Lakshminarayanan · Research desk
directTarget band for employee cost as % of revenue
In a steady state, depending on product mix, roughly 10%... 8%-10% is a normal figure.
BOSCHLTD / Q3-FY25 / claim-ledger
Audit the questions that mattered.
Bosch · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
9
Answered directly
50%
Numeric claims
3
Consistency
mixed
Question ledger
What was answered, and how?
Lakshminarayanan · Research desk
directRental income comparison for nine months
The rent received was more or less April-December 2024 to April-December 2023, marginally lower... sorry, it's slightly higher by 6.5%.
Lakshminarayanan · Research desk
directProfit contribution and cost of Building Technologies division
Revenue that goes out is about INR 400-450 crores. Profit is also quite small. It's 6%.
Lakshminarayanan · Research desk
evasiveImpact of European slowdown on manufacturing shift to India
This is something we constantly assess. India is well integrated into the International Production Network. We are planning several scenarios.
Pramod Amte · Research desk
evasiveChallenges and content per vehicle for gasoline/CNG/flex fuels
It's hard to give a very generic answer on content per vehicle. It depends on several factors... whether we sell a system, a component, etc.
Pramod Amte · Research desk
partialSubsegments driving aftermarket growth and margin reflection
All segments of aftermarket have grown... diesel components, lubricants, filters. The aftermarket business margins have been very steady and good.
Analyst · Research desk
directReason for sharp gross margin improvement QoQ
It is depending on product mix, carryover effect of RMI and ECI, and improvements on material cost side with RPP measures, engineering, etc.
Analyst · Research desk
directStrategy for EVs, hydrogen, and maintaining tech leadership
We invest 6%-8% of sales on R&D globally. We have invested over EUR 2.5 billion in fuel cells, EUR 7-8 billion in electrification. We leverage global platforms and local developments.
Analyst · Research desk
directReason for sharp decline in Consumer Goods margin
Consumer Goods market has a seasonal effect. In December, dealers look at inventories, so low market. Please look at the average; we don't worry.
Analyst · Research desk
evasiveForex rate for imports and pass-through to OEMs
We are doing hedging. In addition, yes, there are clauses in several contracts where we have implemented this as well.
Analyst · Research desk
declinedUpdate on consolidating automotive businesses in India
I don't want to jump the gun on any information as sensitive as this. If there's any update, we will let you know when the news is allowed to be shared.
Analyst · Research desk
evasiveNature and continuation of restructuring costs
We have a portfolio. We have a very good plan to go further ahead with productivity. So you have some time to make some adjustments. But this is not a beginning of everything.