Sona BLW Precision Forgings Limited — PPTs, 23-07-2026: Investor Presentation

Sona BLW's Q1 FY27 financial results show revenue jumped 54% YoY to ₹1,310.4 Cr, with EBITDA up 49% to ₹302.6 Cr (23.1% margin) and PAT rising 45% to ₹180.5 Cr (13.6% margin). Electric Vehicle (BEV) revenue impressively surged 107% to ₹435.5 Cr, now comprising 44% of automotive product sales.

The company unveiled 'Sona Comstar 2.0', aiming for 10x growth in the next decade by focusing on Electric & Intelligent mobility, global expansion, and new verticals like Railway & Robotics/Physical AI. Key strategic moves include new Joint Ventures with DENSO for advanced EV/hybrid powertrains and a dedicated Robotics & Physical AI vertical with an ₹800 Cr orderbook.

Recent wins include a large ₹640 Cr hybrid driveline program, ₹90 Cr for E2W traction motors, and ₹250 Cr for non-EV differential gears. The net order book stands robust at ₹24,000 Cr, reflecting 5.4x FY26 revenue. Management is committed to this growth strategy, eyeing a 23% revenue CAGR, 26% EBITDA margins, and 20% ROE over the next five years.