Bosch Ltd

- Revenue up 22% Q-o-Q driven by Power Solutions and 2-wheeler growth. - EBITDA grew 28% Q-o-Q; PAT declined 37% Q-o-Q due to prior exceptional gain. - Production volumes mixed across vehicle segments. - Continued focus on new regulations and product innovation.

📈 Revenue & Profitability

• Revenue from operations rose 22% Q-o-Q, led by strong growth in Power Solutions (29%) and 2-wheeler powersports (41.4%).
• EBITDA increased 28% Q-o-Q due to higher revenues and expense optimization.
• Profit After Tax (PAT) fell 37.1% Q-o-Q, impacted by exceptional gain in previous year's quarter from sale of a business.

🚗 Production Volumes

• The Indian automotive sector was resilient with mixed performance across segments.
• Production totaled 7.29 million units in Q1, with passenger cars up 22% and 2-wheelers up 39% compared to previous quarters.

🔧 Segment-wise Highlights

• Powertrain division outperformed market growth across all vehicle types including passenger cars, commercial vehicles, two & three-wheelers, and tractors.
• Focus on new legislation compliance: CAFE Phase 3 (April 2027) and CV ADAS standards (Jan/Oct 2027).
• Received customer awards for delivery excellence, quality, and innovation.

🏍️ Two-Wheeler & Aftermarket

• Strong quarter-over-quarter growth in mobility aftermarket and two-wheeler powersports segments.
• Focus on cordless product conversions, expanding portfolio, and market reach to SMEs.

💡 Innovation & Market Position

• Strengthened mobility presence with integration of safety systems in electric motorcycles of leading manufacturers.
• Showcased innovations in powertrain, safety, electrification, and connectivity at industry events.

📝 Summary for Investors

• The update provides operational details and financial highlights important for assessing business momentum.
• Distinguishes between underlying profitability (EBITDA growth) and the impact of one-time accounting effects on net profits.
• Ongoing regulatory focus and innovation efforts reflect strategic adaptability.