Sona BLW Precision Forgings Limited — Investor Meet, 09-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sona Comstar reported Q1 FY26 revenue of ₹851 Cr (down 5% YoY) and PAT of ₹132 Cr (down 7% YoY), citing temporary headwinds like EV customer sales decline and rare earth magnet shortages. Despite this, the company achieved its highest ever order book at ₹26,200 Cr, with 75% from EV programs. Key wins include a significant ₹1,500 Cr EV driveline order. The company completed its Railway business acquisition and formed a strategic China JV for driveline systems. Management remains confident in resolving temporary issues, expects strong product diversification, and anticipates new EV product launches from Q4 FY26.