Subdued HCV demand
Heavy commercial vehicle demand remains weak due to mining/construction slowdown and rising vehicle costs, impacting Bosch's powertrain solutions.
BOSCHLTD / Q3-FY25 / 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
Elevated employee costs
Employee costs as a percentage of revenue are elevated due to project closures; management targets 10% steady-state but current levels are higher.
Uncertainty on TREM V implementation
Management had no update on TREM V implementation date, which remains April 2026, but any delay could impact product planning.
Potential trade conflicts and tariff risks
New U.S. policies and China export pressures could create uncertainties for global trade, affecting Bosch's export-oriented segments.