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What is the story about?
Shares of Bosch Ltd. declined over 5% on Thursday, May 21, after the company said it is cautiously optimistic for the financial year 2027 due to geopolitical tensions.
The company, in its post-earnings conference call on Thursday, said the semiconductor supply issue has eased but the overall demand conditions remain fragile.
For FY27, Bosch is cautiously optimistic and its key objective for the fiscal will be on supply chain agility. The company has maintained a "flattish" volume outlook for FY27.
Bosch said the impact of the West Asia conflict may weigh on demand in the first quarter of FY27. Also, any potential El-Nino conditions could have downside risks to the company's FY27 growth estimates, it added.
Bosch said it has seen a continuous increase in content per vehicle, adding that the new JV is for electronically-controlled suspensions driven modules to be used for commercial vehicles.
Bosch's net profit increased by 2% in the fourth quarter to ₹569 crore from ₹554 crore last year. Its revenue was up 13.3% to ₹5,566 crore from ₹4,911 crore in the fourth quarter last year. Its EBITDA increased 21% to ₹782 crore from 647 crore and its margins expanded to 14% from 13.2% in the year-ago period.
Bosch's board of directors also recommended a final dividend of ₹270 per share.
Shares of Bosch are extending their losses, now trading 4.7% lower on Thursday at ₹35,110. With this, the stock has given up all the gains of 2026 and turned negative for the year.
Also Read: Six out of 16 Lenskart analysts see the stock beyond ₹600 after Q4 results; Details here
The company, in its post-earnings conference call on Thursday, said the semiconductor supply issue has eased but the overall demand conditions remain fragile.
For FY27, Bosch is cautiously optimistic and its key objective for the fiscal will be on supply chain agility. The company has maintained a "flattish" volume outlook for FY27.
Bosch said the impact of the West Asia conflict may weigh on demand in the first quarter of FY27. Also, any potential El-Nino conditions could have downside risks to the company's FY27 growth estimates, it added.
Bosch said it has seen a continuous increase in content per vehicle, adding that the new JV is for electronically-controlled suspensions driven modules to be used for commercial vehicles.
Bosch In Q4
Bosch's net profit increased by 2% in the fourth quarter to ₹569 crore from ₹554 crore last year. Its revenue was up 13.3% to ₹5,566 crore from ₹4,911 crore in the fourth quarter last year. Its EBITDA increased 21% to ₹782 crore from 647 crore and its margins expanded to 14% from 13.2% in the year-ago period.
Bosch's board of directors also recommended a final dividend of ₹270 per share.
Shares of Bosch are extending their losses, now trading 4.7% lower on Thursday at ₹35,110. With this, the stock has given up all the gains of 2026 and turned negative for the year.
Also Read: Six out of 16 Lenskart analysts see the stock beyond ₹600 after Q4 results; Details here
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