Bosch Limited
REVENUE FROM OPERATIONS:
Revenue from operations: INR 43,168 million (+3.8% YoY)
EBITDA: INR 5,197
EBITDA: INR 5,197 million (+11.1% YoY)
PROFIT AFTER TAX:
Profit after tax: 10.8% of total revenue (+1% YoY)
AI-powered analysis providing a comprehensive overview of the earnings call
Bosch Limited reported steady growth in Q1 FY '25, driven by a robust automotive market and increased demand across several segments. The company remains optimistic about future performance despite macroeconomic challenges.
Positive growth amidst challenges
Management Tone: Optimistic
Performance Overview
Business Progress
Future Outlook
Financial Highlights
PAT growth: 13.8% YoY
EBITDA margin: 12% (+0.7% YoY)
Revenue growth: 3.8% YoY
Operational Excellence
- Mobility business grew by 4.1% driven by aftermarket demand.
- Power Solutions business saw a 2.3% increase.
- Consumer Goods business expanded by 5.1%.
Key Achievements
- Inaugurated second production line for Lambda Sensors at Bidadi plant.
- Launched new Tyre Pressure Monitoring System for 2-wheelers and 4-wheelers.
Strategic Updates
- Transitioned Power Tools India to a regional structure for better market focus.
- Continued investment in battery technology and hydrogen engine development.
Future Guidance
- Expecting moderate growth trajectory influenced by historical trends.
- Focus on expanding battery manufacturing and hydrogen technology.
Strategic Priorities
- Enhancing product offerings in mobility and power tools.
- Strengthening market presence in emerging segments.
Risk Factors
- Potential impact of election year on consumer spending.
- High inventory levels in the automotive sector.