Bosch Limited has recently disclosed potential supply chain disruptions that could impact its operations, stemming from ongoing issues with one of its key electronic component suppliers, Nexperia. The company has formally notified stock exchanges about these challenges, highlighting the far-reaching effects of global trade policy changes and geopolitical developments on its business operations.

Supply Chain Challenges

The automotive component manufacturer is grappling with significant challenges due to the current situation surrounding Nexperia. While Bosch is actively working to maintain customer service and minimize production restrictions, the company has warned that if export control restrictions do not improve, temporary production adjustments at selected manufacturing plants may be unavoidable.

Global Impact and Response

Bosch Limited's predicament underscores the interconnectedness of global supply chains and the ripple effects of international trade policies. The company is closely monitoring and addressing the global supply situation for imported components, treating it as a top priority.

Regulatory Compliance

In compliance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, Bosch Limited has formally informed the stock exchanges about these potential disruptions. This transparency allows investors and stakeholders to stay informed about factors that could affect the company's performance.

Management Statement

V. Srinivasan, Company Secretary and Compliance Officer of Bosch Limited, stated in the official communication:

"We are currently working to serve our customers and to avoid or minimize production restrictions. However, if there is no improvement of the export control restrictions, temporary production adjustments in selected Bosch Limited's manufacturing plants cannot be ruled out."

Outlook

While the full extent of the impact remains to be seen, Bosch Limited's proactive approach in addressing these challenges and maintaining transparency with stakeholders demonstrates its commitment to navigating these complex global supply chain issues. The company's ability to adapt to these challenges may play a crucial role in its operations in the coming months.

Investors and industry observers will likely keep a close watch on how Bosch Limited manages these supply chain disruptions and their potential impact on the company's production.

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.