Sona Blw Precision Forgings Ltd. · NSE:SONACOMS
Sona Blw Precision Forgings — Q2 FY27 Earnings Presentation
36 slides from Sona Blw Precision Forgings's earnings presentation, Oct 26, 2026
Slide 1: Exchange filing cover letter
October, 26, 2026 BSE Ltd. National Stock Exchange of India Ltd. Regd. Office: Floor - 25, Listing Deptt., Exchange Plaza, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (East), Dalal Street, Mumbai-400 001. Mumbai - 400 051 BSE Scrip Code: 543300 NSE Scrip: SONACOMS Subject: - Investor Pre
Slide 2: Q2 FY27 Earnings Presentation
Q2 FY27 Earnings Presentation 26 October 2026
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sona BLW Precision Forgings Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for a
Slide 4: Our Management
Our Management Mr. V. Vikram Verma Mr. Sat Mohan Gupta Whole Time Director and CEO, Motor Business CEO, Driveline Business Mr. Praveen Mr. Rohit Nanda Chakrapani Rao Group CFO Group CTO Mr. Vivek Vikram Singh Mr. Amit Mishra MD & Group CEO Head, Railway Business 3
Slide 5: Business Performance Highlights
Business Performance Highlights Our Booth at Consumer Electronics Show 2026
Slide 6: Q2 FY27 Financial Performance Highlights
Q2 FY27 Financial Performance Highlights 15,464 mn | 35% 3,562 mn | 23% 2,234 mn | 29% Revenue | YoY Growth EBITDA | YoY Growth PAT | YoY Growth 23.0% EBITDA Margin 14.4% PAT Margin1 6,061 mn | 129% 51% BEV Revenue | YoY Growth BEV Share in Automotive Product Revenue2 Notes: 1. PAT margin percentage
Slide 7: H1 FY27 Financial Performance Highlights
H1 FY27 Financial Performance Highlights 28,568 mn | 43% 6,588 mn | 34% 4,039 mn | 36% Revenue | YoY Growth EBITDA | YoY Growth PAT1 | YoY Growth 23.1% EBITDA Margin 14.1% PAT Margin2 16.4% 13.9% RoCE3 RoE4 Notes: 1. PAT margin percentage calculated from PAT including non-controlling interest 2. ROC
Slide 8: Update on our Strategic Priorities
Update on our Strategic Priorities Our Integrated Motor Controllers, EVTOL Gearbox, and AMR Drive Unit at CES 2026
Slide 9: Update on our Strategic Priorities
Update on our Strategic Priorities EPIC Mobility Global Market Diversification Technology Significance 8
Slide 10: Sizeable and Increasing Presence in EPIC Mobility
Sizeable and Increasing Presence in EPIC Mobility 48% 10,416 mn 119% H1 FY27 BEV Share in H1 FY27 H1 FY27 BEV revenue Automotive Product Revenue1 BEV revenue YoY growth 71 75 +4 (20+20+31)2 (21+23+31)2 EPIC Mobility Programs2 EPIC Mobility Programs2 awarded across 36 customers awarded across 37 cust
Slide 11: Q2 order wins for new products and volumes
In Q2, we won orders for two new products, another order for integrated motor controller, & more volumes for existing programs Helical Limited-Slip Rear Radar Integrated Traction motors Differential Sensor Motor Controller (Additional Volumes in two existing programs) For Electric Passenger For Inte
Slide 12: Our Strategic Priorities
Our Strategic Priorities EPIC Mobility Global Market Diversification Technology Significance 11
Slide 13: Non-electric program portfolio continues to expand
Our non-electric program portfolio also continues to expand adding ₹6.6 billion in orderbook this quarter Starter Differential Differential Motors Assembly Gears For ICE Passenger For ICE Passenger Multiple programs for Vehicles Vehicles ICE PVs and OHVs Existing Customer Existing Customer Existing
