Bosch Limited — Investor Meet, 11-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bosch Limited reported Q3 FY26 revenue of INR 4,885.6 Cr, up 9.4% YoY, with EBITDA at INR 612.4 Cr, up 5.1%. PAT grew 16.1% (5.3% excluding exceptional items). 9-month PAT soared 50.8% to INR 2,201.7 Cr, aided by business divestment.

Management anticipates robust growth for India's automotive sector in FY26, expecting record performance in Passenger Cars, Tractors, and 2-Wheelers, alongside strong LCV segment growth. Key growth drivers include Power Solutions, the 2-Wheeler business (driven by OBD-II sensors), and aftermarket segments. Strategic focus continues on localization and future technologies like e-axles for EVs. The company projects good margin development through localization and product mix optimization, maintaining a confident outlook on market momentum.