Bosch Ltd (NSE:BOSCHLTD)

Q2 2025 Bosch Ltd Earnings Call Transcript

Nov 12, 2024 / 11:45 AM GMT

Release Date Price: ₹33278.5 (-4.89%)

Transcript

Key Points

Positve

Bosch Ltd (BOM:500530) reported a 6.4% growth in revenue from operations for the quarter, driven by strong performance in the aftermarket, power solutions, and consumer goods businesses.
The company's EBITA grew by 14.1% over the same quarter of the previous year, with an improvement in EBITA margin from 11.9% to 12.8%.
The mobility business saw a 6.7% growth, primarily due to increased sales in the passenger car segment and export sales of electronic control systems.
The building technologies business experienced a significant growth of 20.1%, attributed to the execution of a high number of orders for installation of video surveillance and communication systems.
Bosch Ltd (BOM:500530) has launched innovative products, including connected solutions for vehicle protection and driver analytics, enhancing its market offerings.

Negative

The automotive industry saw a 1% decline in Q2 FY25 compared to Q2 FY24, attributed to high base effects and unfavorable conditions.
The passenger car segment struggled with high inventory levels and weak consumer demand, impacting growth despite moderate retail gains.
The commercial vehicle segment faced pressure due to slow infrastructure projects and decreased fleet utilization, affecting overall performance.
The profit after tax was impacted by a one-time exceptional item in the previous year, leading to a lower percentage of revenue from operations in the current quarter.
The company faces challenges in the independent aftermarket due to lower demand in the diesel space category, affecting certain business lines.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BOSH.NS - Bosch Ltd
Q2 2025 Bosch Ltd Earnings Call
Nov 12, 2024 / 11:45AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Yeah, ladies and gentlemen, good day and welcome to Bosch Limited Toy F 5 24 25 post conference call hosted by B&K Securities.

We have with us today from Bosch Management, Mr Gassar Muza for managing director and Chief Technology Officer and MS Karen Gll, Chief Financial Officer.

At this point, all participant lines will be in the listen-only mode and there will be an opportunity to ask questions after the management presentation and opening remarks over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good evening everyone and thank you for joining us today. I'll

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by FactSet. Analyst estimates data is sourced from both Refinitiv and FactSet, with priority given to Refinitiv data. Data is updated daily.