Arthneeti

Bosch Q1 FY27 Share Price & Earnings Call Analysis

₹47,200.00-0.77% today
Market cap
₹1.39L Cr
P/E
58.91
ROE
14.57%
PEG
4.37
Price to sales
6.59
Debt to equity
0.01
52W high / low
₹50,000 / ₹28,745
Sales growth (5Y)
15.57%
EBITDA margin
13.43%
Net profit margin
10.42%
Promoter holding
70.54%
Sales (last year)
₹21,088 Cr

Bosch Ltd has presence across automotive technology, industrial technology, consumer goods and energy and building technology. It manufactures and trades in products such as diesel and gasoline fuel injection systems, automotive aftermarket products, industrial equipment, electrical power tools, security systems and industrial and consumer energy products and solutions.[1]

Guidance scorecard · Q1 FY27 call

What Bosch's management guided
and where it ranks in Auto Components

#13of 66 in
Auto Components
Revenue20–40%MarginsFlatCapexPlannedFundraisingWhat management saidOrder bookRising

RevenueQ1 FY27 call

20–40%
  • Significant volume growth expected across all mobility portfolios over the next 3 to 5 years, including power solutions, 2-wheelers, mobility aftermarket, power tools, and chassis systems.
  • New product introductions and technology advancements, such as commercial vehicle ADAS (from next year), will be major growth drivers.
  • Premiumization of vehicles and increased vehicle volumes will support revenue growth.
  • Sustained growth in exports targeting an increasing share from the current ~8-8.5%.
  • Strong volume growth in combustion technology products expected to continue alongside electrification and alternate fuel technologies.
  • Aftermarket business shows robust and sustainable growth due to new product launches and market strategy enhancements.

2 more points from Bosch's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

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

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • The focus is on growth drivers including volume growth, new product introductions, and technology adoption (e.g., commercial vehicle ADAS, e-axles JV with TACO).
  • Expansion plans include the newly consolidated Chassis Systems business, operating as a separate subsidiary with site visits planned.
  • Emphasis on operational resilience, supply chain agility, and localization efforts rather than direct capex disclosures.
  • An investor meet is planned at the Chassis Systems facility in Chakan, Pune in November to share further information including potentially on investments.
Full Q1 FY27 analysis

FundraisingQ1 FY27 call

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

Full Q1 FY27 analysis

Order bookQ1 FY27 call

Rising
  • The joint ventures (JVs) with TACO and TSF Group are in the final stages of merger controls and regulatory approvals.
  • The JV with TACO (e-axles) is expected to start generating revenue by late next year.
  • Both Bosch and TACO entered the JV after securing a healthy order book from their respective sides.

2 more points from Bosch's call on the order book

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Full Q1 FY27 analysis
Full Auto Components ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Auto Components
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Bosch rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Auto Components companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Flat₹3,020 Cr47.8
240%+Flat₹1,998 Cr63.5
340%+Flat₹428 Cr17.5
420–40%Up 2%+₹25,721 Cr73.8
520–40%Up 2%+₹13,417 Cr40.5
620–40%Up 0–2%₹23,344 Cr37.6

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Pro shows every company guiding 40%+ revenue growth →Full Auto Components ranking

Financials of Bosch

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Bosch

Quarterly Results

Quarter-by-quarter operating performance

Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +4,0634,1584,1304,2054,2334,3174,3944,4664,9114,7894,7954,8865,566
Expenses +3,5413,6903,6393,6273,6763,7973,8343,8834,2644,1494,1784,2734,784
Operating Profit522468491578557520560583647639617612782
OPM %13%11%12%14%13%12%13%13%13%13%13%13%14%
Other Income +136188939214226179257142237844210200156
Interest5311244326644414
Depreciation12192101117119869010199859299116
Profit before tax5335321,3176716616117266187781,394730709808
Tax %25%23%24%23%15%24%26%26%29%20%24%25%30%
Net Profit +3994099995185644665364585541,115554532568
EPS in Rs135.28138.67338.68175.67191.40157.83181.70155.36187.74378.18187.91180.41192.75

Financials of Bosch

Profit & Loss

Annual income statement trend

Mar 2015 15mMar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales +12,0869,70110,43511,69012,0859,8429,71811,78214,92916,72718,08720,035
Expenses +10,1047,8238,4739,5979,9318,3588,55510,31913,12014,63215,77817,384
Operating Profit1,9811,8781,9632,0932,1541,4831,1631,4621,8102,0952,3102,650
OPM %16%19%19%18%18%15%12%12%12%13%13%13%
Other Income +537623912418600-105-2413914711,5668161,410
Interest14132731310142912511727
Depreciation548386456467402383341324386430376392
Profit before tax1,9562,1022,3912,0412,3399855671,5001,8823,1812,7333,642
Tax %32%27%27%33%32%34%15%19%24%22%26%24%
Net Profit +1,3381,5311,7411,3711,5986504821,2171,4242,4902,0132,770
EPS in Rs426.03487.72570.47449.14541.81220.32163.59412.70482.99844.42682.62939.29
Dividend Payout %20%17%29%22%19%48%70%51%99%44%75%29%

Financials of Bosch

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital313130303030303030303030
Reserves7,3169,5048,7699,9519,0979,2409,79310,65810,98312,03413,78814,817
Borrowings +111500007454735339118119
Other Liabilities +2,9732,8483,0003,9463,5833,9774,8984,6505,1945,2526,3096,716
Total Liabilities10,43112,43311,80013,92712,71013,32014,77415,41016,25917,35520,24521,681
Fixed Assets +9681,1491,5141,3181,1761,3421,2411,2111,7311,7701,6221,654
CWIP276151129313644487488606366224396358
Investments2,8904,6283,9275,2404,0544,0425,1575,5285,0235,1257,1628,019
Other Assets +6,2986,5056,2317,0566,8367,4507,8888,0669,14010,23611,06511,651
Total Assets10,43112,43311,80013,92712,71013,32014,77415,41016,25917,35520,24521,681

Financials of Bosch

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +1,3961,3181,4571,7295931,3368352711,2141,2582,3732,175
Cash from Investing Activity +-1,183-9951,246-1,1701,766-873-463-33262277-1,955-584
Cash from Financing Activity +-237-356-2,670-325-2,531-399-338-383-1,239-1,452-529-1,550
Net Cash Flow-24-3333234-1726434-14623684-11041
Free Cash Flow9888988251,24513913640-1365749322,0611,864
CFO/OP105%104%111%115%64%121%95%37%89%93%115%111%

Financials of Bosch

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days365041504752524847484851
Inventory Days728781717977828673646261
Days Payable68969211786110140112105869498
Cash Conversion Cycle40413144019-62215251513
Working Capital Days375745315230327267578108
ROCE %26%22%26%23%25%18%14%15%17%21%21%22%

Guidance history

How Bosch's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →20–40%FlatPlanned—Rising
Q4 FY26 call →10–20%FlatPlanned—Rising
Q3 FY26 call →10–20%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

81out of 100

Momentum score · price trend

81 out of 100 — Strengthening

Over the past year its share price has done better than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months+26.8%78%
Last 6 months+31.1%82%
Last 3 months+14.9%85%
How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Bosch: 0.4 × 78 + 0.4 × 82 + 0.2 × 85 = 81.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 30 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

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What Bosch's management said in earlier quarters

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