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Bosch Limited Q2 FY27 Earnings Presentation

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Bosch Limited's investor con-call presentation for Q2 FY2026-27 (the quarter ended September 30, 2026; Indian FY27 runs April 2026 to March 2027), dated November 6, 2026 and filed with BSE/NSE. Bosch Limited is the Indian listed subsidiary of the Bosch Group. The 13-page deck covers Indian vehicle production, consolidated and standalone sector-wise sales, key financials (revenue, EBITDA, PAT), business-unit highlights, and the first results of Bosch Chassis Systems India Private Limited (RBIC), a wholly-owned subsidiary since July 1, 2026. All amounts are in INR million (mINR), as the company presents them.

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Теги

Bosch Limited
Bosch India
Investor presentation
Earnings presentation
Q2 FY27

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Описание

Основная тема

Bosch Limited's investor con-call presentation for Q2 FY2026-27 (the quarter ended September 30, 2026; Indian FY27 runs April 2026 to March 2027), dated November 6, 2026 and filed with BSE/NSE. Bosch Limited is the Indian listed subsidiary of the Bosch Group. The 13-page deck covers Indian vehicle production, consolidated and standalone sector-wise sales, key financials (revenue, EBITDA, PAT), business-unit highlights, and the first results of Bosch Chassis Systems India Private Limited (RBIC), a wholly-owned subsidiary since July 1, 2026. All amounts are in INR million (mINR), as the company presents them.

Ключевые преимущества

  • •Real reported numbers: consolidated revenue from operations of ₹76,551 million in Jul-Sep 2026, up 28.2% from ₹59,694 million a year earlier
  • •Side-by-side consolidated and standalone views of revenue, EBITDA and profit after tax for both the quarter and the six months (6M FY26 vs 6M FY27)
  • •A dense SIAM-sourced production chart covering every quarter from FY23 to Q2 FY27 plus a Q3 FY27 forecast, split by passenger cars, LCV, HCV, tractors and three-wheelers
  • •Clean segment storytelling: Mobility (Power Solutions, Vehicle Motion, Mobility Aftermarket, 2-Wheeler) versus Consumer Goods (Power Tools)
  • •A worked example of how to present a newly consolidated subsidiary (RBIC) with its own products, plant locations, financials and highlights

Целевая аудитория

  • •Equity analysts and investors covering Indian auto-component stocks
  • •Investor relations teams at Indian listed companies preparing quarterly con-call decks
  • •Automotive industry strategists tracking Indian vehicle production and emission regulation (CAFE 3, BS7)
  • •Finance students studying Indian quarterly results presentations
  • •Presentation designers looking for a corporate earnings-deck reference

Случаи использования

  • •Reviewing Bosch Limited's Q2 FY27 and H1 FY27 performance
  • •Benchmarking Indian auto-component revenue growth and margins against peers
  • •Building a quarterly earnings deck with consolidated vs standalone comparisons
  • •Explaining the impact of a one-off exceptional gain (sale of the BT business in Apr-Sep 2025) on year-to-date PAT
  • •Teaching how to combine an industry volume chart with company financials in an earnings call

Уникальные ценностные предложения

  • •Every financial page pairs a quarter comparison with a six-month comparison, so readers see both momentum and year-to-date context
  • •Industry production data (Q2 FY27 total of 2,829 thousand vehicles, +24%) sits ahead of company numbers, anchoring results in market demand
  • •Includes a separate subsidiary section for RBIC with its own revenue, EBITDA and PAT, rarely seen in short con-call decks
  • •Consistent Bosch visual system: rainbow footer band, purple and blue comparison bars, donut charts for segment mix

Страницы слайдов (13)

Подробный просмотр каждой страницы слайда, включая макет, ключевой контент и визуальные элементы.

Страница 1
Disclaimer / legal notice

Safe Harbour

Содержание

A two-column legal disclaimer dated 2026-11-06. It states the presentation is for information only, contains forward-looking statements subject to risks (demand, competition, technology, COVID-19, macroeconomic conditions), is not a prospectus or offer under the Companies Act 2013 or SEBI ICDR Regulations 2018, is not for distribution in or into the United States, and that disputes fall under the laws of India with exclusive jurisdiction of courts in Bangalore.

