Bosch India's quarterly profit rises on demand for auto parts, consumer electronics

BOSCH

11/11/2025 09:48

Nov 11 (Reuters) - Bosch BOSH.NS posted a 3.4% rise in second-quarter profit on Tuesday, driven by healthy demand for its auto parts and consumer electronics.

The Indian arm of German automotive supplier Robert Bosch reported net profit of 5.54 billion rupees ($63 million) for the quarter ended September 30, up from 5.36 billion rupees a year earlier.

Revenue from operations rose 9.1% to 47.95 billion rupees, while total expenses rose 8.9%, led by a 10.6% growth in cost of materials consumed.

For further earnings highlights, click (Full Story)

KEY CONTEXT

India’s auto sector had been grappling with weak domestic demand over recent quarters, but consumer spending has picked up lately, driven by festive season purchases and tax relief.

India announced tax cuts on hundreds of consumer items in September, ranging from soaps to small cars to spur domestic demand. nL1N3UQ0OV

Bosch, India's top auto parts maker by market valuation, manufactures components and accessories for cars, two-wheelers, and railway systems, among other sectors.

Its automotive division contributes about 88% of the company’s overall revenue.

Peers Uno Minda UNOI.NS and Sona BLW Precision Forgings SONB.NS also reported higher quarterly profit.

PEER COMPARISON

Valuation (next 12 months)
Estimates (next 12 months)
Analysts' sentiment
RIC
PE
EV/EBITDA
Revenue growth (%)
Profit growth (%)
Mean rating *
# of analysts
Stock to price target **
Div yield (%)
Bosch Ltd
BOSH.NS
42.47
35.61
8.60
14.28
HOLD
4
1.08
1.39
Samvardhana Motherson International Ltd
SAMD.NS
23.50
9.91
7.33
19.45
BUY
20
0.93
0.55
UNO Minda Ltd
UNOI.NS
51.48
28.45
17.71
26.01
BUY
17
0.96
0.18
Sona BLW Precision Forgings Ltd
SONB.NS
40.28
23.70
20.45
15.07
BUY
16
0.91
0.65

* The mean of analysts' ratings standardised to a scale of Strong Buy, Buy, Hold, Sell, and Strong Sell

** The ratio of the stock's last close to analysts' mean price target; a ratio above 1 means the stock is trading above the PT

JULY-SEPTEMBER STOCK PERFORMANCE

-- All data from LSEG

-- $1 = 87.8950 Indian rupees

Bosch Q2 Performance https://tmsnrt.rs/3JO5Wfn

 (Reporting by Meenakshi Maidas in Bengaluru; Editing by Mrigank Dhaniwala)

 ((Meenakshi.Maidas@thomsonreuters.com; +91 8921483410;))