Bosch Limited reported a 10.8% year-on-year revenue increase to ₹20,035 crore in FY26, driven primarily by robust growth in its Mobility business which accounts for ~89% of total net sales. Operating profit (EBIT) expanded by 16.8% to ₹2,258 crore, reflecting improved margins and favorable product mix. Profit After Tax (PAT) stood at ₹2,770 crore, or 13.8% of revenue, supported by operational efficiency and strategic divestments. The company also announced the completion of its acquisition of Bosch Chassis Systems India Private Limited (RBIC) for ₹9,068.68 crore, signaling aggressive expansion in vehicle motion technologies.

The financial performance was underpinned by strong demand across automotive segments, with the 2-Wheeler division recording a remarkable 69.1% sales growth following the implementation of OBDII norms. Power Solutions grew by 17.6%, while Mobility Aftermarket saw a modest 3.7% increase. Consumer Goods (Power Tools) contributed ₹1,836 crore in sales, growing by 6.4%. The Board recommended a final dividend of ₹270 per equity share, resulting in a payout ratio of 29%, lower than the previous year’s 75%, due to significant capital deployment for the RBIC acquisition.

Financial Performance Overview

Profit Before Tax (PBT), excluding exceptional items, was ₹3,086 crore, representing 15.4% of total revenue from operations, up from 15.1% in the prior year. An exceptional gain of ₹556 crore was recognized from the sale of the “Video solutions, Access & Intrusion and Communication systems” business within the Building Technology division, hived off in May 2025 as part of global restructuring. Research and Development costs amounted to ₹601 crore (~3.0% of revenue), while Capital Expenditure stood at ₹410 crore.

Strategic Developments

The most significant strategic move was the acquisition of 100% equity capital of RBIC, a fellow subsidiary, completed on June 30, 2026. The purchase consideration of ₹9,068.68 crore was financed through internal accruals, integrating RBIC’s capabilities in ESP/ABS, braking solutions, and e-motors into Bosch’s portfolio. Additionally, Bosch divested its entire 6.97% stake in Nivaata Systems Private Limited at ₹16,300 per share, realizing a value of ₹184.12 million after achieving its strategic objective of data lake creation.

New joint ventures were also established to accelerate growth in emerging sectors. Bosch formed a 50:50 joint venture with Tata AutoComp Systems Limited (TACO) with an aggregate capital contribution of ₹94 crores to manufacture e-Axle systems and electric motors, expected to commence operations in the second half of 2026. Another joint venture with Wheels India Limited and Brakes India Private Limited (TSF group) was initiated with an initial equity investment of ₹1 lakh each, aiming to produce air systems for commercial vehicles.

What the Numbers Show

The divergence between EBIT growth (16.8%) and revenue growth (10.8%) indicates successful operating leverage, driven by reduction in material costs and budgetary control on expenses. The substantial drop in payout ratio from 75% to 29% reflects a deliberate shift towards reinvesting cash flows into high-growth acquisitions like RBIC rather than shareholder returns in the short term. Despite this large outflow, the company maintains a debt-free balance sheet, suggesting strong internal cash generation capabilities.

ESG and Corporate Governance

Bosch Limited secured Rank 1 in the Automotive Component Sector and Rank 22 overall in the 'India's Most Sustainable Companies' awards by BW Businessworld. The company remains Carbon Neutral for Scope 1 & 2 emissions since 2020 and utilizes 100% green electricity. Rainwater fulfilled >17% of total water demand during FY2025-26. Corporate Social Responsibility initiatives reached over 3.9 lakh beneficiaries across 22 states, focusing on skill development, sustainable mobility, and healthcare access.

Globally, Bosch Group generated sales revenue of €91.0 billion in 2025, with an EBIT of €1.4 billion from operations. The group employed approximately 413,000 associates worldwide and invested €7.9 billion in R&D activities.

Bosch Limited has scheduled its earnings call for the first quarter of fiscal year 2026-27 (Q1FY27) on August 11, 2026, at 16:00 IST. The virtual conference will provide stakeholders with an update on the company’s financial performance for the period. This disclosure ensures transparency and allows fund managers, analysts, investors, and the general public to engage directly with management regarding the latest operational results.

The announcement was made in pursuance of Regulation 30(6) of the Securities and Exchange Board of India (Listing Obligations and Disclosures Requirements) Regulations, 2015. The notice was issued on August 3, 2026, by V. Srinivasan, Company Secretary & Compliance Officer, and submitted to both the BSE Limited and the National Stock Exchange of India Ltd. The filing serves as a formal intimation of the schedule for the analysts’ and institutional investors’ meeting.

Meeting Details

The earnings call will be conducted as a group meet via a virtual conference platform. Participants can access the session through a Webex webinar link provided in the invitation. Advance registration is required for attendees to join the discussion. The event is organized in collaboration with 360 ONE CM Research, which will host the conference call infrastructure.

Management Representatives

Key executives from Bosch Limited will lead the discussion during the call. The management representatives scheduled to participate include:

• Guruprasad Mudlapur, Managing Director
• Olsen Tillmann, Chief Financial Officer

These leaders will address questions from participants regarding the company’s strategic direction, operational highlights, and financial outcomes for the quarter. For further information or assistance with registration, participants may contact Annamalai Jayaraj from 360 ONE Capital Market Research via the provided contact details.