Pramod Amte · Research desk
directDoes the NOx plant qualify under PLI and what is the benefit?
No, this plant does not qualify under PLI. And we did not apply this.
BOSCHLTD / Q4-FY25 / claim-ledger
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Bosch · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Pramod Amte · Research desk
evasiveWhen will PLI-related plans start and be accounted in financials?
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.
Pramod Amte · Research desk
partialWhat helped reduce purchase goods as % of sales and future direction?
What has helped us is our constant work on the localization, and not only on the finished goods, but what we mentioned in the last quarter also that we strongly work on the localization of components.
Pramod Amte · Research desk
directHave you earned new clients in OBD2 for two-wheelers?
We are more or less serving all the major OEMs in the two-wheeler spectrum. I do not think we have any OEM who is not in our scope right now.
Shriram · Research desk
declinedWhat is the breakup of mobility space between 2W, PV, CV?
What we are not doing is that we don't have a segment reporting in this way, but we look at the automotive as a total.
Shriram · Research desk
directWhat is Bosch Limited's scope of work in EV business?
In terms of electrification, the e-axles, which are the largest components in the e-axle business, will stay within Bosch Limited. Our scope of work is mainly e-axles, right? Yes, that's correct.
Analyst · Research desk
directAny update on trend-based specification implementation?
As far as we know from the industry, there is no change in the date of implementation. That stays as it is. We are prepared to roll it out as soon as the dates are confirmed.
Analyst · Research desk
partialDo we see more export opportunities due to global volatility?
This is a very dynamic situation... We are monitoring this very closely. Eventually, what matters most is what is the landed cost... There are opportunities coming up all the time.
Iqbal Khan · Research desk
evasiveDo you have orders in place for e-axle from OEMs?
We are in several stages of negotiation with different OEMs, and I can't be more specific than that in a forum like this right now. As and when we close the commercials, we will certainly come back.
Iqbal Khan · Research desk
partialIs the strong sales performance sustainable given OBD2 anticipation?
Yes, we had a very good revenue this quarter. You should also be aware that within this revenue, we see a growth in the sales of our products. We have also closed in this quarter one big application service project.
Analyst · Research desk
partialWhat will be the dividend distribution policy?
The dividend distribution policy, which we also publish on our homepage. Perhaps to give you a little bit more back. We had really a very successful year.
Analyst · Research desk
evasiveWhat are the current updates on hydrogen engine work?
We have been working with almost all OEMs and also quite a lot of non-mobility players... The work we do with our OEMs is quite advanced, and that is going quite well is what I can say right now.