Bosch India (BOSCHLTD) Investor presentation summary

Global business performance and structure

• Generated €91bn in sales revenue in 2025, with 413,000 associates and 500 subsidiaries worldwide.

• Europe contributed 49% of sales, Americas 20%, and Asia-Pacific 31%.

• Bosch Mobility accounted for 61.3% of sector sales, followed by Consumer Goods at 21.9%.

• Invested €7.9bn in R&D and €4.1bn in capital expenditure.

Financial performance and growth

• FY2025-26 revenue from operations rose 10.8% to ₹200,347m, with operating profit up 16.8%.

• Mobility sector sales grew 16.9% to ₹170.7bn; Consumer Goods up 6.4% to ₹18.4bn.

• Q4 FY2025-26 EBITDA margin was 14.0%, with PAT at ₹5,685m (10.2% margin).

• Annual PAT reached ₹27,703m, a 13.8% margin.

Market trends and strategic imperatives

• Global challenges include geopolitical conflicts, supply chain realignment, and AI adoption.

• Mobility faces stagnating vehicle production and uncertainty in powertrain shifts.

• India focuses on energy security, supply chain resilience, and accelerated EV transition.

• Market expected to grow 3–4% CAGR through 2033, with strong EV adoption in buses and LCVs.