Bosch

“This is also likely to be there for maybe one more quarter, that's our hope at least that we are able to come out of this soon. And after that, we should get back to better margins or earlier margins.”

“So most of the spending goes into plant and machinery, that's the lion's share of it. And in this year, it especially is the upgrading of existing production lines to facilitate the volume output so that we can deliver to our customers.”

“So usually, we have a seasonality in the spend for capex. Was a very high spend in the third quarter of the financial year.”

“till now we've been overbooked on capacities, overbooked on customer requests.”

“Consumer Goods business grew by 17.1% due to strong market demand in standard line products and accessories along with increase in e-commerce sales.”

“mobility business grew by 30.3% in July-September '26 quarter”

“This alignment is directly accelerating our content-per-vehicle growth across all passenger segments.”

“In light of the draft notification released for Phase 3 BS-VII implementation 2029 for passenger cars and 2031 for commercial vehicles, alongside draft 215 test procedures, Bosch has initiated early platform and powertrain architecture consultations with OEMs across all segments.”

“Quarter-on-quarter, revenue from operations of RBIC in July-September '26 stood at INR15,062 million, which grew by 27.9% over July-September '25.”

“Passenger vehicle demand remained strong in Q2 FY27, supported by low base, sustained SUV preference, and positive consumer sentiment.”

“Tractor demand was the key area of weakness towards the end of Q2.”

“A little more modest second half is likely outcome as we go forward.”

“The other segments are likely to go in a similar direction simply because of the very high base of the same quarter last year.”

“We expect flat to modest growth in Q3 FY27 relative to a high prior-year base.”

“The improvement in absolute EBITDA was mainly driven by strong growth in revenue, which was partly offset by steep increase in raw material prices, mainly aluminum, and adverse forex development due to depreciation of INR versus euro.”

“The growth in EBITDA was less pronounced due to adverse impacts of steep increase in raw material prices, particularly aluminum, and ECUs, which drove higher material costs.”

“The margin development is mostly driven by the volume and the subsequent absorption of cost. So this is the main driver, the volume.”

“There is a certain time lag in this as we are passing on to our customers, if we have a contractual base for this passing on.”

“No, no. I mean, we will recover some of the costs, so it gets better, Yes.”

“Following Bosch Limited's acquisition of Bosch Chassis Systems India Private Limited on 1st July 2026, the consolidated financial results for Q2 FY27 incorporate the performance of this wholly owned subsidiary for the first time.”

“In a world's first, Bosch Limited has successfully validated CNG direct injection on engine and vehicle benches for passenger car and light commercial vehicle segments, achieving performance and fuel efficiency on par with diesel”

“completing a focused 9-month development cycle to launch integrated engine management systems and ABS on high-volume 160 cc street motorcycle.”

“We have successfully expanded our product offerings with the launch of new passenger car clutch and suspension components”

“the division successfully diversified beyond hand tools into an adjacent market with the launch of our first ever range of PPE safety helmets.”

“approved the utilization of retained earnings to issue three fully paid bonus equity shares for every one fully paid-up equity share held, and a subdivision of each INR10 equity share, including the proposed bonus shares, into shares of INR2 face value”

“reassessed the service award liability and has reversed the provision amounting to INR1,304 million, which is shown as an exceptional item.”

“In the previous year, the company had sold its Video Systems, Access and Intrusion, and Communication Systems under Building Technologies segment, and the resultant profit amounting to INR5,560 million was accounted during this period.”

“the company reversed the provision for employee long-term service award and the resulting credit of INR1,240 million has been shown as an exceptional item.”

“The decline is again attributed mainly to increase in raw material prices and one-time costs incurred for start of production of new-generation ESPs like ESP10 and commissioning of additional line for increase in capacity of ABS, which is ABS10M for two-wheelers.”

“Due to the change, a one-time cumulative impact of INR775 million was charged to P&L”

“So there is discussions ongoing. And I cannot, at the moment, predict that we can recuperate 100%.”

“There is a lot of effect, inflation effect in the system. Monsoons have been weak. The interest rates are getting tightened.”

“We remain mindful of the external risks that global conflicts and supply chain disruptions pose to the macroeconomic landscape.”

“And there may be some things which, in some very specific customers, there may not be contractually covered, and those things get left out.”

“Quarter-on-quarter, revenue from operations in July-September 2026 stood at INR76,551 million, which grew by 28.2% over July-September 2025”

“The EBITDA for July-September '26 was INR10,371 million, which grew by 23.2% over the same quarter of previous year.”

“The profit after tax for July-September 2026 grew by 18.5% over the same quarter of previous year.”

“Profit after tax for six months ending on September '26 stood at INR16,541 million, which is reduction of 13.1% over the same period of previous year.”

“Quarter-on-quarter, revenue from operations in July-September 2026 stood at INR61,641 million, which grew by 28.6% over July-September 2025.”