Bosch Q4 FY25 Results: Revenue Up 16%, Profit Margins Pressured – Dividend of ₹512 Declared
📝 Introduction
Bosch Ltd., a leading auto components manufacturer, announced its Q4 FY25 and full-year FY25 results. The company reported strong revenue growth but a decline in net profit, reflecting ongoing macroeconomic pressures and industry headwinds. Despite the challenges, Bosch remains optimistic about long-term prospects, supported by strategic investments in electrification and digitalization.
💰 Financial Highlights
- Q4 FY25 Revenue: ₹4,911 Cr, up 16% YoY from ₹4,233 Cr.
- Q4 FY25 Net Profit: ₹554 Cr, down 2% YoY from ₹564 Cr.
- FY25 Revenue: ₹18,087 Cr, up 8% YoY from ₹16,727 Cr.
- FY25 Net Profit: ₹2,013 Cr, down 19% YoY from ₹2,490 Cr.
- Operating Profit (EBIT) Q4: ₹647 Cr vs ₹557 Cr (↑16% YoY).
- EPS (Q4 FY25): ₹187.67 vs ₹191.23 (↓2% YoY).
🏦 Dividend Announcement
The Board of Directors proposed a final dividend of ₹512 per share (face value ₹10). This is subject to shareholder approval in the upcoming AGM.
📊 Key Financial Metrics
| Metric | Q4 FY25 | Q4 FY24 | QoQ (%) | YoY (%) |
|---|---|---|---|---|
| Revenue (₹ Cr) | 4,911 | 4,233 | 10% | 16% |
| Expenses (₹ Cr) | 4,264 | 3,676 | 10% | 16% |
| EBIT (₹ Cr) | 647 | 557 | 11% | 16% |
| PBT (₹ Cr) | 778 | 661 | 26% | 18% |
| Net Profit (₹ Cr) | 554 | 564 | 21% | -2% |
📉 Key Financial Ratios
| Ratio | Q4 FY25 | Q4 FY24 | QoQ Change | YoY Change |
|---|---|---|---|---|
| OPM % | 13% | 13% | Flat | Flat |
| Net Profit Margin % | 11.30% | 13.30% | -2.00% | -2.00% |
| EPS (₹) | 187.67 | 191.23 | -2% | -2% |
🆚 Peer Comparison
| S.No. | Name | CMP Rs. | Mar Cap Rs.Cr. | P/E | CMP / BV | ROE % | ROCE % | 52w High Rs. | 52w Low Rs. |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Samvardh. Mothe. | 151.75 | 106775.76 | 28.06 | 3.05 | 12.46 | 13.94 | 217 | 107.25 |
| 2 | Bosch | 31367 | 92512.7 | 45.93 | 6.7 | 15.57 | 21.12 | 39088.8 | 25921.6 |
| 3 | Schaeffler India | 4135 | 64631.57 | 63.66 | 12 | 19.17 | 25.67 | 4951 | 2823 |
| 4 | Bharat Forge | 1257 | 60095.73 | 59.7 | 6.49 | 12.27 | 13.09 | 1826.2 | 919.1 |
| 5 | Tube Investments | 3060.4 | 59216.86 | 87.37 | 10.71 | 12.75 | 21.55 | 4810.8 | 2400.05 |
| 6 | Uno Minda | 1029 | 59081.49 | 63.04 | 10.33 | 17.56 | 18.88 | 1255 | 767.6 |
| 7 | Endurance Tech. | 2431.25 | 34198.66 | 41.33 | 5.94 | 15.47 | 18.21 | 3061.3 | 1555.65 |
🏗️ Strategic Developments
- Bosch maintained strong growth across businesses despite macro challenges.
- CEO Mudlapur reaffirmed India’s role as a strategic growth market due to its engineering and manufacturing strength.
- Future outlook driven by digitalisation, electrification, and sustainable mobility.
- Board approved reappointment of MD Guruprasad Mudlapur for a 2-year term starting July 2026.
✅ Positives & Negatives
🔼 Positives This Quarter:
- Strong YoY revenue growth (↑16%).
- EBIT and PBT show solid sequential and YoY improvement.
- Strategic clarity and leadership continuity in future vision.
- Dividend payout remains generous at ₹512/share.
🔽 Negatives / Challenges This Quarter:
- Net Profit decline YoY due to increased tax and depreciation costs.
- Margins under pressure despite revenue gains.
- Market reaction was negative with stock falling 3.2% post results.
📉 Market Reaction & Street View
- Bosch stock opened lower post-result at ₹32,440, hit a day low of ₹31,200, and was trading at ₹31,445 (↓3.2%).
- The street expected stronger bottom-line performance.
- No major brokerage upgrades/downgrades reported yet.
🔮 Final Outlook
Bosch’s Q4 FY25 results reflect a resilient topline but a contraction in profitability, which is likely a function of increased input costs and macro uncertainties. However, Bosch’s focus on high-growth areas like EVs, digital mobility, and strong strategic leadership could aid long-term growth. Continued dividend payouts reinforce confidence in the business.
🔗 External Links
For detailed financials and official updates, visit: Bosch India Official Website
⚠️ Disclaimer
This summary is based on publicly available information from official filings, press releases, and financial news sources. It is provided for informational purposes only and does not constitute financial advice, investment recommendation, or an offer to buy or sell any securities. Readers are advised to conduct their own research or consult with a qualified financial advisor before making any investment decisions. Read the Disclaimer Page for more information.