ALFA Finder| 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
- ₹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.
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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.