BOSCHHCIL / Q3-FY26 / claim-ledger

Audit the questions that mattered.

BOSCH HOME COMFORT INDIA · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

12

Answered directly

42%

Numeric claims

0

Consistency

—

Question ledger

What was answered, and how?

Promod · Research desk

evasive

Capex outlook for FY27-28 given historic high volumes

we check the forwarding volumes predicted by the customers and by the market we look at our technical capabilities and capacities and then we adjust our investments in accordance.

Promod · Research desk

partial

Impact of India-EU FTA on import duties and localization

we are importing mainly components from the parent and we are this it's also an ongoing process of localization. So this year we have localized a sensor for the component for the common rails.

Promod · Research desk

partial

Export opportunities from India under FTA

We have increased already our exports volume for the spark plugs in 2025 and we expect also further good development of volumes in the spark plugs and in components for the common rail products.

Mayor · Research desk

evasive

Why margins not improving despite strong tailwinds and localization

if you look at the overall result for the last 3 years then of course we had a tailwind with the growth which helped us but we also did a lot of cost improvement and localization. So you see the EBIT is going up.

Mayor · Research desk

declined

Will margins tick up over next 3-4 years?

I would not give a guidance for the next three and four years. I only can show you what we have delivered in the last three years and then you can see in which cycles of margin improvement we are.

Mayor · Research desk

evasive

Which product mix is dragging margins?

if new products are coming in we are usually starting with finished goods then assembly and testing then localization. So with every new product we start a new localization round.

Mayor · Research desk

direct

Visibility on BS7 implementation timeline

at this point of time there is no visibility of a precise date of BS7 implementation. So things are still quite open as far as we know with our discussions with OEMs.

Nikil Ra · Research desk

partial

Bosch's EV four-wheeler component plans in India

We will strongly aim to bring in eAxles and that would be the biggest component that comes into an electric vehicle. We are in advanced discussions with several OEMs.

Nikil Ra · Research desk

direct

Is Bosch currently supplying eAxles to any OEM in India?

In India we are not supplying the eAxles to any OEM right now. We are in advanced discussions on several projects with OEMs.

Analyst · Research desk

partial

Demand drivers for commercial vehicle segment and replacement share

the commercial vehicle demand both for HCV and LCVs has been very robust in the last quarters and it's connected to GST 2.0 changes, increased uptake on government fleet orders, construction and mining.

Kosh · Research desk

partial

Progress on alternate fuel technologies and content per vehicle vs ICE

Bosch has very wide portfolio options also for flex fuels. The content per vehicle is not a major change in my view. You'll have to get the precise numbers but it's not a very significant change.

Kosh · Research desk

partial

Status of hydrogen fuel engine pilot orders and commercial launch timeline

on the hydrogen activity, we are working very closely with virtually every commercial vehicle and bus OEM in India. There are currently at least no known plans of rollout from any OEMs very specifically.