)
Bosch (BOSCHLTD) investor relations material
Bosch Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Indian economy demonstrated resilience with 7.8% GDP growth in Q1 FY 2026, supported by policy measures and strong domestic demand, especially in the auto sector.
Revenue from operations increased 9.1% year-over-year in Q2 FY 2025-26, reaching INR 47,948 million, driven by strong demand in passenger cars, off-highway, and two-wheeler segments.
EBITDA rose 10.1% year-over-year, reflecting a favorable product mix and expense optimization.
Profit after tax for July-September 2025 grew 3.4% year-over-year; six-month PAT surged 66.7% to INR 16,696 million, mainly due to a one-time gain from a business sale.
Global macroeconomic environment remains challenging due to tariff pressures and geopolitical unrest, but India is benefiting from GST reforms and festive demand.
Financial highlights
Revenue from operations for July-September 2025 was INR 47,948 million, up 9.1% year-over-year; April-September 2025 revenue grew 10% to INR 95,834 million.
EBITDA for July-September 2025 was INR 6,171 million, up 10.1% year-over-year; six-month EBITDA rose 16.3% to INR 12,564 million.
Profit after tax for July-September 2025 was INR 5,542 million, or 11.6% of revenue; six-month PAT surged 66.7% to INR 16,696 million, mainly due to a one-time gain from a business sale.
Earnings per share (basic and diluted) for the quarter were INR 187.89, up from INR 181.70 year-over-year.
Exceptional gain of INR 5,560 million recognized from the sale of the Video solutions, Access and Intrusions, and Communication systems business.
Outlook and guidance
Passenger cars, two-wheelers, and tractors are projected to reach all-time highs in FY 2026, driven by new launches, GST reforms, and strong rural sentiment.
Management anticipates healthy demand in the next quarter, supported by the festive season and GST rationalization.
Commercial vehicles and three-wheelers expect steady growth, supported by infrastructure development and EV adoption.
Mobility Aftermarket expects momentum recovery post-GST 2.0 transition, with continued focus on portfolio expansion and margin stability.
Optimism is driven by a strong portfolio and customer-first approach, with expectations of continued growth in key automotive segments.
Next Bosch earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage