Bosch Limited · NSE:BOSCHLTD
Bosch — Kotak's Annual Investor Conference 2025
13 slides from Bosch's conference presentation, Feb 18, 2025
Slide 1: Future of Mobility
Future of Mobility Kotak's Annual Investor Conference February 18, 2025
Slide 2: Guruprasad Mudlapur, Managing Director and CTO, Bosch Limited
Bosch Limited | Kotak’s Annual Investor Conference Guruprasad Mudlapur Managing Director and Chief Technology Officer, Bosch Limited and President, Bosch Group India © Bosch Limited 2025. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as
Slide 3: Safe Harbor Statement
Future of Mobility Kotak’s Annual Investor Conference 2025 At the outset, we would like to reinforce our Safe Harbor statement. In today’s interactions and presentation, there may be some predictive statements that reflect our current views about Bosch Limited’s future performance, but these are sub
Slide 4: Future of Mobility
Future of Mobility Megatrends Automotive tech trends Consumers stack and buying Tech-stack and architecture Future of mobility … © Bosch Limited 2025. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for indu
Slide 5: Megatrends
Future of Mobility Megatrends “Disruptions & boundary conditions that are shaping the Indian Economy” Renewables Middle class Demography Urbanization Digitalization ~50% RE by 2030, Doubling per capita ~50% GenZ & Millennial’s 2x rise in urban Digital economy will Policy support income by 2030 by 20
Slide 6: Key Automotive Technology Trends 2025
Future of Mobility Key Automotive Technology Trends 2025 Advanced sensor & Mixed fuel powertrain Occupant & asset safety with perception systems options will co-exist safety features like 6x Air bag, enabling L2++ ADAS alongside electrification ESP, cyber security, DMS, OMS Connected cockpits for E/
Slide 7: India's Consumer Stack – Buying capabilities (current view)
Future of Mobility India’s Consumer Stack – Buying capabilities (current view) Population & per India Class description Archetype / persona of this buying class capita income The Consuming 120Mn people India-1 Effluent class , choices like west, luxury & brand 9% class ~$15K per capita 2.2 Bit older
Slide 8: ... and the cars that they buy!
Future of Mobility … and the cars that they buy ! Avg. ticket size of % share in OEM labels & their playing fields car they buy volume $45,000 & upwards 1% Luxury car brands: Mercedes, Audi, BMW, Volvo, JLR, Toyota $30,000~45000 2% Premium Models (Top trims): $20,000~30,000 Mahindra-XUV, Scoprio,Tha
Slide 9: Market of future calls for new approaches to business – Tech-stack
Future of Mobility Market of future calls for new approaches to business– “Tech-stack” Services Software Processes, methods & tools ADAS1 Motion Energy Body & Infotain-- Comfort ment • Application Software From many Individual Software • Operating System/SDV2 … to five holistic integrated solution
Slide 10: ... architecture led transition in OEM's
... architecture led transition in OEM’s Tech-stack: the market view so far.. going forward.. ~2027+ Offboard (outside of Application software vehicle) Onboard Operating system (in vehicle) HW, incl. embedded SW Onboard Hardware/ Compute (in vehicle) 3-Box TCU Diagnostic-can Gateway Chassis-can ADAS
Slide 11: Emerging mobility trends in India: No more just an owner-based segment
Future of Mobility Emerging mobility trends in India: “No more just an owner-based segment” Changing Paradigm of urban mobility Mobility as a Service (MaaS) Electrification Technology Shared Mobility Subscription ADAS Share use of vehicle on need Ownership of vehicle through People Mobility basis re
Slide 12: Summary
Future of Mobility Summary Who will define the What drives the next Key factors future? gen. tech? • Regulators • E & E Architecture • Simple and solid foundation tech • Consumers • Compute • Cheaper compute • Stakeholders • Gen AI © Bosch Limited 2025. All rights reserved, also regarding any dispos
Slide 13: Thank you!
Future of Mobility Thank you! Guruprasad Mudlapur Managing Director and Chief Technology Officer, Bosch Liminted and President Bosch Group, India February 18, 2025 © Bosch Limited 2025. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in