Slide 1: 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 2: Investor Conference Bosch Ltd.
INVESTOR CONFERENCE BOSCH LTD. SOUMITRA BHATTACHARYA MANAGING DIRECTOR, BOSCH LTD PRESIDENT, BOSCH GROUP IN INDIA RBIN/OFE-P | 25th Mar 2021 © Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applicati
Slide 3: A foundation as major stakeholder
7% 1% Bosch Robert family Bosch GmbH 92% Charitable Robert Bosch Foundation “Technology, which is A foundation as major stakeholder designed and has the capability to help the whole of Since 1964, Bosch’s majority shareholder has been mankind make the best of Robert Bosch Stiftung GmbH, a charitable
Slide 4: Review of 2020 – Bosch Global
INVESTOR INDIA CONFERENCE Review of 2020 – Bosch Global MARGIN FROM AUGUST 2021 COMPANY PERFORMED OPERATIONS BETTER THAN EXPECTED 2.8% (4.7%)(2) -6.4% (-4.3%)(1) €2.0bn €71.5bn 2019 2020 (2) After adjusting for restructuring expenditure 2019 2020 BOSCH GROUP SALES Mobility Industrial Consumer Energy
Slide 5: Bosch is one of the world's most innovative technology companies
INVESTOR INDIA BOSCH IS ONE OF THE WORLD’S MOST INNOVATIVE CONFERENCE AUGUST 2021 TECHNOLOGY COMPANIES Investment €5.9B in R&D globally in 2020 Investment ₨5.9B in R&D by Bosch Limited in 2020 Bosch Limited has started on the journey to continued investments in India to expand its portfolio RBIN/OFE
Slide 6: Outlook 2021: Indian economic development
INVESTOR INDIA Outlook 2021 CONFERENCE AUGUST 2021 INDIAN ECONOMIC DEVELOPMENT +5.6% Advanced Economies +6.3% Emerging Economies RBIN/OFE-P | 25th Mar 2021 © Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the eve
Slide 7: Bosch in India business overview
INVESTOR INDIA CONFERENCE BOSCH IN INDIA BUSINESS OVERVIEW AUGUST 2021 1st Sales Office 1st Manufacturing 100 years Bosch in India in Calcutta Operations in Bangalore 69 years Make in India Group Companies Billion rupees Associates Sales Revenue In 2020 Suppliers Manufacturing Bosch Ltd Facilities B
Slide 8: Bosch in India manufacturing story
INVESTOR INDIA BOSCH IN INDIA MANUFACTURING STORY CONFERENCE AUGUST 2021 Bidadi Ahmedabad Jaipur Chennai Chakan Gangaikondan Naganathapura Nashik since 1953 16 Manufacturing Make in India Facilities
Slide 9: Automotive market prognosis | production outlook
INVESTOR INDIA CONFERENCE AUTOMOTIVE MARKET PROGNOSIS | PRODUCTION OUTLOOK AUGUST 2021 Peak 2021 Forecast 2021 Forecast 2020 Actual Return to Peak (high) (Low) YTD06.21 4.07 3.7 50% 4.08 2.86 3.55 2018 1.85 2023 0.48 0.25 56% 0.48 2018 0.16 0.14 0.23 2028 0.67 0.51 47% 0.67 0.4 0.49 2018 0.24 2022 0
Slide 10: Mobility Portfolio
INVESTOR INDIA CONFERENCE Mobility Portfolio AUGUST 2021 In a tough year, Bosch Mobility business grew by 2.4% despite near P R E PA R E D F OR T H E F U TU R E zero sales in Apr-May’20 From Powertrain to Connectivity to Safety Clean, Efficient & Technology Agnostic Mobility Solutions
Slide 11: Emission norms timeline: BS4 to BS6
INVESTOR INDIA CONFERENCE AUGUST 2021 EU4 EU5 EU6 EU6 (RDE) CF NOx 1.43 EU7? 2008 2013 2023 2028 2005 2006 2007 2009 2010 2011 2012 2014 2015 2016 2017 2018 2019 2020 2021 2022 2024 2025 2026 2027 2029 2030 BS4 BS4 BS6 Phase 1 (only Metros) (Across India) TREM-IV 12 to 15 years BS6 Phase 2 Confirmat
Slide 12: Mobility trends of the future
MOBILITY TRENDS OF THE FUTURE THANK YOU steering, braking, powertrain
