Slide 1: Bosch Limited exchange cover letter
BOSCH Bosch Limited Corporate Relationship Department The Manager Post Box No:3000 BSE Limited Listing Department Hosur Road, Adugodi 1st Floor, New Trading Ring National Stock Exchange of India Ltd. Bangalore -560030 Rotunda Building Exchange Plaza, C-i, Block G Karnataka, India Phiroze Jeejeebhoy
Slide 2: “The contents of this presentation are for information purposes only and for the reader’s
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: Investor's Meet Bosch Limited: FY20-21
v Investor’s Meet Bosch Limited: FY20 - 21 Powertrain Solutions Soumitra Bhattacharya Automotive Aftermarket Managing Director, Bosch Ltd. 2 Wheeler Business President, Bosch Group in India Power Tools Building Technologies Bengaluru | 1st December 2020 RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor
Slide 4: Agenda
Bosch Ltd | Investor’s Meet AGENDA Bosch Global Bosch in India & Bosch Ltd 2020 – An Unprecedented Crisis Financial Results of FY21 Way Forward Powertrain Solutions Automotive Aftermarket Power Tools Building technologies Leveraging Bosch Group in India Climate Change Summary
Slide 5: Bosch Global Business Overview
BOSCH GLOBAL BUSINESS OVERVIEW Mobility Energy and Solutions Building Technology Industrial Consumer Technology Goods Turnover 2019 More than Bosch Global EBIT 2019 Development Engineers Note: SGIN is new carved-out entity from RBIN w.e.f 01st Aug,2016. New Entity TNS: 4,527m and PC: 585. is not inc
Slide 6: Business Sectors
Business Sectors Energy and Building Mobility Solutions Industrial Technology Consumer Goods Technology Powertrain Solutions Packaging Technology 1,2 Power Tools¹ Building Technologies Chassis Systems Control Drive and Control Technology 3 BSH Hausgeräte GmbH Thermotechnology Electrical Drives Bosch
Slide 7: Technology quote by Robert Bosch
“Technology, which is designed and has the capability to help the whole of mankind make the best of their lives and find happiness in life.” ~ Robert Bosch 6
Slide 8: Investment in R&D
€6.1B Investment in R & D 8% of total turnover invested in R&D Irrespective of business 9% 10% 9% situation and 8% 8% external volatility Bosch globally has always invested >7.5% of its total turnover in R&D since last 5 years 2015 2016 2017 2018 2019 RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor M
Slide 9: Journey of Bosch India
Journey of Bosch India 1922 1951 1953 1969 1960 First Bosch Service Workshop Motor Industries Company Production of Spark 2nd plant in Nasik Started exporting established in India Pvt Ltd Established plugs SCP started established to BRIC nations 2003 1974 2000 1998 1989 Security Systems Rexroth oper
Slide 10: Bosch in India Business Overview
BOSCH IN INDIA BUSINESS OVERVIEW Manufacturing Facilities of Bosch Ltd Billion rupees Suppliers Bosch Ltd Billion rupees Sales Revenue In 2019z Manufacturing Facilities 1st Sales Bosch Ltd Office in Associates Associates Calcutta 1st Manufacturing Operations in Bangalore Sales Outlet Group Companies
Slide 11: 2020 An Unprecedented Crisis
Bosch Ltd 6 Plants Shut down 2020 80% Staff An Work From Home for ~6 Weeks Unprecedented ~800 Crisis Negligible associates working in task forces Sales April 2020. May & June 2020 Uncertain
Slide 12: Automotive Market Trends
Automotive Market Trends CY 2020 YTD sales STG 4.07 3.95 3.68 3.67 3.64 3.37 3.33 3.29 3.16 3.13 3.06 2.81 2.84 2.16 1.84 1.71 1.47 1.26 2.201 0.651 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 F2020* F2021H* F2021L* 0.26 0.18 YTD sales STG 0.15 0.48 0.20 0.38 0.37 0.35
