| Revenue growth | Consolidated revenue +28.2% YoY; standalone +28.6%; RBIC consolidated first time. |
|---|---|
| Margins | Consolidated EBITA margin ~13.5%, ~55bps lower YoY; RBIC ~15.6% vs FY26 18%+. |
| Order book | RBIC 'overbooked' on capacity; no order book figures disclosed. |
| Demand visibility | H2 seen modest; Q3 flat-to-modest vs high base; tractors weak. |
| Management confidence | Balanced: confident on margins, hedged on pass-through and H2 outlook. |
Growth
Consolidated revenue +28.2% includes RBIC for the first time. Standalone +28.6% is the cleaner read. Festive demand and a low base helped.
Outlook
Q3 FY27 flat to modest growth against a high base. H2 described as modest. No quantified FY27 guidance.
Risks
Cost pass-through is not assured at 100%. Aluminium and INR-EUR headwinds persist. H2 is guided modest, and the ₹130 Cr exceptional credit flatters PAT.
Last quarter's promises, checked
Delivered
- Guided Chassis consolidated results from next qtr → RBIC consolidated first time (= BEAT; RBIC-Chassis link assumed)
Partly delivered
- Guided sustained ~14% EBITDA margin (₹8,180 Mn on ₹58,419 Mn) → consolidated EBITA ~13.5%, ~55bps lower YoY (= PARTIAL; metrics differ)
Missed
- Guided JV order-book update in one qtr → no order-book figures disclosed (= MISS)
- Guided positive trend into next qtr → H2 guided modest (= MISS)
- Guided EV revenue to be updated 'as quarters go by' → EV revenue deflected, no figure (= MISS)
Earnings Call Transcript filed with NSE, NSE: BOSCHLTD. Summary written with AI assistance from the document.
Bosch Ltd: key numbers
- Share price
- ₹50,700.00
- Market cap
- ₹1,49,545 Cr
- Revenue (annual)
- ₹20,035 Cr
- Net profit (annual)
- ₹2,773 Cr
- P/E (TTM)
- 56.5×Sector 32.4×
- Promoter holding
- 70.54%+0.00% QoQ
- FII holding
- 7.21%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bosch Ltd
All →Bosch Bonus Issue
Bosch Limited's board recommended a 3:1 bonus issue on 6 November 2026, funded from free reserves. Shares are expected to be credited by 6 January 2027, subject to approvals.
- Execution
- Within 2 months from 06-11-2026 (credit by 06-01-2027)
Bosch Q2 FY27 Results: Net Profit ₹840.5 Cr, Up 18.6% YoY
Bosch Ltd reported revenue from operations of ₹7,655 Cr (+28.2% YoY) and net profit of ₹840.5 Cr (+18.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹840.5 Cr · +18.6% YoY
Bosch Bonus Issue
Bosch will consider a stock split and bonus issue at its November 6, 2026 board meeting. Both remain subject to shareholder approval.
Bosch Other Announcement
Bosch Ltd filed its quarterly shareholding pattern under Regulation 31(1)(b) for the quarter ended September 30, 2026, as per SEBI disclosure requirements.
Bosch Board Meeting Date
Bosch Limited has scheduled a board meeting for November 6, 2026. The board will consider and approve un-audited financial results for the quarter ending September 30, 2026.
Bosch Other Announcement
Bosch Ltd disclosed an ESG score of 73.0 from Niche Ninety-Nine, a SEBI-registered ESG Rating Provider. The disclosure is a routine regulatory intimation under SEBI LODR Regulation 30.