Slide 1: Intimation of Schedule of Analyst/Institutional Investor Meetings
@) BOSCH Bosch Limited Post Box No:3000 Hosur Road, Adugodi Corporate Relationship Department The Manager Bangalore-560030 BSE Limited Listing Department Kamataka, India !51 Floor, New Trading Ring National Stock Exchange of India Ltd. Tel +91 80 67528626 Rotunda Building Exchange Plaza, C-1, Block
Slide 2: Investors' Meet 2019: Moving Ahead >> Smart Moves
Bosch Limited Investors’ Meet 2019 Moving Ahead >> Smart Moves Soumitra Bhattacharya, Managing Director, Bosch Limited 14th August, 2019 | Mumbai
Slide 3: Today we talk about
Bosch Limited – Investors’ Meet 2019 Today we talk about Bosch Group and Bosch India Overview Changing landscape of Mobility Sector Integrated System Solutions Other Businesses Bosch India Social Engagement 2 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Me
Slide 4: Today we talk about
Bosch Limited – Investors’ Meet 2019 Today we talk about Bosch Group and Bosch India Overview Changing landscape of Mobility Sector Integrated System Solutions Other Businesses Bosch India Social Engagement 3 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Me
Slide 5: The Global Bosch Group
The Global Bosch Group 4 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 © Bosch Limited 2019. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industria
Slide 6: Sales (2018): EUR 78.5bn
Sales (2018): EUR 78.5bn Mobility Solutions Consumer Goods Industrial Energy and Technology Building Technology 6 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 © Bosch Limited 2019. All rights reserved, also regarding any disposal, exploitation, r
Slide 7: Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet
3 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 © Bosch Limited 2019. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Slide 8: Strategic target: Make Bosch a leading IoT company
Enable all electronic products to be accessible over the internet by 2020 Provide new functions and services with connected products Turn connected products into people‘s intelligent assistants Strategic target: Make Bosch a leading IoT company 4 Soumitra Bhattacharya | Managing Director | B
Slide 9: Bosch in India
Bosch in India 9 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 © Bosch Limited 2019. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial proper
Slide 10: Overview of Bosch Group in India FY 2018-19
Bosch Limited – Investors’ Meet 2019 Overview of Bosch Group in India FY 2018-19 Bosch Ltd 11 Companies Sales: 214 bn Sales: 123 bn >1,500 ~32,400 ~9,410 Suppliers Employees Employees Headquarters Manufacturing Development >3,500 Sales Outlets 18 Mfg. plants 8 Mfg. plants Bosch Ltd. is the flagship
Slide 11: Bosch's uniqueness
Bosch Limited - Investors' Meet 2019 Bosch’s uniqueness RB GmbH Shareholding RB GmbH Voting Rights Bosch Ltd. Shareholding and Voting Rights Robert Bosch GmbH, 1% Bosch Family, 7% Bosch Family, 7% Others, 29.51% Robert Bosch Robert Bosch Stiftung Industrietreuhand GmbH, 92% KG, 93% Promoter, 70.49%
Slide 12: Today we talk about
Bosch Limited – Investors’ Meet 2019 Today we talk about Bosch Group and Bosch India Overview Changing landscape of Mobility Sector Integrated System Solutions Other Businesses Bosch India Social Engagement 12 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' M
Slide 13: Challenging global environment in 2018 and outlook for 2019
Bosch Limited – Investors’ Meet 2019 Challenging Global environment in 2018… & challenging outlook for 2019! 13 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 © Bosch Limited 2019. All rights reserved, also regarding any disposal, exploitation, rep
Slide 14: Mobility: Regulatory Push and Market Impulses
Bosch Limited – Investors’ Meet 2019 Mobility: Regulatory Push and Market Impulses The government is expected to mandate Emission Norms BS4 countrywide, BS6 in 2020 the sale of only electric three-wheelers from April 2023 Fuel Consumption Regulations CAFE 2022 All new two-wheelers with engine capaci
Slide 15: Economic Overview – Key Indices
Bosch Limited – Investors’ Meet 2019 Economic Overview – Key Indices Severe Impact on the Indian Automotive Industry 15 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 © Bosch Limited 2019. All rights reserved, also regarding any disposal, exploitat
Slide 16: Strong headwinds for the Automotive Market
Bosch Limited - Investors' Meet 2019 Strong headwinds for the Automotive Market Industry stalwarts are lacking clarity on the market outlook and the poor customer sentiments 16 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 © Bosch Limited 2019. Al
Slide 17: Key Ongoing Initiatives
Bosch Limited - Investors' Meet 2019 Key Ongoing Initiatives Focus on Core PS: BS6 Deliverables Beyond Mobility Operations Excellence Localisation ZBB & ZBO Opportunities of Growth in New Areas Core & Adjacencies M&A and Other Strategic 2Wh, CVO Alliances Inorganic Growth Agile Project Houses Electr
Slide 18: Looking Ahead…
Looking Ahead… 18 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 © Bosch Limited 2019. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial prope
Slide 19: Disruption: Emission Landscape
Bosch Limited - Investors' Meet 2019 Emission Landscape 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Sulphur content 500 ppm ROI 350ppm Metros BS5 10ppm10)(?) India Countrywide 50ppm 10ppm Cities BS2 BS3 BS4 BS6 Disruption On Road BS2 ROI BS3 Metros BS5 10ppm
Slide 20: Powertrain Transformation
