Bosch Q2 FY27 Results: Consolidated Net Profit ₹839 Crore on Total Income of ₹7,752 Crore
- Earnings
- automotive components and technology
Reviewed byRachit TripathiBlacklitt Research
Bosch (NSE: BOSCHLTD) reported consolidated total income of ₹7,752 crore and net profit of ₹839 crore for the quarter ended 30 Sep 2026, it said in a filing on 06 Nov 2026. Standalone total income was ₹6,254 crore and standalone net profit ₹675 crore.
Key highlights
Consolidated
Including its subsidiaries
- Total income: ₹7,752 crore, up 25.2% YoY and 4.7% QoQ
- Net profit and EPS: ₹839 crore, up 18.6% YoY; basic EPS ₹284.97
- Exceptional item: ₹130.4 crore, reversal of long-term service award provision
Standalone
The company on its own, without its subsidiaries
- Total income: ₹6,254 crore, up 25.0% YoY and 3.1% QoQ
- Net profit and EPS: ₹675 crore, up 21.7% YoY; basic EPS ₹228.72
- Exceptional item: ₹124 crore, reversal of long-term service award provision
Summary
| Particulars | Q2 FY27 | Q2 FY26 | YoY | Q1 FY27 | QoQ |
|---|---|---|---|---|---|
| 7,752 | 6,194 | +25.2% | 7,401 | +4.7% | |
| Revenue from operations | 7,655 | 5,969 | +28.2% | 7,167 | +6.8% |
| Other income | 97 | 224 | -56.9% | 234 | -58.8% |
| 839 | 708 | +18.6% | 812 | +3.3% | |
| Profit before tax | 1,122 | 938 | +19.6% | 1,086 | +3.4% |
| Finance costs | 8 | 4 | +79.1% | 6 | +26.2% |
| Depreciation | 134 | 124 | +8.6% | 122 | +10.6% |
| Tax expense | 283 | 230 | +23.0% | 273 | +3.4% |
| Net profit margin | 10.83% | 11.43% | -0.60 pp | 10.98% | -0.15 pp |
| EPS, basic (₹) | 284.97 | 240.17 | +18.7% | 275.85 | +3.3% |
Figures are in ₹ crore; YoY compares with Q2 FY26 and QoQ with Q1 FY27. Click Total income or Net profit to see the rows behind them.
Total income grew faster than net profit. Consolidated total income rose 25.2% from a year earlier to ₹7,752 crore, while net profit rose 18.6%. Revenue from operations rose 28.2% and other income fell 56.9% to ₹97 crore, which is 1.2% of total income this quarter. The company says growth was mainly driven by robust demand in the overall automotive market.
The company's press release gives net sales growth of 36.4% in Power Solutions, 34.9% in Vehicle Motion, 17.7% in Two-wheeler, 13.2% in Mobility aftermarket and 24.0% in Beyond Mobility.
Profit before tax includes an exceptional item of ₹130.4 crore, the reversal of a long-term service award provision after the company decided to discontinue the benefit with effect from 1 Jan 2027. The press release gives consolidated profit before tax excluding that item as ₹992 crore, against ₹1,122 crore including it. Tax expense of ₹283 crore is 25.2% of profit before tax.
The consolidated figures include Bosch Chassis Systems India Private Limited from 1 Jul 2026. The business combination under common control is accounted for by the pooling of interests method, and earlier comparatives are restated. The auditors drew attention to the restatement as an emphasis of matter without modifying their conclusion. Managing Director Guruprasad Mudlapur said the growth was reinforced by the subsidiary's inclusion.
Consolidated total income of ₹7,752 crore compares with ₹6,254 crore standalone, and consolidated net profit of ₹839 crore with ₹675 crore standalone. Consolidated net profit rose 18.6% a year earlier, slower than standalone net profit at 21.7%.
| Particulars | Q2 FY27 | Q2 FY26 | YoY | Q1 FY27 | QoQ |
|---|---|---|---|---|---|
| 6,254 | 5,005 | +25.0% | 6,068 | +3.1% | |
| Revenue from operations | 6,164 | 4,795 | +28.6% | 5,842 | +5.5% |
| Other income | 90 | 210 | -57.3% | 226 | -60.3% |
| 675 | 554 | +21.7% | 702 | -3.9% | |
| Profit before tax | 902 | 730 | +23.4% | 939 | -4.0% |
| Finance costs | 6 | 4 | +50.0% | 6 | +3.3% |
| Depreciation | 109 | 93 | +17.4% | 99 | +9.8% |
| Tax expense | 227 | 176 | +28.8% | 237 | -4.2% |
| Net profit margin | 10.79% | 11.07% | -0.29 pp | 11.57% | -0.78 pp |
| EPS, basic (₹) | 228.72 | 187.89 | +21.7% | 237.95 | -3.9% |
Figures are in ₹ crore; YoY compares with Q2 FY26 and QoQ with Q1 FY27. Click Total income or Net profit to see the rows behind them.
Standalone revenue from operations rose 28.6% to ₹6,164 crore and total income rose 25.0%. Net profit rose 21.7% to ₹675 crore a year earlier but fell 3.9% from the previous quarter, while total income rose 3.1%. Other income of ₹90 crore is 1.4% of total income, down from ₹210 crore a year earlier.
Standalone profit before tax of ₹902 crore includes an exceptional item of ₹124 crore, the same long-term service award reversal described in the consolidated notes. Tax expense of ₹227 crore is 25.2% of profit before tax.
Inference
The board approved a 3:1 bonus issue, a sub-division of each ₹10 equity share into ₹2 shares and an increase in authorised share capital to ₹150 crore. All three need shareholder approval by postal ballot, and the company expects to complete the corporate action within 2 months from 6 Nov 2026. The standalone note shows free reserves and share premium of ₹13,731.16 crore as on 31 Mar 2026, against ₹88.49 crore required for the bonus issue.
A final dividend of ₹270 per equity share, declared at the board meeting on 20 May 2026, was paid during the quarter. On 2,94,96,100 shares, the payout works out to about ₹796 crore.
The record date for the bonus issue and sub-division is yet to be determined, and the filing does not give the amounts of the related party transactions being revised with Robert Bosch GmbH and Bosch Automotive Electronics India Private Limited, or the commission payable to non-executive directors.
Filed with BSE on . Reference: Original filing (PDF)
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