Slide 14: Net order book stands at ₹251 billion
Our net order book1 stands at ₹251 billion (5.6x FY26 revenue) 240 bn 25 bn Orders consumed from 36 bn 251 bn Orderbook at the end of Orders added for Orderbook at the end of matured and ramp-up Q1 FY27 programs won in Q2 FY27 Q2 FY27 programs during Q2 FY27 Robotics & Automotive EV Automotive Non-E
Slide 15: Our Strategic Priorities
Our Strategic Priorities EPIC Mobility Global Market Diversification Technology Significance 14
Slide 16: Diversified Revenue Mix
Diversified Revenue Mix By Geography By Product By Market segment 5% 11% 17% FY26 H1 FY27 17% 51% 2% PV 4% 49% 49% 10% FY26 FY26 1% CV 22% 9% 7% 10% 27% 7% 16% E2W/E3W 10% 12% 19% 10% 14% 1% 51% 3% 14% 7% H1 H1 Non-Automotive FY27 7% FY27 31% 29% 19% 25% 14% Robotics and Physical AI 10% 8% 1% 1% 15
Slide 17: Our Strategic Priorities
Our Strategic Priorities EPIC Mobility Global Market Diversification Technology Significance 16
Slide 18: Our Technology Roadmap for E.P.I.C. Mobility
Our Technology Roadmap for E.P.I.C. Mobility Harnessing capabilities to continue our journey from components to subsystems to systems in all areas of EPIC mobility Mechanical | Materials | Electrical | Electronics | Software Auto HV eVTOL Steering Differential Auto LV Traction Starter Bevel Box Gear
Slide 19: Q2 FY27 Financial Update
Q2 FY27 Financial Update Our Exhibition Booth at Indian Railway Equipment Exhibition (IREE) 2025
Slide 20: Q2 FY27 Financials
Q2 FY27 Financials Revenue (Rs. mn)1 BEV EBITDA (Rs. mn) EBITDA Margin (%) PAT (Rs. mn) PAT Margin (%)2 YoY: 35% 15,464 YoY: 23% 3,562 YoY: 29% 2,234 11,435 2,891 1,728 25.3% 23.0% 6,061 2,647 14.9% 14.4% Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 o Our revenue grew by 35% during the o Our EBIT
Slide 21: H1 FY27 Financials
H1 FY27 Financials Revenue (Rs. mn)1 EBITDA (Rs. mn) EBITDA Margin (%) PAT (Rs. mn) PAT Margin (%)2 BEV YoY: 43% YoY: 34% 6,588 28,568 YoY: 36% 4,916 4,039 19,944 2,975 24.6% 23.1% 10,416 4,752 14.6% 14.1% H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 o Our overall revenue grew by 43% during o Our
Slide 22: FCFO of INR 4,456 mn in H1 FY27
FCFO of INR 4,456 mn in H1 FY27 Numbers in Rs. mn Free Cash Flow from Operations: INR 4,456 mn 2,509 19,655 12,690 5,935 (1,479) Opening Cash, FDs Net Cash Flow Capex Others Cash Closing Cash, FDs & Mutual Funds as on from Operations Movements & Mutual Funds as on 1st Apr 2026 30th Sep 2026 EBITDA 6
Slide 23: Key Ratios
Key Ratios VA/Employee cost RoCE (%) RoE (%) 5.8 4.9 4.7 18.4% 15.4% 16.4% 17.7% 13.2% 13.9% Mar-25 Mar-26 Sep-26 Mar-25 Mar-26 Sep-26 Mar-25 Mar-26 Sep-26 Net Debt to EBITDA Working Capital Turnover Fixed Asset Turnover 5.0 4.6 3.8 3.4 2.9 3.4 (0.93) (1.17) (2.73) Mar-25 Mar-26 Sep-26 Mar-25 Mar-26
Slide 24: Q&A
Q&A Demonstration of our AMR Platform at Consumer Electronics Show 2026
Slide 25: Appendix
Appendix Cross Sectional View of Hub Type EV Traction Motor
Slide 26: Our story so far
Our story so far… Phase - 1 Phase - 2 Phase - 3 Phase - 4 • 18 Customers • 22 Customers • Acquisition of Comstar • Became publicly listed • 2 Plants • 2 Plants • 47 Customers (37+10) • Acquisition of NOVELIC and Railway Business • 1 Product • 2 Products • 9 Plants (5+4) • 12 plants • 10 Products (5+
