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Earnings Call

Sona BLW Precision Forgings Earnings Call: Key Takeaways

Sona Comstar reported strong FY26 performance with 26% revenue growth and 13% EBITDA growth, driven by expansion into non-automotive and electric mobility segments.

Why this was an Alfa AlertNot a filter event. Results show growth but no explicit beat of management's own prior numerical guidance.
Highlights
Revenue growth47% YoY in Q4; 26% YoY in FY26.
MarginsEBITDA margin at 24.7%; impacted by product mix/inflation.
Order book₹237 billion; 70% from EV programs.
Demand visibilityStrong, backed by ₹237 bn orderbook over 10 years.
Management confidenceHigh, citing record orderbook and segment diversification.

Growth

FY26 Revenue grew 26% to ₹44,751 mn; Q4 FY26 Revenue surged 47% YoY. Adjusted PAT grew 11% in FY26.

Outlook

Orderbook stands at ₹237 billion (5.3x FY26 revenue). Expanding into Railway, Humanoid, and eVTOL systems.

Risks

Commodity inflation, adverse product mix, and a one-time ₹301 mn impact from new labour code regulations.

Source

Earnings Call filed with BSE, NSE: SONACOMS. Summary written with AI assistance from the document.

Read the document ↗

Sona BLW Precision Forgings Ltd: key numbers

Share price
₹824.50
Market cap
₹51,459 Cr
Revenue (annual)
₹4,449 Cr
Net profit (annual)
₹640.2 Cr
P/E (TTM)
73.9×Sector 33.6×
Promoter holding
28.01%-0.01% QoQ
FII holding
23.61%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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