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Bosch Limited Q2 FY26 earnings call summary

NSE: BOSCHLTD · BSE: 500530

Earnings call of 11 Nov 2025, summarised by AI from the filing.

Q2 FY26 revenue ₹47,948 million, +9.1% YoY; hydrogen penetration target 8-15% by 2030.

Key takeaways

  1. Q2 revenue ₹47,948 million, +9.1% over Q2 FY25, driven by power solutions and two-wheeler power sports.
  2. Hydrogen target Management expects 8% to 15% market penetration by around 2030 in heavy commercial vehicle segments.
  3. Mobility aftermarket Q2 growth 3.7% impacted by GST 2.0 dealer stock liquidation; recovery expected in Q3.
  4. Two-wheeler growth Grew 81.8% in Q2 FY26 on high sale of exhaust gas sensors from OBD-2 norms implementation.
  5. Consumer goods margin Profit fell from ₹40 cr to ₹12 cr on adverse exchange rate movements and higher material cost.

Original filing on BSE

Bosch Limited Q1 FY27 results

As filed: Revenue ₹5,842 cr (+22% year on year), EBITDA ₹821 cr (+28% year on year), PAT ₹706 cr (−37% year on year), EBITDA margin 14.1% (+69 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹5,566 cr (+13% year on year), EBITDA ₹782 cr (+21% year on year), PAT ₹570 cr (+3% year on year), EBITDA margin 14.0% (+89 bps). Score 66 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend; profit growth was below it. EBITDA margin rose 89 bps year on year. Share price after the results: +9.1% in 30 days (Nifty 500: +2.5%).
  • Q3 FY26: Revenue ₹4,886 cr (+9% year on year), EBITDA ₹612 cr (+5% year on year), PAT ₹533 cr (+16% year on year), EBITDA margin 12.5% (−52 bps). Score 33 of 100, Below trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was below it. EBITDA margin fell 52 bps year on year. Other income 28% of PBT. Share price after the results: −8.3% in 28 days (Nifty 500: −4.1%).
  • H1 FY26: Revenue ₹9,583 cr, EBITDA ₹1,257 cr, PAT ₹1,670 cr, EBITDA margin 13.1%. Not scored. No result for the same half-year last year. Share price after the results: −1.1% in 30 days (Nifty 500: −0.2%).
  • Q1 FY26: Revenue ₹4,789 cr (+11% year on year), EBITDA ₹640 cr (+23% year on year), PAT ₹1,116 cr (+37% year on year), EBITDA margin 13.4% (+130 bps). Score 75 of 100, Above trend. Revenue and EBITDA growth were above the company's own trend; profit before exceptional items growth was well above it. EBITDA margin rose 130 bps year on year. Profit before exceptional items rose ₹227 cr on a year ago, more than the ₹79.0 cr it added the year before. Share price after the results: 0.0% in 30 days (Nifty 500: 0.0%).
  • Q4 FY25: Revenue ₹4,911 cr (+16% year on year), EBITDA ₹646 cr (+16% year on year), PAT ₹554 cr (−2% year on year), EBITDA margin 13.2% (−3 bps). Score 50 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was in line with it; profit growth was below it. EBITDA margin was flat year on year. Other income 30% of PBT. Share price after the results: −0.8% in 30 days (Nifty 500: +3.1%).
  • Q3 FY25: Revenue ₹4,466 cr (+6% year on year), EBITDA ₹583 cr (+1% year on year), PAT ₹459 cr (−11% year on year), EBITDA margin 13.1% (−69 bps). Score 25 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was well below it; profit growth was below it. EBITDA margin fell 69 bps year on year. Other income 31% of PBT. Profit fell 15% from last quarter.
  • Q2 FY25: Revenue ₹4,394 cr (+6% year on year), EBITDA ₹560 cr (+14% year on year), PAT ₹537 cr (−46% year on year), EBITDA margin 12.7% (+86 bps). Score 30 of 100, Below trend. EBITDA margin rose 86 bps year on year. Other income 29% of PBT. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Bosch Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.