Bosch Limited has released its investor presentation for the second quarter of FY2026-27, ending September 30, 2026. The presentation details the company’s production and outlook, consolidated and standalone sector-wise sales performance, and key financial highlights. It also covers the performance and highlights of its subsidiary, Bosch Chassis Systems India Private Limited.
Bosch Limited Q2 FY2026-27 Investor Presentation Released
Bosch Limited has formally intimated its shareholders and the stock exchanges regarding its investor presentation for the second quarter (Q2) of the Financial Year 2026-27. The presentation, scheduled for November 06, 2026, follows an investor con-call and provides a comprehensive overview of the company’s performance and strategic direction.
Key Highlights from the Presentation
Production & Outlook
The production summary for Q2 FY27 and year-to-date (YTD) FY27 showcases volumes and percentage changes across various vehicle segments. The Indian automotive sector concluded Q2 FY27 on a positive note, driven by robust domestic demand and a favorable base effect. The company’s production outlook indicates steady growth across segments.
Consolidated Performance
On a consolidated basis, Bosch Limited reported significant year-on-year growth in both Q2 and the first six months (6M) of FY27. The mobility business saw substantial growth, driven by segments like Power Solutions, Vehicle Motion, Mobility Aftermarket, and the 2-Wheeler segment. The Consumer Goods segment also registered healthy growth.
Key Financial Highlights for the consolidated entity show strong revenue growth of 28.2% for Q2 and 25.0% for 6M FY’26 vs 6M FY’27. EBITDA also demonstrated positive growth, influenced by revenue expansion and raw material cost management. Profit After Tax (PAT) for Q2 saw an increase, while the year-to-date decrease was attributed to an exceptional item from the sale of the BT business in Apr-Sep’25.
Standalone Performance
The standalone sector-wise sales performance mirrored the consolidated trends, with the mobility business showing robust growth. Key financial highlights for the standalone entity also indicate strong revenue growth of 28.6% for Q2 and 25.3% for 6M FY’26 vs 6M FY’27. EBITDA and Profit After Tax (PAT) also experienced growth, with Q2 PAT growth driven by improved EBITDA and YTD decrease due to the exceptional item.
Segmental Highlights
The presentation delves into specific segment performance, including:
- Power Solutions: Discusses upcoming legislations like CAFE Phase 3 and Bharat Stage 7 (BS7), alongside innovations such as the World-First CNG-DI Demonstration and customer recognition awards.
- Two-Wheeler and PowerSports: Highlights milestones such as dispatching 10 million Electronic Product Modules (EPMs) and product launches for motorcycles.
- Mobility Aftermarket: Focuses on sustained growth, workshop engagement milestones, and new product launches for components like clutches and suspension.
- Power Tools: Reports consistent year-to-date growth across segments, surpassing a significant milestone in power tool production, and introducing new products and marketing initiatives.
Bosch Chassis Systems India Private Limited (RBIC)
The presentation also includes details on Bosch Chassis Systems India Private Limited, a wholly-owned subsidiary of Bosch Limited (w.e.f. July 01, 2026). It outlines its products (ESP®/ABS, New Braking System, Vacuum Brake Booster, Vehicle Dynamics Sensor, Airbag ECU, Vehicle Motion System) and locations. Financial highlights for RBIC show robust revenue from operations, EBITDA, and PAT growth for FY2025-26 and Q2 FY2027 Q-on-Q, driven by vehicle motion and 2-Wheeler Power Sports segments. Manufacturing milestones and quality awards for RBIC are also featured.
Source: BSE
