Arthneeti
Latest: Bosch Q1 FY27 results →All Q2 FY26 results →
B

Bosch

Q2 FY26Auto Components

Bosch Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹48,200
Market cap₹1.4L Cr
P/E60.2
Updated23 Aug 2026
Read3 min read

The short version

Growth driven by increasing content per vehicle, focusing on future-led features like safety, comfort, and personalization. Growth in earnings and profits is expected, driven by increased content per vehicle due to new technologies, safety, comfort, and personalization trends.

From Bosch's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Growth driven by increasing content per vehicle, focusing on future-led features like safety, comfort, and personalization.
  • Electrification, including electric two-wheelers and hybrids, is a key growth area with ongoing OEM collaborations.
  • Expansion in hydrogen combustion engines expected, targeting 8%-15% market penetration in heavy commercial vehicles by 2030.
  • Growth in diesel components for passenger cars and off-highway segments remains strong.
  • Positive impact expected from GST reforms enhancing affordability and demand across passenger vehicles, commercial vehicles, two-wheelers, and tractors.
  • Growth supported by regulatory norms such as OBD-2 and anticipated ABS mandates.

2 more points from Bosch's call on revenue

Create a free account to keep reading this call

Profitability & Margins

See what Bosch said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Some relevant points inferred from the discussion include: - Bosch is actively working with OEMs on advanced technologies, including hydrogen internal combustion engines, electric two-wheelers, and flux engines. - There is ongoing R&D and pilot projects on hydrogen ICE technology, with expectations of 8-15% market penetration by 2030 in heavy commercial vehicles. - Bosch is exploring and preparing non-ferrite motor technologies for the Indian market.

2 more points from Bosch's call on capex

Create a free account to keep reading this call

Top-ranked in Auto Components

Ranked on what management guided this quarter

Guidance-ranked
1Divgi Torq
Rev 1Mar 3
2OBSC Perfection
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 2Mar 1
5
Rev 2Mar 1
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Bosch said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • Guruprasad Mudlapur acknowledged having the numbers related to the order book/pending orders.
  • He offered to provide the specific numbers separately after the call.

Bosch — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹5.6K Cr, net profit ₹568 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

Continue your research

What Bosch's management said in earlier quarters

Others in Auto Components this season

  • Tenneco Clean Air India Ltd (Q2 FY26)

    Growth in Clean Air and Powertrain Solutions segment was 3% YoY in the recent quarter, slightly underperforming industry growth; however, this is seen as a…

  • Divgi Torqtransfer Systems Ltd (Q2 FY26)

    Current orders under execution are valued at approximately INR 90 crore, derived from contractual prices and RFQ volumes from Tier 1 customers. Key concall…

  • Autoline Industries Ltd (Q2 FY26)

    Revenue for Q2 FY26: INR 172.79 crore, up 10.78% year-on-year. Key investor presentation takeaways from Autoline Industr's Q2 FY26 investor presentation — and h

  • Carraro India Ltd (Q2 FY26)

    . Key concall takeaways from Carraro India Ltd's Q2 FY26 earnings call — and how it ranks against sector peers.

Compare:vs Samvardhana Motherson International Ltdvs Bharat Forge Ltdvs Uno Minda Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Arthneeti Pro · Annual

Bosch and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were Bosch Q2 FY26 results?

Growth driven by increasing content per vehicle, focusing on future-led features like safety, comfort, and personalization. Growth in earnings and profits is expected, driven by increased content per vehicle due to new technologies, safety, comfort, and personalization trends.

What is Bosch share price analysis?

Bosch currently shows a neutral. The stock trades at a P/E of 60.2 with a market cap of ₹142,171 Cr. Investors should review the full earnings analysis for detailed insights.

Keep Bosch on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.