ALFA Finder| Revenue growth | FY26 revenue: ₹44,751 million (~$470 million). |
|---|---|
| Demand visibility | Strong, driven by 67 EV programs and diverse market segments. |
| Management confidence | High, focused on technology leadership and R&D (3% of revenue). |
Growth
FY26 revenue reached ₹44,751 million. BEV powertrain share is 35% with 67 EV programs across 35 customers.
Outlook
E.P.I.C. mobility roadmap targets systems/subsystems across EV, humanoid, and aerospace segments. 135 patents currently applied or granted.
Risks
Potential impacts from global supply chain dependencies and the transition pace to electric vehicle platforms.
Last quarter's promises, checked
Delivered
- Guided 23-25% margin band → delivered 24.7% (= BEAT)
- Guided triple-digit suspension motor growth → delivered 3-4x growth (= BEAT)
- Guided new railway products (HVAC/Panels) → delivered approvals and first batch (= BEAT)
Partly delivered
- Guided BEV revenue growth → delivered 22% YoY (despite 28% US market decline) (= PARTIAL)
Missed
- Guided Q4 EBITDA margin → delivered 24.4% (down 2.7% YoY) (= MISS)
Earnings Call Transcript filed with NSE, NSE: SONACOMS. Summary written with AI assistance from the document.
Sona BLW Precision Forgings Ltd: key numbers
- Share price
- ₹931.10
- Market cap
- ₹58,116 Cr
- Revenue (annual)
- ₹4,449 Cr
- Net profit (annual)
- ₹640.2 Cr
- P/E (TTM)
- 77.8×Sector 32.5×
- Promoter holding
- 27.91%-0.10% QoQ
- FII holding
- 23.86%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sona BLW Precision Forgings Ltd
All →Sona BLW Precision Forgings Capital Structure Change
ICICI Prudential Mutual Fund disclosed an open-market sale of about 122.99 million Sona BLW shares. Its stake fell from 7.06% to 5.05% over the relevant period.
Sona BLW Precision Forgings Employee Stock Options
Sona BLW allotted 10,07,121 equity shares to employees under its ESOP Plan 2023 after vested options were exercised. Paid-up capital rises to Rs.6,25,17,73,950.
Sona BLW Precision Forgings Earnings Call Transcript: Key Takeaways
Sona BLW delivered record revenue and net profit driven by 129% YoY BEV growth, although EBITDA margins faced pressure from product mix and geopolitical-led input cost inflation.
- Call
- Guides 25% growth
Sona BLW Precision Forgings Results Update
Sona BLW reported record Q2 FY27 results with 35% revenue growth. The release also highlights new orders and a record BEV revenue share.
Sona BLW Precision Forgings Q2 FY27 Results: Net Profit ₹223 Cr, Up 30.8% YoY
Sona BLW Precision Forgings Ltd reported revenue from operations of ₹1,536 Cr (+34.9% YoY) and net profit of ₹223 Cr (+30.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹223 Cr · +30.8% YoY
Sona BLW Precision Forgings Investor Presentation: Key Takeaways
Q2 FY27: revenue ₹15,464mn (+35% YoY), EBITDA ₹3,562mn (23.0% margin), PAT ₹2,234mn (+29%). BEV revenue +129%, now 51% of automotive product sales.