Bosch Limited

Investors’ Meet 2018

Changing landscape of Mobility Sector

28th August, 2018

Soumitra Bhattacharya, Managing Director, Bosch Limited
Bosch Limited – Investors’ Meet 2018
Today we talk about
Bosch Group and Bosch India Overview

Changing landscape of Mobility Sector

Integrated System Solutions

Other Businesses

Bosch India Social Engagement

2 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Limited – Investors’ Meet 2018
Today we talk about
Bosch Group and Bosch India Overview

Changing landscape of Mobility Sector

Integrated System Solutions

Other Businesses

Bosch India Social Engagement

3 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
The Global Bosch Group

4 Strictly confidential | Soumitra Bhattacharya, MD Bosch Limited | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
5 Strictly confidential | Dr. Steffen Berns, MD Bosch Ltd | August 28, 2018
© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Group: Four business sectors
Key Figures 2017*

78.1 billion euros 402,166

Bosch Group
in sales associates

Mobility Solutions  One of the world’s largest suppliers of mobility solutions

Industrial Technology  Leading in drive and control technology, packaging, 61%

and process technology Share of
sales
Energy and Building  One of the leading manufacturers of security and communication technology
Technology  Leading manufacturer of energy-efficient heating products
and hot-water solutions
39%
Consumer Goods  Leading supplier of power tools and accessories
 Leading supplier of household appliances

* as of 12.17

6 Strictly confidential | Soumitra Bhattacharya, MD, Bosch Limited | August 28, 2018
© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Transformation of Bosch
Key areas of transformation

Mobility Internet of things Cultural change

 Leading provider of  Leading provider of  New forms of leadership and
mobility solutions IoT solutions collaboration
 Connected, automated,  Connect products and  Create a culture of innovation
electrified, multimodal domains to generate
extra benefit for users

7 Strictly confidential | Soumitra Bhattacharya, MD, Bosch Limited | August 28, 2018
© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch In India

8 Strictly confidential | Soumitra Bhattacharya, MD Bosch Limited | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
G1 Press Conference Video

9 Strictly confidential | Dr. Steffen Berns, MD Bosch Ltd | August 28, 2018
© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Overview: The Bosch Group in India, FY 2017-18
Bosch Ltd.

13 Companies Sales: 192 bn Sales: 108 bn

>1,500 ~31,000 Employees ~9,700 Employees

Suppliers

Headquarters
Manufacturing
Development
>3,500
Sales Outlets 18 Mfg. plants 8 Mfg. plants

Bosch Ltd. is the flagship company of the Bosch Group in India

10 Strictly confidential | Soumitra Bhattacharya, MD, Bosch Limited | August 28, 2018
© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Limited - Investors' Meet 2018
Bosch’s uniqueness

RB GmbH Shareholding RB GmbH Voting Rights Bosch Ltd. Shareholding and

Voting Rights

Robert Bosch GmbH, 1%

Bosch Family, 7%
Bosch Family, 7%
Others, 29.51%

Robert Bosch
Robert Bosch Stiftung Industrietreuhand KG,
GmbH, 92% 93%
Promoter, 70.49%

Unique shareholding pattern Globally: majority shareholding with a Trust

11 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Limited – Investors’ Meet 2018
Today we talk about
Bosch Group and Bosch India Overview

Changing landscape of Mobility Sector

Integrated System Solutions

Other Businesses

Bosch India Social Engagement

12 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Mobility: Regulatory Push and Market Impulses
Emission Norms
BS4 countrywide, BS6 in 2020
“PLAN: Shared, electric & connected
mobility by 2032 and the way forward Fuel Consumption Regulations
for Electric market segments based on CAFE 2022
economics: 2W, 3W, 4W & Buses”
Crash Standard
All models from 2019
- Report: India Leaps Ahead, Transformative Mobility
Solutions for All by Niti Aayog Safety
CV ABS 2015, PC and 2Wh ABS 2018,

Market Trends
Electrified – NITI Aayog (e-mobility
2030)

Large amount of regulatory requirements and new market trends will drive fast technology and product adaptation for Indian Market

13 Strictly confidential | RBIN/OFE-P | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Limited - Investors' Meet 2018
Emission Roadmap – India
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Sulphur 500 ppm
content ROI 350ppm Metros BS5 10ppm (?)
10)
10ppm
Cities India Countrywide 50ppm

BS3 BS6

Development Corridor
BS2

On Road BSIV
BS2 ROI BS3 Metros BS5 10ppm (?)
BSIV RDE BS6 RDE Implementation

Metros BS4 monitoring

BS6-1 OBD BS6-2 OBD

Disruption
ROI BSIII Metros BS5 10ppm (?)
BSIV RDE BSVI RDE Implementation

Metros BSIV monitoring

BSVI-1 OBD BSVI-2 OBD

TREM BS(Trem)3A
III
TREM2 <37kW BS (CEV/Trem) IV BS(CEV/Trem) V

Off BS2 BS3 CEV BS (CEV/Trem) IV BS (CEV/Trem) V

High-way

2021 ?
CPCB I CPCB II CPCB III

With leapfrogging to new stringent emission, monitoring and CO2 norms in all on- and off-road segments India is undergoing a disruptive technology change.

