Bosch Limited — Investor Meet, 13-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Bosch reported robust financial results for the quarter and half-year, with Q2 FY26 revenue at 4,794.8 Cr (+9.1% YoY) and H1 revenue at 9,583.4 Cr (+10% YoY), driven by strong power solutions and two-wheeler segments. H1 PAT surged to 1,669.6 Cr (+66.7%), boosted by asset sales, while EBITDA improved due to favorable product mix and localization. Management is optimistic about India's auto market, fueled by GST reforms, infrastructure projects, and consumer demand. Key focus areas include electrification, hybrid solutions, and hydrogen technology. The company highlighted innovation with sensor-less quick shift technology and successful new product deployments, while remaining cautious on exports due to geopolitical factors.