Bosch Limited · NSE:BOSCHLTD
Bosch — Investor Presentation (June 2017)
22 slides from Bosch's investor presentation, Jun 27, 2017
Slide 1: Bosch Ltd. Investors' Meet: Mobility Trends and Solutions for India
BOSCH LTD. INVESTORS’ MEET Mobility Trends and Solutions for India 27th June 2017 Soumitra Bhattacharya, Managing Director, Bosch Limited
Slide 2: Agenda
Agenda 1. Bosch Group Overview 2. Global Mobility Trends 3. India - Legislative landscape affecting Mobility 4. Emission norm changes 5. Electrification roadmap in India 6. Connected Mobility 2 Soumitra Bhattacharya, Managing Director | 6/27/2017 Provided for informational purposes all information w
Slide 3: Agenda
Agenda 1. Bosch Group Overview 2. Global Mobility Trends 3. India - Legislative landscape affecting Mobility 4. Emission norm changes 5. Electrification roadmap in India 6. Connected Mobility 3 Soumitra Bhattacharya, Managing Director | 6/27/2017 Provided for informational purposes all information w
Slide 4: Group Sales in 2016 by Business Sectors
Bosch Ltd. Investors' Meet Bosch Group Sales in 2016 by Business Sectors Figures representing Bosch Group sales 4 Soumitra Bhattacharya, Managing Director | 6/27/2017 Provided for informational purposes all information within this presentation strictly on a non-reliance basis © Bosch Limited 2017. A
Slide 5: Group Sales in 2016 by Region
Bosch Ltd. Investors' Meet Bosch Group Sales in 2016 by Region Figures representing Bosch Group Sales 5 Soumitra Bhattacharya, Managing Director | 6/27/2017 Provided for informational purposes all information within this presentation strictly on a non-reliance basis © Bosch Limited 2017. All rights
Slide 6: Bosch in India
Bosch Ltd. Investors' Meet Bosch in India Srinagar Jamm u Amritsa r Chandigarh T Nerpur Bhatind Kashipur a Ludhiyana Haldwan Barnala Karnal Muradabad i Panipat MujNgr Hissar Saharanpur Badauin Delhi Gaziabad Bikaner Alwar 18 Manufacturing Plants 11 Companies Etah Agra SIliguri Jaipur Lucknow Gorakhp
Slide 7: Overview
Bosch Ltd. Overview Key Figures Jaipur >9,000 associates Nashik billion INR 101.8 sales in 2016-17 Headquarters Bengaluru Verna Research and Chennai Development manufacturing 8 Bidadi Naganathapura Manufacturing Gangaikondan plants 2008 Motor Industries 2015 Inauguration of 1922 First sales office 1
Slide 8: Bosch's uniqueness: Bosch Ltd. Shareholding
Bosch Ltd. Investors' Meet Bosch’s uniqueness Bosch Ltd. Shareholding RB GmbH Shareholding RB GmbH Voting Rights and Voting Rights Robert Bosch GmbH, 1% Bosch Bosch Family, 7% Family, 7% Others, 30% Robert Bosch Robert Bosch Stiftung Industrietreuhand KG, Promoter, GmbH, 92% 93% 70% Unique sharehold
Slide 9: Agenda
Agenda 1. Bosch Group Overview 2. Global Mobility Trends 3. India - Legislative landscape affecting Mobility 4. Emission norm changes 5. Electrification roadmap in India 6. Connected Mobility 9 Soumitra Bhattacharya, Managing Director | 6/27/2017 Provided for informational purposes all information w
Slide 10: Powertrain Scenarios
Bosch Ltd. Investors' Meet Powertrain Scenarios* Base Case e-mobility Case *Vehicle sales PC incl. LCV<6t [m vehicles]1) 1) Estimation Bosch 114 114 106 EV ICE ICE stays stays dominant dominant 98 PHEV HEV 89 CNG GDI incl. HEV/ PFI PHEV Diesel pure ICE 102.4 93.2 88 90% 82% 99% … but also VUCA world
Slide 11: Regulatory and Market impulses
Bosch Ltd. Investors' Meet Regulatory and Market impulses Emission Norms BS4 countrywide, BS6 in 2020 Fuel Consumption Regulations CAFE 2017/2022 Crash Standard All models from 2019 Safety CV ABS 2015, PC and 2Wh ABS 2018, Market Trends Electrified – NITI Aayog (e-mobility 2030) Large amount of regu
Slide 12: Emission Legislation – All Segments
Bosch Ltd. Investors' Meet Emission Legislation – All Segments 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Sulphur India Countrywide content 500 ppm ROI 350ppm Metros BS5 10ppm10)(?) 50ppm 10ppm Cities BS2 BS3 BS4 BS6 On Road BS2 ROI BS3 Metros BS5 10ppm (?)
