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Earnings Call Transcript

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.

Guidance and delivery
Management target Revenue 25.0% 10 years
Highlights
Revenue growth₹1,546 Cr, up 35% YoY led by BEV segment.
MarginsEBITDA margin 23%, down 230 bps YoY due to product mix.
Order bookNet order book stands at a massive ₹251 billion.
Demand visibilityStrong BEV demand globally; 2-wheeler/3-wheeler traction motors surging in India.
Management confidenceHigh; confident in engineering-led product differentiation and EV transition.

Growth

Revenue grew 35% YoY led by electric powertrain components which now contribute over 50% of automotive revenue.

Outlook

Management aspiration remains 10x growth over 10 years, implying a long-term CAGR target of approximately 25%.

Risks

EBITDA margins were hit by 230 bps YoY due to low-margin traction motor mix and rising freight rates.

Source

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

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Sona BLW Precision Forgings Ltd: key numbers

Share price
₹879.45
Market cap
₹54,893 Cr
Revenue (annual)
₹4,449 Cr
Net profit (annual)
₹640.2 Cr
P/E (TTM)
73.5×Sector 30.9×
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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