Bosch / Q1-FY25

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Watch2024-07-26Back to BOSCHLTD

Revenue

₹4,316.8 Cr

verified against source

Revenue YoY

3.8%

reported change

EBITDA

₹519.7 Cr

latest reported figure

Source

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record provenance

Actual signal trajectory

Where this quarter sits.

source records only
EBITDA (₹ Cr)PositiveWatchNegative
9 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q3 FY24: 461.1 · Positive source sentiment · 2024-02-12Q3 FY24Q4 FY24: 557.2 · Watch source sentiment · 2024-04-26Q4 FY24Q1 FY25: 519.7 · Watch source sentiment · 2024-07-26Q1 FY25Q2 FY25: 560.5 · Positive source sentiment · 2024-10-24Q2 FY25Q3 FY25: 582.6 · Watch source sentiment · 2025-01-24Q3 FY25Q4 FY25: 231 · Positive source sentiment · 2025-04-30Q4 FY25Q1 FY26: 639.3 · Positive source sentiment · 2025-07-31Q1 FY26Q2 FY26: 61.7 · Positive source sentiment · 2025-10-30Q2 FY26Q3 FY26: 612.4 · Positive source sentiment · 2026-02-10Q3 FY26639.361.7
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Quarter read

What the record says.

Bosch Limited reported Q1 FY25 revenue of INR 4,317 crore, up 3.8% YoY, with EBITDA margin improving 70 bps YoY to 12%. Growth was driven by Mobility Aftermarket (+8.1%), two-wheeler business (+14.6%), and Building Technologies (+19.4%). PAT grew 13.8% YoY. Management maintained a moderate full-year growth outlook despite election and heat wave headwinds. Key strategic developments include the elevation of Power Tools India to a regional hub and progress on localization of Common Rail and NOx sensors. Risks include potential policy delays (e.g., TREM V norms) and the gradual shift from diesel to EVs, which could impact legacy product volumes. Management refrained from giving explicit margin guidance, citing technology transition uncertainties.

Colored figures show movement against the previous available record.

Guidance to track

  • Management expects FY2025 performance to be similar to FY2024, with moderate growth despite election and high base effects.
  • First localization of exhaust gas treatment component (NOx sensor) will start production in April 2025, with further localization under discussion.
  • Production of lambda sensors at Bidadi plant will ramp up from 1.2 million in 2021 to over 8 million annually by 2025.
  • India is now one of five independent regions within Bosch Power Tools, responsible for SAARC markets, with focus on cordless tools and exports from Chennai plant.

Risks flagged

  • TREM V implementation for tractors has been postponed, potentially delaying expected content increase and localization benefits.
  • Gradual shift from diesel to EVs/hybrids could reduce demand for legacy products; management acknowledges diesel share will decline over time.
  • Pipeline inventory buildup in cars due to low footfall from heat waves and elections poses a risk to near-term demand.
  • Shift from conventional to Common Rail systems increases material costs; localization is critical but timing is uncertain.

Key quotes

  • We do not currently foresee a major change in our export portfolio right now, but the intent is that we continuously increase this.
  • Too early localization also is totally counterproductive in terms of our margin. So we will have to balance it against when is localization most appropriate.
  • We did now the first step, coming back to a double digit, which was very important for us, and we do everything to keep this double digit.

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