3 weeks ago
Bosch India bets on CAFE III, ADAS and localisation
Bosch is a big company that makes parts for cars, trucks and motorcycles.
It has a large business in India.
Bosch India shared news about how it is doing with investors.
In the last three months, its sales went up by 22 percent.
The company is making good profits and wants to keep it that way.
It plans to grow by making new safety technology for trucks.
New government fuel rules will also help its business grow.
Sales of parts for two-wheelers went up by more than 41 percent.
Bosch is also working with Tata AutoComp to make parts for electric cars in Nashik.
The company is watching out for risks like bad weather, but it feels hopeful about the future.
Bosch Ltd's standalone June-quarter revenue rose 22% year-on-year to ₹5,841.9 crore, with EBITDA up 28% to ₹818 crore, a margin of around 14%.
Managing Director Guruprasad Mudlapur said the ~14% EBITDA margin is sustainable, citing localisation, operational excellence, volume growth, productivity and product mix.
The company expects CAFE Phase III regulations and commercial-vehicle ADAS to be major growth drivers over the next three to five years.
Two-wheeler revenue surged 41.4% year-on-year as Bosch gained market share through new products supplied to new OEMs, including premium motorcycle platforms.
Management flagged monsoon variability, a potential El Niño effect and geopolitical tensions as downside risks, while expecting the automotive market to grow about 8% in the second quarter.
Bosch's e-axle joint venture with Tata AutoComp Systems will operate from Nashik and generate revenue by late next year.
- Who
- Bosch Ltd and its Managing Director Guruprasad Mudlapur
- What
- Reported June-quarter results and outlined a growth strategy built on localisation, CAFE Phase III regulations, ADAS and premiumisation
- Where
- India
- When
- June quarter, presented in a post-results investor call on Tuesday and reported on August 12, 2026
- Why
- To sustain an EBITDA margin of around 14% and drive growth over the next three to five years
Key facts
- Company
- Bosch Ltd (Bosch India)
- Standalone revenue (June quarter)
- ₹5,841.9 crore, up 22% YoY and 5% sequentially
- EBITDA
- ₹818 crore, up 28%; margin around 14%
- Profit after tax
- ₹701.8 crore, down 37.1% due to year-earlier exceptional gain; up 9.9% excluding it
- Two-wheeler revenue growth
- 41.4% YoY
- Power solutions growth
- 29% YoY
- Exports share
- Around 8-8.5% of revenue, expected to rise
- Q2 auto market growth outlook
- Around 8%, aided by festival demand, rural cash flows and infrastructure activity
Quotes
Guruprasad Mudlapur
Managing Director of Bosch Ltd
“"Mudlapur said upcoming CAFE Phase III regulations ‘should be an even better boost’, while commercial‑vehicle ADAS represents ‘a whole new technology, a regulated market’ that could emerge as another growth driver."”
thehindubusinessline.com
“"We have done quite a few things over the last several years… which has led to a sustained improvement in our margins.””
thehindubusinessline.com
Sources
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