Bosch Community

Key Takeaways Recent growth drivers may not sustain, and external risks like supply chain disruptions and regulatory changes threaten future revenue and margin stability. Key high-growth segments remain outside the listed entity, limiting direct benefit to shareholders and capping long-term topline and earnings potential.Read more

Key Takeaways Aggressive localization and technological leadership in high-growth segments enable Bosch to outperform industry expectations in revenue and profitability. Strategic export expansion and disciplined portfolio management position Bosch for superior long-term earnings growth and margin resilience.Read more

Key Takeaways Bosch faces revenue and margin risks due to slow EV transition, rising costs, and shrinking market share from automaker insourcing and robust Asian competition. Supply chain disruptions, high R&D demands, and regulatory pressures threaten the company's profitability and reliability as legacy products become obsolete.Read more