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Bosch shares rally 5% to hit 6-month high; regains ₹1 trillion market cap
Share price of Bosch Ltd. hit a six-month high of ₹33,999, as they rallied 5 per cent on the BSE in Thursday's intra-day on expectation of improvement in demand outlook. The company regained the market capitalisation of ₹1 trillion.
The stock price of the auto ancillary company is trading at its highest level since January 6, 2025. It had hit a 52-week high of ₹39,052 on October 9, 2024. The stock recovered 31 per cent from its 52-week low level of ₹25,938.20, which it had touched on April 7, 2025.
At 11:49 AM; with market cap of ₹1 trillion, Bosch was trading 4.5 per cent higher at ₹33,925 on the BSE, the exchange data shows. Track LIVE Stock Market Updates
Bosch outlook
With India's heightened focus on infrastructure development, Bosch is well-placed to capitalize on the substantial growth opportunities.
Meanwhile, according to media sources, the Indian government has approved a new mandate requiring all new two-wheelers -- scooters, motorcycles, and bikes -- to be equipped with anti-lock braking systems (ABS), regardless of engine capacity, starting January 1, 2026.
This regulation extends the current requirement, which applied only to models 125cc and above, to the entire two-wheeler segment. The move aims to significantly reduce road accidents and fatalities, particularly head injuries, as two-wheelers account for a significant portion of both accidents and deaths on Indian roads.
Continuing the company's aim to elevate motorcycle safety, Bosch said that the company introduced MSC - Motorcycle Stability Control for the Indian market reaching a wider group of motorcyclists.
According to ICICI Securities, this will provide new opportunity for the ancillary space with annual opportunity size pegged at ₹3,000-₹6,000 crore with major beneficiaries being Bosch and Endurance Technologies among others.
Bosch's the NOx sensor line at Bidadi is likely to scale up to 2.1 million sensors by 2027. The company has indicated that this production line is made in India for global requirements as well. However, the company has not applied for a PLI incentive for this product.
Exports remain a high-priority business for Bosch in India. It continues to export spark plugs and injectors. With the new NOx line ramping up, the company would start exporting these sensors in due course. While there are multiple global headwinds currently, management expects exports to grow in FY26, Motilal Oswal Financial Services said in the Q4 result update.
Sector outlook
Government initiatives to address the consumption slowdown by improving disposable income through a reduction in income-tax rates, aggressive interest rate cuts and a favourable monsoon outlook augur well for demand recovery around the festive season quarter of Q2FY26F.
Analysts at InCred Equities expect sales volume growth to improve by 240 basis points (Bps) year-on-year (Y-o-Y) to 9.5 per cent for the overall automobile sector, aided by cars & commercial vehicles (CVs), as their demand is most sensitive to interest rate cuts. The Pay Commission benefits to government employees in FY27 to aid in building up this momentum. The 2W demand momentum can be sustained, if not hindered by unfavourable policy moves.
About the Bosch Group
The Bosch Group is a leading supplier of software, technology and services in the areas of mobility solutions, industrial technology, consumer goods, and energy & building technology. The Group boasts its largest development centre outside of Germany in India, which offers comprehensive engineering and technology solutions.
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