Competition from disruptive technologies
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Bosch Limited | Annual Investors Meet Bosch India Overview
₹373 billion
Net Revenue, FY 2024-25*
1953
1st Manufacturing Operation in Bangalore
18
Manufacturing Facilities
38,000+ Associates
19
Group Companies (including 2 listed companies)
Bosch Limited
₹200.35 billion
Net Revenue, FY 2025-26
| Mobility Solutions | Energy & Building Technology |
|---|---|
| Industrial Technology | Consumer Goods |
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Bosch
*Based on previous audited financial year
Bosch Limited | Annual Investors Meet Review of FY2025-26 | Consistent Growth
Revenue from Operations
Operating Profit (EBIT)
Research and Development cost ₹6,010 mINR
Capital Expenditure ₹4,101 mINR
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Bosch Limited | Annual Investors Meet
Review of FY2025-26 | Sales Growth by Business Sector
18.4 bnINR
Consumer Goods
+6.4% ☐
170.7 bnINR
Mobility
+16.9% ☐
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BOSCH
Note: Above represents revenue from Product Sales only
Bosch Limited | Annual Investors Meet
Review of FY2025-26 | Mobility Business Sales Performance
Power Solutions
17.6%
2-Wheeler
69.1%
Mobility Aftermarket
3.7%
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BOSCH
Bosch Limited | Annual Investors Meet Review of FY2025-26 | Q4 Results
Q4'2025-26 Results
- EBITDA: ₹7,816 mINR (14.0% on Revenue)
- Profit Before Tax (PBT): ₹8,084 mINR (14.5% on Revenue)
- Profit After Tax (PAT): ₹5,685 mINR (10.2% on Revenue)
FY 2025-26 Results
- EBITDA: ₹26,504 mINR (13.2% on Revenue)
- Profit Before Tax (PBT)*: ₹30,860 mINR (15.4% on Revenue)
- Profit After Tax (PAT): ₹27,703 mINR (13.8% on Revenue)
*without exceptional items
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Bosch Limited | Annual Investors Meet Key India Imperatives
01
Energy Security
- Impact of sanctions on manufacturing
- Technology access limitations
- Early signals of energy mix and source changes.
02
Geo-Politics
- India's GDP Growth.
- Multi-polar Alignment (SC, Energy, RE, Battery)
- AI capability trajectory
03
India's Positioning
- Global Supply Chain Re-alignments.
- Self reliant investments (SC, RE, Battery)
- Role in Global south incl. digital governance
04
India's Economy
- Purpose-driven electrification
- HRE* free technology
- Energy efficiency (fuel economy, utilization)
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Automotive Market
- Domestic Value Add > 50% (Target)
- Strategic Partnerships
- Engineering Leadership and Advocacy
- Prepare for Electrification scenario
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*HRE-Heavy Rare Earth | SC- Semi-conductor | RE- Renewable Energy
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Overall market expected to grow annually at 3% - 4% in long term (CAGR:2025-2033)
Bosch Limited | Annual Investors Meet Market Prognosis
BEV penetration expected to pickup driven by TCO & EV Infra development
EV penetration mainly in < 2T LCVs (Last mile logistics)
Strong electrification uptake in Buses
EV Adoption driven by TCO and reducing battery prices
Steady growth with increased farm-mechanization
EV adoption led by TCO and last mile ecommerce traction
Bosch Limited | Annual Investors Meet Mobility Portfolio
2-wheeler and powersports
- Portfolio of Engine Management System (EMS) technologies, specifically engineered for two-wheelers, encompassing components such as:
- lambda sensors
- fuel injectors
- fuel supply modules, and
- Electronic Control Units (ECUs)
2 Wheelers
ICE
- Engine management systems for Diesel, Gasoline and alternate fuel across vehicle segments
- Connected and Software services
- Battery Management Systems
- Thermal systems – Hybrids
- H₂ ICE
Powertrain
Electrification
- Electrification Integration
- Electric Axle (3-in-1, X-in-1)
- Vehicle Control Unit
E-Axle
H₂ Hydrogen | ICE: Internal Combustion Engine
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Bosch Limited | Annual Investors Meet
Portfolio focus
Bosch Chassis India Pvt. Ltd. (Vehicle Motion)
- Vehicle motion system, software & service solutions
- Steering systems (Passenger Car)
- Braking systems
- Vehicle dynamics sensors
- Occupant safety systems
Bosch Limited (existing capability)
- Classical powertrain (Gasoline, Diesel, Flex fuel...)
