BOSCHLTD / Q1-FY26 / claim-ledger

Audit the questions that mattered.

Bosch · Analyst questions, management answers, and the quality of the response where the ledger is available.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

PositiveQ1-FY26 · 2025-07-31Back to quarter ↗

Questions audited

12

Answered directly

46%

Numeric claims

0

Consistency

—

Question ledger

What was answered, and how?

Pramod Amte · Research desk

partial

Two-wheeler business localization extent and revenue contribution.

Nevertheless, we do not give segmental numbers. Regarding localization, we were expecting because a lot of the content is coming out of the OBD 2, and therefore we were prepared for this. This is localized and delivered from our Bidadi plant.

Pramod Amte · Research desk

evasive

Whether localization benefits are retained or passed to customers.

Just to add on the pricing that you asked, these are all based on customer contracts. They vary, and we do what is agreed with the customer.

Sriram · Research desk

direct

How MoU between Bosch and Tata Electronics benefits listed entity.

The MoU is between Bosch Germany and Tata Electronics. Right now, there is no direct benefit out of this MoU. It's a very early stage exploration with Tata Electronics.

Sriram · Research desk

evasive

Restructuring of mobility business details.

We have the principle of commercial prudence that we build up some provisions where we have it out of the calculations. That's the background.

Sriram · Research desk

declined

Plan to merge sister entities with Bosch India.

At this point of time, I would say there is nothing concrete in any form which is worth reporting even to the regulator or disclosing it beyond that.

Chandrakant · Research desk

evasive

Hydrogen ecosystem for commercial vehicles timeline.

I won't put a precise date and timing on this. Hydrogen is in a very early phase. Right now we are working with OEMs towards technology maturity exercise.

Chandrakant · Research desk

declined

Electronification business coming into listed entity.

At this point of time, I do not want to speculate any further changes. That is how it is. If there's any change in the structure or any change in the business operations, we will update it.

Analyst · Research desk

direct

Integration of Johnson Controls India acquisition.

This comes in as a separate division, which is currently not within the listed company, and it is expected to stay that way for now.

Analyst · Research desk

direct

Duration of high growth in Two-Wheeler segment.

Volumes will stabilize after ramp up.

Analyst · Research desk

partial

Impact of rare earth magnet issue on Bosch.

We see inventory coverage until end of August. We are working on several options. We are not going only for one option to reduce the risk as much as possible for the OEM itself.

Analyst · Research desk

direct

Bosch's approach to portfolio management and divestment criteria.

Globally, we want to be in the top three in every segment we operate. Our effort and endeavor is always to ensure that that happens. As a consequence of that, we are constantly evaluating all our portfolio.

Analyst · Research desk

partial

Bosch's strategy to capitalize on EV trends in India.

We are a dominant technology supplier in the EV space worldwide... We are in good discussions with several OEMs on electrification projects right now, and we hope to have some good news in the coming months.