Sona BLW Precision Forgings Limited — PPTs, 30-04-2025: Investor Presentation

**Financial Highlights:**

- Q4 FY25 revenue decreased by 2% YoY to ₹86.84 crore, with EBITDA at ₹23.50 crore, reflecting a margin of 27.1%. PAT surged 10% to ₹16.41 crore, achieving a margin of 18.8%.

- For FY25, total revenue grew by 12% YoY to ₹355.45 crore, with EBITDA of ₹97.53 crore and a margin of 27.4%. PAT increased by 16% to ₹60.12 crore, achieving a margin of 16.9%.

**Strategic Initiatives & Growth Drivers:**

- Electrification is a key focus; new BEV revenue surged to 36% of total revenue, with 58 EV programs across 32 customers. The company is innovating in battery technology and ultrafast charging solutions.

**Business Developments:**

- Added orders worth ₹4,700 crore during FY25, raising the net order book to ₹24,200 crore, predominantly from EV programs. Recently secured an additional ₹1,520 crore from a high-end EV OEM.

**Market Position & Competitive Advantage:**

- Maintaining leadership in the Indian market for differential gears and starter motors. The company ranks 4.2% in global market share for starter motors and 8.1% for differential gears.

**Investor Implications:**

- With a robust order book and a focus on electrification, there is positive growth potential. Investors should monitor execution risks, particularly surrounding new product developments and market transitions.