Bosch Limited — Investor Meet, 17-04-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bosch Limited is acquiring Bosch Chassis Systems India (RBIC) for INR 9,068.70 Cr to consolidate mobility solutions and strengthen its portfolio. RBIC, a leader in safety and braking systems, reported FY25 revenue of INR 4,000 Cr with 19.3% EBITDA margins. The acquisition, largely cash-funded, is expected to boost Bosch Limited's pro forma revenue by 22% to INR 22,000 Cr and improve EBITDA margins from 12.8% to 13.9%. Management highlights RBIC's powertrain-agnostic portfolio, driven by safety legislation, evolving consumer preferences, and EV braking demand, ensuring margin-accretive growth. The outlook on strategic value and future opportunities is confident.