India · Delayed Price · Currency is INR Bosch Earnings Call Transcripts
Fiscal Year 2026
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The acquisition of RBIC consolidates mobility solutions, strengthens the portfolio, and is expected to be margin and EPS accretive from day one. The deal, valued at INR 9,068.70 crores, positions the company to capitalize on regulatory and market trends in automotive safety.
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Q3 FY 2026 delivered strong revenue and profit growth, led by robust automotive demand, policy support, and successful localization. Power Solutions and two-wheeler segments outperformed, while the company clarified its dividend policy and continued to expand exports.
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Revenue and EBITDA grew strongly year-over-year, driven by robust mobility and two-wheeler segments, while one-time gains boosted profit after tax. GST reforms, new launches, and regulatory changes are fueling growth, though export and EV margins remain challenging.
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Revenue grew 10.9% year-over-year, with strong gains in mobility and two-wheeler segments, while profit after tax more than doubled due to improved margins and divestment gains. Outlook remains optimistic, though risks from supply chain and global uncertainties persist.
Fiscal Year 2025
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Q4 FY25 delivered strong revenue and EBITDA growth, led by mobility and power solutions, though PAT margin declined due to one-off effects. Strategic investments in clean mobility and localization, plus a robust balance sheet, support a positive outlook.
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Revenue grew 6.2% year-over-year in Q3 FY25, with strong gains in Mobility Aftermarket and Two-Wheeler segments. EBITDA margin improved, but profit after tax declined due to a one-time restructuring provision. Building Technologies division divestment and continued R&D investment position the company for future growth.
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Revenue grew 64% year-over-year in Q2 FY25, with strong gains across mobility, aftermarket, and consumer goods. Margins improved, though profit after tax was lower due to reduced exceptional gains. Outlook for 2025 is stable, with CapEx guided at INR 4,000 million.
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Q1 FY25 delivered revenue growth of 3.8% and EBITDA up 11.1% year-over-year, with margin improvements driven by strong aftermarket and two-wheeler demand. Strategic localization, new technology investments, and export expansion are key priorities for the year.