Структура макета

Centered gradient-colored 'Safe Harbour' heading above two justified text columns; the right column is in italics with a bold all-caps US distribution restriction; page number, date and Bosch logo in the footer above a rainbow color band.

Ключевые визуальные элементы

  • •Multi-color gradient title
  • •Two dense text columns
  • •Bold capitalized US restriction sentence
  • •Bosch logo and rainbow footer stripe
Страница 2
Title slide

Bosch Limited Investor Presentation - Quarterly Results September 30, 2026

Содержание

Cover slide: 'BOSCH LIMITED INVESTOR PRESENTATION', 'Quarterly Results September 30, 2026', dated November 06, 2026.

Структура макета

Full-width hero image across the top two-thirds, large bold title text at the bottom left, Bosch logo bottom right, rainbow band at the bottom.

Ключевые визуальные элементы

  • •3D render of a concept car, autonomous shuttle, motorcycle, e-bike and wheel loader in front of translucent colored glass panels
  • •Bold uppercase black title
  • •Bosch logo
Страница 3
Data visualization / market overview

Production & Outlook

Содержание

Indian vehicle production by quarter from Q1 FY23 to Q2 FY27 plus a Q3 FY27 forecast (volumes in '000s, source SIAM, excluding two-wheelers in the stacked chart). CAGR FY23 to FY26 excluding 2W: 7%. Quarterly totals rise from 1,775 in Q1 FY23 to 2,463 in Q1 FY27 and 2,829 in Q2 FY27; the Q3 FY27 forecast is 2,299. Production summary for Q2 FY27: three-wheelers 440 (+25% vs Q2 FY26, +24% vs Q1 FY26 per the column label; FY27 YTD 794, +31%), tractors 349 (+8%, +3%; YTD 687, +11%), HCV 133 (+37%, +19%; YTD 244, +21%), LCV 227 (+32%, +19%; YTD 418, +27%), passenger cars 1,680 (+25%, +14%; YTD 3,149, +21%), total 2,829 (+24%, +15%; YTD 5,292, +21%), two-wheelers 8,126 (+16%, +11%; YTD 15,417, +19%). Takeaway banner: the Indian automotive sector concluded Q2 FY27 on a positive note, owing to positive domestic demand and low base effect.

Структура макета

Left two-thirds: stacked bar chart of quarterly production by segment with totals above each bar, fiscal-year bands below and a hatched forecast bar at the end. Right third: rounded 'Production Summary' table with vehicle icons, color-coded rows and Q2 FY27 and FY27 YTD columns. Full-width dark blue takeaway banner and abbreviation legend at the bottom.

Ключевые визуальные элементы

  • •Stacked column chart with five segment colors
  • •Hatched forecast column for Q3 FY27
  • •Icon-led summary table with colored cells
  • •Dark blue headline banner with chart icon
  • •Source: SIAM note
Страница 4
Segment performance / comparison

Consolidated | Sector-wise sales performance

Содержание

Consolidated sales split between Mobility Solutions and Consumer Goods (amounts in INR million). Jul-Sep 2025: Mobility 52,481, Consumer Goods 4,367. Jul-Sep 2026: Mobility 68,130, Consumer Goods 5,113. Apr-Sep 2025: Mobility 102,995, Consumer Goods 8,675. Apr-Sep 2026: Mobility 131,832, Consumer Goods 10,321. Quarter: Mobility grew 29.8%, driven by Power Solutions +36.4%, Vehicle Motion +34.9%, Mobility Aftermarket +13.2% and 2-Wheeler +17.7%; Consumer Goods grew 17.1%. Six months: Mobility +28.0% (Power Solutions +32.7%, Vehicle Motion +29.4%, Mobility Aftermarket +11.4%, 2-Wheeler +28.5%); Consumer Goods +19.0%.

Структура макета

Two halves separated by a dashed line, each with a purple pill header and two donut charts (prior vs current period), a blue pill comparison bar, and below it icon-led growth bullets for Mobility (car icon) and Consumer Goods (tools icon). Legend top right.