Slide 13: Global shift towards electrification
• Global shift towards electrification • Bosch globally invests around €5bn in electromobility space • In India, we are working on creating fit for market portfolio
Slide 14: Mobility Cloud Platform
• Developed the Mobility Cloud Platform to participate in the mobility lifecycle business in India • Successful completion of the 'Digital Rupee' journey
Slide 15: Automotive Aftermarket
BOSCH INDIA • Demand Generation at secondary & tertiary levels • De-risk from Diesel & grow focus products • Workshop Concepts and Cooperation through a Digital Ecosystem • Accelerate Digital initiatives across internal and external Automotive Aftermarket portfolio, ecosystem completed 100 years of
Slide 16: Power Tools
>500 Service Centers Widest service network Power Availability of > 9000 SKU’s in 6 warehouses Pan India Tools The Company forayed into Fascinate Users, the e-commerce space with new-age partners such Affordable Solutions, as Amazon, E-Dealers Better Life and in 2020 with GEM (Govt. E-Market Portal)
Slide 17: Power Tools
>500 Service Centers Widest service network Availability of Power > 9000 SKU’s in 6 warehouses Pan India Tools The Company forayed into the e-commerce space Fascinate Users, with new-age partners such Affordable Solutions, as Amazon, E-Dealers Better Life and in 2020 with GEM (Govt. E-Market Portal)
Slide 18: Leveraging Bosch Group in India
BOSCH INDIA OUR STRENGTHS • Robert Bosch Engineering and SENSORS Business Solution S OF T WAR E • Bosch Automotive Electronics India SERVICES • Bosch Chassis Systems • ETAS Automotive India • Bosch Electrical Drives India • Bosch Rexroth (India) • BSH Home Appliances Leveraging Bosch Group in India
Slide 19: Technology agnostic solutions provider
ENGAGEMENT OF BOSCH WITH INDUSTRY & GOVT. BODIES Technology agnostic solutions provider
Slide 20: Bosch Limited total revenue from operations
Bosch Limited Total Revenue from Operations RESPECTABLE PERFORMANCE 1 6 .6 1 5 .0 considering two month near zero sales in Apr-May 2020 98.4 81 .8 82 .2 97.2 bINR bINR Apr-Mar’20 Apr-Mar’21 Operating Profit (EBIT) 8.2 bINR (8% oS) Mobility Business Beyond Mobility Business Profit Before tax (PBT) 13
Slide 21: Wave halts growth story
Bosch Limited Total Revenue from Operations WAVE 2 halts growth story Localized lockdowns in Q1FY22 24% 146% 32.2 24.4 bINR 9 .9 bINR b INR Operating Profit (EBIT) 2.4 bINR (9.8% oS) Apr-Jun’20 Jan-Mar’21 Apr-Jun’21 Covid-19 Peaks of mobility Covid-19 1st wave impact after 2018/19 2nd wave impact Pr
Slide 22: Bosch India in fight against COVID-19
Bosch India In fight against COVID-19 ₹50 Crores Corpus from Bosch India 100,000 masks per day
Slide 23: Great Place To Work certification
Bosch Limited is now certified as a: Great Place To Work Feb’21-Jan‘22
Slide 24: Climate action is gaining global momentum
We are pleased that CLIMATE ACTION is gaining GLOBAL MOMENTUM
Slide 25: People, Customer, Profitable Growth Obsession
#People Obsession #Customer Obsession #Profitable Growth Obsession RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor Meet © Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial pro
Slide 26: Thank you!
100 years of Bosch India in 2022 RBIN/OFE-P | 25th Mar 2021 Thank you! © Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.