Q4 2026 Bosch Ltd Earnings Call Transcript
Key Points
- Bosch Ltd (BOM:500530) reported a 13.3% increase in revenue from operations for Q4 FY '26 compared to the same period last year, driven by strong sales in Power Solutions and Two-Wheeler PowerSports segments.
- The company's EBITDA for Q4 FY '26 grew by 20.8% year-over-year, indicating improved operational efficiency and cost management.
- Bosch Ltd's profit after tax for FY '25-'26 increased by 37.6% over the previous year, largely due to the sale of certain business segments.
- The Power Solutions division achieved significant growth, surpassing INR 130 billion in total net sales for the 2025 calendar year.
- Bosch Ltd announced a strategic joint venture with Brakes India Private Limited and Wheels India Limited to enhance capabilities in the commercial vehicle sector, focusing on advanced air systems.
- Geopolitical instability, particularly in West Asia, poses a risk to energy price stability and could impact Bosch Ltd's operations.
- The supply chain environment remains fragile despite easing semiconductor shortages, requiring constant monitoring and management.
- Potential El Nino conditions could pose a downside risk to the tractor segment, affecting rural demand.
- The independent aftermarket segment stagnated due to significant supply chain pressures, impacting Bosch Ltd's Mobility Aftermarket division.
- Bosch Ltd maintains a cautious outlook for FY '27 due to potential headwinds such as geopolitical tensions and economic uncertainties, which could affect growth projections.
Good day and welcome to the Bosch Limited 4Q FY '25-'26 post results conference call hosted by 360 ONE Capital Market. From Bosch management, we have with us today Mr. Guruprasad Mudlapur, Managing Director and Chief Technology Officer; and Ms. Karin Gilges, Chief Financial Officer. (Operator Instructions).
Over to you sir.
Thank you. Good morning, everyone, and welcome to our Q4 FY '26 earnings conference call. We'll begin with an overview of the current macroeconomic landscape and our outlook. The domestic economy remained resilient in the last quarter of fiscal '26, driven by robust private consumption through fiscal stimuli and stable monetary policy from RBI, which has kept inflation within the targeted range of 2% to 6% under the flexible inflation targeting framework. This flexibility is critical for India's macro stability in FY '27, allowing RBI to balance inflation control amidst external shocks with growth prioritization to avoid policy-induced
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