Ключевые визуальные элементы

  • •Four blue-and-green donut charts
  • •Purple and blue pill headers
  • •Car and wrench icons
  • •Bulleted growth rates by business unit
Страница 5
Financial highlights / KPI dashboard

Consolidated | Key Financial Highlights

Содержание

Consolidated results in INR million. Revenue from operations: 59,694 (Jul-Sep 2025) to 76,551 (Jul-Sep 2026), +28.2%; 118,562 (Apr-Sep 2025) to 148,218 (Apr-Sep 2026), +25.0%. EBITDA: 8,417 to 10,371 for the quarter (+23.2%) and 16,714 to 20,159 for six months (+20.6%). Profit after tax: 7,084 to 8,405 for the quarter (+18.5% as stated) and 19,016 to 16,541 for six months (-13.1%). Commentary: quarterly revenue driven by PC and CV demand (Power Solutions), buoyant 4-wheeler growth (Vehicle Motion), favorable mix and pre-festive OEM demand (2-Wheeler), and e-commerce and accessory sales (Consumer Goods); EBITDA growth partly offset by higher raw material costs; the YTD PAT decline is mainly due to the exceptional profit on sale of the BT business in Apr-Sep 2025.

Структура макета

Left: two pairs of purple/blue bar charts with grey growth-percentage bubbles. Right: four small line-chart boxes for EBITDA and PAT (quarter and six months). Bottom: four chevron-led commentary blocks in bold headline plus italic explanation.

Ключевые визуальные элементы

  • •Purple vs blue comparison bars with value labels
  • •Grey circular growth badges (28.2%, 25.0%)
  • •Mini line charts showing direction of change
  • •Purple chevron bullets
Страница 6
Segment performance / comparison

Standalone | Sector-wise sales performance

Содержание

Standalone sales in INR million. Jul-Sep 2025: Mobility 41,017, Consumer Goods 4,367. Jul-Sep 2026: Mobility 53,461, Consumer Goods 5,113. Apr-Sep 2025: Mobility 81,437, Consumer Goods 8,675. Apr-Sep 2026: Mobility 104,268, Consumer Goods 10,321. Quarter: Mobility +30.3%, driven by Power Solutions +36.4%, Mobility Aftermarket +13.9% and 2-Wheeler +19.9%; Consumer Goods +17.1%. Six months: Mobility +28.0% (Power Solutions +32.7%, Mobility Aftermarket +11.7%, 2-Wheeler +29.6%); Consumer Goods +19.0%. Vehicle Motion is not listed among standalone drivers.

Структура макета

Same template as the consolidated sector page: two halves with purple period pills, four donut charts, blue comparison pills and icon-led bullet lists.

Ключевые визуальные элементы

  • •Four donut charts in Bosch blue and green
  • •Mobility vs Consumer Goods legend
  • •Car and tools icons
  • •Growth percentages per business unit
Страница 7
Financial highlights / KPI dashboard

Standalone | Key Financial Highlights

Содержание

Standalone results in INR million. Revenue from operations: 47,948 to 61,641 for the quarter (+28.6%) and 95,834 to 120,060 for six months (+25.3%). EBITDA: 6,171 to 8,028 (+30.1%) and 12,564 to 16,208 (+29.0%). Profit after tax: 5,542 to 6,746 (+21.7%) and 16,696 to 13,764 (-17.6%). Commentary: quarterly growth driven by Power Solutions, pre-festive demand in 2-Wheeler and Aftermarket, and e-commerce and accessory sales in Consumer Goods; six-month growth from Power Solutions, higher 2-Wheeler production, stable Aftermarket spares demand and Consumer Goods campaigns; EBITDA partly offset by raw material costs; YTD PAT decline due to the exceptional gain on sale of the BT business in Apr-Sep 2025.

Структура макета

Mirrors the consolidated highlights page: bar pairs with growth bubbles on the left, four mini line-chart panels on the right, and four chevron commentary blocks along the bottom.

