Bosch Limited · NSE:BOSCHLTD
Bosch — Q4 FY2021-22 Earnings Presentation
14 slides from Bosch's earnings presentation, May 19, 2022
Slide 1: Stock exchange intimation letter: Investor con-call presentation
Bosch Limited Post Box No:3000 Hosur Road, Adugodi Corporate Relationship Department The Manager Bangalore-560030 BSE Limited Listing Department Karnataka, India 1st Floor, New Trading Ring National Stock Exchange of India Ltd. Tel +91 80 67524938 Rotunda Building Exchange Plaza, C-1, Block G www.bo
Slide 2: Disclaimer
1 “The contents of this presentation are for information purposes only and for the reader’s personal non-commercial representation or warranty is made as to, and no reliance should be placed on, the accuracy, fairness or use. The contents are intended, but not guaranteed, to be correct, complete, or
Slide 3: Bosch Ltd. Investor Presentation: Quarterly Results March 2022
BOSCH LTD. INVESTOR PRESENTATION Quarterly Results March 2022 19th May, 2022 | Bengaluru
Slide 4: Automotive Market Production Numbers FY2021-22
Bosch Ltd || Investor Con-call Q4 FY21-22 Automotive Market Production Nos. FY2021-22 Volumes in ‘000s FY2021-22 Q4 1801 1728 1745 94 %Change w. %Change w. %Change w. 63 1569 104 Volumes Volumes 149 1526 Q4-FY21 Q3-FY22 FY21 156 174 1402 63 1356 80 129 33 138 47 119 97 104 +10% +29% 294 +48% 1020 10
Slide 5: Automotive Market Vs. Company Performance
Bosch Ltd || Investor Con-call Q4 FY21-22 Automotive Market Vs. Company Performance ▪ Bosch has done better Segment Automotive Market Production Bosch Domestic OE Sales than market in Tractor Once SC Crisis and Passenger Car Jan-Mar'22 Vs. FY'22 Vs. Jan-Mar'22 Vs. FY'22 Vs. recedes segment Jan-Mar'2
Slide 6: Sector Wise Sales Mar 2022 Q on Q
Bosch Ltd || Investor Con-call Q4 FY21-22 Sector Wise Sales Mar 2022 Q on Q Mobility Solutions comprises of Powertrain Solutions (PS), Automotive Aftermarket (AA) and 2-Wheeler Figs. in MINR 26,630 26,406 24,130 23,430 24,760 Business (2WP) 19,907 20,342 • Overall BBM sales have de-grown by 0.8%; PS
Slide 7: Profitability Statement - Jan to Mar 2022 vs Jan to Mar 2021
Bosch Ltd || Investor Con-call Q4 FY21-22 Profitability Statement - Jan to Mar 2022 vs Jan to Mar 2021 FIGURES IN MILLION INR Jan-Mar 22 Jan-Mar 21 Growth Total income from operations +2.9% Amount % Amount % over PY % Net Sales 31,919 96.4 30,853 95.9 3.5 Material Cost Income from Services 595 1.8 1
Slide 8: Mar 2022 Quarterly Results: Like-to-Like Basis
Bosch Ltd || Mar 2022 Quarterly Results Financial results Q-on-Q on like-to-like basis: Jan-Mar 22 vs Jan-Mar 21 Jan-Mar 22 Jan-Mar 21 + Particulars One-time & One-time & Like to like Total Like to like Total spl. Impacts spl. Impacts MINR % oS MINR MINR % oS MINR % oS MINR MINR % oS Sales of produc
Slide 9: Emission Roadmap: On-Road
Implemented Emission Roadmap: On-Road Notified Delayed Technology disruption in automotive on-road areas implemented with BS6 8 Internal | RBIN/OFE-EC | 2022-01-26 © Bosch Limited 2022. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in
Slide 10: Emission Roadmap: Tractors
Implemented Emission Roadmap: Tractors Notified Delayed Launch of Bosch’s Common Rail System (CRS) Technology in Off-Road Segment for Trem IV → A key to new market & customer value proposition 9 Internal | RBIN/OFE-EC | 2022-01-26 © Bosch Limited 2022. All rights reserved, also regarding any disposa
Slide 11: Sustainability No Longer Just Nice To Have. Now A Core Mission.
Environment Social and Governance (ESG) SUSTAINABILITY NO LONGER JUST NICE TO HAVE. NOW A CORE MISSION. ▪ ESG vision aligned with Bosch Group worldwide ▪ Bosch limited will be publishing BRR (as required by SEBI) but more importantly starting this financial year, we shall be adding an ESG section in
Slide 12: Dividend Payout Proposal
Review of FY2021-22: BOSCH LIMITED DIVIDEND PAYOUT PROPOSAL 100 Years Dividend proposed 210 INR 70% 100 INR Special 48% 115 INR 51% Dividend 12.2 105 INR 6.5 110 INR 4.8 Dividend FY19 -2 0 FY2 0 -2 1 FY2 1 -2 2 FY19 -2 0 F Y2 0 -2 1 FY2 1 -2 2 Profit After Tax (PAT) in bINR Dividend per share & Divi
Slide 13: Investor Conference Aug 2022
Bosch Ltd. Investor Conference Aug’2022
Slide 14: Thank You
THANK YOU 12