Sona BLW Precision Forgings Limited — PPTs, 27-10-2025: Investor Presentation

Sona BLW Precision Forgings delivered Q2 revenue of ₹1,143.5 Cr (+24% YoY) and H1 revenue of ₹1,994.4 Cr (+10% YoY). Q2 profit (PAT) grew 20% to ₹172.8 Cr, while H1 PAT increased 4% to ₹297.5 Cr. EBITDA margins for Q2 (25.3%) and H1 (24.6%) faced pressure from product mix and operating leverage. BEV revenue declined 17% (Q2) and 21% (H1), now forming 32% and 30% of automotive product sales, respectively.

The company's electrification strategy is progressing, adding 2 new EV programs for a total of 62 across 32 customers. New orders include ₹180 Cr from a European OEM and ₹640 Cr from a new Asian OEM for integrated motor controller modules. Significant new technology includes the successful development of Rare Earth Free Motors, enhancing supply chain security and environmental footprint. A new Driveline Mexico plant win for differential assembly added ₹260 Cr to the order book.

The net order book stands strong at ₹23,600 Cr, representing 6.8x FY25 revenue, with 70% from EV programs. H1 Free Cash Flow from Operations was ₹142.7 Cr, and the company remains net cash positive. Management highlights continued focus on electrification, global market reach, and advanced technology for "EPIC Mobility," backed by a robust order book.