Bosch Limited · NSE:BOSCHLTD
Bosch — Investor Presentation (November 2025)
22 slides from Bosch's investor presentation, Nov 17, 2025
Slide 1: Intimation letter to stock exchanges on investor meeting
Bosch Limited Post Box No:3000 Hosur Road, Adugodi Corporate Relationship Department The Manager Bangalore-560030 BSE Limited Listing Department Karnataka, India 1st Floor, New Trading Ring National Stock Exchange of India Ltd. Tel +91 80 67523878 Rotunda Building Exchange Plaza, C-1, Block G www.bo
Slide 2: Annual Investors Meet
Bosch Limited Annual Investors Meet November 17, 2025 | Mumbai
Slide 3: Safe Harbor Statement
Bosch Limited | Annual Investors Meet 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 and unc
Slide 4: Presenters: Guruprasad Mudlapur and Karin Gilges
Bosch Limited | Annual Investors Meet Guruprasad Mudlapur Karin Gilges Managing Director and Chief Financial Officer, Chief Technology Officer, Bosch Limited Bosch Limited and President, Bosch Group India 3 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024
Slide 5: Global macroeconomic overview
Bosch Limited | Annual Investors Meet Global macroeconomic overview Changed consumer Weak global growth Trade barriers Geopolitical conflicts behavior Platzhalter 4 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserved, also regarding any
Slide 6: Global structural changes across all business sectors
Bosch Limited | Annual Investors Meet Global structural changes across all business sectors Mobility Stagnating vehicle Consumer Goods production Chinese competitors taking Profound shifts in markets the lead and technologies Intense price competition in Delays in technologies that all seg
Slide 7: Global Business Update | Review of 2024
Bosch Limited | Annual Investors Meet Bosch Global Business Update | Review of 2024 €90.3 bn Bosch Group sales 31.0% Asia Pacific* * including other EBIT Margin from operations 3.5% countries and Africa. 90.3 49.3% Europe billion euros 19.7% Americas €5.1 bn €7.8 bn Capital expenditure R&D spending
Slide 8: Sales by business sector
Bosch Limited | Annual Investors Meet Bosch Global Business Update | Review of 2024 €55.8bn €20.3bn Mobility Consumer Goods 61.8% 22.4% €7.5bn €6.4bn Energy and Building Technology Industrial Technology 8.3% 7.1% Sales by business sector 7 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software
Slide 9: Bosch India Overview
Bosch Limited | Annual Investors Meet Bosch India Overview ₹373 billion Net Revenue, 1953 17 FY 2024-25 1st Manufacturing Manufacturing Operation in Bangalore Facilities Bosch Limited 38,000+ 15 Listed on Stock Exchange Associates Group Companies ₹180.87 billion Net Revenue, FY 2024-25 Mobility Solu
Slide 10: Business Update by Karin Gilges
Bosch Limited | Annual Investors Meet Bosch Limited Business Update By Karin Gilges 9 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the
Slide 11: Review of FY 2024-25 | Consistent Growth
Bosch Limited Business Update Review of FY 2024-25 | Consistent Growth ₨19,341 mINR ₨180,874 mINR ₨167,271 mINR +8.1% ₨16,653 mINR +16.1% FY2023-24 FY2024-25 FY2023-24 FY2024-25 Revenue from Operations Operating Profit (EBIT) Research and Development cost Capital Expenditure ₨5,303 mINR ₨1,273 mINR
Slide 12: Sales Growth by Business Sector
Bosch Limited Business Update Review of FY 2024-25 | Sales Growth by Business Sector 17.2 bnINR 4.9 bnINR Consumer Goods Energy & Building Technology +6.3% +8.2% 145.1 bnINR Mobility +7.0% 11 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights re
Slide 13: Mobility Business Sales Performance
Bosch Limited Business Update Review of FY 2024-25 | Mobility Business Sales Performance Power Solutions 2-Wheeler Mobility Aftermarket 5.8% 18.5% 8.4% 12 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserved, also regarding any disposal,
Slide 14: Review of FY2025-26 | Q2 Results
Bosch Limited Business Update Review of FY2025-26 | Q2 Results 10.0% Q2’2025-26 Results EBITDA: ₨6,171 mINR (12.9% on Revenue) ₨95,834 mINR Profit Before Tax (PBT): ₨7,303 mINR (15.2% on Revenue) ₨ 87,111 mINR Profit After Tax (PAT): ₨5,542 mINR (11.6% on Revenue) H2’2025-26 Results EBITDA: ₨12,564
Slide 15: Localization Journey: Products
Bosch Limited | Annual Investors Meet Localization Journey: Products 2021 2022 2023 2024 2025 Localization In progress Lambda Sensor Common Rail Pump (CB18) Spark Plug Speed sensor NOx Sensor SOP : Q1.2021 SOP : Q2.2022 SOP : Q1.2023 SOP : Q2.2024 SOP: Q2.2025 Microflex connector Fuel return line Sp
Slide 16: Portfolio Update by Guruprasad Mudlapur
Bosch Limited | Annual Investors Meet Bosch Limited Portfolio Update By Guruprasad Mudlapur 15 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well a
Slide 17: Key India imperatives
Bosch Limited | Annual Investors Meet Key India imperatives Technological leap-frogging Geo-Politics 1 Automotive Market 5 • India’s GDP growth • Increasing Domestic Value Add • Multipolar alignment *(SC, Energy, RE, Battery) (> 50% (Target)) • AI capability trajectory • Strategic Partnerships • Eng
Slide 18: India GDP trajectory backed by firm investments
Bosch Limited | Annual Investors Meet India GDP trajectory backed by firm investments in multiple areas ; Navigation of geo-political scenarios decisive for long term growth security 17 Internal | SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserved
Slide 19: Market Prognosis
Bosch Limited | Annual Investors Meet ICE Volumes in ‘000 EV Volumes in ‘000 Market Prognosis H2 Volumes in ‘000 Source: (A)MP25 4% 2% 4% 45 1586 827 1219 205 10 40 (9%) 386 (23%) 163 36 130 113 (23%) 2 6 106 58 3 13 27 (8%) 1 2 4 1 5,305 5312 5,170 701 482 400 4,685 4,896 5,180 702 736 424 395 403
Slide 20: Mobility Technology Stack
Bosch Limited | Annual Investors Meet Mobility Technology Stack Solutions business Services RideCare Logistics Vehicle operating health system services Processes, methods & tools Connected Battery Wrong-way OS cloud/backend interface map services in the cloud driver warning Offboard Processes, metho
Slide 21: Mobility Portfolio
Bosch Limited | Annual Investors Meet Bosch Limited | Mobility Portfolio ICE H2 Engine Electrification Engine management systems for Diesel, Hydrogen systems Electrification Integration Gasoline and alternate fuel across vehicle Port Fuel Injection system Electric Axle (3-in-1, X-in-1 e-Ax
Slide 22: Thank you!
Bosch Limited Annual Investors Meet Thank you! November 17, 2025