BOSCH LTD. INVESTORS’ MEET · 2020-03-14 · Guwahati Agartala Indore Bhopal Jabalpur Satna Kolkata ... Jalgaon Aurangabad Akola Nagpur Bangalore Belgaum Gulbarga Mangalor e Secunderabad

BOSCH LTD. INVESTORS’ MEET

Mobility Trends and Solutions for India

27th June 2017

Soumitra Bhattacharya, Managing Director, Bosch Limited

Soumitra Bhattacharya, Managing Director | 6/27/2017

Provided for informational purposes all information within this presentation strictly on a non-reliance basis

© 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.

2

Agenda

1. Bosch Group Overview

2. Global Mobility Trends

3. India - Legislative landscape affecting Mobility

4. Emission norm changes

5. Electrification roadmap in India

6. Connected Mobility




3

Agenda







Bosch Ltd. Investors' Meet




4

Bosch Group Sales in 2016 by Business Sectors

Figures representing Bosch

Group sales





5

Bosch Group Sales in 2016 by Region

Figures representing Bosch Group Sales

Jamm

u

Amritsa

rBhatind

a

Chandigarh

PanipatKarnal

Hissar

DelhiGaziabad

Agra

Kashipur

Muradabad

Jaipur

Bikaner

Jodhpur

Udaipur

Gorakhpu

r

Varanasi

Gwalior

Jhansi Allahabad

Lucknow

KanpurPatna

Bhagalpur

Guwahati

Agartala

Indore

Bhopal Jabalpur

Satna

Kolkata

Ranchi

Jamshedpur

Dhanbad

Raipur

Bhubaneshwar

Raurkela

Ahmedabad

Vadodara

Surat

Rajkot

Calicut

Ernakula

m

Solapur

Kolhapur

Pune

Mumbai

Jalgaon

Aurangabad

Akola Nagpur

Bangalore

Belgaum

Gulbarga

Mangalor

e

Secunderabad

Chennai

Warangal

Cuddapa

h

Vijaywada

Vizag

Kakinada

CoimbatoreSalem

Trichy

Madurai

Bilaspur

Cuttack

Srinagar

Barnala

Ludhiyana

T Nerpur

MujNgr

SIliguri

Mysore

Bijapur

Davangere

Vellore

Dumka24Pargana

Alwar

Ajmer

Chatarpur

Etah

Haldwan

i

Saharanpur

Badauin

Muj’pur

Jehanaba

d

Purnia

Chitoor

Guntur

Mapusa

Jamm

u

Amritsa

rBhatind

a

Chandigarh

PanipatKarnal

Hissar

DelhiGaziabad

Agra

Kashipur

Muradabad

Jaipur

Bikaner

Jodhpur

Udaipur

Gorakhpu

r

Varanasi

Gwalior

Jhansi Allahabad

Lucknow

KanpurPatna

Bhagalpur

Guwahati

Agartala

Indore

Bhopal Jabalpur

Satna

Kolkata

Ranchi

Jamshedpur

Dhanbad

Raipur

Bhubaneshwar

Raurkela

Ahmedabad

Vadodara

Surat

Rajkot

Calicut

Ernakula

m

Solapur

Kolhapur

Pune

Mumbai

Jalgaon

Aurangabad

Akola Nagpur

Bangalore

Belgaum

Gulbarga

Mangalor

e

Secunderabad

Chennai

Warangal

Cuddapa

h

Vijaywada

Vizag

KakinadaKakinada

CoimbatoreSalem

Trichy

Madurai

Bilaspur

Cuttack

SrinagarSrinagar

Barnala

LudhiyanaLudhiyana

T NerpurT Nerpur

MujNgrMujNgr

SIliguriSIliguri

MysoreMysore

BijapurBijapur

DavangereDavangere

Vellore

DumkaDumka24Pargana24Pargana

AlwarAlwar

AjmerAjmer

ChatarpurChatarpur

EtahEtah

Haldwan

i

Haldwan

i

SaharanpurSaharanpur

BadauinBadauin

Muj’purMuj’pur

Jehanaba

d

Jehanaba

d

PurniaPurnia

ChitoorChitoor

GunturGuntur

Mapusa





6

Bosch in India

Headquarters

Manufacturing

Development

18 Manufacturing Plants11 Companies

>4000 Sales

Outlets

>1500 Suppliers

~31000 Sales Offices




7

Bosch Ltd. Overview

v

>9,000 associates

billion INR

sales in 2016-17101.8

8manufacturing

plants

Milestones since 1922

Key Figures

1922 First sales office

opens in Calcutta

1953 First manufacturing

operation opens in Bangalore

1951 is founded as a

joint venture with Ghaziabad

Engg. Co.

1961 Bosch Group increases its

shares to more than 50 %

2008 Motor Industries

Company Limited ( ) is

renamed Bosch Limited

2009 Bosch Group increases

its Bosch Limited shares to

more than 70 %

2015 Inauguration of

Bosch’s 8th manufacturing

facility in India

Nashik

Jaipur

Bidadi

VernaBengaluru

Naganathapura

GangaikondanManufacturing

Headquarters

Research and Development

Chennai





8

Bosch’s uniqueness

Promoter, 70%

Others, 30%

Robert Bosch Stiftung

GmbH, 92%

Bosch Family, 7%

Robert Bosch GmbH, 1%

Robert Bosch Industrietreuhand KG,

93%

Bosch Family, 7%

RB GmbH Shareholding RB GmbH Voting Rights

Bosch Ltd. Shareholding

and Voting Rights

Unique shareholding pattern Globally: majority shareholding with a Trust




9

Agenda











10

PFI

Diesel

CNG

pure ICE

GDI

HEV

PHEV

EV

incl.

