Sona BLW Precision Forgings Limited — Investor Meet, 31-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sona Comstar reported its best-ever Q2 FY26, with revenue up 24% to ₹1,144 Cr, EBITDA up 13% to ₹289 Cr, and PAT up 20% to ₹173 Cr. H1 results also saw growth despite Q1 weakness. BEV revenue declined due to one customer/model, but growth is strong in railways, off-highway, and electric 2-wheelers.

The company secured its first order for the Mexico plant (₹260 Cr) and two suspension system nominations (₹820 Cr lifetime value). The net order book stands at ₹23,600 Cr (70% EV). Management noted increased inquiries due to European competitors' insolvency, successful development of rare-earth-free motors, and strong customer diversification, reinforcing a confident outlook amidst global shifts.