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Informist, Tuesday, Nov. 11, 2025

--Bosch Jul-Sept net profit INR 5.54 bln
--Bosch Jul-Sept net profit INR 5.54 bln vs INR 5.36 bln year ago
--Bosch Jul-Sept revenue INR 47.95 bln vs INR 43.94 bln year ago
--Bosch Apr-Sept net profit INR 16.70 bln vs INR 10.01 bln year ago
--Bosch Apr-Sept revenue INR 95.83 bln vs INR 87.11 bln year ago
--Bosch Q2 automotive pdt revenue INR 42.70 bln vs INR 37.59 bln year ago
--Bosch Q2 consumer goods revenue INR 4.37 bln vs INR 4.29 bln year ago

--Bosch expects Oct-Dec production at 2.10 mln 

--Bosch Jul-Sept production volume 2.29 mln units, up 9% on year 

--Bosch Jul-Sept EBITDA INR 6.17 bln vs INR 5.61 bln year ago 

By Anand JC

MUMBAI – Bosch Ltd.'s top line for the September quarter rose year-on-year on the back of strong demand in the passenger car and off-highway segments. Yet, this revenue growth was the slowest in the last three quarters.

Shares of the company traded near the session's low before the disclosure of the September quarter results, after which they shed some of the losses. At 1443 IST, Bosch's shares traded at INR 36,880 on the National Stock Exchange, down 1.2%

Bosch's net profit for Jul-Sept rose 3.4% on year to INR 5.54 billion and its revenue improved 9% on year to INR 47.95 billion. Motilal Oswal Financial Services had projected Bosch's bottom line at INR 5.63 billion and its top line at INR 48.78 billion. 

"This quarter, we recorded growth led by sustained demand in passenger car and off-highway segments coupled with increased sales in key components. This performance reflects our commitment to innovation and customer-centricity despite multiple headwinds," Bosch's Managing Director Guruprasad Mudlapur said in a statement.  

The Bengaluru-based company's earnings before interest, tax, depreciation, and amortisation stood at INR 6.17 billion, up 10% on year. Bosch's profit before tax excluding one-time items grew nearly 8% on year to INR 7.30 billion. "The improvement is mainly on account of favourable product mix and optimization of expenses," the company said. The exceptional item in Jul-Sept last year included profit from the sale of its original equipment diagnostics business of INR 490 million.

SEGMENTAL PERFORMANCE

Bosch earns a majority of its revenue from the sale of automotive products. Revenue from the automotive products business stood at INR 42.70 billion in the September quarter, up nearly 14% on year. Revenue from the consumer goods business was INR 4.37 billion, up nearly 2% on year. Revenue from other segments was INR 974 million, down 54% from INR 2.13 billion in the year-ago quarter. 

"2-Wheeler business grew by 81 .8%, mainly on account of higher sale of exhaust gas sensors due to ramp up for OBDII norms implementation from 1St Apr 2025," Bosch said. OBD-II norms are the second iteration of on-board diagnostics norms, which mandate vehicles to have a standardised system for monitoring engine and emissions-related malfunctions in real-time. 

Bosch's mobility aftermarket business grew 3.7% on year in the reporting quarter on the back of a strong performance in diesel and filter systems. The company expects this business to continue its growth momentum in the December quarter as well. Beyond Mobility business fell 14% on year in net sales due to sale of 'video solutions, access and intrusions and communication systems' business in May. 

"Moving onto the next quarter, the festive season coupled with GST rationalization bring renewed optimism. We anticipate healthy demand across components driven by changing customer sentiments. With a strong portfolio and customer-first approach, Bosch Limited remains well placed to leverage these opportunities ahead," Mudlapur said.

OUTLOOK

Bosch estimates automotive production in the December quarter at 2.10 million unit – 225,000 tractors, 287,000 three-wheelers, 1.32 million passenger cars, 157,000 light commercial vehicles, and 110,000 heavy commercial vehicles. 

Automotive production in the September quarter stood at 2.29 million units, 9% higher on year and 11% higher on quarter.  End

IST, or Indian Standard Time, is five-and-a-half hours ahead of GMT

Edited by Avishek Dutta

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