bosch ltd. investors’ meet · 2020-03-14 · guwahati agartala indore bhopal jabalpur satna...
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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
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.
3
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
Bosch Ltd. Investors' Meet
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.
4
Bosch Group Sales in 2016 by Business Sectors
Figures representing Bosch
Group sales
Bosch Ltd. Investors' Meet
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.
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
Bosch Ltd. Investors' Meet
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.
6
Bosch in India
Headquarters
Manufacturing
Development
18 Manufacturing Plants11 Companies
>4000 Sales
Outlets
>1500 Suppliers
~31000 Sales Offices
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.
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
Bosch Ltd. Investors' Meet
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.
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
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.
9
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
Bosch Ltd. Investors' Meet
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.
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%
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.
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)
Bosch Ltd. Investors' Meet
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Bosch Ltd. Investors' Meet
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.
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.
Bosch Ltd. Investors' Meet
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.
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
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.
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.
Bosch Ltd. Investors' Meet
Bosch Ltd. Investors' Meet
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.
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
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.
16
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
Bosch Ltd. Investors' Meet
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.
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
Bosch Ltd. Investors' Meet
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.
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
Bosch Ltd. Investors' Meet
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.
19
Summary
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.
20
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
Bosch Ltd. Investors' Meet
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.
21
Future mobility centered around connectivity
Automated
driving
Electric
driving
Parking
management
Connected mobility
Multimodal
transport
systems
Bosch Ltd. Investors' Meet
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.
22
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