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BOSCH LIMITED INVESTOR PRESENTATION Quarterly Results December 30, 2025 February 09, 2026
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2026-02-09 © Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights. 33 Bosch Ltd | Investor Con-call Q3 FY25-26 Production Indian automotive sector recorded a synchronized upturn in Q3 FY26, underpinned by festive momentum, policy support (GST2.0), and revived consumer confidence. FY 2023 FY 2024 FY 2025 Volumes in ‘000s 284 305 225 257 259 274 195 219 262 283 219 256 295 324 288 285 170 229 220 207 207 273 249 231 230 292 248 257 254 352 336 280 1,060 1,214 1,088 1,217 1,139 1,290 1,151 1,351 1,211 1,280 1,192 1,424 1,260 1,345 1,417 1,496 168 169 145 174 164 177 151 182 158 151 150 179 158 171 175 192 93 87 97 121 95 103 107 112 97 89 100 123 104 97 120 132 1775 2004 1775 1976 1864 2117 1853 2095 1958 2095 1909 2239 2071 2290 2337 2385 Tractor 3W PC LCV HCV Total FY 2026 Volumes %Change w. Q3-FY25 %Change w. Q2-FY26 Volumes %Change w. Q1-Q3 YTD FY25 288 +32% -11% 907 +19% 336 +36% -5% 942 +22% 1,417 +19% +5% 4023 +9% 175 +16% +2% 504 +10% 120 +21% +24% 322 +12% 2,337 +22% +2% 6,697 +12% 6,839 +14% -2% 19,975 +8% FY2025-26 Q3 FY2025-26 Q1-Q3 YTD Total 3W – Three-Wheeler, PC –Passenger Cars, HCV –Heavy Commercial vehicles, LCV - Light Commercial Vehicles
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2026-02-09 © Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights. Automotive Market Prognosis | Production Outlook Bosch Ltd | Investor Con-call Q3 FY25-26 4 5.11 4.93 5.11 5.47 5.51 FY24 ActualPeak FY25 Actual FY2026 Low FY2026 High 0.67 0.67 0.64 0.68 0.69 0.48 0.42 0.41 0.43 0.45 1.07 0.95 1.02 1.18 1.19 1.27 0.96 1.03 1.21 1.22 24.50 21.79 24.26 26.26 26.27 Unit of Measure in Mio vehicles for FY (April-March) 2025 2024 2019 2023 2019 2019 FY
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2026-02-09 © Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights. 55 Bosch Ltd | Investor Con-call Q3 FY25-26 Q-on-Q 35,242 3,616 41,778 3,504 Mobility solution Consumer Goods Oct-Dec ‘24 Oct-Dec ‘25 Amounts in mINR 5 Oct-Dec ’24 vs Oct-Dec ’25 (Q-on-Q) Mobility business has grown by 18.5% driven by growth in: Power Solutions by 19.5% Mobility Aftermarket by 5.3% 2-Wheeler segment by 58.3% Consumer goods segment declined by 3.1% Apr-Dec ’24 vs Apr-Dec ’25 (9M FY’25 vs 9M FY’26) Mobility business has grown by 14.9% driven by growth in: Power Solutions by 14.1% Mobility Aftermarket by 4.8% 2-Wheeler segment by 71.1% Consumer goods segment grew by 2.8% 9M FY’25 vs 9M FY’26 106,865 11,845 122,768 12,179 Apr-Dec ‘24 Apr-Dec ‘25 Sector-wise sales performance
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2026-02-09 © Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights. 66 4,582 5,321 6 Bosch Ltd | Investor Con-call Q3 FY25-26 Key Financial Highlights 44,657 48,856 9.4% Q-on-Q Revenue from Operations EBITDA 5,826 6,124 Q-on-Q Oct-Dec ‘24 Oct-Dec ‘25 Oct-Dec ‘24 Oct-Dec ‘25 Profit After Tax Amounts in mINR Oct-Dec’24 Oct-Dec ‘25 Q-on-Q Revenue from operations grew +9.4% Q-o-Q Driven by growth in Power Solutions by 19.5%, Mobility Aftermarket business by 5.3% and 2-Wheeler powersports by 58.3% EBITDA grew +5.1% Q-o-Q and +12.4% 9M FY’25 vs 9M FY’26 Absolute growth in EBITDA is mainly driven by favorable product mix and optimization of expenses Profit After Tax (PAT) grew +16.1% Q-o-Q and +50.8% 9M FY’25 vs 9M FY’26 of revenue from operations Increase mainly on account of improved EBITDA and profit on sale of “Video solutions, Access and Intrusions and Communication systems" business 9.8% 9M FY’25 vs 9M FY’26 Apr-Dec ‘24 Apr-Dec‘25 9M FY’25 vs 9M FY’26 Revenue from operations grew +9.8% 9M FY’25 vs 9M FY’26 Driven by growth in Power Solutions by 14.1%, Mobility Aftermarket business by 4.8% and 2-Wheeler powersports by 71.1% 9M FY’25 vs 9M FY’26 16,628 18,688 Apr-Dec ‘24 Apr-Dec‘25 14,596 22,017 Apr-Dec ‘24 Apr-Dec ‘25 131,768 144,690
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2026-02-09 © Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights. 7 Highlights Strong Market Growth Demonstrated strong growth on the back of broad-based strength across all vehicle segments, spearheaded by exceptional performance in the Tractor and Heavy Commercial Vehicle (HCV) segments. Recognitions Bosch Limited’s Bidadi Plant recognized: CII Supply Chain and Logistics Excellence (SCALE) Awards 2025: Honored for "Digital Excellence" and "Digital Innovation in Logistics". CII Kaizen Awards 2025: Secured the “Champions Trophy" and "Challengers Trophy” in the Productivity and Quality categories, respectively. Power Solutions New Launches Powered by advanced Bosch systems, the launch of TVS Apache RTX 300 marked a bold new chapter in the Apache legacy. Another notable vehicle launch is the Harley X440 T, which integrates Bosch powertrain & safety systems along with value added features (VAF’s). Record Sales Milestones Building on the successful production ramp-up for OBD-II requirements, 2025 became a landmark year for our mini-heated lambda sensors. Showcased rider-focused innovation True to our ‘By riders, for riders' philosophy, at EICMA 2025, Bosch showcased innovations aimed at enhancing performance and convenience, reinforcing our commitment to the end-user experience. Two-Wheeler and Powersports Mobility Aftermarket Sustained Cordless Momentum Double-digit growth for 4 consecutive years. Successful New Product Launches Key new products, including our angle grinders with paddle switches, a new affordable planer, and the new cordless impact wrench, contributed significantly to sales. Market expansion: "Standard Line": Established new range with 100+ distributors. "Hand Tools": New business segment achieved 100 mINR within its first year. Strengthened Market Presence Expanded dealer network to 1800+, reaching 25,000 retail points in 1600+ towns. Strong Rebound Demonstrated strong resilience with a rebound after the initial GST 2.0 impact in October. Capitalized on a synchronized upturn in the automotive sector, driven by festive momentum, policy support (GST 2.0), and revived consumer confidence. Standout Performance The original equipment (OE/OES) block was catalyst for growth, leveraging the positive market conditions. Exceptional performance in core product groups, led by Diesel Systems, Wiper Systems, and Braking Systems. Bosch Ltd | Investor Con-call Q3 FY25-26 Power Tools
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THANK YOU