Weak export markets
Exports are facing headwinds from weak European and US markets, with negative trends in passenger car injector exports.
BOSCHLTD / Q2-FY24 / 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
Gross margin pressure from traded goods mix
Higher share of traded goods and adverse forex are compressing gross margins; recovery depends on localization which is mid-term.
Demand moderation from election and monsoon
Election year dynamics and erratic monsoons could dampen rural sentiment and automotive demand in FY25.
Cost recovery challenges with OEMs
Management acknowledged difficulty in passing on cost increases to OEMs due to lengthy justification processes, though contracts allow it.