Bosch Ltd is sharpening its focus on electric mobility, software-defined vehicles and artificial intelligence, while positioning India as a key global engineering and manufacturing hub, Managing Director Guruprasad Mudlapur said in his message to shareholders in the company’s Annual Report 2026.
The company said battery electric vehicle (BEV) technology will remain central to its long-term strategy as the automotive industry transitions towards cleaner, software-driven and intelligent mobility solutions.
EVs remain strategic priority
Mudlapur said e-mobility continues to be one of Bosch’s key growth priorities, with battery electric technology expected to play a decisive role in reducing emissions across passenger vehicles and selected commercial vehicle segments.
He said the company’s joint venture with Tata AutoComp has been established to accelerate the adoption of advanced electric mobility technologies and deliver next-generation solutions to customers.
Bosch is also expanding its capabilities in advanced driver assistance systems (ADAS), software-defined vehicles (SDVs), e-axles, powertrain transformation and adjacent industrial applications to address the evolving mobility landscape.
AI at the core of innovation
The company has strengthened its artificial intelligence capabilities through the launch of VISM.ai (Value-driven Innovation & Strategic Management of AI), a structured AI ecosystem aimed at driving innovation and scaling AI adoption across the organisation.
According to Mudlapur, AI will play a critical role in enabling future technologies as vehicles become increasingly connected, intelligent and software-led.
India becomes strategic global hub
Bosch said India is evolving beyond being a high-growth market to becoming a strategic hub for its global operations.
The company is strengthening its engineering and manufacturing capabilities with greater emphasis on localisation, exports and deeper integration into global supply chains.
Mudlapur noted that the mobility sector is expected to undergo significant transformation by 2030, driven by sustainability, vehicle safety, intelligent technologies and software-led innovation. This shift will require integrated technology platforms and cross-domain collaboration to help customers manage changing technologies and regulatory requirements.
Mobility business drives performance
Mobility remained Bosch India’s largest business during FY26, contributing 89.4% of total sales, while the Business Beyond Mobility portfolio accounted for the remaining 10.6%.
The Power Solutions division recorded 17.6% growth, supported by healthy demand across automotive segments.
The two-wheeler and powersports (2WP) business posted an impressive 69.1% growth, driven largely by higher demand for exhaust gas sensors following the implementation of OBD-II emission norms.
Meanwhile, the Mobility Aftermarket business achieved its highest-ever revenue, growing 3.7% over the previous year, aided by strong demand for core products and new product introductions.
Business Beyond Mobility declines
The Business Beyond Mobility segment declined 13.6% compared with the previous year. Bosch attributed the decline primarily to the sale of its Video Solutions, Access and Intrusion, and Communication Systems businesses under the Building Technology division in May 2025.
Focus on long-term growth
Mudlapur said Bosch remains committed to supporting customers through the ongoing transitions in electrification, software-defined mobility, safety, operational efficiency and evolving regulations.
With its diversified portfolio, continued investments in innovation and sustainability, and expanding engineering capabilities in India, the company believes it is well positioned to capture emerging opportunities in the rapidly transforming mobility ecosystem.