Bosch Ltd.
•Add ratio to table
ABOUT
KEY POINTS
Revenue Breakup Mar 2026 • Automotive Product: 88.7% • Consumer Goods: 9.1% • Others: 2.1%
AI Sector View
AI GENERATEDAutomobile and Auto Components
Domestic auto demand remains strong across categories, with total vehicles registered up 27% YoY (2026-07), passenger vehicle sales up 14% YoY (2026-06), 2-wheelers up 23% YoY (2026-06), and tractor sales up 18% YoY (2026-07). Core demand is reinforced by vehicle sales of 395199 units (Jul/26) and car registrations of 457810 units (Jul/26), outweighing FPI outflows of INR -11826 crore over 3 months to 2026-08-31. The stance stays positive because fundamentals are stronger than positioning.
PROS
- Company has delivered good profit growth of 41.8% CAGR over last 5 years
- Company is almost debt free
- Company has a healthy return on capital (ROCE) of 25.0%
- Company has delivered good sales growth of 15.6% CAGR over last 5 years
- Company has a consistent dividend-paying track record
- Company generates healthy free cash flow
CONS
- Recent results are weak - TTM profit is down 29.4% versus prior year
- Valuation is stretched - P/E of 61.2 is well above its own 5-year median (35.6)
- Recurring exceptional / one-off items are inflating headline profit
- Stock is trading at 5.7x its book value
- Growth is decelerating - 3Y profit CAGR (24.8%) trails the 5Y trend (41.8%)
- Expensive relative to growth - PEG of 2.5
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| MOTHERSON | 163.80 | 39.47 | 172881.77 | 0.37 | 1075.66 | 77.48 | 35243.77 | 17.70 | 13.63 | 8.86 |
| BOSCHLTD | 48900.00 | 61.03 | 144235.93 | 0.55 | 706.10 | -36.74 | 5841.90 | 22.00 | 25.60 | 14.08 |
| UNOMINDA | 1230.45 | 59.10 | 71054.45 | 0.22 | 315.51 | 2.10 | 5556.85 | 23.79 | 20.74 | 11.14 |
| TIINDIA | 2685.25 | 85.70 | 51979.01 | 0.13 | 293.96 | -3.04 | 6215.33 | 20.20 | 27.33 | 8.81 |
| SONACOMS | 800.45 | 71.79 | 49958.36 | 0.42 | 178.51 | 46.67 | 1301.20 | 52.38 | 14.75 | 22.55 |
| ENDURANCE | 2754.35 | 39.95 | 38743.47 | 0.42 | 2445.20 | 980.27 | 43148.90 | 1200.10 | 18.33 | 12.42 |
| CRAFTSMAN | 11855.90 | 66.69 | 31008.43 | 0.09 | 150.55 | 116.31 | 2431.58 | 36.30 | 14.65 | 15.81 |
| ZFCVINDIA | 2471.00 | 56.33 | 28121.34 | 0.03 | 1044.78 | 753.75 | 10661.76 | 992.89 | 20.23 | 12.93 |
| SANSERA | 4133.05 | 74.02 | 25791.71 | 0.10 | 87.36 | 38.71 | 1021.26 | 33.27 | 14.29 | 19.18 |
| MSUMI | 36.71 | 38.80 | 24344.83 | 1.58 | 1453.20 | 915.51 | 34072.60 | 1273.43 | 43.72 | 7.58 |
| GABRIEL | 1361.00 | 81.04 | 24121.01 | 0.37 | 1081.26 | 925.35 | 14256.83 | 1055.00 | 26.37 | 11.71 |
| BELRISE | 228.40 | 43.58 | 22089.75 | 0.24 | 121.67 | 8.94 | 2546.47 | 12.57 | 14.65 | 11.52 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4,158 | 4,130 | 4,205 | 4,233 | 4,317 | 4,394 | 4,466 | 4,911 | 4,789 | 4,795 | 4,886 | 5,566 | 5,842 | |
