Bosch Ltd
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]
Strengths
- +Company is almost debt free.
- +Company has been maintaining a healthy dividend payout of 73.0%
Weaknesses
- −Stock is trading at 7.85 times its book value
- −Earnings include an other income of Rs.1,491 Cr.
Shareholding Pattern
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 70.54% | 70.54% | 70.54% | 70.54% | 70.54% | 70.54% | 70.54% | 70.54% |
| FIIs | 5.96% | 6.19%▲0.2 | 6.14%▼0.1 | 6.09%▼0.0 | 6.18%▲0.1 | 7.13%▲1.0 | 7.34%▲0.2 | 7.22%▼0.1 |
| DIIs | 15.8% | 15.78%▼0.0 | 15.87%▲0.1 | 16%▲0.1 | 15.98%▼0.0 | 15.08%▼0.9 | 14.9%▼0.2 | 15.05%▲0.2 |
| Public | 7.71% | 7.5%▼0.2 | 7.45%▼0.0 | 7.36%▼0.1 | 7.31%▼0.1 | 7.25%▼0.1 | 7.22%▼0.0 | 7.18%▼0.0 |
Financial Statements
| Metric | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 4,130 | 4,205 | 4,233 | 4,317 | 4,394 | 4,466 | 4,911 | 4,789 | 4,795 | 4,886 |
| Expenses | 3,639 | 3,627 | 3,676 | 3,797 | 3,834 | 3,883 | 4,264 | 4,149 | 4,178 | 4,273 |
| Operating Profit | 491 | 578 | 557 | 520 | 560 | 583 | 647 | 639 | 617 | 612 |
| OPM % | 12% | 14% | 13% | 12% | 13% | 13% | 13% | 13% | 13% | 13% |
| Net Profit | 999 | 518 | 564 | 466 | 536 | 458 | 554 | 1,115 | 554 | 532 |
| EPS ₹ | 338.68 | 175.67 | 191.4 | 157.83 | 181.7 | 155.36 | 187.74 | 378.18 | 187.91 | 180.41 |
AI Insights
TTM revenue at ₹19,380Cr, up 7.1% YoY. OPM at 13%.
Borrowings at ₹109Cr. Debt-to-equity ratio: 0.01x. Healthy balance sheet.
CWIP at ₹242Cr (14% of fixed assets). Moderate ongoing capital expenditure.
DIIs: 15.05% (-1.65pp change). FIIs: 7.22% (+3.34pp change). Promoters hold 70.54%.
ROCE improving from 19% (Dec 2013) to 21% (Mar 2025). Working capital days: 78.
PE 47.5x with 21.1% ROCE. Price is 683% above book value of ₹4,754. Dividend yield: 1.39%.
Recent Announcements
- Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation 11 May - Intimation of Schedule of Analysts/ Investors Meet- Earnings call for Q4 FY 2025-26 to be held on May 21, 2026 at 9.30 hrs. IST
- Shareholder Meeting / Postal Ballot-Scrutinizer"s Report 11 May - Bosch shareholders passed two postal ballot resolutions on May 8, 2026, including related-party investment and preferential issue.
- Shareholder Meeting / Postal Ballot-Outcome of Postal_Ballot 11 May - Bosch postal ballot on May 8, 2026 passed material RPT and preferential issue resolutions.
- Format of the Initial Disclosure to be made by an entity identified as a Large Corporate : Annexure A 30 Apr - Bosch Limited filed initial disclosure for FY 2026-27, confirming it is not a Large Corporate.
- Announcement under Regulation 30 (LODR)-Earnings Call Transcript 17 Apr - Transcript of Investors'' Concall held on April 13, 2026.
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse