Bosch Limited reported a strong financial performance for FY 2025-26, registering a Profit After Tax (PAT) margin of 13.8% as revenue growth across its automotive and mobility businesses continued to accelerate amid rising market demand.
For the fourth quarter of FY 2025-26, Bosch Limited posted revenue from operations of INR 5,566 crore (520 million euros), marking a 13.3% increase compared to the same quarter last year. The growth was primarily driven by higher demand across the automotive sector, particularly in the two-wheeler segment.
Profit Before Tax (before exceptional items) for the quarter stood at INR 808 crore (75 million euros), accounting for 14.5% of total revenue from operations and reflecting a 3.8% year-on-year increase. The company attributed the improvement to strong revenue growth and continued optimization of operational expenses.
Profit After Tax for the quarter reached INR 568 crore (53 million euros), representing 10.2% of quarterly revenue.
Mobility Segment Drives Growth
Bosch Limited’s Mobility segment delivered robust growth during the quarter, with overall product sales increasing by 23.3% year-on-year.
The Power Solutions business recorded a 27.4% increase in sales, supported by sustained momentum in the automotive market. Meanwhile, the company’s two-wheeler business surged 63.4%, driven largely by increased demand for exhaust gas sensors following the implementation of On-Board Diagnostics II (OBD-II) norms from April 1, 2025.
However, the company’s Beyond Mobility segment reported a 9.1% decline compared to the same period last year, mainly due to the sale of its “Video Solutions, Access and Intrusion and Communication Systems” business in May 2025.
Commenting on the performance, Guruprasad Mudlapur said: “FY25-26 has been a year of strong revenue growth driven by increased production volumes in the automotive segment, mainly passenger cars and tractors. This performance, achieved amidst ongoing supply chain challenges, testifies to our operational agility.”
He further added that Bosch’s newly announced joint venture with Tata AutoComp positions the company strongly for future growth in the e-mobility space.
FY 2025-26 Financial Performance
For the full financial year FY 2025-26, Bosch Limited reported total revenue from operations of INR 20,035 crore (1,956 million euros), representing a 10.8% increase over the previous financial year.
Profit Before Tax for the year, including gains from the sale of the video solutions and communication systems business, stood at INR 3,642 crore (356 million euros), equivalent to 18.2% of total revenue.
Profit After Tax for FY 2025-26 reached INR 2,770 crore (270 million euros), accounting for 13.8% of revenue from operations.
The company’s Mobility segment recorded a 16.9% rise in product sales during the financial year, led by continued growth in the Power Solutions and two-wheeler businesses.
Power Solutions sales grew 17.6% during the year, while the two-wheeler business posted a sharp 69.1% increase due to strong demand for key automotive components.
Meanwhile, the Beyond Mobility business sector declined by 13.6% following the divestment of its video and communication systems business.
Dividend Recommendation
The Board of Directors has recommended a final dividend of INR 270 per share for FY 2025-26.
Outlook For FY 2026-27
Looking ahead, Bosch Limited remains optimistic about India’s evolving automotive landscape and the growing adoption of advanced mobility technologies.
Mudlapur stated that India’s emergence as a global automotive hub presents significant opportunities for Bosch, particularly in software-driven mobility, electrification, hydrogen technologies, safety systems, and connected vehicle solutions.
He also highlighted that Bosch’s Beyond Mobility businesses are expected to benefit from India’s continued infrastructure expansion, although geopolitical uncertainties and supply chain challenges remain areas of concern.
According to Mudlapur, Bosch’s strong technological capabilities and commitment to a “local for local” strategy position the company well for long-term resilience and sustainable growth in the Indian market.