HEV/

PHEV

*Vehicle sales PC incl. LCV<6t [m vehicles]1)

2015 2020 2030

89

98

106

2025

114

1) Estimation Bosch

114

2030

102.4

90%93.2

82%

ICE stays dominant

Powertrain Scenarios*

… but also VUCA world

Global mobility market with moderate growth (CAGR2015-2030 : +1.7%).

Combustion Engine (ICE) expected to remain dominant propulsion technology (82 to 90% in 2030).

Hybridization gains momentum to meet emission and CO2 requirements.

ICE stays dominant

Base Case e-mobility Case

88

99%




11

Regulatory and Market impulses

Large amount of regulatory requirements and new market trends

will drive fast technology and product adaptation for Indian Market

Emission Norms

BS4 countrywide, BS6 in 2020

Fuel Consumption Regulations

CAFE 2017/2022

Crash Standard

All models from 2019

Safety

CV ABS 2015, PC and 2Wh ABS 2018,

Market Trends

Electrified – NITI Aayog (e-mobility 2030)


2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026





12

Emission Legislation – All Segments

BS3 CEVBS2

Based on EOBD EU5+TREM

III<37k

WBS (Non road) Stage IVTREM2 BS TREM 3 A

On R

oad

Off H

igh-w

ay

Metros BS5 10ppm (?)

Metros BS4

ROI BS3

BS6BS4

Metros BS5 10ppm (?)

Metros BSIV

ROI BSIII

33BSVIBSIV

CPCB I CPCB II

BS2BS3 BS4 BS6

10)Metros BS5 10ppm (?)

50ppm

500 ppm ROI 350ppmSulphur

content

Cities

India Countrywide

10ppm

BS2

BS (Non road) Stage IV

CPCB III

RDE

monitoring

RDE

monitoring

RDE

Implementation

RDE

Implementation

BS6-1 OBD BS6-2 OBD

BSVI-1 OBD BSVI-2 OBD

No

t y

et

decid

ed

–

Un

der

dis

cu

ssio

n

With leapfrogging to new stringent emission, monitoring and CO2 norms in all on- and off-road segments

India is undergoing a disruptive technology change.





13

Regulation comparison

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

EU4 EU5 EU6 EU6 (RDE)

BS4 (only Metros) BS4 (Across India) BS6

Leapfrogging from BS4 to BS6 in 2020 reduces the current technology backlog from ~12 years to < 6years

<6 years

12 to 15 years




14

ICE Technology approach to meet future market requirements

1) ICE: Internal Combustion Engine, TWC: Three Way Catalyst, DOC: Diesel Oxidation Catalyst, SCR: Selective Catalytic Reaction, NSC: NOx Storage Catalyst

-30 -25 -20 -15 -10 -5 0 5 10 15 20 25 30cranke angle [deg]

cylin

der

pre

ssure

[bar]

0

20

40

60

80

100

I_In

j [A

]

0

10

20

GER_COM

dB

82

800

700600500400350300250200

150

100

80

60

60

40

40

5

5

10

10

15

15

20

20

BM

EP

[ba

r]

0

2

4

6

8

10

12

14

16

18

20

22

24

engine speed [rpm]

1000 1400 1800 2200 2600 3000 3400 3800 4200

900

800

700

600

500

400

350

300

250

200

150

100

80

60

40

20

15

10

5

0

"connected"

Fuel Injection

Equipment

New Software

Functions

“electrified"

Hybrids

Exhaust Gas

Treatment

SCR

DPF

DO

C

SC

R+

Cu

C

Drive Train

l

Dp

PM

T Tl

cDPF

NS

C

T

pS

CR

T

l

l

TWC

Optimization of

air system

Rollertest WLTC

NO

x e

ng

ine o

ut

[g/h

]

0

100

200

300

400

Time [s]

1160 1165 1170 1175 1180 1185 1190 1195 1200

To

rqu

e [

Nm

]

0

100

200

300

Base

FTC

MCC-T & FTC

Time [s]

NO

xe

ng

ine

ou

t [g

/h] To

rqu

e [N

m]

Holistic technology optimization necessary to meet future requirements – strong demand for system solutions.

Bosch able to offer wide range of required products and engineering services as system solution provider.






15

Gearing up for the future

Adaptation of

Product Strategy

Develop

After market

Gear-up

Purchasing

Optimization of

Resources

Ramp-up

Competency

Setup

Manufacturing

Strategy

3 to 5 times R&D efforts




16

Agenda











17

Electrification roadmap in India

Vision of Government of India

March 2017

Leapfrog to Shared, Electric and

Connected Mobility

Niti Aayog - May 2017

Monitor how the plans develop in to

action

Mindset change: Decisive decision making on policies and

implementation. OEMs / Suppliers have started investing

Recent developments in India





18

Bosch Solutions for Electrification

Charging Solutions Battery for EVs eDrive for EVs

Research and

advanced engineering

for future EV concepts

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

eScooter

Sharing Solutions ranging from 48V Hybrids to high voltage electric

for all performance / vehicle classes

System integration

HMI

48V and higher

hybrid Solutions

Re-generative

braking systems PC

Thermal Management

Solutions

Disruptive technology change ahead

All elements of value chain are effected

Speed of change calls for demand for System Solution Providers

Bosch

one of the leading automotive suppliers and

strong local footprint in India is in pole Position





19

Summary




20

Agenda











21

Future mobility centered around connectivity

Automated

driving

Electric

driving

Parking

management

Connected mobility

Multimodal

transport

systems





22

Documents

BOSCH LTD. INVESTORS’ MEET · 2020-03-14 · Guwahati Agartala Indore Bhopal Jabalpur Satna Kolkata ... Jalgaon Aurangabad Akola Nagpur Bangalore Belgaum Gulbarga Mangalor e Secunderabad