Slide 27: One Vision
One Vision To become one of the World’s most Respected and Valuable Mobility Technology companies for our Customers, Employees & Shareholders. 26
Slide 28: Guided by Values
Guided by Values 23% Agility Growth 5-year Revenue CAGR 26% Vitality Margins Integrity 5-year Avg. EBITDA 20% Returns Frugality 5-year Avg. ROE1 Note: 1) ROE = 5-year average of PAT/5-year average of (Average tangible net worth + capital deployed for acquiring NOVELIC and Railway Business); 27 For a
Slide 29: Established Global Presence to Serve Customers Locally
Established Global Presence to Serve Customers Locally USA Location Key Products Germany China Location Key Products Tecumseh, MI Starter motors Belgium Cologne Hangzhou Suspension motors Ypsilanti, MI Genk 7 of the world’s top 10 PV OEMs1a Serbia Belgrade 3 of the world’s top 10 CV OEMs1b Novi Sad
Slide 30: BEV revenue and BEV revenue share over the years
BEV revenue and BEV revenue share1 over the years 48% 20,832 H1FY27 (Ann.) 36% 35% 29% 25% 26% 12,235 11,542 14% 8,859 10,416 H1FY27 6,707 2% 5,042 2,057 234 FY20 FY21 FY22 FY23 FY24 FY25 FY26 H1 FY27 ann. BEV Segment Revenue (Rs. mn) BEV Revenue Share (%) Notes: 1. Includes product revenue from PV,
Slide 31: 75 EPIC mobility programs across 37 customers
75 EPIC mobility programs across 37 different customers1 North America Europe2 Asia 9 Customers 5 Customers 6 Customers 9 15 3 5 3 3 23 1 7 1 3 2 1 24 +1 8 +1 6 37 +2 India Programs in fully ramped-up production 22 Customers +1 Programs in ramp-up or not yet in production 6 31 Programs for Driveline
Slide 32: Market Shares for Differential Gears and Starter Motors
Market Shares for Differential Gears and Starter Motors Global Market Share CY19 4.5% CY20 5.0% CY21 6.3% CY22 7.2% CY23 8.1% CY24 8.8% CY25 8.7% of Differential Gears1 Global Market Share CY19 2.5% CY20 3.0% CY21 4.6% CY22 4.1% CY23 4.2% CY24 4.4% CY25 4.2% of Starter Motors1 Passenger Vehicles Com
Slide 33: Product Summary
Product Summary Passenger Vehicles 10 Electronically Locking Spool Gears Differential (EDL) 9 13 12 Short Range Radar 15 8 In-Cabin Radar Sensors 7 Sensors 11 15 Epicyclic 6 1 Geartrain Limited Slip 4 5 2 Differential (LSD) 3 Intermediate Gears Commercial Vehicles Steering Bevel Box Integrated Motor
Slide 34: Product Summary
Product Summary Off Highway Vehicles Buses 6 Differential Bevel Gears 7 Spiral Bevel Gears In-Cabin Radar Sensors Hydraulic Motor Controller 8 9 5 4 3 1 4 2 1 3 Portal Axle Gears 2 5 7 Short Range Radar Sensors Traction Motor Controller Light Commercial Vehicles /3-Wheeler (Cargo) Controller* Steeri
Slide 35: Product Summary
Product Summary Advanced Robotics Electric 2-Wheelers 1 2 Hub Wheel Motor Integrated Drive Motor 5 & Controller 1 3 AGV/AMR 4 2 Drive Unit* Zone Monitoring 6 Sensors 3 4 Integrated Hub Motor & Controller* Drive Motor Short Range 4 Electric 3-Wheelers Radar Sensors 2 Short Range Gearbox* Radar Sensor
Slide 36: Product Summary
Product Summary Railways HVAC System Electric Panels 13 Axle Mounted Disc Friction Brake System Products 14 11 6 7 8 9 10 Microprocessor Controlled 1 Brake System 2 3 Dampers 4 5 12 Bogie Mounted Brake System Wheel Mounted Air Spring AAR-H Automatic Semi Semi Electro Pneumatic Disc Brake System Coup
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