Bosch Limited — PPTs, 28-01-2025: Investor Presentation

**Financial Highlights:** Revenue from operations increased by 6.2% quarter-on-quarter (QoQ) in Q3 FY 2024-25, driven by strong performances in the Mobility Aftermarket (up 8.8%) and 2-Wheeler segments (up 23.9%). EBITDA grew modestly by 0.7% QoQ, while profit after tax (PAT) was reported at 10.3% of revenue, down from 12.3% QoQ, primarily due to one-time exceptional items from the previous year.

**Strategic Initiatives and Growth Drivers:** The company highlighted advancements in its Engine Management System (EMS) for 350cc motorcycles and reached critical milestones in developing the Next-Gen ECU. Preparations for the OBD2D -LSF compliance ramp-up at the Bidadi Plant are underway for April 2025.

**Business Developments:** Bosch showcased its innovations at the Bharat Mobility Global Expo 2025. The company also achieved a successful pilot of Generative AI for engineering efficiency in high-pressure diesel pumps.

**Market Position and Competitive Advantage:** The automotive sector exhibited a year-on-year growth of 3%, with expectations for continued recovery in the passenger car and two-wheeler markets, enhancing Bosch's competitive stance.

**Investor Implications:** Bosch's latest results indicate a positive outlook, reflecting strong growth in key segments and ongoing innovation. Investors should watch closely as developments in production efficiency and new regulatory compliance unfold in the coming quarters.