Slide 1: Cover letter: Intimation 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 Karnataka, India ist Floor, New Trading Ring National Stock Exchange of India Ltd Tel +91 80 67522393 Rotunda Building Exchange Plaza, C -i, Block G
Slide 2: 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 3: Investor's Meet
Investor’s Meet Bosch Limited • Powertrain Solutions • Automotive Aftermarket • 2 Wheeler Business • Power Tools • Building Technologies Soumitra Bhattacharya Managing Director, Bosch Ltd President, Bosch Group of Companies in India 31.03.2021
Slide 4: 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 5: Bosch Global Business Overview
BOSCH GLOBAL BUSINESS OVERVIEW Mobility Energy and Solutions Building Technology Industrial Consumer Technology Goods Turnover 2020 More than Bosch Global EBIT 2020 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: Bosch in India Business Overview
BOSCH IN INDIA BUSINESS OVERVIEW 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 Billion rupees Associates Sales Outlet
Slide 7: R&D investment globally and in India
Investment Investment €6.1B in R&D globally in 2019 ₨5.9B in R&D by Bosch Ltd. in 2020 9% 10% 9% 8% 8% • Bosch globally has always 7% 6% invested >7.5% of its total turnover 4% 4% 4% in R&D since last 5 years 3% • Bosch Ltd. has started on the * journey to continued investments in India to expand th
Slide 8: Bosch in India Manufacturing Story
BOSCH IN INDIA MANUFACTURING STORY Bidadi Ahmedabad Jaipur Chennai Chakan Gangaikondan Naganathapura Nashik since 1953 16 Manufacturing Make in India Facilities
Slide 9: Logistics Management, Power/energy management, Analytics
Logistics Power / energy Management management Analytics Predictive maintenance Shop Floor execution Adaptive Visual testing Inspection Quality improvement
Slide 10: Bosch in India Innovation Story
BOSCH IN INDIA INNOVATION STORY Automotive 450 Techonology 14% Patent application filed in India 1% 1% Automotive 400 383 Aftermarket products 1% Agriculture Solutions 350 2% Healthcare Solutions 2% 300 Power Tools 251 256 250 226 Corporate Research 7% 210 206 200 Drives and Controls 152 72% 150 136
Slide 11: Consumer Mindset, Geo political Issues, Disruptive Technologies
Geo political Issues Consumer Mindset Self Reliant India Disruptive Technologies PLI EoDB Labour Codes Automotive Market Legislative Framework Corporate Tax Insights Supply Chains Derisk
Slide 12: BS4 to BS6 emission norm timeline
EU4 EU5 EU6 EU6 (RDE) CF NOx 1.43 EU7? 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 BS4 BS4 BS6 Phase 1 BS6 Phase 2 (only Metros) (Across India) RDE monitoring Confirmative Factor still to be decided 12 to 15 years
Slide 13: 2020 Outlook and 2021 vehicle sales forecast
High scenario: FY 2022 – GDP growth = 11.5% Low Scenario: FY 2022 – GDP growth = 8.6% Peak 2020 Outlook as 2020 Actual 2021 Forecast (High) 2021 Forecast (Low) on May’20 4.07 2.86 3.85 3.57 2018 1.98 2008 0.48 0.33 0.3 2018 0.17 2009 0.16 0.67 0.63 0.6 2018 0.25 2008 0.41 0.90 0.88 1.05 0.9 2018 0.4
Slide 14: 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 Clean, Efficient & Technology Agnostic Mobility Solutions
Slide 15: Mobility trends of the future
THANK MOBILITY TRENDS OF THE FUTURE YOU steering, braking, powertrain
Slide 16: Global Focus: Electromobility
Electromobility: FUTURE CORE BUSINESS Powertrain electrification projects €5 bn Upfront investments In 2020, orders worth € 7.5 bn € 700 m Investment 2021 Global Focus
Slide 17: Our vision: mobility without side-effects
Our vision: mobility “without side-effects” oO © & EMISSIONS ACCIDENT - FASCINATING FREE
Slide 18: Bosch Research – Journey of Decade (2010–2020)
Bosch Research – Journey of Decade (2010 – 2020) Traffic fatalities in India 200 Thousand AIS committee data RASSI MORTH 150 consortium We save lives Bosch Accident Research CR/AEV, RBEI/ESA Initiative Bosch Accident Research (pilot study Bosch benefit 1 Automotive working estimation studies 100 com
Slide 19: Beyond Mobility Portfolio
Beyond Mobility Portfolio Bosch Bosch Power Tools Building Technologies Bosch Drives & Control Bosch Home Appliances
Slide 20: Technology agnostic solutions provider
ENGAGEMENT OF BOSCH WITH INDUSTRY & GOVT. BODIES Technology agnostic solutions provider
Slide 21: Financial Performance Q3 F2020-2021
Values in m INR Bosch Ltd | Investor’s meet Financial Performance | Q3 F2020-2021 Operating Profit 2,611.7 (8.6% oS) 19.4% 30,296 (EBIT) (+24.1% PY) Profit Before tax 3,656.8 (12.1% oS) (PBT) (+5.2% PY) w/o exceptional items 25,366 Profit Before tax (PBT) 2,190.1 (7.2% oS) (+56.4% PY) w. exceptional
Slide 22: People, Customer and 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 23: Certified
Certified FEB 2021-JAN 2022 | BOSCH
Slide 24: Bosch India Social Engagement
Bosch India Social Engagement Skilling in Karnataka BRIDGE PPP with Govt. of Karnataka Artisan Training 8 years of making less-educated youth employable Carpentry Upgradation of 25 Govt. ITIs in Karnataka through BRIDGE Centers across Karnataka Artisan (Master) Training Support to the ITIs: Center i
Slide 25: COVID-19 contributions by Bosch Ltd
>100,000 masks per day CONTRIBUTIONS BY B O S C H LT D IN FIGHT AGAINST COVID-19 ₹50 Crores Pledge by Bosch Group in India
Slide 26: Sustainability – CO2 neutrality
Sustainability – CO2 neutrality Bosch is committed to climate action. In 2020, we want to become carbon neutral worldwide.
Slide 27: 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.