Technology and services supplier Bosch Ltd reported a 3% increase in consolidated net profit to ₹568.5 crore in the fourth quarter ended March 2026, compared to ₹553.6 crore in the corresponding quarter of the previous fiscal. According to reports from The Economic Times, the company's consolidated revenue from operations surged 13% to ₹5,565.7 crore from ₹4,910.6 crore in the same period last year. The mobility segment drove this growth with overall product sales increasing by 23.3% compared to the same quarter of the previous year. As per The Economic Times, the company's EBITDA for the quarter came in at approximately ₹780 crore against ₹650 crore in Q4 FY25 — a 20% year-on-year improvement, with EBITDA margin expanding to 14% from 13.17%, reflecting operating leverage on higher revenues and improved cost efficiency.
The power solutions business emerged as a key growth driver, growing by 27.4% mainly due to robust growth in the overall automotive market. As reported by The Economic Times, the two-wheeler business demonstrated exceptional performance with 63.4% growth, attributed to higher sales of exhaust gas sensors following the ramp-up for On-Board Diagnostics II (OBD-II) norms implementation from April 1, 2025. However, beyond mobility segments experienced a 9.1% decline due to the sale of video solutions, access and intrusion systems business in May 2025. The raw material and components cost rose to ₹1,352.4 crore from ₹1,052.3 crore, while purchase of traded goods climbed to ₹2,218.6 crore from ₹1,971.9 crore — both increases proportional to the revenue growth. Employee benefits expense was ₹443.8 crore against ₹422 crore year-on-year, while finance costs remained minimal at ₹13.8 crore.
The board has approved a joint venture with TSF Group firms Wheels India Ltd and Brakes India Pvt Ltd for developing and producing solutions for the commercial vehicle air system segment. According to The Economic Times, Bosch will hold 50% of the paid-up share capital in the proposed joint venture, while the balance will be held jointly by the other two partners. The collaboration will focus on engineering, manufacturing and sales of electronically controlled and software-driven modules for air compression, air processing, air suspension, and air parking brakes.
For the full financial year 2026, Bosch Ltd achieved consolidated net profit of ₹2,770 crore compared to ₹2,013 crore in FY25. As reported by The Economic Times, consolidated revenue from operations for FY26 stood at ₹20,034.7 crore against ₹18,087.4 crore in FY25. The board of directors has recommended a final dividend of ₹270 per equity share of ₹10 each, subject to shareholder approval. The full-year EBITDA expansion — profit before exceptional items and tax rising to ₹3,086 crore from ₹2,731.2 crore in FY25 reflects genuine operational improvement independent of exceptional items. Total tax expense for FY26 was ₹871.7 crore against ₹719.3 crore, with the higher tax bill a function of significantly higher pre-tax profits.
Commenting on the performance, Guruprasad Mudlapur, President of the Bosch Group in India and Managing Director of Bosch Ltd, highlighted that FY25-26 was a year of strong revenue growth driven by increased production volumes in the automotive segment. According to The Economic Times, he expressed optimism for 2026-27, noting that while geopolitical uncertainties remain a concern, the company's deep technological competencies and 'vocal for local' commitment provide resilience. The 13% quarterly revenue growth reflects sustained demand from the Indian automobile industry, which has maintained strong volumes through FY26, alongside growing contribution from the EV components and software-defined vehicle segments where Bosch is making targeted investments. The company aims to lead India's journey as a global automotive hub through decisive action and strategic partnerships.