| 3,690 | 3,639 | 3,627 | 3,676 | 3,797 | 3,834 | 3,883 | 4,264 | 4,149 | 4,178 | 4,273 | 4,784 | 5,129 | |
| Operating Profit | 468 | 491 | 578 | 557 | 520 | 560 | 583 | 647 | 639 | 617 | 612 | 782 | 713 |
| OPM % | 11.25% | 11.90% | 13.75% | 13.16% | 12.04% | 12.76% | 13.05% | 13.17% | 13.35% | 12.87% | 12.53% | 14.04% | 12.20% |
| 188 | 939 | 214 | 226 | 179 | 257 | 142 | 237 | 844 | 210 | 200 | 156 | 226 | |
| Interest | 31 | 12 | 4 | 4 | 3 | 2 | 6 | 6 | 4 | 4 | 4 | 14 | 6 |
| Depreciation | 92 | 101 | 117 | 119 | 86 | 90 | 101 | 99 | 85 | 92 | 99 | 116 | 99 |
| Profit before Tax | 532 | 1,317 | 671 | 661 | 611 | 726 | 618 | 778 | 1,394 | 730 | 709 | 808 | 939 |
| Tax % | 23.19% | 24.15% | 22.76% | 14.56% | 23.79% | 26.15% | 25.81% | 28.88% | 19.98% | 24.11% | 24.98% | 29.68% | 25.24% |
| Net Profit | 409 | 999 | 518 | 564 | 466 | 536 | 458 | 554 | 1,115 | 554 | 532 | 568 | 702 |
| 138.69 | 338.71 | 175.69 | 191.40 | 157.83 | 181.70 | 155.37 | 187.73 | 378.19 | 187.89 | 180.43 | 192.76 | 237.95 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10,435 | 11,690 | 12,085 | 9,842 | 9,718 | 11,782 | 14,929 | 16,727 | 18,087 | 20,035 | 21,088 | |
| 8,475 | 9,597 | 9,931 | 8,358 | 8,604 | 10,330 | 13,126 | 14,632 | 15,783 | 17,390 | 18,364 | |
| Operating Profit | 1,960 | 2,093 | 2,154 | 1,483 | 1,114 | 1,452 | 1,803 | 2,095 | 2,304 | 2,645 | 2,724 |
| OPM % | 18.79% | 17.91% | 17.82% | 15.07% | 11.46% | 12.32% | 12.08% | 12.52% | 12.74% | 13.20% | 12.92% |
| 617 | 418 | 595 | -170 | -192 | 402 | 477 | 1,566 | 821 | 1,416 | 792 | |
| Interest | 27 | 3 | 13 | 10 | 14 | 29 | 12 | 51 | 17 | 27 | 28 |
| Depreciation | 456 | 467 | 402 | 383 | 341 | 324 | 386 | 430 | 376 | 392 | 406 |
| Profit before Tax | 2,094 | 2,041 | 2,334 | 920 | 567 | 1,500 | 1,882 | 3,181 | 2,733 | 3,642 | 3,187 |
| Tax % | 31.05% | 32.82% | 31.73% | 36.41% | 14.92% | 18.86% | 24.33% | 21.71% | 26.32% | 23.93% | 26.05% |
| Net Profit | 1,444 | 1,371 | 1,593 | 585 | 482 | 1,217 | 1,424 | 2,490 | 2,013 | 2,770 | 2,357 |
| EPS | 561.00 | 449.00 | 525.00 | 220.00 | 164.00 | 412.69 | 48299.00 | 844.24 | 682.47 | 939.08 | — |
| Dividend Payout % | 34.85% | 22.25% | 19.44% | 52.97% | 70.31% | 50.90% | 99.40% | 44.42% | 75.02% | 28.75% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 8%
- 5 Years:
- 16%
- 3 Years:
- 10%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 6%
- 5 Years:
- 42%
- 3 Years:
- 25%
STOCK PRICE CAGR
- 10 Years:
- 8%
- 5 Years:
- 28%
- 3 Years:
- 36%
- 1 Year:
- 19%
RETURN ON EQUITY
- 10 Years:
- 14%
- 5 Years:
- 16%
- 3 Years:
- 19%
- Last Year:
- 19%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 30 | 30 | 30 | 30 | 30 | 30 | 30 | 30 | 30 | 30 |
