Bosch : Q2 F.Y 2022-23 Investor Presentation

Corporate Relationship Department	The Manager
BSE Limited	Listing Department
1st Floor, New Trading Ring	National Stock Exchange of India Ltd.
Rotunda Building	Exchange Plaza, C-1, Block G
Phiroze Jeejeebhoy Towers	Bandra-Kurla Complex
Dalal Street, Fort	Bandra (E)
Mumbai - 400 001	Mumbai - 400 051
Scrip code:500530	Scrip code: BOSCHLTD

Bosch Limited Post Box No:3000 Hosur Road, Adugodi Bangalore-560030 Karnataka, India Tel [phone] www.bosch.in L85110KA1951PLC000761 [e-mail]

November 08, 2022

Dear Sir/Madam,

Sub: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulation, 2015 - Presentation made to the Analyst /Investor Institutional Investors / Fund-Houses

In pursuance of Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosures Requirements) Regulations, 2015 and in continuation of our earlier letter dated November 02, 2022 intimating schedule of Investor Meet convened on November 08, 2022, please find attached Presentation made thereat. The presentation is now available on the

Company's

website

and

can

be

accessed

at

https://www.bosch.in/media/our_company/shareholder_information/2022/q2_fy22- 23_investor_presentation.pdf

This is for your information and records.

Thanking you,

Yours Sincerely, for Bosch Limited,

V Srinivasan

Company Secretary & Compliance Officer

Registered Office: Bosch Limited, Hosur Road, Bangalore-560030, Karnataka, India

Managing Director: Soumitra Bhattacharya,Joint Managing Director :Guruprasad Mudlapur

"The contents of this presentation are for information purposes only and for the reader's personal non-commercial use. The contents are intended, but not guaranteed, to be correct, complete, or absolutely accurate. This presentation also contains forward-looking statements based on the currently held beliefs and assumptions of the management of the Company, which are expressed in good faith and, in their opinion, are reasonable. Forward- looking statements 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 or industry results, to differ materially from the results, financial condition, performance or achievements expressed or implied by such forward-looking statements. The Company does not make any representation, warranty or prediction that the results anticipated by such forward looking statements will be achieved. Neither the Company nor its affiliates or advisors or representatives nor any of their respective affiliates or any such person's officers or employees guarantees that the assumptions underlying such forward looking statements or management estimates are free from errors and the Company disclaims any obligation or liability to any person for any loss or damage caused by errors or omissions, whether arising from negligence, accident or any other cause. A multitude of factors including, but not limited to, changes in demand, competition, technology, the effect of COVID 19 in India and globally, and any macroeconomic conditions in India and globally can cause actual events, performance or results to differ significantly from any anticipated development. Forward looking statements speak only as of the date of this presentation and are not guarantees of future performance. As a result, the Company expressly disclaims any obligation or undertaking to release any update or revisions to any forward looking statements in this presentation as a result of any change in expectations or any change in events, conditions, assumptions or circumstances on which these forward looking statements are based. Given these uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward looking statements and management estimates. Recipients of this presentation are not to construe its contents, or any prior or subsequent communications from or with the Company or its representatives as investment, legal or tax advice. In addition, this presentation does not purport to be all inclusive or to contain all of the information that may be required to make a full analysis of the Company or the proposed transaction. Recipients of this presentation should each make their own evaluation of the Company and of the relevance and adequacy of the information and should make such other investigations as they deem necessary. This presentation is not a prospectus, a statement in lieu of a prospectus, an offering circular, an offering memorandum, an advertisement, an offer or an offer document under the Companies Act, 2013, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2018, as amended, or any other applicable law in India. This presentation does not constitute or form part of and should not be construed as, directly or indirectly, any offer or invitation or inducement to sell or issue or an offer, or any solicitation of any offer, to purchase or sell any securities nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment therefor. This presentation does not solicit any action based on the material contained herein. This presentation should not be considered as a recommendation that any person should subscribe for or purchase any securities of Bosch Limited and should not be used as a basis for any investment decision. This presentation has not been approved and will not or may not be reviewed or approved by any statutory or regulatory authority in India or by any stock exchange in India. This presentation does not purport to be a complete description of the markets conditions or developments referred to in the material. The information contained in this presentation is only current as of its date, unless specified otherwise, and has not been independently verified. Please note that, you will not be updated in the event the information in the presentation becomes stale. You must make your own assessment of the relevance, accuracy and adequacy of the information contained in this presentation and must make such independent investigation as you may consider necessary or appropriate for such purpose. Moreover, no express or implied