14 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Limited - Investors' Meet 2018
Bosch Solutions for Electrification Launch of Project house
Electromobility

Solutions ranging from 48V Hybrids to

high voltage electric for all performance /
vehicle classes

Research and advanced engineering

eScooter Sharing HMI for future EV concepts System integration Charging Solutions

Re-generative braking systems Thermal Management

48V and higher hybrid Solutions
PC Solutions eDrive for EVs Battery for EVs

A modular product and services portfolio covering the entire ecosystem of electrification

15 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Limited – Investors’ Meet 2018
Today we talk about
Bosch Group and Bosch India

Changing landscape of Mobility Sector

Integrated System Solutions

Other Businesses

Bosch India Social Engagement

16 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Limited - Investors' Meet 2018
Future mobility centered around connectivity

Connected
mobility

Multimodal
transport systems
Electric driving

Launch of Project house

Automated Mobility Solutions Parking
driving management

17 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Limited – Investors’ Meet 2018
Today we talk about
Bosch Group and Bosch India

Changing landscape of mobility sector

Integrated System Solutions

Other Businesses

Bosch India Social Engagement

18 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
AA India Overview
Parts, Diagnostics & Services: The AA Strategy
Services
Diagnosis RepairCar driver portal
Social media
forum
Services

Parts Diagnostics Workshop Services

Software ESI[tronic] Connected Cloud Car Driver Portal
Services

Test equipment & products Technical training Connected Workshop

and hotline

19 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
AA India Overview
Distribution Network
Parts, Diagnostics & Workshop Services

Distribution Channel WSC channel Supply chain

Institutional 450 800

CV / Tractors
Sales

450
400
Passenger Product
Cars Stockist
137

350
2w / 3w PF Kit

~1100 1st Trade Level Customers >2500 Workshop partners Warehousing, ~30,000 part nos
>80,000 secondary sales outlets

20 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Power Tools
Product Portfolio
Construction Range Metal Working Range Power Tool Accessories Woodworking Range

Cleaning Solutions for

Cordless Range Total Measuring Solutions Service
Maintenance

21 Strictly confidential | Business Unit, Department | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Security and Safety Systems
Solutions Portfolio

Professional Fire Alarm

Services Systems Critical
Conference
Communication
Systems
Systems

Cloud-based Public Address

Services Systems
Safety
Communication
Systems
Security

Management Video
Software Systems

Access Control Intrusion Alarm Professional Sound

Systems Systems Systems

37 Internal | ST/SAI | 2/21/2017

© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Energy and Building Solutions
End-to-end Energy Partner
Key Accreditations
“First choice for Energy Services for Industrial and Commercial customers”

Solar PV Energy Efficiency Highest rating of SP1A Channel Partner

Highest rating of Grade 1 ESCO for
for on-grid and off-grid Solar PV
Energy Efficiency related offerings
Solutions Solutions“ installations

Key Industrial & Commercial Customers

Industrial Commercial

Best Rooftop Solar Project Intersolar Award

National Energy Circle Award 2014, 2015
2018
for Energy Efficiency, 2017 (Maruti & CIAL)
(Siemens)

Helping customers offset 1,50,000 metric tons of CO2 emissions every year

23 Strictly confidential | BT-IA/SIN | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Limited – Investors’ Meet 2018
Today we talk about
Bosch Group and Bosch India

Changing landscape of mobility sector

Integrated System Solutions

Other businesses

Bosch India Social Engagement

24 Strictly confidential | Soumitra Bhattacharya, Managing Director | August 28, 2018

© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch India Social Engagement
Once Face to Society
 We Skill
 BRIDGE: Artisan Center
‒ 16,000 youth trained and employed
‒ 148 Operational Centres across the country; Target 200 centres by year end
 Artisan Training
‒ Carpentry (Bangalore) and Electrician (Nashik) working very well
‒ Multiplier centres started in Tamil Nadu, Maharashtra and Rajasthan
Adugodi Dispensary (after upgradation by Bosch)
 We Care
‒ CHDP in 300 schools in and around Adugodi, 70,000 children covered
‒ Adugodi dispensary upgraded at par with a private hospital
‒ Lalbagh (Cleaning Drive, Smart parking and Aerators in the lake)

 We Share
‒ Bosch-Akshaya Patra Mid-day Meals Kitchen opened in Jigani
(15,000 meals per day) Bosch-Akshaya Patra Mid-day Meals Kitchen
‒ Bosch value add project in progress through IOT solution, to reduce wastage

 We Empower
 Focus on empowering girls and women across projects across locations –
Rural areas, Employability, Confidence building
Lal Bagh Cleaning Drive – Bosch Volunteers
25 Strictly confidential | Soumitra Bhattacharya, MD, Bosch Limited | August 28, 2018
© Bosch Limited 2018. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
“When managing any undertakings
of Robert Bosch GmbH, the
principles of maximum
economic efficiency
shall be adhered to in the manufacture
of goods as well as in internal and
external administration.”
Robert Bosch,
guidelines for executors, dated Dec. 23, 1937, sec. 9

Thank You