Bosch · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
42%
Numeric claims
1
Consistency
contradicted
Question ledger
Pramod Amthe · InCred Capital
evasiveYes, you are, of course, fully right. In every cycle, or this is an ongoing process in our company, that we check the forwarding volumes predicted by the customers and by the market. We look at our technical capabilities and capacities, and then we adjust our investments in accordance.
Pramod Amthe · InCred Capital
partialWe are importing mainly components from the parent, and it's also an ongoing process of localization... We have increased already our exports volume for the spark plugs in 2025... We also expect an increase in export volumes in sensors, NOx sensors.
Pramod Amthe · InCred Capital
declinedI think we'll have to get back to you on that.
Speaker 8 · Research desk
partialSo, yeah, if you look at the overall result for the last three years, then, of course, we had a tailwind with the growth, which helped us. But we also did a lot of cost improvement and localization. So, you see the EBIT, or profit after tax, is going up.
Speaker 8 · Research desk
evasiveWell, I would not give guidance for the next three and four years. I only can show you what we have delivered in the last three years, and then you can see in which cycles of margin improvement we are.
Speaker 8 · Research desk
evasiveSo, look, it is the margin. Of course, if new products are coming in, we are usually starting with we first bring the finished goods into the market, then we start the assembly and testing... There is no specific product. It is more technology is developing.
Speaker 8 · Research desk
directAt least at this point of time, there is no visibility of a precise date of TREM V implementation. So things are still quite open as far as we know with our discussions with the OEMs.
Nikhil Ravi · Robert Bosch
partialFrom the portfolio of Bosch Limited, we will strongly aim to bring in e-axles. And that would be the biggest component that comes into an electric vehicle. So we are in advanced discussions with several OEMs.
Hitesh Sharma · The Valuation School
partialThe commercial vehicle demand both for HCV and LCVs has been very robust in the last quarters... Based on the trends... we see that this trend is likely to continue.
Speaker 9 · Research desk
partialThe content per vehicle is not a major change in my view. We'll have to get the precise numbers, but it's not a very significant change.
Speaker 9 · Research desk
partialOn the hydrogen activity, we are working very closely with virtually every commercial vehicle and bus OEM in India... We assume that by 2030, definitely, there will be quite some hydrogen activity happening.
Gokul Maheshwari · Awriga Capital Advisors
directBroadly, I would say in every one of the auto sector segments, we have been going above the industry growth rates for all our products. The only area I would say we have not performed maybe so well in the last quarter has been our Power Tools division.
