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Revenue
₹4,911 Cr
verified against source
Revenue YoY
8.1%
reported change
EBITDA
₹230.97 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Bosch Limited reported a strong Q4 FY25 with revenue of INR 49,106 million, up 16% YoY, driven by power solutions, two-wheeler, and aftermarket segments. EBITDA grew 16.1% to INR 6,469 million, with margin improvement from cost controls and localization. Full-year revenue rose 8.1% to INR 180,874 million, EBITDA margin expanded 30 bps to 12.8%. PAT margin fell to 11.3% due to removal of indexation benefit. Key growth drivers included OBD2-related sensor sales, premiumization, and new NOx sensor line with 2.1 million annual capacity by 2027. Management expects continued outperformance vs. industry, driven by regulation, electrification, and exports. Risk: tariff volatility and delayed BS7 norms could impact near-term demand.
Colored figures show movement against the previous available record.
Guidance to track
- New Gen3 line at Bidadi will scale to 2.1 million sensors annually by 2027, targeting global OEMs.
- Management expects a slight increase in exports driven by NOx sensors, spark plugs, and injectors.
- Company aims to outgrow industry via advanced technologies, new norms, and electrification.
Risks flagged
- Management noted dynamic tariff situation could create short-term uncertainties for export business.
- Management acknowledged that current implementation dates may not hold, which could impact sensor demand.
- Management confirmed no new orders in electric two-wheelers or three-wheelers, limiting EV growth visibility.
Key quotes
- This cutting-edge line, featuring multi-gas calibration and SCU software flashing, not only enhances India's role in our global value chain, but also prepares us for future product introductions.
- We are screening, of course, all the PLIs constantly. Currently, as Ko already mentioned, this plant is not ready for the PLI, but we are screening all the time.
- We want to enter as many new areas with customers as possible and be the leading supplier to OEMs and stay on top of the race.
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