Bosch · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Despite strong volume growth, EBITDA margins have remained around 12-13% due to unfavorable product mix and initial costs of new product localization, which may continue to weigh on margins.
While hydrogen engine technology is maturing, the lack of clarity on hydrogen refueling infrastructure may delay commercial adoption beyond 2030.
The new trade deal could make imports cheaper, potentially reducing the incentive for localization, though management believes volumes and logistics costs will continue to favor local production.
The Power Tools division faces significant price pressure from Chinese competitors, leading to moderate growth despite strong product launches and network expansion.
