| Management target | Revenue 1000.0% 2035 |
|---|
| Revenue growth | 54% YoY overall, 107% in BEV segment |
|---|---|
| Margins | Slightly lower (23.1% vs 23.8%) due to mix and inputs |
| Order book | ₹240 bn; added ₹18 bn new programs in Q1 |
| Demand visibility | Strong; net order book at ₹240 billion (5.4x FY26 revenue) |
| Management confidence | High; projecting 10x growth over next decade |
Growth
Revenue rose 54% YoY to ₹13,104 mn; EBITDA grew 49% to ₹3,026 mn; PAT up 45% to ₹1,805 mn.
Outlook
Total order book stands at ₹240 billion; management aims for 10x growth in the next decade via Robotics and Physical AI.
Risks
EBITDA margin declined 0.7% YoY to 23.1% due to product mix and higher input costs.
Last quarter's promises, checked
Delivered
- Guided 23-25% EBITDA margin → delivered 23.1% (= BEAT)
- Guided new railway product development → delivered 5 new products commercialized (= BEAT)
- Guided growth in BEV revenue share → delivered 44% vs 39% prev (= BEAT)
Partly delivered
- Guided order book stability → delivered ₹240bn vs ₹237bn (= PARTIAL)
Investor Presentation filed with BSE, NSE: SONACOMS. Summary written with AI assistance from 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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