Slide 13: Financial Performance H1 F2020-2021
Bosch Ltd | Investor’s Meet in mINR 8,729 7,310 Le 7,728 6,494 = I ] : | 2 2020 Qi Jul-20 Aug-20 Sep-20 2020 Q2 %3470.7Cr. 222 ~ 5068.1Cr. Profit Before tax (PBT) | = 395.2 Cr. w/o exceptional items Loss Before tax (PBT) Apr-Sept’19 Apr-Sept’20 w. exceptional items Loss After tax (PAT) Total Revenue
Slide 14: Financial Performance Q2 F2020-2021
Bosch Ltd | Investor’s Meet Financial Performance | Q2 F2020-2021 2479.1Cr. 7.2% Profit Before tax (PBT) 308.6 Cr. w/o exceptional items 2312.7Cr. Loss Before tax (PBT) 91.4 Cr. w. exceptional items Loss After tax (PAT) 64.8 Cr. July-Sept’19 July-Sept’20 Total Revenue 13
Slide 15: Financial Performance Q2 F2020-2021 by segment
Graph scales are not comparable Bosch Ltd | Investor’s Meet Financial Performance | Q2 F2020-2021 PS 1 2 5 8 C r. 1 3 4 2 C r. AA 5 5 2 C r. 5 2 1 C r. 2WP 1 2 8 C r. 5.6% 6.7% 208% BBM 4 1 C r. 7.5%aa July-Sept’19 July-Sept’20 July-Sept’19 July-Sept’20 July-Sept’19 July-Sept’20 PT 2 4 7 C r. 2 6 0
Slide 16: Mobility Portfolio
Mobility Portfolio P R E PA R E D F O R T H E F U T U R E From Powertrain to Connectivity to Safety
Slide 17: Successful BS6 Changeover
BOSCH INDIA ~73 PC & LD BS6 projects System solution provider Successful BS6 Changeover amidst COVID-19 crisis ~25 EMS projects across 4 OEMs with systems & Components BS-VI Deliveries RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor Meet ~52 BS6 programs © Bosch Limited 2018. All rights reserved, als
Slide 18: Powertrain
Fuel Injection Equipment Powertrain Exhaust Gas Treatment Engine Calibration Legislation & Software Functions Technology Changes Warm Up Management New Opportunities and Efficiencies Hybrids Fuel Injection Products | Exhaust System Products Emission Standards | OBD | IRDE | CAFE Sensors | ECU | EMS
Slide 19: Cleaner Mobility
BOSCH INDIA Bosch India is prepared to tackle stricter emission norms and improve Air Quality NF EU6d temp. >09/2017 CF: 2.1 92% 2 EU6d >09/2020 CF: 1.43 70% 1 0 39 Projects across various segments Current Bosch Scenario Preparedness Cleaner Mobility RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor Me
Slide 20: Electrifying the Ecosystem
BOSCH INDIA Developing competency in Battery Manufacturing Partnership with Sun Mobility Exploring business models like EaaS Electrifying the Ecosystem RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor Meet © Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproducti
Slide 21: Mobility Solutions
BOSCH INDIA One-Stop store for all mobility needs Provide Cloud based services Partnership with Routematic Mobility Solutions RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor Meet © Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution,
Slide 22: 2Wheeler
2Wheeler Engine Management System Integrated Electrification System & 3Wheeler Safety Systems (ABS, MSC) Sensors Infotainment & Connectivity Powertrain Systems & Electrification Connectivity Systems | Assistance Systems
Slide 23: 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 Automotive Aftermarket RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor Meet © Bosch Limited 2018. All rights reserved, also regarding an
Slide 24: Building Technologies
Connected Building Solution Building Intelligent Video Analytics Technologies Camera Trainer Video Based Fire Detection Camera as a Sensor Building solutions for Crowd Management a better life Social Distancing Touchless Access
Slide 25: Power Tools
>300 Service Centers Power Widest service network Availability of Tools > 9000 SKU’s in 12 warehouses Pan India Fascinate Users, Affordable Solutions, Focus on Service Better Life
