Bosch Ltd (NSE:BOSCHLTD)

Q1 2027 Bosch Ltd Earnings Call Transcript

Aug 11, 2026 / 10:30 AM GMT

Release Date Price: ₹45185 (+3.86%)

Transcript

Key Points

Positve

Bosch Ltd (BOM:500530) reported a strong 22% year-on-year growth in revenue from operations, reaching INR58,419 million, driven by robust demand across power solutions and two-wheeler segments.
EBITDA grew by 28% year-on-year to INR8,180 million, with margin improvement attributed to revenue growth, operational excellence, increased localization, and favorable product mix.
The mobility aftermarket business achieved its highest-ever monthly sales in June, driven by strategic price positioning, new product launches, and expansion of workshop programs.
The two-wheeler business grew by 41.4% year-on-year, gaining market share through new products introduced to premium motorcycle platforms and increased sales of value-added EMS products.
The acquisition of the chassis systems business is expected to be a significant portfolio addition, providing a powertrain-agnostic product line with strong growth and profitability, with consolidated results to be published from the next quarter.
Management is confident in sustaining improved margins due to continued localization, productivity gains, and a favorable product mix, with no one-offs impacting the current quarter's performance.

Negative

Profit after tax declined by 37.1% year-on-year, although this was primarily due to an exceptional item in the prior year; excluding that, PAT grew by 9.9%.
The company faces ongoing external uncertainties, including geopolitical disruptions in West Asia, elevated inflation, and potential El Nino effects, which could impact future demand.
Commodity prices have seen a strong increase over recent quarters, and while currently stable, the environment remains volatile and dependent on global conditions, posing a risk to margins.
The proportion of sourcing from the parent company has increased to a decadal high of 53% of the purchase basket, raising questions about the pace of localization despite plans to increase local content.
The joint ventures with TACO and TSF are still in the final stages of merger control approvals, with revenue from the e-axle JV expected only by late next year, delaying potential growth contributions.
The company faces potential demand normalization after the GST rate cuts, with management acknowledging that the positive impact may fade in the coming quarters, though consumption-led growth is expected to continue.

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

BOSH.NS - Bosch Ltd
Q1 2027 Bosch Ltd Earnings Call
Aug 11, 2026 / 10:30AM GMT

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Conference Call Participants
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* Pramod Amthe
* Ronak Mehta

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Presentation
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Operator [1]
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Ladies and gentlemen, good day and welcome to Bosch Limited 1QFI 2026-27 post-result conference call hosted by 361 Capital Market Research.

From Bosch Management, we have with us today Mr. Guruprasad Mudalapur, Managing Director, Mr. Tillman Olson. Chief Financial Officer for Mr. Tillman Olson. This will be the first investor call and welcome, sir.

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

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