Sona BLW Precision Forgings Limited — PPTs, 20-07-2025: Investor Presentation

**Financial Highlights:**

Revenue surged ~10x in a decade, from ₹345 Cr in FY15 to ₹3,555 Cr in FY25. The new JV involves Sona Comstar investing $12 million, with Jinnaite Machinery Co. Ltd. (JNT) contributing $8 million.

**Strategic Initiatives & Growth Drivers:**

The company is expanding its strategy to focus on Eastern markets and 'Intelligent & Connected' technologies. A key driver is entry into China's EV market, the world's largest and fastest-growing, with an 11% expected CAGR till 2030.

**Business Developments:**

A JV term sheet is signed with JNT for China EV market entry. Sona Comstar takes a controlling 60% stake and majority board representation, with JNT leading operations. The JV aims to be a key Driveline systems supplier, expecting revenue from H2FY26.

**Market Position & Competitive Advantage:**

This JV merges Sona Comstar's global design and precision manufacturing with JNT's advanced casting, strong IP, and local market strength. This creates a powerful competitive advantage in China's EV driveline segment.

**Investor Implications:**

This strategic move into the high-growth China EV market via a controlling JV presents strong positive growth potential. It balances global strategy with vital local operational expertise.