DINESH

Bosch Home Comfort

Latest CMP 1,654
Today's Change ▼ -1.83%
52-Week High / Low 1,766 | 1,049
Price Date: 14-Aug-2026
Recommendation Sell
Target Price 827
Expected Upside -29.3%
Forecast Horizon 2 Years
Historical CAGR 16.3%
1,000 Invested 17-Aug-2006
Today's Value 20,470
Investment Period 20 Years

Stock Snapshot

Post Results Return
+24.6%
Strong Positive Re-rating
1-Year Target Price
827
2-Year Target Price
827
52-Week High / Low
1,766 / 1,049
20-Day Return
+23.7%
Market Cap (Cr.)
4,498
Current PE
82.3
P/BV Ratio
8.9
Dividend Yield
3.2%
Industry PE
45.7

Price Performance

Basis of our Recommendation

Management's commentary indicates a stable revenue outlook for Bosch Home Comfort, aligning with historical performance trends. The company is expected to benefit from improving margins, driven by operational efficiencies and product differentiation in a competitive landscape. Analysts note that while the consumer durables sector is expanding, Bosch's market share remains stable at approximately 2.56%, suggesting a cautious approach to growth amidst competitive pricing pressures. Vista's financial outlook reflects these insights, forecasting consistent revenue growth and an improvement in profitability as margins are projected to rise from 7.16% to 8.21%. The current valuation is deemed fair, indicating that the stock is aligned with its intrinsic value, although investor sentiment appears cautious. The macro environment in India supports this outlook, with robust growth in manufacturing and consumer demand, although potential headwinds from crude oil prices and competitive pressures remain. Over the next 12-24 months, Bosch Home Comfort's ability to navigate these challenges while capitalizing on technological advancements and rising disposable incomes will be critical. Key watchpoints include maintaining margin expansion and managing competitive dynamics effectively to sustain its market position

👍 Why We Like This Stock

Things To Watch Out For

Key Parameters

Balance Sheet Strength
Stable Financial Structure
Market Share
Stable
Industry Outlook
Weakening
Analyst View
Not Available
Dividend History
Irregular
FII Holdings
Stable

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 1,919 2,756 2,699 2,840 2,698
Profit Before Tax (Cr.) -71 85 18 3 7
PBT Margin -3.7% 3.1% 68.0% 0.1% 0.2%
Net Profit (Cr.) -74 82 13 2 5
Earnings Per Share -27.4 30.2 4.8 0.8 1.8

Analyst Recommendations

No analyst recommendations available.

Consensus Recommendation ► None
Consensus Target
Coverage 0 Analysts
Analysts' Viewpoint

Company Overview

Show Company Profile

Bosch Home Comfort India Limited manufactures and distributes air conditioners, chillers, refrigerators, air purifiers, and variable refrigerant flow systems in India and internationally. It operates through Cooling Products for Comfort and Commercial Use; and Design and Development Services segments. The company offers inverter and non-inverter, fixed speed, split, non-inverter, hot and cold, packaged, window, and cassette air conditioners (AC); ducted and ductless air conditioners; centralized AC and room AC controllers; and water- and air-cooled screw chillers, and centrifugal chillers, as well as air quality solutions, and AC apps and controllers. It also provides after-sales services. The company offers its products under the Hitachi brand. It also exports its products. The company was formerly known as Hitachi Home & Life Solutions (India) Limited and changed its name to Johnson Controls-Hitachi Air Conditioning India Limited in September 2016. The company was formerly known as Johnson Controls-Hitachi Air Conditioning India Limited and changed its name to Bosch Home Comfort India Limited in November 2025. The company was incorporated in 1984 and is headquartered in Kadi, India. Johnson Controls-Hitachi Air Conditioning India Limited is a subsidiary of JCHAC India Holdco Limited.