Bosch · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
58%
Numeric claims
0
Consistency
—
Question ledger
Pramod Kumar · Research desk
evasiveWell, on the electrification front... two-wheeler demand has kind of recovered. On the passenger cars, we see a consistent demand... We will continue to focus on our portfolio engagement... before we can get into more specifics on portfolio enlargement.
Gokul Maheshwari · Research desk
partialYes, the gross margin... we see currently an increase in the share of the traded goods... We have localized the injector... we will end up at about 68% localization of the components... all these activities will support our gross margin in the future.
Gokul Maheshwari · Research desk
partialFor the current, for the next year, we are estimating a CapEx of INR 3.5 billion. For the year 2025, we are currently in the middle of the mid-term planning.
Jinesh · Research desk
directYes. Yes. The answer to both is yes.
Jinesh · Research desk
direct100%, we will not reach. We even have in the conventional... we are at 95%. So the 100% we will not reach, but we will try to do everything to localize as much as possible.
Jinesh · Research desk
directThere is a higher distress in the commuter segment, where our play is rather low, but in the premium part of the two-wheelers, the market has done better and so have we.
Pramod Kumar · Research desk
partialWe've qualified for PLI at Bosch Limited. We are planning to bring in lots of local manufacturing... In general, we intend to keep the benefits with us, and also share where required with the customers. But this is not totally finalized as of now.
Pramod Amte · Research desk
directWe have different effects in the other expenses. One effect is we have a sale of business of the mobility platform... reduction in the one-time cost of technical access fees... several cost-saving measures... reduction due to better fixed cost absorption.
Pramod Amte · Research desk
directDo we now see a huge effect in the top line, means in the revenues? No, we're selling the business. In the bottom line, we see it in this quarter under the one-time expense or exceptional items.
Pramod Kumar · Research desk
evasiveI think on the commercial vehicle, there was this peak which we saw the industry getting to in 2018... now we see a turnaround, albeit in a very low base. It is a slow recovery... we'll keep a very close watch on it.
Viraj · Research desk
partialI don't think that there is... a difference between a pre-BSVI or a post-BSVI. So we do have coverage for raw material recovery... But what we have seen the last 12-18 months is a rather disproportionate increases in the cost driven by logistics costs, wages costs, energy costs, semiconductor-related costs.
Ravi Purohit · Research desk
evasiveThese initiatives on the personnel cost side were the absolute right ones... we are in the current quarter in the personnel costs at 8.1% of the revenues... we see one thing, and these are the material costs... we have increased our portion of imported goods... which we are on the mid-term now coming into the next localization wave.
