Bosch Limited

rs,

nts involve known and unknown risks, contingencies, uncertainties, market conditions and other factors, which may cause the actual results, financial condition, performance, or achievements of the Company

25 %

340 335 278 319 Volumes in ‘000s FY2025-26 Q4 FY2025-26 Q1-Q4 YTD Volumes %Change w. Q4-FY25 %Change w. Q3-FY26 Volumes %Change w. Q1-Q4 YTD FY25 155 208 +26% +29% +16% +19% 476 712

26%

D Volumes %Change w. Q4-FY25 %Change w. Q3-FY26 Volumes %Change w. Q1-Q4 YTD FY25 155 208 +26% +29% +16% +19% 476 712 +16% +11% 1,588 +12% +12% 5,611 +10% 340 335 +32% +1% 1,282

29%

umes %Change w. Q4-FY25 %Change w. Q3-FY26 Volumes %Change w. Q1-Q4 YTD FY25 155 208 +26% +29% +16% +19% 476 712 +16% +11% 1,588 +12% +12% 5,611 +10% 340 335 +32% +1% 1,282 +25%

16%

%Change w. Q4-FY25 %Change w. Q3-FY26 Volumes %Change w. Q1-Q4 YTD FY25 155 208 +26% +29% +16% +19% 476 712 +16% +11% 1,588 +12% +12% 5,611 +10% 340 335 +32% +1% 1,282 +25% +31%

19%

e w. Q4-FY25 %Change w. Q3-FY26 Volumes %Change w. Q1-Q4 YTD FY25 155 208 +26% +29% +16% +19% 476 712 +16% +11% 1,588 +12% +12% 5,611 +10% 340 335 +32% +1% 1,282 +25% +31% +16%

11%

w. Q3-FY26 Volumes %Change w. Q1-Q4 YTD FY25 155 208 +26% +29% +16% +19% 476 712 +16% +11% 1,588 +12% +12% 5,611 +10% 340 335 +32% +1% 1,282 +25% +31% +16% 1,242 +22% FY 2023

12%

olumes %Change w. Q1-Q4 YTD FY25 155 208 +26% +29% +16% +19% 476 712 +16% +11% 1,588 +12% +12% 5,611 +10% 340 335 +32% +1% 1,282 +25% +31% +16% 1,242 +22% FY 2023 FY 2024 FY

10%

Q1-Q4 YTD FY25 155 208 +26% +29% +16% +19% 476 712 +16% +11% 1,588 +12% +12% 5,611 +10% 340 335 +32% +1% 1,282 +25% +31% +16% 1,242 +22% FY 2023 FY 2024 FY 2025 FY 2026 Tra

32%

155 208 +26% +29% +16% +19% 476 712 +16% +11% 1,588 +12% +12% 5,611 +10% 340 335 +32% +1% 1,282 +25% +31% +16% 1,242 +22% FY 2023 FY 2024 FY 2025 FY 2026 Tractor 3W PC LC

1%

208 +26% +29% +16% +19% 476 712 +16% +11% 1,588 +12% +12% 5,611 +10% 340 335 +32% +1% 1,282 +25% +31% +16% 1,242 +22% FY 2023 FY 2024 FY 2025 FY 2026 Tractor 3W PC LCV HC

25%

29% +16% +19% 476 712 +16% +11% 1,588 +12% +12% 5,611 +10% 340 335 +32% +1% 1,282 +25% +31% +16% 1,242 +22% FY 2023 FY 2024 FY 2025 FY 2026 Tractor 3W PC LCV HCV Total Tot

“Bosch Ltd | Investor Con-call Q4 FY25-26 Strategic Joint Venture Bosch Limited, Brakes India Private Limited and Wheels India Limited announce a joint venture to drive growth in commercial vehicle segment  Partnership aims at unlocking growth opportunities in e-enabled air systems.”

“ Shared capabilities to deliver greater value to customers  The joint venture will be a 50:50 partnership between Bosch and TSF Group companies (represented by Brakes India & Wheels India), aiming to commence operations by end of 2026 • Role: • Products: • Segments:  Bosch to bring expertise in Electronics, 1.”

Milestone achievement

1

Continue to drive innovation excellence

1

Cordless

1

Milestone achievement

Surge in market demand post-GST reforms Performance Overview Achieved ‘India’s first’ BIS Certification:  Achieved ₹130+ Bn TNS in CY’25 and ₹14+ Bn in March’26 reflecting our shared commitment to performance, customer focus and future ready growth.  Successfully met the surge in market demand and ensured zero production disruptions for all manufacturers, despite significant global supply chain pressures.

Continue to drive innovation excellence

  Bosch Limited Recognized Among India's Top 50 Innovative Companies (CII Industrial Innovation Award). "Intelligent Puncture Detection System” (IPDS) commended this year, following last year's "Sensorless Quickshift" recognition. Continued focus on upcoming legislations:  Focus has been on enabling our customers to meet upcoming legislations: − CAFÉ Phase 3 (Draft): Actively aligning OEMs for the likely roll out in April 2027. − CV ADAS: Spearheading the adoption of advanced driver- assistance systems for commercial vehicles which takes effect from Jan ’27 for new models and from Oct ’27 for all models. 2026-05-21 7  Independent aftermarket stagnated owing to supply chain pressures while Original Equipment (OE) Segment witness robust growth, fueled by exceptional performance in OEM Filters & Spark Plugs.  Outstanding Performance in exports: ~17% growth with notable improvements in key markets – Nepal, Bangladesh and Sri Lanka. Product Categories  Sustained focus on go-to-market

Cordless

Cordless 3.0 campaign for “battery lock-in” launched in 25 industrial clusters through both online and offline targeted promotions. © Bosch Limited 2026. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights. Bosch Ltd | Investor Con-call Q4 FY25-26 Strategic Joint Venture Bosch Limited, Brakes India Private Limited and Wheels India Limited announce a joint venture to drive growth in commercial vehicle segment  Partnership aims at unlocking growth opportunities in e-enabled air systems.  Shared capabilities to deliver greater value to customers  The joint venture will be a 50:50 partnership between Bosch and TSF Group companies (represented by Brakes India & Wheels India), aiming to commence operations by end of 2026 • Role: • Products: • Segments:  Bosch to bring expertise in Electronics, 1. Electronic Air Processing Module Trucks & Buses (ICE, BEV) Software, Appli