Bosch Limited · NSE:BOSCHLTD
Bosch — 360 ONE Capital (B&K) 16th Annual Investor Conference - Trinity India 2026
23 slides from Bosch's conference presentation, May 26, 2026
Slide 1: Regulation 30 intimation letter - Investor Presentation
Bosch Limited Post Box No:3000 Corporate Relationship Department The Manager Hosur Road, Adugodi BSE Limited Listing Department Bangalore-560030 1st Floor, New Trading Ring National Stock Exchange of India Ltd. Karnataka, India Rotunda Building Exchange Plaza, C-1, Block G Tel +91 80 67523878 Phiroz
Slide 2: Safe Harbor Statement
Bosch Limited | Annual Investors Meet 2026 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 subject to risks an
Slide 3: Bosch Limited Annual Investors Meet 2026
BOSCH LIMITED Annual Investors Meet 2026 May 27, 2026 | Mumbai
Slide 4: Guruprasad Mudlapur, Managing Director and CTO
Bosch Limited | Annual Investors Meet 2026 Guruprasad Mudlapur Managing Director and Chief Technology Officer, Bosch Limited and President, Bosch Group India 3 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserved, also regarding any dispo
Slide 5: Who we are - Bosch Group facts & figures
Who we are Bosch Group facts & figures 413,000 1 in 5 4.1bn € Associates Bosch Associates Capital Expenditure worldwide in research and development 500 7.9bn € 91bn € Subsidiaries and Expenditure on research Sales revenue regional companies and development Source: Bosch annual report 2025 4 Internal
Slide 6: Global Business Update: Sales revenue by region
Bosch Global Business Update | Review of 2025 Sales revenue by region EUROPE AMERICAS ASIA-PACIFIC incl. other regions € 44.2 bn € 18.5 bn € 28.3 bn SHARE OF SALES SHARE OF SALES SHARE OF SALES 49% 20% 31% ASSOCIATES (APPROX.) ASSOCIATES (APPROX.) ASSOCIATES (APPROX.) 235,400 53,600 123,800 5 Intern
Slide 7: Global Business Update: Sales revenue by business sector
Bosch Global Business Update | Review of 2025 Sales revenue by business sector €6.5 bn | 9.3% €6.5 bn | 7.1% Energy and Building Technology Industrial Technology €91 bn €55.8 bn | 61.3% Bosch Mobility €19.9 bn | 21.9% Consumer Goods * * 0.3% other activities Source: Bosch annual report 2025 6 Intern
Slide 8: Global Update: Climate Action
Bosch Global Update | Climate Action Reduction in CO2 from 2018 to 2025 Scope 1& 2* -83% Since 2018, we have succeeded in reducing emissions from our own operations (scopes 1 & 2) by 83 percent to 554,900 metric tons of CO₂ in 2025. Scope 3* -34% Over the same period, we have reduced our scope 3 emi
Slide 9: Global macroeconomic overview
Bosch Limited | Annual Investors Meet Global macroeconomic overview Geopolitical conflicts US Fiscal & Volatility in Currencies and Supply chain Artificial Intelligence Monetary Policy and Commodity realignment 8 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limite
Slide 10: Global structural changes across all business sectors
Bosch Limited | Annual Investors Meet Global structural changes across all business sectors Mobility Stagnating vehicle Consumer Goods production Polarization of consumer Shift to software-defined spending vehicles Vertically-integrated e- Uncertainty surrounding commerce models powertrain
Slide 11: Bosch India Overview
Bosch Limited | Annual Investors Meet Bosch India Overview ₹373 billion Net Revenue, 1953 18 FY 2024-25* 1st Manufacturing Manufacturing Operation in Bangalore Facilities Bosch Limited 38,000+ 19 Associates Group Companies ₹200.35 billion (including 2 listed companies) Net Revenue, FY 2025-26 Mobili
Slide 12: Review of FY2025-26 | Consistent Growth
