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Q3 FY26

Bosch Q3 FY26 earnings call: Revenue & Margins

Q3 FY26 earnings call: what management said on revenue, margins and capex.

Price₹45,560
Market cap₹1.3L Cr
P/E56.9
Updated16 Oct 2026
Read4 min read

The short version

FY26 outlook is for steady and robust growth in the Indian automotive industry with record production expected for Passenger Cars, Tractors, and 2-Wheelers. Expectation of steady and robust growth for Indian automotive industry in FY 2026, with core segments (Passenger Cars, Tractors, 2-Wheelers) reaching all-time high production levels (Page 5).

From Bosch's Q3 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • FY26 outlook is for steady and robust growth in the Indian automotive industry with record production expected for Passenger Cars, Tractors, and 2-Wheelers.
  • Growth is underpinned by strong economic fundamentals, improved affordability, tax reforms, and supportive policies.
  • Commercial Vehicles segment poised for healthy growth driven by infrastructure spending and e-commerce logistics expansion.
  • LCVs expected to reach all-time high levels due to last-mile delivery demand.
  • Tractor segment projected to hit record levels supported by rural sentiment, GST norms, and subsidies.
  • 2-Wheeler segment to scale new peaks from rising incomes and recent GST cuts.
  • Bosch's Power Solutions and 2-Wheeler powersports segments showed strong growth, with exports steadily increasing.

2 more points from Bosch's call on revenue

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Profitability & Margins

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

Capital Expenditure Plans

  • Bosch is regularly reviewing capacity and technical capabilities in line with predicted customer and market demand.
  • Investments are adjusted accordingly, maintaining a buffer and releasing capex only when necessary to extend capacity.
  • Localization efforts are ongoing, especially for components like NOx sensors and common rail products, which also influence investment decisions.
  • Export volumes have increased, suggesting potential investment to support production for global markets.
  • The company is actively studying the impact of new trade deals (e.g., India-EU FTA) on imports and exports for strategic investment planning.

2 more points from Bosch's call on capex

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Fundraising & Capital Structure

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Order Book & Pipeline

Related insights from the discussion include: - Bosch is in advanced discussions with several OEMs for e-axles supply for electric vehicles but no current supplies. - Strong demand in Commercial Vehicles (both HCV and LCV) supported by infrastructure spending and government fleet orders. - Positive traction and growth ahead of industry growth across segments such as Passenger Cars, 2-wheelers, tractors, and CV. - Ongoing vehicle testing and readiness activities on hydrogen fuel engines with OEMs, indicating future opportunities.

2 more points from Bosch's call on order book

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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.

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What Bosch's management said in earlier quarters

Others in Auto Components this season

  • The Hi-Tech Gears Ltd (Q3 FY26)

    Q3-FY26 Consolidated Operational Revenue: INR 2,235 Mn, up 9.0% YoY (Page 13, 16) . Key investor presentation takeaways from The Hi-Tech Gears Ltd's Q3 FY26 inv

  • Rane (Madras) Ltd (Q3 FY26)

    Consolidated Revenue Q3 FY26:** Rs 1,019.1 Cr, up 21.3% YoY (Page 12) . Key investor presentation takeaways from Rane (Madras) Ltd's Q3 FY26 investor presentati

  • Pritika Auto Industries Ltd (Q3 FY26)

    Q3 FY26 consolidated net revenue: ₹113.43 crore, up 40.64% YoY from ₹80.65 crore in Q3 FY25. Key investor presentation takeaways from Pritika Auto Industries Lt

  • Tolins Tyres (Q3 FY26)

    93.29 Cr, up 33.8% YoY from Rs. Key investor presentation takeaways from Tolins Tyres Ltd's Q3 FY26 investor presentation — and how it ranks against sector peer

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Frequently Asked Questions

What were Bosch Q3 FY26 results?

FY26 outlook is for steady and robust growth in the Indian automotive industry with record production expected for Passenger Cars, Tractors, and 2-Wheelers. Expectation of steady and robust growth for Indian automotive industry in FY 2026, with core segments (Passenger Cars, Tractors, 2-Wheelers) reaching all-time high production levels (Page 5).

What is Bosch share price analysis?

Bosch currently shows a neutral. The stock trades at a P/E of 56.9 with a market cap of ₹134,384 Cr. Investors should review the full earnings analysis for detailed insights.

Is Bosch planning capital expenditure?

Bosch is regularly reviewing capacity and technical capabilities in line with predicted customer and market demand.

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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.