Bosch Ltd (NSE:BOSCHLTD)

Q2 2026 Bosch Ltd Earnings Call Transcript

Nov 11, 2025 / 10:45 AM GMT

Release Date Price: ₹36680 (-1.61%)

Transcript

Key Points

Positve

Bosch Ltd (BOM:500530) reported a 9.1% increase in revenue from operations for the July to September 2025 quarter compared to the same period in 2024, driven by higher sales in power solutions and two-wheeler power sports segments.
The company's EBITA for the July to September 2025 quarter grew by 10.1% over the previous year, attributed to a favorable product mix and optimization of expenses.
Bosch Ltd (BOM:500530) achieved a significant 66.7% growth in profit after tax for the six months ending September 2025, largely due to the profit on the sale of certain business segments.
The two-wheeler business experienced substantial growth, with an 81.8% increase, primarily due to the high sale of exhaust gas sensors following the implementation of OBD2 norms.
The company received prestigious awards for excellence in on-time delivery and supply reliability, as well as for innovation in hydrogen internal combustion engine technology, highlighting its commitment to quality and leadership.

Negative

The consumer goods business grew marginally by only 1.8%, with adverse exchange rate movements and higher material costs impacting growth.
Despite improvements, there is still pressure on margins in the EV segment, which remains a challenging entry business.
The mobility aftermarket division faced a slowdown in Q2 due to the liquidation of existing stocks by dealers following GST 2.0, although recovery is anticipated in the next quarter.
Exports remain a cautious area for Bosch Ltd (BOM:500530) due to geopolitical uncertainties and tariff impacts, affecting competitiveness in various geographies.
The company faces challenges in the automotive sector with ongoing material cost pressures, despite some improvements in product mix and localization efforts.

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

BOSH.NS - Bosch Ltd
Q2 2026 Bosch Ltd Earnings Call
Nov 11, 2025 / 10:45AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen.

Good day and welcome to Bart Limited, ToyFA 2,526 forces conference call hosted by BNK Securities. From Bos Management we have with us today Mr. Guru Prasad Mudlapour, Managing Director and Chief Technology Officer, Ms. Karen Gils, Chief Financial Officer. At this point, all participants will be in the listen-only mode, and there will be an opportunity for us to ask questions after the management presentation and opening remarks. Over overview, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you. Good evening, everyone, and thank you for being, part of this

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 Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.