Bosch Limited - Investors' Meet 2019 Powertrain Transformation 2020 2023 2030 Internal Combustion Engines BS6 CO2 ‘Main stream’ Hybrids Main stream Pure-Electric Transition from ICE to Hybrid and Pure Electric in a structured manner 21 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-
Slide 21: Engineering Targets
Bosch Limited - Investors' Meet 2019 Engineering Targets Bosch has partnered with customers to successfully develop BS6 technology in record timeline 22 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 © Bosch Limited 2019. All rights reserved, also
Slide 22: Bosch Solutions for Electrification
Bosch Limited - Investors' Meet 2019 Bosch Solutions for Electrification Project house Electromobility Solutions ranging from 48V Hybrids to high voltage electric for all performance / vehicle classes Research and advanced eScooter Sharing HMI engineering for future EV concepts System integration Ch
Slide 23: Two-Wheeler technology Overview
Bosch Limited - Investors' Meet 2019 Two-Wheeler technology Overview Assistance systems Steering-angle Inertial measurement Wheel-speed Motorcycle antilock Motorcycle stability Semi-active damping control ESP ® sensor unit sensor braking system (ABS) control (MSC) unit Powertrain In-hub Motor Engine
Slide 24: Today we talk about
Bosch Limited – Investors’ Meet 2019 Today we talk about Bosch Group and Bosch India Changing landscape of Mobility Sector Integrated System Solutions Other Businesses Bosch India Social Engagement 25 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019
Slide 25: Project House Mobility Solutions
Bosch Limited – Investors’ Meet 2019 Project House Mobility Solutions On a more personal note Can I • help my children breathe better air? • prevent accidents for my near dear ones? • enable myself to spend more time with family? 26 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14
Slide 26: Today we talk about
Bosch Limited – Investors’ Meet 2019 Today we talk about Bosch Group and Bosch India Changing landscape of mobility sector Integrated System Solutions Other Businesses Bosch India Social Engagement 27 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019
Slide 27: Automotive Aftermarket India - Overview
Bosch Limited – Investors’ Meet 2019 Bosch Automotive Aftermarket India - Overview Key Figures* 580 # associates 1 2 manufacturing plants 8 2 3 4 1100 1st trade level customers 7 6 Sales Zones 2500 Workshop Manufacturing Plants partners 5 #Managerial staff only 28 Soumitra Bhattacharya | Managing Di
Slide 28: Automotive Aftermarket Strategy: Parts, Diagnostics & Services
Bosch Limited – Investors’ Meet 2019 Automotive Aftermarket Strategy: Parts, Diagnostics & Services Services Diagnosis Social mediaRepairCar driver forum portal Services Parts Diagnostics Workshop Services Software ESI[tronic] Connected Cloud Car Driver Portal Services Test equipment & products Tech
Slide 29: Power Tools: Product Portfolio
Bosch Limited – Investors’ Meet 2019 Power Tools: Product Portfolio Construction Range Metal Working Range Power Tool Accessories Woodworking Range Cleaning Solutions for Cordless Range Total Measuring Solutions Service Maintenance 30 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-1
Slide 30: Security and Safety Systems Solutions Portfolio
Bosch Limited – Investors’ Meet 2019 Bosch Security and Safety Systems Solutions Portfolio Professional Fire Alarm Services Systems Critical Conference Communication Systems Systems Cloud-based Public Services Address Safety Systems Communication Systems Security Management Video Software Systems Ac
Slide 31: Energy and Building Solutions: Overview
Bosch Limited – Investors’ Meet 2019 Bosch Energy and Building Solutions: Overview Key Accreditations “First Energy Services Choice for Industrial and Commercial Customers” Solar PV Energy Efficiency Solutions Solutions“ Highest rating of SP1A Channel Partner for on-grid and off-grid Highest rating
Slide 32: Energy and Building Solutions | Key Projects
Bosch Limited – Investors’ Meet 2019 Bosch Energy and Building Solutions | Key Projects Bagmane Tech Park Honda Motorcycle and Scooter India Belgaum Manesar, Tapukera, Vithalapur, Narsapura 28 MW ground-based solar project 25 MW rooftop solar project Fastest executed solar project by Bosch Largest r
Slide 33: Today we talk about
Bosch Limited – Investors’ Meet 2019 Today we talk about Bosch Group and Bosch India Changing landscape of mobility sector Integrated System Solutions Other businesses Bosch India Social Engagement 34 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019
Slide 34: Bosch India Social Engagement: Sustainability and Scale
Bosch India Social Engagement Sustainability and Scale We Skill BRIDGE: ‒ 26,000 youth trained and employed through 272 BRIDGE Centers across India ‒ New partnerships included TATA Steel, Jamshedpur and TDU University, Bengaluru Artisan Training ‒ 9 Artisan Centers with 150 Artisans trained so
Slide 35: Bosch Global Board Visit: 16th to 18th July
Bosch Limited – Investors’ Meet 2019 Bosch Global Board Visit : 16th to 18th July Bosch Global Board Visit >> Reestablishes Bosch’s resolve to partner India as it transforms 36 Soumitra Bhattacharya | Managing Director | Bosch Ltd | 2019-08-14 Bosch Ltd. Investors' Meet 2019 © Bosch Limited 2019. Al
Slide 36: Thank You
“ When managing any undertakings of Robert Bosch GmbH, the principles of maximum economic efficiency shall be adhered to in the manufacture of goods as well as in internal and external administration.” Robert Bosch, guidelines for executors, dated Dec. 23, 1937, sec. 9 Thank You