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representation or warranty is made as to, and no reliance should be placed on, the accuracy, fairness or completeness of the information presented or contained in this presentation. None of the Company, its directors, promoter or affiliates, nor any of its or their respective employees, advisers or representatives or any other person accepts any responsibility or liability whatsoever, whether arising in tort, contract or otherwise, for any errors, omissions or inaccuracies in such information or opinions or for any loss, cost or damage suffered or incurred howsoever arising, directly or indirectly, from any use of this presentation or its contents or otherwise in connection with this presentation, and makes no representation or warranty, express or implied, for the contents of this presentation including its accuracy, fairness, completeness or verification or for any other statement made or purported to be made by any of them, or on behalf of them. Further, past performance is not necessarily indicative of future results. Any opinions expressed in this presentation or the contents of this presentation are subject to change without notice. The presentation should not be construed as legal, tax, investment or other advice. THIS ANNOUNCEMENT AND/OR PRESENTATION IS NOT FOR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES OF AMERICA (the "U.S."). This announcement does not constitute nor form part of any offer or invitation to sell, issue or subscribe for securities in the U.S. or any other jurisdiction. No securities have been or will be registered under the U.S. Securities Act of 1933, as amended (the "Securities Act") or the securities laws of any state of the U.S. or any other jurisdiction. No securities may be offered, sold or delivered in the U.S. except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the Securities Act and applicable state or local securities laws. No public offering is being made in the U.S. or in any other jurisdiction where such an offering is restricted or prohibited or where such offer would be unlawful. Neither this announcement nor any portion hereof may be sent or transmitted into the U.S. or any jurisdiction where it is unlawful to do so. Any failure to comply with these restrictions may result in a violation of the Securities Act or the applicable laws of other jurisdictions. No money, securities or other consideration is being solicited by this announcement or the information contained herein and, if sent in response to this announcement or the information contained herein, will not be accepted. The extract(s), reconciliations or the explanation(s) provided in this presentation has been prepared only for illustrative purposes and the Company does not (i) hereby commit in any form that these differences will exist in subsequent periods, or (ii) necessarily intend to provide this in future. Bosch Limited or any of its affiliates, advisers or representatives accepts any liability whatsoever for any loss howsoever arising from any information presented or contained in this presentation. Furthermore, no person is authorized to give any information or make any representation which is not contained in, or is inconsistent with, this presentation. Any such extraneous or inconsistent information or representation, if given or made, should not be relied upon as having been authorized by or on behalf of the Bosch Limited. This presentation is strictly confidential and may not be copied or disseminated, reproduced, re-circulated,re-distributed, published or advertised in any media, website or otherwise, in whole or in part, and in any manner or for any purpose. Any unauthorized use, disclosure or public dissemination of information contained herein is prohibited. No person is authorized to give any information or to make any representation not contained in or inconsistent with this presentation and if given or made, such information or representation must not be relied upon as having been authorized by any person. Failure to comply with this restriction may constitute a violation of the applicable securities laws. The distribution of this presentation in certain jurisdictions may be restricted by law. Accordingly, any persons in possession of this presentation should inform themselves about and observe any such restrictions. By reviewing this presentation, you agree to be bound by the foregoing limitations. By accessing this presentation, you accept that this disclaimer and any claims arising out of the use of the information from this presentation shall be governed by the laws of India and only the courts in Bangalore, India and no other courts, shall have jurisdiction over the same."

BOSCH LTD.

INVESTOR PRESENTATION

Quarterly Results September 2022

08th Nov, 2022 | Bengaluru

Bosch Ltd || Investor Con-call Q2 FY22-23Production

		Volumes in '000s
FY2022-23		FY2022-23
Q2		YTD Q1-Q2

																		2012
				1728		1801								1745	1778	86
															170
						94										93
				63					1569		1526	104					85
					149					169					158
	1402	156		1356		63		80	174
	33						129
					47			138
	119
								97									1214
				1020		1056				877				1076	1060					1060
	840									895
					801
351				198		207				190						172	237
9	144
23					162				201	200
145				291		295				310			305
62	266		249			212	191	284		272
112
Q1-FY21Q2-FY21	Q3-FY21Q4-FY21	Q1-FY22	Q2-FY22	Q3-FY22Q4-FY22Q1-FY23	Q2-FY23	Q3-FY23
			FY2021									FY2022
		Tractor				3W			PC				LCV			HCV			Total

Volumes		%Change w.		%Change w.		Volumes		%Change w.
	Q2-FY22		Q1-FY23			Q1-Q2FY22

86 +37%-7% 180 +63%

170 +30%+1% 338 +49%

1214 +38% +15%2273 +35%

237 +25% +38%409 +16%

305 -2% +7% 589 +5%

Total 2012 +28% +13%3789 +29%

5650		+8%		+17%		10471		+20%

Production Volumes In Q2FY23 Recovered Across Segments On A Low Base Of Q2FY22, Aided By Inventory Filling For

Festive Season And Improvement In Semiconductor Supplies

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© Bosch Limited 2022. 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 | Board Meeting

Automotive market prognosis | Production outlook

Peak	2020	2021		F2022
					Current Forecast
4.07						4.3
			3.6
2018	2.86

0.48		0.27	0.36
2018	0.16

0.67						0.66
			0.53
2018	0.4
				1.06
					0.96
0.90
2018	0.88
25.1
					19.5
			19
2018	17.3

1.25	2018	0.64	0.80	0.8

4	Unit of Measure in Mio vehicles
© Bosch Limited 2022. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.