Sona BLW Precision Forgings Limited — PPTs, 04-08-2025: Investor Presentation

**1. Financial Highlights:**

Q1 FY26 revenue was ₹850.9 Cr (-5% YoY), with EBITDA at ₹202.5 Cr (-19% YoY) and PAT at ₹124.7 Cr (-12% YoY). EBITDA margin compressed to 23.8%. BEV revenue declined 25% YoY to ₹210.6 Cr (28% of automotive sales).

**2. Strategic Initiatives & Growth Drivers:**

A 60:40 JV with JNT in China targets EV driveline systems, with revenue expected from H2 FY26. Two new EV programs added ₹1,550 Cr (PV/EV) and ₹260 Cr (E3W) to the order book, now ₹26,200 Cr (7.4x FY25 revenue), 75% from EV.

**3. Business Developments:**

Strategic focus expanded to "Electric + Intelligent & Connected" and "West + East" markets. The product roadmap evolves from components to full systems for "EPIC Mobility," including new railway business offerings.

**4. Market Position & Competitive Advantage:**

Maintaining strong dominance in Indian differential gears, the company also holds global market shares of 8.8% for differential gears and 4.4% for starter motors (CY24). It operates 12 plants and 5 R&D centers globally.

**5. Investor Implications:**

Despite Q1 headwinds, the robust order book and strategic expansion into new markets (China JV) and advanced technologies indicate positive long-term growth potential. Execution of strategic priorities will be key for investors to monitor.