ftInvstr
BOSCHLTD · Consumer Cyclical ₹46850.0 -0.32% Mkt Cap ₹137908 Cr overvalued

BOSCHLTD

Consumer Cyclical Auto Parts
₹46850.0
-0.32% today · 30d +10.94%
as of 2026-09-04
Price · Daily Candles
“BOSCHLTD drives strong growth, defying FII retreat as DIIs step up.”
BOSCHLTD showcases robust financial health with annual revenue growth of 10.77% and a substantial 37.61% increase in net profit for the year ended March 2026. Despite a slight FII stake reduction of 0.12% QoQ, DIIs increased their holding by 0.10% over the same period, suggesting sustained domestic investor confidence.
BULL CASE
+Annual net profit surged by 37.61% YoY to ₹2773 Cr in March 2026, demonstrating strong profitability.
+Quarterly revenue saw a 13.34% YoY increase to ₹5566 Cr in March 2026, indicating solid operational performance.
+The company's P/E (TTM) stands at 43.79, below the sector's higher-valued peers like BHARATFORG (97.03), suggesting relative value.
+BOSCHLTD maintains a strong ROCE of 22.0% as of March 2026, showcasing efficient capital utilization.
+ML predictions show strong sales growth rank (1.0 for recent 2y, 0.921 for rolling 4y) and strong EBIT growth rank (0.89 for rolling 4y, 0.905 for stable 7y).
BEAR CASE
Quarterly net profit growth was a modest 2.98% YoY in March 2026, compared to stronger annual profit growth.
FII shareholding decreased by 0.12% QoQ to 7.1% by June 2026.
The stock is trading 3.95% below its 52-week high of ₹42985.0, indicating it has recently pulled back.
The quarterly operating profit margin experienced a slight decline of -0.78% QoQ, despite revenue growth.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹5842 Cr
+22.0% YoY
NET PROFIT
₹706 Cr
-36.74% YoY
OPM
17.25%
-1.01pp YoY
EPS
₹239.41
PE 43.79
Intrinsic value · DCF ₹34207.62 · Margin of safety -27.0% (overvalued) · FCF yield 1.35%
◇ Sector Position
BOSCHLTD, with a PE of 43.79 and ROCE of 22.0%, is more attractively valued than BHARATFORG (PE 97.03, ROCE 24.38) and UNOMINDA (PE 54.42, ROCE 28.83), but trades higher than EXIDEIND (PE 40.36, ROCE 12.74).
PEERPEROCE %
BOSCHLTD43.7922.0
BHARATFORG97.0324.38
UNOMINDA54.4228.83
SCHAEFFLER52.3631.31
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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72
SCORE / 100
Overall
6-axis composite of the sections below.
Performance STRONG 75
Valuation FAIR 40
Growth STRONG 85
Profitability HIGH 85
Technicals NEUTRAL 67
Risk LOW 80
Key Stats
TTM PE
43.79
P/B
8.19
52W HIGH
₹49400.0
OFF HIGH
-5.16%
DIV YIELD
0.66%
MKT CAP
₹137908 Cr
◉ Active Signals
MACDNeutral-375.7884
RSI(14)Neutral55.07
Street Consensus
5 analysts
₹44288.8
mean target
Low ₹37499.0Now ₹46850.0High ₹48165.0
⧉ Strategy Fit 🔒

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