| 8,769 | 9,951 | 9,097 | 9,240 | 9,793 | 10,658 | 10,983 | 12,034 | 13,788 | 14,817 | |
| 8 | 7 | 11 | 55 | 221 | 172 | 114 | 80 | 106 | 114 | |
| Trade Payables | 1,340 | 2,023 | 1,578 | 1,605 | 2,223 | 2,240 | 2,725 | 2,568 | 2,955 | 3,434 |
| 1,909 | 2,101 | 2,318 | 2,395 | 2,271 | 2,084 | 2,464 | 3,704 | 4,927 | 5,280 | |
| Total Liabilities | 12,057 | 14,113 | 13,032 | 13,325 | 14,537 | 15,184 | 16,316 | 18,414 | 21,806 | 23,674 |
| 1,319 | 1,141 | 1,011 | 1,195 | 1,109 | 1,028 | 1,200 | 1,113 | 1,021 | 1,116 | |
| Capital Work in Progress | 129 | 313 | 644 | 487 | 488 | 606 | 366 | 224 | 396 | 358 |
| 3,927 | 5,240 | 4,054 | 4,042 | 5,157 | 5,528 | 5,023 | 5,125 | 7,162 | 8,019 | |
| 1,180 | 1,226 | 1,444 | 1,116 | 1,298 | 1,729 | 1,903 | 1,893 | 1,942 | 2,124 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2,182 | 2,365 | 2,773 | |
| Cash & Bank | 1,718 | 1,888 | 1,253 | 2,256 | 2,450 | 1,705 | 2,057 | 608 | 508 | 402 |
| 3,784 | 4,305 | 4,626 | 4,229 | 4,034 | 4,588 | 5,768 | 7,270 | 8,412 | 8,883 | |
| Total Assets | 12,057 | 14,113 | 13,032 | 13,325 | 14,537 | 15,184 | 16,316 | 18,414 | 21,806 | 23,674 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2,181 | 2,405 | 1,375 | 1,797 | 1,104 | 537 | 1,617 | 1,258 | 2,373 | 2,175 | |
| Cash from Investing | 1,246 | -1,170 | 1,766 | -873 | -463 | -33 | 262 | 283 | -1,959 | -584 |
| Cash from Financing | -2,670 | -325 | -2,531 | -399 | -338 | -383 | -1,239 | -1,452 | -529 | -1,550 |
| 33 | 234 | -172 | 64 | 34 | -146 | 236 | 90 | -114 | 41 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-09 - Bosch Limited has informed the Exchange about General Updates
2026-08-14 - Bosch Limited has informed the Exchange about the ESG Ratings provided by Crisil
2026-08-13 - Bosch Limited has informed the Exchange about Transcript
2026-08-12 - Bosch Limited has informed the Exchange about Copy of Newspaper Publication
2026-08-11 - Bosch Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on August 11, 2026. Further, the company has submitted the Exchange a copy of Srutinizers report along with voting results.
2026-08-11 - Bosch Limited has informed the Exchange regarding 'Chairman's Speech'.
2026-08-11 - Bosch Limited has informed the Exchange regarding 'Chairman's Speech'.
2026-08-10 - Bosch Limited has informed the Exchange about Investor Presentation
2026-08-10 - Bosch Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2026.
News
Recent coverage and analyst commentary for BOSCHLTD
Loading news…
AI Stock Analyst
Bosch Ltd.
Sign in to Chat with AI
Log in with your 5nance account to ask institutional questions about performance, financials, and outlook.
✨ Sign In to ChatFree 5nance Account