Slide 13: Regulation comparison
Bosch Ltd. Investors' Meet Regulation comparison EU4 EU5 EU6 EU6 (RDE) 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 BS4 (only Metros) BS4 (Across India) BS6 12 to 15 years <6 years Leapfrogging from BS4 to BS6 in 2020 reduces the current technology backlog from ~12
Slide 14: ICE Technology approach to meet future market requirements
Bosch Ltd. Investors' Meet ICE Technology approach to meet future market requirements GER_COM dB 82 100 SCR+ cylinder pressure [bar] SCR DOC CuC 80 24 22 250 300 350 400 500 600 700 900 800 700 60 DPF 20 200 600 500 18 150 800 400 20 40 l I_Inj [A] T T Dp 16 350 100 300 BMEP [bar] 14 80 250 10 2
Slide 15: Gearing up for the future
Bosch Ltd. Investors' Meet Gearing up for the future Adaptation of Develop Product After market Strategy Gear-up Optimization of Resources 3 to 5 Purchasing times R&D efforts Setup Ramp-up Manufacturing Competency Strategy 15 Soumitra Bhattacharya, Managing Director | 6/27/2017 Provided for informat
Slide 16: Agenda
Agenda 1. Bosch Group Overview 2. Global Mobility Trends 3. India - Legislative landscape affecting Mobility 4. Emission norm changes 5. Electrification roadmap in India 6. Connected Mobility 16 Soumitra Bhattacharya, Managing Director | 6/27/2017 Provided for informational purposes all information
Slide 17: Electrification roadmap in India
Bosch Ltd. Investors' Meet Electrification roadmap in India Vision of Government of India Recent developments in India March 2017 Leapfrog to Shared, Electric and Connected Mobility Niti Aayog - May 2017 Monitor how the plans develop in to Mindset change: Decisive decision making on policies and act
Slide 18: Solutions for Electrification
Bosch Ltd. Investors' Meet Bosch Solutions for Electrification eScooter HMI Re-generative Sharing Solutions ranging from 48V Hybrids to high voltage electric braking systems PC for all performance / vehicle classes Research and Thermal Management advanced engineering Solutions for future EV concepts
Slide 19: Summary
Bosch Ltd. Investors' Meet Summary Disruptive technology change ahead All elements of value chain are effected Speed of change calls for demand for System Solution Providers Bosch one of the leading automotive suppliers and strong local footprint in India is in pole Position 19 Soumitra Bhatta
Slide 20: Agenda
Agenda 1. Bosch Group Overview 2. Global Mobility Trends 3. India - Legislative landscape affecting Mobility 4. Emission norm changes 5. Electrification roadmap in India 6. Connected Mobility 20 Soumitra Bhattacharya, Managing Director | 6/27/2017 Provided for informational purposes all information
Slide 21: Future mobility centered around connectivity
Bosch Ltd. Investors' Meet Future mobility centered around connectivity Connected mobility Electric driving Multimodal transport systems Automated Parking driving management 21 Soumitra Bhattacharya, Managing Director | 6/27/2017 Provided for informational purposes all information within this presen
Slide 22: Bosch Ltd. Investors' Meet
Bosch Ltd. Investors' Meet 22 Soumitra Bhattacharya, Managing Director | 6/27/2017 Provided for informational purposes all information within this presentation strictly on a non-reliance basis © Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing