Bosch Limited , a leading automotive technology and services provider, has reported a strong start to the fiscal year 2025-26, with significant growth in both revenue and profitability for the quarter ended June 30, 2025.

Financial Highlights

• Revenue from operations increased by 10.9% to ₹47,886.00 million in Q1 FY26, compared to ₹43,161.00 million in the same quarter last year.
• EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) grew by 23% to ₹6,393.00 million.
• Profit after tax reached 23.3% of revenue, a substantial increase from 10.8% in the previous year.

Business Segment Performance

Mobility Business

• The mobility business grew by 14.3% year-on-year, primarily driven by:
  • Power solutions business growth of 13.7%, due to higher demand for diesel components from off-highway and passenger car segments.
  • Significant growth in the two-wheeler business, mainly attributed to increased sales of exhaust gas sensors following the implementation of OBD 2 norms from April 1, 2025.

Consumer Goods and Building Technologies

• Consumer goods business grew by 9.3%, driven by higher demand for tools and accessories.
• Building technologies business declined by 65.3% due to the sale of Video Solutions, Access and Intrusion, and Communication systems business.

Electrification and Technology Focus

Guruprasad Mudlapur, Managing Director and Chief Technology Officer of Bosch Limited, highlighted the company's focus on electrification technologies:

• Key technologies include vehicle control units (VCUs) and electric coolant pumps.
• VCUs manage vehicle driving dynamics by adjusting torque and switching between all-wheel and rear-wheel drive based on road conditions.
• Electric pumps are designed to meet future battery cooling requirements during fast charging and support simultaneous cooling of two powerful e-axles.

Market Outlook

The company noted that India's automotive industry showed an upward trend in Q1 FY26, particularly in tractors and three-wheelers, while passenger vehicles, two-wheelers, and commercial vehicles saw mild improvements.

Strategic Priorities

Bosch Limited is positioning itself for sustained growth by:

1. Enhancing its core business
2. Investing in differentiated products
3. Driving operational efficiencies

The company continues to focus on R&D, adherence to global quality standards, and investment in capability building to scale further and tap new markets.

Conclusion

Bosch Limited's strong performance in Q1 FY26 demonstrates its ability to capitalize on market opportunities and navigate the evolving automotive landscape. With its focus on electrification technologies and strategic investments, the company is well-positioned to maintain its growth trajectory in the coming quarters.

Bosch Limited , a leading supplier of technology and services, has reported robust financial results for the first quarter, while simultaneously navigating a review of its import request for rare earth magnets from China.

Strong Financial Performance

The company posted a total revenue from operations of INR 4,789.00 crores (494.00 million euros) in Q1, marking a 10.90% increase compared to the same quarter last year. This growth was primarily driven by higher demand in the off-highway and passenger car segments.

Bosch's Profit Before Tax (PBT), excluding exceptional items, stood at INR 838.00 crores (86.00 million euros), representing 17.50% of the total revenue from operations. This figure reflects a significant 37.20% increase over the same quarter of the previous year, with the improvement mainly attributed to a favorable product mix.

Exceptional Items Boost Profits

Including exceptional items, the company's PBT rose to INR 1,394.00 crores (144.00 million euros), accounting for 29.10% of total revenue from operations. A major contributor to this was the completion of the transfer of Bosch's "Video solutions, Access and Intrusions and Communication systems" business, which resulted in a profit on sale of INR 556.00 crores (57.00 million euros).

Consequently, the Profit After Tax (including exceptional items) reached INR 1,115.00 crores (115.00 million euros), representing 23.30% of revenue from operations.

Segment Performance

Automotive Segment

The automotive segment showed strong growth, with overall product sales increasing by 14.30% compared to the same quarter of the previous year. The Power Solutions business, a major component of the automotive product sales, grew by 13.70%, primarily due to growth in the off-highway segment and moderate growth in the passenger car segment.

The Mobility Aftermarket business also saw a 5.20% growth, driven by increased market demand for gasoline systems, comfort electronics, and wiper systems.

Beyond Mobility Business

The Beyond Mobility business experienced a 9.30% decline in net sales, mainly due to the sale of the "Video solutions, Access and Intrusions and Communication systems" business as part of a global realignment of its Building Technologies division.

Strategic Focus and Future Outlook

Guruprasad Mudlapur, President of the Bosch Group in India and Managing Director of Bosch Limited, commented on the results: "Our performance in the first quarter reflects strong growth, driven by increased revenue, higher demand in passenger cars and a reduction in material costs enabled by favorable product mix. This results from our consistent efforts to strengthen our core businesses while remaining focused on future-ready technologies."

Mudlapur also expressed optimism about future opportunities, stating, "Bosch Limited is investing decisively in hydrogen, electrification, and digital services - positioning itself at the forefront of sustainable mobility. As India moves toward a smarter, cleaner future, we remain a trusted partner in delivering long-term value and innovation-led growth."

Rare Earth Magnet Import Review

In a separate development, a company executive revealed that Bosch has an import request for rare earth magnets from China that is currently under review. This request comes at a time when global supply chains for critical materials are under increased scrutiny.

Rare earth magnets are crucial components in various high-tech and green energy applications, including electric vehicles and wind turbines. The outcome of this review could have implications for Bosch's supply chain and production capabilities in certain product lines.

As Bosch continues to navigate global challenges and opportunities, the company's strong financial performance and strategic investments position it well for future growth in the evolving automotive and technology landscapes.