Export uncertainty due to tariffs and geopolitics
Management expressed caution on exports due to tariff pressures and geopolitical unrest, impacting competitiveness.
BOSCHLTD / Q2-FY26 / 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
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Margin pressure in EV business
Management acknowledged that EV entry business is tough and margin pressure will remain.
Consumer goods slow growth and profit decline
Consumer goods division grew only 1.8% and profits dropped from INR 40 crore to INR 12 crore due to adverse exchange rates and GST impact.
Nexteer supply issue still tentative
Management noted that the Nexteer supply issue is resolving but remains touch and go, requiring cautious approach.