Bosch Limited Q4 FY25 & FY25 Conference Call Highlights - June 2025
1. Financial Performance
- Q4 FY25 Revenue: INR 49,106 mn (+16% QoQ); FY25 Revenue: INR 180,874 mn (+8.1% YoY).
- EBITDA: Q4 at INR 6,469 mn (+16.1% YoY); FY25 at INR 23,097 mn (+10.3% YoY), margin up to 12.8%.
- PAT: Q4 at 11.3% of revenue; FY25 at 11.1% of revenue.
2. Segmental Performance
- Mobility Business: Grew 14.9% QoQ; Power Solutions up 16.9%, Mobility Aftermarket up 7.9%, Two-Wheeler up 21.4%.
- Consumer Goods: +6.3% YoY; Building Technologies: +8.2% YoY.
- NOx Sensor Gen-3 Line: Inaugurated at Bidadi; capacity to scale to 2.1 million sensors/year by 2027.
3. Strategic Initiatives
- Localization & Cost Control: Material costs reduced to ~40% of sales; stepwise localization approach.
- eAxle & Electrification: In negotiations with OEMs for eAxle supplies; Bosch Limited to have full product ownership.
- Hydrogen Engine: Ongoing development with OEMs; ecosystem still in progress.
4. Industry & Market Insights
- Automotive Industry: Moderate growth in Q4; SUVs, premium bikes, and three-wheelers led demand.
- OBD 2 Norms: Significant pre-buying and sales ramp-up in two-wheelers ahead of April 2025 implementation.
5. Export & Global Opportunities
- Exports: Key products include NOx sensors, spark plugs, and injectors; slight export growth expected in FY26.
- Tariffs & Trade: Monitoring global tariff volatility and FTAs; export strategy based on landed cost competitiveness.
6. Management Outlook
- Growth Drivers: Aim to outpace industry growth via premiumization, advanced technology, and regulatory-driven demand.
- Sustainability: Cautious on sustaining Q4 growth rates due to one-off project revenues.
7. Dividend & Capital Allocation
- Dividend Policy: Increased payout to “appreciate shareholders,” supported by a strong balance sheet and liquidity.
Key Takeaway: Bosch Limited delivered robust FY25 performance, driven by strong execution in core mobility segments, localization benefits, and cost controls. Strategic investments in clean mobility, electrification, and innovation position the company well for future trends. Management remains vigilant on global trade dynamics and regulatory changes, with cautious optimism for sustained growth.
Credits @nilfaldu
1. Financial Performance
- Q4 FY25 Revenue: INR 49,106 mn (+16% QoQ); FY25 Revenue: INR 180,874 mn (+8.1% YoY).
- EBITDA: Q4 at INR 6,469 mn (+16.1% YoY); FY25 at INR 23,097 mn (+10.3% YoY), margin up to 12.8%.
- PAT: Q4 at 11.3% of revenue; FY25 at 11.1% of revenue.
2. Segmental Performance
- Mobility Business: Grew 14.9% QoQ; Power Solutions up 16.9%, Mobility Aftermarket up 7.9%, Two-Wheeler up 21.4%.
- Consumer Goods: +6.3% YoY; Building Technologies: +8.2% YoY.
- NOx Sensor Gen-3 Line: Inaugurated at Bidadi; capacity to scale to 2.1 million sensors/year by 2027.
3. Strategic Initiatives
- Localization & Cost Control: Material costs reduced to ~40% of sales; stepwise localization approach.
- eAxle & Electrification: In negotiations with OEMs for eAxle supplies; Bosch Limited to have full product ownership.
- Hydrogen Engine: Ongoing development with OEMs; ecosystem still in progress.
4. Industry & Market Insights
- Automotive Industry: Moderate growth in Q4; SUVs, premium bikes, and three-wheelers led demand.
- OBD 2 Norms: Significant pre-buying and sales ramp-up in two-wheelers ahead of April 2025 implementation.
5. Export & Global Opportunities
- Exports: Key products include NOx sensors, spark plugs, and injectors; slight export growth expected in FY26.
- Tariffs & Trade: Monitoring global tariff volatility and FTAs; export strategy based on landed cost competitiveness.
6. Management Outlook
- Growth Drivers: Aim to outpace industry growth via premiumization, advanced technology, and regulatory-driven demand.
- Sustainability: Cautious on sustaining Q4 growth rates due to one-off project revenues.
7. Dividend & Capital Allocation
- Dividend Policy: Increased payout to “appreciate shareholders,” supported by a strong balance sheet and liquidity.
Key Takeaway: Bosch Limited delivered robust FY25 performance, driven by strong execution in core mobility segments, localization benefits, and cost controls. Strategic investments in clean mobility, electrification, and innovation position the company well for future trends. Management remains vigilant on global trade dynamics and regulatory changes, with cautious optimism for sustained growth.
Credits @nilfaldu
❤3🔥2
Avg Closing 24812.05
I wanted it to close above 24850 but still its better than expected.
Lets see what happens tonight in the Fed events.
I wanted it to close above 24850 but still its better than expected.
Lets see what happens tonight in the Fed events.
👍11❤1🙏1
This media is not supported in your browser
VIEW IN TELEGRAM
The most beautiful view
Is to see your own comeback! ❤️
Is to see your own comeback! ❤️
❤19🔥3👏3🥰1🙏1
Chartopia
Silver once again trying to break out. Lets keep watch on this.
Silver trend line holding strong, without proper consolidation or retracement silver should not break out.
❤7