The company demonstrated resilience with a solid revenue growth of 12% year-on-year, driven by strong performance in the mobility and consumer goods segments. Despite facing challenges in certain markets, the overall outlook remains optimistic with strategic initiatives in place.

Positive growth trajectory amidst challenges

Management Tone: Optimistic

Performance Overview

Business Progress

Future Outlook

Financial Highlights
PAT: INR 24,905 million, up 41.4% QoQ
EBITDA: INR 5,572 million, up 6.7% QoQ
Revenue: INR 1,67,271 million, up 12% YoY

Operational Excellence
Mobility business grew by 11.1% YoY, driven by strong demand in aftermarket and two-wheeler segments.
Consumer Goods business increased by 15.8% due to higher sales of tools and accessories.
Building Technologies business achieved 17% growth, securing significant projects.

Key Achievements
Two-wheeler production surged 27% in Q4 FY '24, driven by rural demand.
The mobility aftermarket division achieved record net sales growth of 10.2%.

Strategic Updates
Introduced advanced sensor solutions in preparation for upcoming regulatory changes.
Pioneered the first hydrogen engine demo truck in India, showcasing commitment to innovation.

Future Guidance
Expecting continued growth in mobility and consumer goods segments.
Proactive preparations for OBD 2.2 regulation upgrades in the two-wheeler division.

Strategic Priorities
Focus on innovation in low to zero carbon fuel technologies.
Strengthening market presence through strategic partnerships and customer engagement.

Risk Factors
Potential impact of erratic monsoon patterns on rural sentiment and tractor volumes.
Weak export volumes due to local currency depreciation.

Bosch Limited