Ключевые визуальные элементы

  • •Comparison bar charts with 28.6% and 25.3% badges
  • •EBITDA and PAT trend lines
  • •Bold headline plus italic driver explanation
  • •Amounts in mINR label
Страница 8
Business highlights / multi-column summary

Highlights

Содержание

Business-unit highlights in four columns. Power Solutions: CAFE Phase 3 finalized and notified for April 2027 rollout; Retrofit Emission Control Devices (RECD) technical regulations released (60% NOx or 97% PM reduction, or both); Bharat Stage 7 draft notification for three-phase implementation, 2029 for PC and 2031 for CV, with draft AIS 215 test procedures; world-first CNG Direct Injection (CNG-DI) validated on engine and vehicle benches for PC/LCV; OEM awards for Innovation & Technology Excellence, Automation & Operational Excellence and customer centricity. Two-Wheeler and PowerSports: more than 10 million cumulative EPM44 electronic product modules dispatched; supported a 160 cc motorcycle launch with EMS and ABS after a 9-month development cycle; powertrain and safety systems on a new 585 cc multi-cylinder premium motorcycle. Mobility Aftermarket: robust growth via workshop engagement, OES and IAM channels, key products rotating machinery, spark plugs, batteries and filters; surpassed 5,000 Bosch workshops; launched PC clutch and suspension components. Power Tools: year-to-date growth across Global Tools, Measuring Tools, Accessories & Hand Tools and Outdoor Garden; surpassed 20th million power tool at the Chennai plant; launched a measuring wheel, moisture meter, new compact GLM50, magnetic drill and PPE safety helmets, plus the Pro360 platform for users and sub-dealers; campaigns Cordless 3.0, 'Xcclerate' and 'Made in India'.

Структура макета

Four equal columns, each with a photo header, colored title band (Power Solutions, Two-Wheeler and PowerSports, Mobility Aftermarket, Power Tools) and bold sub-headed bullet lists below, separated by dashed dividers.

Ключевые визуальные элементы

  • •Four header images (truck, motorcycle, vehicle lineup, 'Hand tools that hands love')
  • •Blue, teal and green title bands
  • •Bold sub-headings such as Upcoming legislations and Milestone Achieved
  • •Dense bullet text
Страница 9
Section divider

Bosch Chassis Systems India Private Limited - Section Cover

Содержание

Section divider: 'BOSCH CHASSIS SYSTEMS INDIA PRIVATE LIMITED', a wholly-owned subsidiary of Bosch Limited with effect from July 01, 2026, Quarterly Results September 30, 2026.

Структура макета

Full-width hero photo on top, bold uppercase company name and subtitle below, Bosch logo bottom right, rainbow band.

Ключевые визуальные элементы

  • •Teal-toned image of a concept sedan and a skateboarder
  • •Bold uppercase subsidiary name
  • •Effective-date note
Страница 10
Company overview / products and footprint

Introduction | Bosch Chassis Systems India Private Limited (RBIC)

Содержание

Products: ESP/ABS, New Braking System, Vacuum Brake Booster, Vehicle Dynamics Sensor, Airbag ECU and Vehicle Motion System. Locations: Chakan (Pune), Sanand (Gujarat) and Manesar (near Delhi), marked on an India map with plant photos. Banner: market-oriented solutions in braking, vehicle motion software and service solutions, occupant safety systems and vehicle dynamics sensors.

Структура макета

Left half: 2x3 grid of dark/teal product title tiles with line icons. Right half: India map with three plant pins and photos, plus a checkbox list of locations. Full-width teal banner at the bottom.

Ключевые визуальные элементы

  • •Six product tiles with teal line icons
  • •India map with Mnr, Snd and ChkP labels
  • •Plant photographs
  • •Teal summary banner
Страница 11
Financial highlights / subsidiary KPIs

RBIC | Key Financial Highlights

Содержание

RBIC results in INR million. FY 2025-26 panel: revenue from operations 48,935, EBITDA 9,045 (spelled 'EBIDTA' on the slide), PAT 5,891. Revenue: 11,780 (Jul-Sep 2025) to 15,062 (Jul-Sep 2026), +27.9%; 22,833 (Apr-Sep 2025) to 28,432 (Apr-Sep 2026), +24.5%. EBITDA: 2,238 to 2,344 for the quarter and 4,131 to 3,920 for six months. PAT: 1,531 to 1,648 for the quarter and 2,288 to 2,721 for six months. Commentary: six-month revenue growth driven by Vehicle Motion +29.4% and 2-Wheeler PowerSports +27.4%; EBITDA growth from volumes offset by raw material price increases and adverse forex; PAT up on higher sales and improved EBIT.

