Bosch Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Bosch Limited reported Q1 FY27 revenue from operations of INR58,419 million, up 22% year-on-year and 5% sequentially, driven by growth in Power Solutions and 2-wheeler Powersports segments. EBITDA for the quarter was INR8,180 million, up 28% year-on-year and 4.7% sequentially, while profit after tax declined 37.1% year-on-year due to a prior-year exceptional item from the sale of the Building Technologies video solutions business. Management also discussed the completed acquisition of Bosch Chassis Systems, progress on JVs with TACO and TSF Group, and outlook across its Power Solutions, 2-wheeler, aftermarket and power tools divisions.
Bosch Limited reported revenue from operations for Jan-March '26 of INR55,657 million, up 13.3% year-on-year, with full-year FY26 revenue at INR200,347 million, up 10.8% over FY25. EBITDA for Q4 grew 20.8% year-on-year to INR7,815 million, while full-year EBITDA rose 14.7% to INR26,503 million, and profit after tax for FY26 grew 37.6% to INR27,702 million, aided by a gain on the sale of the Building Technologies segment. Management also discussed two new joint ventures, one with Tata AutoComp and a newly announced one with Brakes India and Wheels India for commercial vehicle air systems, alongside a cautious outlook for FY27 due to geopolitical risks.