Guidance ledger · Q4 FY26

Bosch Limited BOSCHLTD

3 revisions on record · 0 lowered · 3 raised — the strikethrough is what management used to say

refuses forward guidance · held across quarters

Holding view → · latest concall · The pulse

↑ raised Pro forma consolidated revenue (FY25 basis) Q3 FY26 → Q4 FY26

~~INR18,000 crores standalone~~ → INR22,000 crores pro forma (+22%)

“Bosch Limited's consolidated revenue from operations will increase by 22% from INR18,000 crores to INR22,000 crores on a pro forma basis for FY25”

↑ raised Pro forma EBITDA margin (FY25 basis) Q3 FY26 → Q4 FY26

~~12.8% standalone~~ → 13.9% pro forma (+110 bps)

“FY25 EBITDA margins will improve from 12.8% to 13.9% on a pro forma basis”

↑ raised Multi-year margin outlook (RBIC standalone) Q3 FY26 → Q4 FY26

~~no guidance (Q3FY26 declined)~~ → very steady for next 5 years

“We believe we will hold margins very steady for the next 5 years or so”

Method. Revisions come from management's own stated numbers, compared quarter over quarter across the covered concalls; each carries the verbatim quote. “No revisions” can also mean guidance too vague to pin down — see the posture chip above. Not investment advice.