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Earnings Call

Sona BLW Precision Forgings Earnings Call: Key Takeaways

Sona Comstar delivered record Q4 FY26 results with 47% revenue growth and 39% BEV share. Strategy focuses on electrification, geographic diversification, and expansion into railway components.

Why this was an Alfa AlertRevenue beat: Management stated Q4 performance was 'well ahead of our own expectations' with 47% YoY growth significantly outpacing internal forecasts.
Highlights
Revenue growth47% YoY in Q4; 26% YoY for full year FY26.
MarginsFY26 EBITDA margin 24.7%; long-term band revised to 23-25%.
Order book₹23,700cr total; 70% from EVs; 67 EV programs across 35 customers.
Demand visibility100% visibility on order book pricing/volume; electrification momentum strengthening.
Management confidenceHigh; described Q4 as 'best ever quarter across the board'.

Growth

Q4 revenue grew 47% YoY to ₹1,272cr. FY26 revenue reached ₹4,475cr, a 26% increase over FY25.

Outlook

EBITDA margin guidance revised to 23-25% post-railway acquisition. Net order book stands at ₹237 billion.

Risks

Inflation in steel, copper, aluminum; 1st April 2026 Haryana minimum wage hike impacting labor costs; gas availability constraints.

Source

Earnings Call filed with NSE, 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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