Bosch Limited Alerts Stock Markets of Supply Chain Disruptions Due to Nexperia Export Controls

Bosch Limited informed stock exchanges on 28 October 2025 about potential supply chain disruptions affecting operations due to issues with Nexperia, a supplier of electronic components. The company stated that export control restrictions on Nexperia could lead to temporary production adjustments at selected manufacturing plants if the situation does not improve.

The disruption stems from a geopolitical dispute involving Nexperia, a Netherlands-based semiconductor manufacturer owned by Chinese firm Wingtech Technology. On 29 September 2025, the United States Bureau of Industry and Security extended export control restrictions to entities at least 50 per cent owned by firms on the US Entity List, affecting Nexperia as a wholly owned subsidiary of Wingtech. On 4 October 2025, China's Ministry of Commerce issued export controls prohibiting Nexperia China and its subcontractors from exporting specific finished components manufactured in China. 

Nexperia supplies silicon discrete and standard logic components used in nearly every electronic control unit in vehicles, from lighting and body electronics to airbag systems and powertrain controllers. The company stated it is working to serve customers and avoid production restrictions, but warned that temporary production adjustments cannot be ruled out without improvement in export control restrictions.

Bosch Limited has experienced previous disruptions to operations. In May 2021, the company suspended operations at its Nashik plant for 12 days to adhere to state government directives during the COVID-19 pandemic's second wave. The Nashik facility, which employs approximately 2,500 associates, manufactures common rail systems including injectors and nozzles for passenger cars, commercial vehicles and tractors. The 2021 shutdown impacted supplies to original equipment manufacturers and the automotive aftermarket segment. 

In 2019, Bosch announced it would suspend production at powertrain solution division plants for up to 10 days per month during the October-December quarter to align production with market demand. The company had suspended operations at its Gangaikondan plant in Tamil Nadu for five days and at the Nashik plant for eight days in August 2019. The company also suspended operations at its Bidadi plant for three days in August 2019. 

Bosch Limited shares closed at Rs 39,005 on 27 October 2025, representing a gain of 1.09 per cent or Rs 420 from the previous close of Rs 38,585. Over the past week, the stock price has shown volatility. On 21 October 2025, shares traded at Rs 39,200, followed by a decline to Rs 36,525 by 24 October 2025, before recovering to Rs 39,005 by 27 October 2025. On 28 October 2025, shares opened at Rs 38,855 and traded in a range between Rs 38,445 and Rs 39,370. 

The stock has experienced a decline of approximately 1.3 per cent over the past week, falling from Rs 39,200 on 21 October to Rs 38,490 on 28 October 2025. The company's market capitalisation stood at Rs 1,13,521 crore as of 28 October 2025.