Bosch Limited · NSE:BOSCHLTD
Bosch — Investor Presentation (September 2024)
19 slides from Bosch's investor presentation, Sep 5, 2024
Slide 1: Annual Investors Meet, September 05, 2024, Mumbai
Bosch Limited Annual Investors Meet September 05, 2024 | Mumbai
Slide 2: Presenters: Managing Director and Chief Financial Officer
Bosch Limited | Annual Investors Meet 2024 Guruprasad Mudlapur Karin Gilges Managing Director and Chief Chief Financial Officer (CFO) Technology Officer, Bosch Limited Bosch Limited and President, Bosch Group India Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limi
Slide 3: Safe Harbor Statement
Bosch Limited | Annual Investors Meet 2024 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 4: Agenda
Bosch Limited | Annual Investors Meet 2024 Agenda 01 02 03 04 05 Macroeconomic Bosch Global Bosch India Bosch Limited Megatrends Overview Business Update Overview Business Update 06 07 08 09 10 Emerging Market Mobility Tech Key Technology Localization mobility trends Prognosis Stack Update in India
Slide 5: Forecast 2024 Macro Economic Development
Forecast 2024 Macro Economic Development Global economy growth forecast 3.2% in 2024 Indian economy growth forecast 7.0% in FY2024-25 Source : IMF report July’2024 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserved, also regarding any d
Slide 6: Global Business Update | Review of 2023
Bosch Global Business Update | Review of 2023 +8%* +3.8% €91.6bn Bosch Group sales EBIT Margin from operations 5.3% 2022 2023 €5.5bn €7.3bn Capital expenditure R&D spending *Exchange-rate adjusted All values for calendar year 2023 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technolog
Slide 7: Global Business Update | Sales by business sector
Bosch Global Business Update | Review of 2023 Sales and development by business sector, without other activities €56.2bn €19.9bn Mobility Consumer Goods +6.9%, +10.9%* -6.6%, −1.2%* €7.7bn €7.4bn Energy and Building Technology Industrial Technology +10.5%, +13.2%* +6.8%, +10.2%* *Exchange-rate adjus
Slide 8: Bosch India Overview
Bosch India Overview 34,816 crores (3.8 bn Euros) 1953 16 1st Manufacturing Manufacturing Sales Revenue, Operation in Bangalore Facilities Business Year 2023 39,000+ 76 ~3,500 Associates (26% female) Locations across India Sales Outlets Bosch Ltd. Listed on Stock Exchange 15 Group Companies 16,727 c
Slide 9: Review of FY 2023-24 | Consistent Double-Digit Growth
Bosch Limited Business Update Review of FY 2023-24 | Consistent Double-Digit Growth ₨1,665 Cr ₨16,727 Cr ₨14,929 Cr +12% ₨1,421 Cr +17.2% FY2022-23 FY2023-24 FY2022-23 FY2023-24 Revenue from Operations Operating Profit (EBIT) Research and Development cost Capital Expenditure ₨483 Cr ₨332 Cr Internal
Slide 10: Review of FY 2023-24 | Sales Growth by Business Sector
Bosch Limited Business Update Review of FY 2023-24 | Sales Growth by Business Sector 16.2 bnINR 4.5bnINR Consumer Goods Energy & Building Technology +15.8% +17% 135 bnINR Mobility +11.1% Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserve
Slide 11: Review of FY 2023-24 | Mobility Business Sales Performance
Bosch Limited Business Update Review of FY 2023-24 | Mobility Business Sales Performance Power Solutions 2-Wheeler Automotive Aftermarket 10.9% 19.2% 10.2% Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserved, also regarding any disposal,
Slide 12: Review of FY2024-25 | Q1 Results
Bosch Limited Business Update Review of FY2024-25 | Q1 Results 3.8% ₨4,317 Cr Q1’2024-25 Results ₨ 4,158 Cr EBITDA: ₨434 Cr (10.1% on Revenue) Profit Before Tax (PBT): ₨611 Cr (14.1% on Revenue) Profit After Tax (PAT): ₨466 Cr (10.8% on Revenue) Apr-Jun’23 Apr-Jun’24 Revenue from Operations Internal
Slide 13: Future of Mobility Megatrends
Future of Mobility Megatrends No legal advice - provided for informational purposes strictly on a non-reliance basis. “Disruptions & boundary conditions that are shaping the Indian Economy” Renewables Middle class Demography Urbanization Digitalization ~50% RE by 2030, Doubling per capita income ~50
Slide 14: Emerging mobility trends in India
Future of Mobility Emerging mobility trends in India * 1. Rider hires a vehicle and a driver for personal use | 2. Rider shares the vehicle with other riders travelling | 3. Rider hires a vehicle for personal use for ‘self-driving | 4. Subscription offered by OEMs in partnership with firms “No more
Slide 15: Market Prognosis Indian Automotive
Market Prognosis ICE Volumes in ‘000 EV Volumes in ‘000 Indian Automotive H2 Volumes in ‘000 Source: (A)MP24 No legal advice - provided for informational purposes strictly on a non-reliance basis. Overall market expected to grow annually at 3% - 4% in long term 3.3% 6,010 5.4% 969 433 2% 4,784 5,531
Slide 16: The market of future calls for new approaches to business Tech-stack
Future of Mobility The market of future calls for new approaches to business “Tech-stack” Services Software Processes, methods & tools ADAS1 Motion Energy Body & Infotain- Comfort ment From many Individual solutions … to five holistic integrated core areas Software Application Software Operating S
Slide 17: Key Technology Updates Bosch Portfolio
Key Technology Updates Bosch Portfolio ICE H2 ICE Electrification Gasoline direct injection (GDI) Hydrogen systems Electrification Integration Flex Fuel Tech PFI system eAxle (3-in-1 solution) Gaseous Fuel Tech DI system CHARCON TREM V Hydrogen storage system X-in-1 (energy m
Slide 18: Localization
Localization Bosch India focus on Strategic localization for future to increase the local manufacturing share Power Tools Building Technology Power Solutions 2-Kg hammer LSFmH Common Rail injector Fire Detector Cut off Saw NOx Sensor Flex Fuel Small angle drill Impact Drill Charging Cable BEV Intern
Slide 19: Thank You
Thank You BOSCH