Policy delays in TREM V norms
TREM V implementation for tractors has been postponed, potentially delaying expected content increase and localization benefits.
BOSCHLTD / Q1-FY25 / risks
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Bosch · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Technology transition to EVs and hybrids
Gradual shift from diesel to EVs/hybrids could reduce demand for legacy products; management acknowledges diesel share will decline over time.
High inventory in passenger vehicle segment
Pipeline inventory buildup in cars due to low footfall from heat waves and elections poses a risk to near-term demand.
Margin pressure from technology mix shift
Shift from conventional to Common Rail systems increases material costs; localization is critical but timing is uncertain.