Bosch Limited — PPTs, 04-08-2025: Investor Presentation

**Financial Highlights:**

Revenue from operations increased 10.9% year-on-year (YoY) to 4,788.6 Cr. Profit After Tax (PAT) surged 139.6% YoY to 1,115.4 Cr, mainly from a one-time gain on a business divestment. EBITDA grew 23% YoY to 639.3 Cr.

**Strategic Initiatives & Growth Drivers:**

Growth is driven by focus on electric vehicles (EVs), collaborating with Indian OEMs on key components like Vehicle Control Units and electric coolant pumps. Strong 2-Wheeler segment growth is also noted, powered by advanced engine management systems.

**Business Developments:**

Key developments include expanded OEM partnerships for EV technology and the divestment of its "Video solutions" business. The Mobility business grew a robust 14.3% YoY, driven by Power Solutions and Aftermarket.

**Market Position & Competitive Advantage:**

Leveraging strong OEM collaborations, the company maintains a leading position in India's automotive sector. Its diversified technology portfolio across conventional and EV segments provides a competitive edge.

**Investor Implications:**

The company shows positive growth potential, especially in Mobility and EV segments. Investors should note the PAT increase includes a one-time gain. Sequential revenue and EBITDA trends warrant observation for core performance.