Bosch Limited · NSE:BOSCHLTD
Bosch — Q2 FY2023-24 Earnings Presentation
9 slides from Bosch's earnings presentation, Nov 9, 2023
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: Bosch Ltd. Investor Presentation Quarterly Results September 2023
BOSCH LTD. INVESTOR PRESENTATION Quarterly Results September 2023 9th November 2023 | Bengaluru
Slide 3: Production Volumes in '000s
Bosch Ltd || Investor Con-call Q2 FY23-24 Production Volumes in ‘000s FY2023-24 FY2023-24 Q2 YTD Q1-Q2 2110 2012 1988 1866 103 %Change w. %Change w. %Change w. 86 Volumes Volumes 1745 1778 1782 121 178 Q2-FY23 Q1-FY24 Q1-Q2 FY24 170 95 93 96 175 1569 1526 104 165 169 146 1356 63 174 80 47 129 138 10
Slide 4: Automotive Market Prognosis | Production Outlook
Bosch Ltd || Investor Con-call Q2 FY23-24 Automotive Market Prognosis | Production Outlook Peak 2022 F2024 F2024 2020 2021 F2023 Low High Actuals 4.6 4.9 5.2 4.07 3.6 4.4 2018 2.86 0.48 0.37 0.40 0.42 2018 0.16 0.27 0.36 0.67 0.67 0.66 0.70 0.76 0.4 0.53 2018 0.90 0.88 1.06 1.0 1.07 0.98 1.0 2018 25
Slide 5: Sector Wise Sales Sep 2023 Q on Q
Bosch Ltd || Investor Con-call Q2 FY23-24 Sector Wise Sales Sep 2023 Q on Q Mobility Solutions business [Powertrain Solutions (PS), Automotive Figs. in MINR 34,311 Aftermarket (AA) and 2-Wheeler Business 34,182 32,651 (2WP)] Mobility 30,712 30,094 30,012 Mobility business has grown by 11.7% in Q2 FY
Slide 6: Profitability Statement - Jul-Sep 2023 vs Jul-Sep 2022
Bosch Ltd || Investor Con-call Q2 FY23-24 Profitability Statement - Jul-Sep 2023 vs Jul-Sep 2022 FIGURES IN MILLION INR Jul-Sept 23 July-Sept 22 Growth Growth in Total income from operations by Amount % Amount % over PY % +12.8% over same quarter of previous year Net Sales 39,373 95.3 35,318 96.5 11
Slide 7: Key Updates on H2
Bosch Ltd. | Key Updates on H2 Key Updates on H2 • Platform Activity: Engine Calibration activities to meet BS6 Stage 2 initiated. • Customer Activity: RBIN engine dyno facility being utilized for testing and development for customers. • Demo Truck: H2-E Demo truck fitted with new turbocharger with
Slide 8: CSR
Bosch Ltd. | CSR Key Highlights • Project initiated with Smile Foundation - 3 Mobile Medical Units start pre-operational work at Jaipur, Nashik and Chennai • Cataract Surgery project initiated at 10 locations • TATA Steel Foundation – Social Immersion program for Bosch CSR Steering Committee members
Slide 9: Thank You
THANK YOU 9