Q4 2025 Bosch Ltd Earnings Call Transcript
Key Points
- Bosch Ltd (BOM:500530) reported a 16% quarter-on-quarter revenue increase for Q4 FY25, driven by strong performance in the Mobility business.
- The company achieved a 21.4% growth in the two-wheeler business, largely due to increased sales of exhaust gas sensors in anticipation of OBD2 norms.
- Bosch Ltd inaugurated a new NOx sensor Gen 3 line, enhancing its clean mobility strategy and positioning India as a key player in the global value chain.
- The company received the Confederation of Indian Industry Innovation Award, highlighting its commitment to leading-edge technology and innovation.
- Bosch Ltd's EBITDA improved by 16.1% year-over-year for Q4 FY25, attributed to higher revenue and reduced material costs.
- The profit after tax (PAT) decreased to 11.3% of revenue from operations in Q4 FY25, down from 13.3% in the previous year, due to the removal of indexation benefits on long-term capital gains.
- The NOx sensor plant does not qualify under the Production Linked Incentive (PLI) scheme, which could limit potential financial benefits.
- Despite strong revenue growth, the company faces challenges from global economic volatility and geopolitical risks.
- Bosch Ltd has not received any new orders for electric two-wheelers, indicating potential challenges in expanding this segment.
- The company is still navigating uncertainties in the global export market, which could impact future growth opportunities.
Ladies and gentlemen, good day, and welcome to Bosch Limited 4Q FY25 and FY25 post results conference call hosted by B&K Securities.
From Bosch Limited management, we have with us today Mr. Guruprasad Mudlapur, Managing Director; and Ms. Karin Gilges, Chief Financial Officer. (Operator Instructions)
Over to you, sir.
Thank you, and good morning, everyone. Thank you for joining us today. I'll begin with a brief overview of the global and Indian macroeconomics.
Global and domestic events are creating volatility due to trade issues, conflicts, and slowing economy. The UN has lowered its 2025 global growth forecast from 3.3% to 2.8%, citing trade and geopolitical risk. Talent scarcity, impact of AI on productivity are key themes in the global labor market currently. Domestically, RBI monetary policy and rate cuts will be significant, potentially boosting spending in the
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