Slide 26: Power Tools digitalization and e-commerce
80% of our Users Power search for our products online >50% of our Users Tools buy our products online Digitalization is no longer E-commerce “Nice to have”
Slide 27: Digitalizing – Source, Make, Deliver
Manufacturing plants All are in a journey to be smart & connected i4.0 Academy at 3 locations Digitalizing – Source, Make, Deliver RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor Meet © Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, dist
Slide 28: Technology agnostic solutions
FOR NEX GEN INDIA: WITH technology agnostic solutions ICE ELECTRIC SENSORS S O F T WA R E S E RV I C E S PEOPLE 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
Slide 29: Leveraging Bosch Group in India
BOSCH INDIA OUR STRENGTHS Robert Bosch Engineering and SENSORS Business Solution (RBEI) Bosch Automotive Electronics India S OF T WA R E (RBAI) SERVICES Bosch Chassis Systems (RBIC) Bosch Electrical Drives India (RBDI) Prebo Automotive Private Limited ETAS Automotive India (ETAS) Bosch Automotive St
Slide 30: Lakshya Transformation Platform
T R A N S F O R M AT I O N P L AT F O R M Focus on Core Growth Beyond Mobility Operational Excellence Opportunities in New Areas Agile Project Houses Inorganic Growth Zero Based Thinking 3R Program Cost Controlling RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor Meet LAKSHYA © Bosch Limited 2018. All
Slide 31: People, Growth, EBIT Obsession
#People Obsession #Growth Obsession #EBIT Obsession 23 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 property rights
Slide 32: COVID-19 contributions
BOSCH INDIA >100,000 masks per day Contributions by Bosch 50 Crores Pledge by Bosch Group in India in fight against COVID-19 RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor Meet We Care © Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distri
Slide 33: Climate action
BUT climate action A L S O R E M A I N S V I TA L Profit People 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 proper
Slide 34: Journey to be an Smart Campus
JOURNEY TO BE AN Bosch is investing 800 Cr. to create Smart Campus of future Largest Tech Campus to be formed outside Europe The campus will serve as the platform for all digital use cases RBIN/OFE-P | 1st Dec 2020 Bosch Ltd | Investor Meet © Bosch Limited 2018. All rights reserved, also regarding a
Slide 35: Bosch Ltd. Investors' Meet Dec 2020
BOSCH LTD. INVESTORS’ MEET Dec'2020
Slide 36: Postal Ballot Notice: Approval by Minority Shareholders
POSTAL BALLOT NOTICE APPROVAL BY MINORITY SHAREHOLDERS FOR LOANS TO GROUP COMPANIES
Slide 37: Key Tenets of Inter-Co Loans, Postal Ballot Process and Dates
Special Resolution RBIN Proposes to Lend ICLs to Group Companies With Common Directors • Start of E-voting: • “Enabling Resolution” to get an “in principle” approval of the 13.11.2020 Shareholders Key Tenets Of Inter-Co Loans Postal Ballot Process And Dates • End of E-voting: • Loans backed by an un
Slide 38: Bosch Group Companies Are Already Connected
Bosch Group Companies Are Already Connected RBAI: Provides RBIC: Hydraulic ECU, VCU (for PC PreBo: Help to braking for 2W, RBDI: Provides and CV), Central cater the PC, LCV, HCV, ETAS: Provides RBEI: Brings Electrical drives Gateway and fluctuating Tractors. Security together and the thermal other d
Slide 39: Thank You
Thank You RBIN/BCS © Bosch Limited 2018. Alle Rechte vorbehalten, auch bzgl. jeder Verfügung, Verwertung, Reproduktion, Bearbeitung, Weitergabe sowie für den Fall von Schutzrechtsanmeldungen.