BOSCH Results Analysis Q1FY26

Operating Revenue for Q1FY26 is Rs. 4,789 Crs., 10.9% growth YoY (Driven by growth in Power Solutions by 13.7%, Mobility Aftermarket business by 5.2% and 2-Wheeler by 75.4%.), Total Income is Rs. 5,077 Crs., 12.9% growth YoY, EBITDA is Rs. 639 Crs., 23% growth YoY (Absolute growth in EBITDA is mainly driven by revenue growth and reduction in material cost), EBITDA Margin is 13.35% improved by 131 Basis points YoY, PBT Rs. 1,394 Crs., 128% growth YoY (Increase mainly on account of profit on sale of “Video solutions, Access and Intrusions and Communication systems" business), PAT Rs. 1,115 Crs. 139.6% growth YoY. On QoQ basis Op. Revenue is down by 2.5%, Total Income is down by 1.4%, EBITDA is also down by 1.2%, but EBITDA Margins are improved by 18 Basis points, PBT is also up by 79% and PAT is also up by 101.5%.