Sona Blw Precision Forgings Ltd. · NSE:SONACOMS
Sona Blw Precision Forgings — Sona Comstar — Investor Presentation (February 2023)
13 slides from Sona Blw Precision Forgings's investor presentation, February 2023
Slide 1: Introduction to Sona Comstar
Feb 2023 Introduction to Sona Comstar Corporate, Technology & Product Overview
Slide 2: Mission, Vision, and Values
Mission, Vision, and Values Our Mission Our Vision Be leaders in the technology we invest To become the world’s most respected in and give our customers an edge over and valuable auto technology the rest, while designing and building company for our customers, employees products that enable the futu
Slide 3: Our Journey
Our Journey Incorporated as Sona Okegawa, Acquisition of Addition of 2 plants a JV with 1995 Thyssen Krupp’s in Gurugram; Mitsubishi precision forging Renamed as Acquired Mitsubishi Materials business Sona BLW Material’s 25% stake Achieved Production milestone of 250 1999 million gears; Reached prod
Slide 4: Business Overview
Business Overview Headquartered in 9 Manufacturing 2 Business Verticals Gurugram, India Facilities Driveline Business 3,994 Employees1 4 Countries India, USA, China, Mexico Motor Business FY22 Revenue: 25% Revenue Share 3 R&D Centres ₹21,306 million (~$260 million) from BEV2 267 R&D Manpower1 9M FY2
Slide 5: Our Products
Our Products Belt Starter Generator Starter Motor Off Highway Differential Starter Motor Vehicles Assembly Differential Bevel Gears Passenger Vehicles 5 1 1 4 3 2 2 3 4 Spiral Bevel Gears Differential Bevel Gears Differential Reverse Idler Portal Axle Gears Assembly Starter Motor* Coupling/ Sleeves
Slide 6: Our Products
Our Products Controller Electric 2-Wheelers Drive Motor (PMSM) Differential Bevel Traction Motor* Gears (PMSM) Hub Wheel Motor (BLDC) 3 Electric Cars 1 2 Controller* 3 7 Drive Motor (PMSM) 4 5 6 Electric 3-Wheelers 2 Controller 1 5 Epicyclic e-Axles Spool Gears Geartrain 1 2 3 Electronic Lock Differ
Slide 7: Global Footprint
Global Footprint Sweden Gothenburg Belgium Genk USA Germany Tecumseh, MI Cologne Ypsilanti, MI China Hangzhou Mexico Irapuato India Gurugram Manesar 9 Manufacturing Plant Pune 3 R&D Centre Chennai 1 Tool & Die Shop Hosur 8 Warehouse Sanand Rudrapur 1 International Sales Office Mehsana Introduction t
Slide 8: Diversified Revenue
Diversified Revenue Breakup of 9M FY23 Revenues By Powertrain By Geography 1% 7% 25% 18% 45% 20% North America Battery EV India Micro-hybrid/Hybrid Europe 38% Powersource Neutral Asia (excl. India) ICE Dependent RoW 17% 29% By Product By Vehicle Segment 3% 2% 4% 23% Differential Assembly 69% PV 16%
Slide 9: Amongst the Leaders in All Our Product Lines
Amongst the Leaders in All Our Product Lines With significant production …and leading market shares in our … we are supplying to most of the volumes1 since inception… products… major global OEMs Global Market Share2 345 Mn 7 out of top 10 differential gears global PV OEMs4a Differential Gears 7.2% 3
Slide 10: Technology Roadmap
Technology Roadmap Autonomous Electric /Connected Integrated High Voltage Inverter Controller with GaN Inverter DC-DC Converter Liquid Cooled Inverter Motors for Bots High Voltage Integrated and Industrial Traction Motors P4 e-Axle Automation Magnet-free Motors, EMSM and SRM designs ADAS Predictive
Slide 11: Electrification: Our Approach to Market
Electrification: Our Approach to Market Driveline Solutions Motor Solutions Core Strength: Core Strength: Power Rating High Torque, High Power Density EV Products Low Voltage, High Power Density Commercial Personal Personal Commercial > 600 kW 300 – 600 kW Epicyclic Spool EDL Geartrain Gears 100 – 3
Slide 12: R&D Infrastructure and Strength
R&D Infrastructure and Strength Well-equipped to meet the growing demand for lighter and high-power density components and 3 solutions across the globe DSIR Approved R&D Centers 267 R&D Manpower Strength1 Embedded Design Software Engineering 20% of Total On-roll Workforce1 Proprietary Gear Design Si
Slide 13: Thank You
Thank You SONA COMSTAR Sona Enclave, Village Begumpur Khatola +91 124 476 8200 Follow us on Sector 35, Post Box No. 90 +91 124 410 4639 Gurugram 122004 Haryana, India enquiry@sonacomstar.com