- H₂ ICE
- Thermal system
- Software & Services
Unifying Motion and Power for the Future of Mobility
H₂: Hydrogen | ICE: Internal Combustion Engine
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Bosch Limited | Annual Investors Meet
Key Synergy Pillars | Bosch Germany <> India
Technology and Innovation
- E/E architectures based on market needs.
- Aligned Innovation Search fields for future business growth.
- Duo-pole strategy for advanced systems and software development.
Market and Customer
- Ecosystem and partnership led approach
- Leverage experiences from lead markets to shape regional business.
- Synchronize with OEM strategies to handle new business models and value pools
Manufacturing and Supply Chain
- Develop supply chains leveraging global procurement and key local sourcing strategies.
- Leverage global manufacturing footprint (IPN)
- Standardized Quality management systems across value chain enabling customer success.
Talent Capability
- Fostering talent and knowledge sharing through leadership/talent exchange programs.
- Centralizing high-demand skills by establishing Centre of excellence.
- Build Entrepreneurial capability using common leadership framework
Deep integration with the Bosch global network acts as a strategic multiplier, amplifying our local capabilities to deliver world-class Innovation, achieve operational excellence, and drive market growth
E/E: Electrical/electronic | IPN: International Production Network | OEM: Original Equipment Manufacturer
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Bosch Limited | Annual Investors Meet Strategic Projects
RBIC Acquisition
Vehicle Motion business added to the portfolio
- Scope
-
Acquisition of 100% stake in Bosch Chassis Systems India Private Limited
-
Expanded Portfolio
- RBIC's Motion Portfolio: ESP/ABS, braking solutions, Sensors and Actuators related to Braking
-
RBIN's Energy Portfolio: Engine Management Systems (EMS), ICE Injectors and Pumps, Sensors and Actuators related to EMS.
-
Value creation
- Transition from supplying individual components to delivering future-ready platform solutions
Joint Venture with TATA Autocomp
Joint Venture accelerating future growth in e-mobility
- Scope
-
50:50 partnership between Bosch and TATA Autocomp Systems Limited
-
Expertise
- Bosch to provide Intellectual Property (IP) and support in Engineering and manufacturing processes
-
TATA Autocomp to provide Administrative services and support in Supply chain and JV operations
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Products
- e-Axles
Joint Venture with TSF Group
Joint venture to drive growth in commercial vehicle segment by unlocking growth opportunities in e-enabled air systems
- Scope
- JV with 50:50 partnership between Bosch and TSF Group companies (represented by Brakes India Private Limited and Wheels India Limited)
- JV to design and develop electronically controlled smart actuators for air / pneumatic systems
- JV to sub-contract Bosch / TSF for manufacturing and sale (exports) of JV products
- JV shall be global responsible entity for JV products
-
Bosch and TSF Group to license background IP to JV
-
Expertise
- Bosch to bring expertise in Electronics, Software, Application Engg and Vehicle integration
- TSF Group to bring expertise in pneumatics / hydraulics & mechanical components for Air systems.
-
Both parties to provide services for product R&D, manufacturing & sales (exports) to the JV
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Products
-
(1) Electronic Air Processing Module; (2) High Voltage Air Compressor; (3) Electronic Air Suspension Axle Module; (4) Electronic Air Parking Brake Module
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Segments
- Trucks and Buses (ICE and BEV)
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RBIC: Bosch Chassis Systems India Private Limited | RBIN: Bosch Limited
Bosch Limited | Annual Investors Meet Our Commitment to Sustainability
ESG Strategy
Climate action
1 | Reducing CO₂ emissions
2 | Energy efficiency and renewable energies
Health
1 | Occupational health and safety
2 | Pollution and Substances of concern
Human rights
1 | Responsibility
2 | Transparency
Governance
1 | Business Ethics
2 | Privacy
Water
1 | Water scarcity
2 | Water quality
Circular economy
1 | Materials efficiency
2 | Second life
People
1 | Employer of Choice
2 | Diversity, Equity and Inclusion
Performance
- Climate action: 100% green electricity
- Health: zero fatalities and no high-consequence work-related injuries or ill-health.
- Human rights: Code of conduct compliance for business partners @96.87%*
- Water: Rain-water met >17% of our water demand 100% treated wastewater utilized
- Circular economy: Total waste recovery is at 98%
Recognized as India’s #1 sustainable automotive company and ranked #22 overall in BW Businessworld’s India’s Most Sustainable Companies (IMSC).
Suppliers with value of Business > 10000 Euro per year
BOSCH
THANK YOU
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BOSCH