Bosch Limited | Annual Investors Meet Review of FY2025-26 | Consistent Growth ₨22,584 mINR ₨200,347 mINR ₨180,874 mINR +10.8% ₨19,341 mINR +16.8% FY2024-25 FY2025-26 FY2024-25 FY2025-26 Revenue from Operations Operating Profit (EBIT) Research and Development cost Capital Expenditure ₨6,010 mINR ₨4,1
Slide 13: Review of FY2025-26 | Sales Growth by Business Sector
Bosch Limited | Annual Investors Meet Review of FY2025-26 | Sales Growth by Business Sector 18.4 bnINR Consumer Goods 170.7 bnINR +6.4% Mobility +16.9% 12 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserved, also regarding any disposal,
Slide 14: Review of FY2025-26 | Mobility Business Sales Performance
Bosch Limited | Annual Investors Meet Review of FY2025-26 | Mobility Business Sales Performance Power Solutions 2-Wheeler Mobility Aftermarket 17.6% 69.1% 3.7% 13 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserved, also regarding any di
Slide 15: Review of FY2025-26 | Q4 Results
Bosch Limited | Annual Investors Meet Review of FY2025-26 | Q4 Results 10.8% Q4’2025-26 Results EBITDA: ₨7,816 mINR (14.0% on Revenue) ₨200,347 mINR Profit Before Tax (PBT): ₨8,084 mINR (14.5% on Revenue) ₨ 180,874 mINR Profit After Tax (PAT): ₨5,685 mINR (10.2% on Revenue) FY 2025-26 Results EBITDA
Slide 16: Key India Imperatives
Bosch Limited | Annual Investors Meet Key India Imperatives 15 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications f
Slide 17: Market Prognosis
Bosch Limited | Annual Investors Meet ICE Volumes in ‘000 EV Volumes in ‘000 Market Prognosis H2 Volumes in ‘000 Source: (A)MP26 4.5% 3% 1204 1352 1451 1 2 3 6 7 687 1.6% 0 1 51 56 (1%) 517 (19%) 21 37 344 14 (10%) 233 108 7 11 9 27 45 65 95 108 (14%) 6319 507 5673 5755 5766 6154 (81%) 466 488 508 5
Slide 18: Mobility Portfolio
Bosch Limited | Annual Investors Meet Mobility Portfolio 2-wheeler and powersports ICE Electrification Portfolio of Engine Management System Engine management systems for Diesel, Electrification Integration (EMS) technologies, specifically engineered Gasoline and alternate fuel across vehicle
Slide 19: Portfolio focus
Bosch Limited | Annual Investors Meet Portfolio focus Solutions business Bosch Chassis India Pvt. Ltd. Services Bosch Limited (Vehicle Motion) (existing capability) Processes, methods & tools OS cloud/backend interface Processes, methods & tools • Vehicle motion system, • Classical powertrain softwa
Slide 20: Key Synergy Pillars | Bosch Germany <> India
Bosch Limited | Annual Investors Meet Key Synergy Pillars | Bosch Germany <> India Deep integration with the Bosch global network acts as a strategic multiplier, amplifying our local capabilities to deliver world-class Innovation, achieve operational excellence, and drive market growth 19 Internal |
Slide 21: Strategic Projects
Bosch Limited | Annual Investors Meet Strategic Projects systems RBIC Acquisition Joint Venture with TATA Autocomp ICE TMM H2 SW/C/S Vehicle Motion business added to the portfolio Joint Venture accelerating future growth in e-mobility Scope Scope − Acquisition of 100% stake in Bosch Chassis Systems
Slide 22: Our Commitment to Sustainability
Bosch Limited | Annual Investors Meet Our Commitment to Sustainability ESG Strategy Performance • Climate action: 100% green electricity • Health: zero fatalities and no high- consequence work-related injuries or ill- health. • Human rights: Code of conduct compliance for business partners @96.87%*
Slide 23: Thank You
THANK YOU BOSCH
Bosch — 360 ONE Capital (B&K) 16th Annual Investor Conference - Trinity India 2026 on 6ix