Структура макета

Left grey panel with three large teal headline figures for FY 2025-26. Three columns to the right for Revenue (bar pairs with growth bubbles), EBITDA and PAT (boxed mini line charts), each with a chevron commentary block underneath.

Ключевые визуальные элементы

  • •Oversized teal numbers with mINR suffix
  • •Teal and dark green bar pairs
  • •27.9% and 24.5% growth badges
  • •Outlined column headers
Страница 12
Achievements / awards

RBIC | Highlights

Содержание

Manufacturing milestone: the Chakan plant surpassed 20 million units each for 4W ESP/ABS (PC) and 2W ABS (>20m units each); the market sustained post-GST growth with strong OEM demand. 'Super Platinum' Quality Award from a leading OEM for end-to-end partnership excellence, operational reliability and sustained business performance. Manufacturing OH&S Excellence Award: 4-star rating Gold trophy and certificate from the Work Safety Organisation at the 7th Annual WSO India OHS&E Professional Development Symposium.

Структура макета

Left vertical filmstrip of four vehicle images; right side three stacked rounded cards with teal header bars (Manufacturing Milestone, Super Platinum Quality Award, Manufacturing OH&S Excellence Award), each with an icon and text.

Ключевые визуальные элементы

  • •Teal circles with '>20m Units'
  • •Car and motorcycle icons
  • •Award rosette and gold trophy icons
  • •Vertical photo strip
Страница 13
Closing slide

Thank You

Содержание

Closing slide with 'THANK YOU'.

Структура макета

Wide street-scene hero image across the upper half with large bold centered text below and the rainbow footer band.

Ключевые визуальные элементы

  • •Urban street photo with a silver car and floating colored tiles
  • •Bold uppercase 'THANK YOU'

Часто задаваемые вопросы

Распространенные вопросы об этом слайде и основном содержании презентации.

What is this Bosch Limited presentation and where was it published?

It is Bosch Limited's investor con-call presentation for Q2 FY2026-27 (quarter ended September 30, 2026), dated November 6, 2026 and filed with BSE/NSE. Bosch Limited is the Indian listed subsidiary of the Bosch Group. The exchange cover letter has been removed; the 13 slides are as filed.

Which period does Q2 FY27 cover?

Bosch Limited follows the Indian April-March fiscal year, so FY27 runs from April 2026 to March 2027 and Q2 FY27 is July to September 2026. The six-month comparison (6M FY27) covers April to September 2026.

What were Bosch Limited's headline consolidated results for the quarter?

Consolidated revenue from operations was ₹76,551 million in Jul-Sep 2026, up 28.2% from ₹59,694 million. EBITDA rose 23.2% to ₹10,371 million and profit after tax rose to ₹8,405 million from ₹7,084 million (stated as +18.5%).

Why did six-month profit after tax fall even though revenue grew?

Consolidated 6M PAT was ₹16,541 million versus ₹19,016 million (-13.1%). The deck explains the prior-year period included an exceptional profit from the sale of the BT business in Apr-Sep 2025, which inflates the comparison base.

What units are the numbers in?

Financial figures are in INR million (labelled 'mINR' on the slides). Vehicle production volumes on the outlook page are in thousands of units, sourced from SIAM.

What is RBIC and why does it appear in the deck?

RBIC is Bosch Chassis Systems India Private Limited, which became a wholly-owned subsidiary of Bosch Limited from July 1, 2026. It makes ESP/ABS, braking systems, vacuum brake boosters, vehicle dynamics sensors, airbag ECUs and vehicle motion systems at Chakan, Sanand and Manesar, and reported Q2 revenue of ₹15,062 million, up 27.9%.

Does the download include an editable PowerPoint file?

Yes. Alongside the PDF there is a PPTX converted from the filed PDF, so charts and text can be reused as a starting point for your own quarterly results deck, though layout fidelity may vary from the original.

Can I use this deck as a template for my own earnings presentation?

It is a good structural reference: market context first, then consolidated and standalone segment sales, KPI pages pairing quarter and year-to-date comparisons, business-unit highlights, and a subsidiary section. Replace Bosch branding and figures with your own.

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