Q3 2025 Bosch Ltd Earnings Call Transcript
Key Points
- Bosch Ltd (BOM:500530) reported a 6.2% growth in revenue from operations for the quarter, driven by strong performance in the Mobility Aftermarket, two-wheeler, and Consumer Goods businesses.
- The two-wheeler business saw a significant growth of 23.9%, attributed to higher sales of exhaust gas sensors and the implementation of OBD II norms.
- The Consumer Goods business grew by 8.8%, driven by increased demand for grinders, drills, cutters, spares, and accessories.
- Bosch Ltd's EBITDA improved by 8.1% over the same period of the previous year, with EBITDA margins increasing from 12.3% to 12.6%.
- The company showcased its innovative advancements at the Bharat Mobility Global Expo 2025, highlighting its commitment to shaping India's mobility future with advanced solutions.
- Profit after tax decreased to 10.3% of revenue from operations compared to 12.3% in the same quarter of the previous year, impacted by restructuring costs.
- The heavy commercial vehicle segment experienced subdued demand due to a slowdown in mining and construction activities and rising vehicle costs.
- The light commercial vehicle market growth remained muted, affected by a slowdown in economic activity, particularly in urban centers.
- The Consumer Goods segment experienced a seasonal decline in margins, attributed to inventory adjustments by dealers at the end of the calendar year.
- Bosch Ltd made a provision of INR471 million for restructuring its operations to remain competitive in the Mobility business, impacting profitability.
Ladies and gentlemen, good day, and welcome to Bosch Limited 3Q FY24, '25 post results conference call hosted by B&K Securities.
From Bosch Limited management, we have with us today Mr. Guruprasad Mudlapur, Managing Director and Chief Technology Officer; and Ms. Karin Gilges, Chief Financial Officer. (Operator Instructions)
Also, may I remind you of the safe harbor. The company will be making some forward-looking statements that has to be understood in conjunction with the uncertainties and risks that the company faces.
Over to you, sir.
Good evening, everyone, and welcome to this call. Thank you for joining us today. Let me give you an overview of what's happening in the global and Indian macroeconomic environment and update you on our financial and business highlights.
As we embark on the journey into the new year, there are different perspectives on how the global and local events will shape our
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