Sona Blw Precision Forgings Ltd. · NSE:SONACOMS
Sona Blw Precision Forgings — Q4 FY26 Earnings Presentation
38 slides from Sona Blw Precision Forgings's earnings presentation, Apr 30, 2026
Slide 1: Stock exchange filing cover letter
Date: - 30th April, 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: - Inves
Slide 2: Q4 FY26 Earnings Presentation
Q4 FY26 Earnings Presentation 30 April 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: Q4 FY26 Financial Performance Highlights
Q4 FY26 Financial Performance Highlights 12,723 mn | 47% 3,106 mn | 32% 1,919 mn | 17% Revenue | YoY Growth EBITDA | YoY Growth PAT | YoY Growth 24.4% EBITDA Margin 14.7% PAT Margin1 3,588 mn | 22% 39% BEV Revenue | YoY Growth BEV Share in Automotive Product Revenue2 Notes: 1. PAT margin percentage
Slide 7: FY26 Financial Performance Highlights
FY26 Financial Performance Highlights 44,751 mn | 26% 11,069 mn | 13% 6,703 mn | 11% Revenue | YoY Growth EBITDA | YoY Growth Adjusted PAT1 | YoY Growth 24.7% EBITDA Margin 14.7% PAT Margin2 15.4% 13.2% RoCE3 RoE4 Notes: 1. Adjusted PAT is after adjusting the one-time impact of ₹301 mn due to the ne
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 Electrification Global Market Diversification Technology Significance 8
Slide 10: Sizeable and Increasing Presence in EVs
Sizeable and Increasing Presence in EVs 5.6x 4.5x 36% 35% 12,235 11,542 67 29% 58 25% 26% 54 8,859 42 14% 6,707 30 5,042 2,057 15 FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 BEV Share in BEV Segment Revenue Cumulative no. of Automotive Product Revenue1 E
Slide 11: Q4 EV and hybrid driveline program wins
In Q4 we had three EV and one hybrid driveline program wins spread across all our key geographies For Battery Electric Passenger Vehicles For Hybrid Passenger Vehicles Differential Differential Differential Differential Gears Assembly Assembly Assembly New Customer New Customer Existing Customer Exi
Slide 12: Our Strategic Priorities
Our Strategic Priorities Electrification Global Market Diversification Technology Significance 11
Slide 13: Orders worth ₹57 billion added to orderbook during FY26
Orders worth ₹57 billion were added to our orderbook during FY26 Net Orderbook (Rs. Billion) 242 55 57 237 13 31 Programs won in FY26 3 57 (62)* New customers added in FY26 *Consumption includes the impact of the removal of residual value of all programs with low visibility of further CY241 CY251 ra
Slide 14: Net order book stands at ₹237 billion
Our net order book1 stands at ₹237 billion (5.3x FY26 revenue) 235 bn 12 bn Orders consumed from 14 bn 237 bn Orderbook at the end of Orders added for Orderbook at the end of matured and ramp-up Q3 FY26 programs won in Q4 FY26 Q4 FY26 programs during Q4 FY26 Railway: ₹13 billion2 (5%) Non-EV: EV: ₹1
Slide 15: Our Strategic Priorities
Our Strategic Priorities Electrification Global Market Diversification Technology Significance 14
Slide 16: Diversified Revenue Mix
Diversified Revenue Mix By Geography By Product By Market segment 6% 0.3% 9% 2% 3% FY25 FY26 27% PV 24% 41% 9% 71% 49% FY25 FY25 CV 11% 9% 21% 29% 29% E2W/E3W 5% 27% 11% 17% 8% 10% 2% 17% 4% 10% FY26 Non-Automotive FY26 22% 9% 31% 11% Semiconductors 51% 7% 16% & Embedded SW 1% 1% 15
Slide 17: Our Strategic Priorities
Our Strategic Priorities Electrification 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: Q4 & FY26 Financial Update
Q4 & FY26 Financial Update Our Exhibition Booth at Indian Railway Equipment Exhibition (IREE) 2025
Slide 20: Q4 FY26 Financials
Q4 FY26 Financials Revenue (Rs. mn) 1 BEV EBITDA (Rs. mn) EBITDA Margin (%) PAT (Rs. mn) PAT Margin (%)2 YoY: 47% 12,723 YoY: 32% YoY: 17% 3,106 1,919 8,684 2,350 1,641 27.1% 24.4% 3,588 18.8% 2,944 14.7% Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 o Our overall revenue grew by 47% o Our EBITDA
Slide 21: FY26 Financials
FY26 Financials Revenue (Rs. mn)1 BEV EBITDA (Rs. mn) EBITDA Margin (%) PAT (Rs. mn) PAT Margin (%)2 YoY: 11% YoY: 26% YoY: 13% 11,069 6,703 44,751 6,402 35,545 9,753 6,012 27.4% 24.7% 16.9% 14.7% 12,235 11,542 14.1% FY25 FY26 FY25 FY26 FY25 FY26 (Adj.) FY26 o Our overall revenue grew by 26% during
Slide 22: FCFO of INR 2,900 mn in FY26
FCFO of INR 2,900 mn in FY26 Free Cash Flow from Operations: INR 2,900 mn Numbers in Rs. mn 6,591 26,725 (3,691) 12,690 (16,935) Opening Cash, FDs Net Cash Flow Capex Others Cash Closing Cash, FDs & Mutual Funds as on from Operations Movements & Mutual Funds as on 1st April 2025 31st March 2026 EBIT
Slide 23: Key Ratios
Key Ratios VA/Employee cost RoCE (%) RoE (%) 6.4 6.2 5.8 4.9 30.4% 31.0% 26.6% 28.5% 18.4% 15.4% 17.7% 13.2% Mar-23 Mar-24 Mar-25 Mar-26 Mar-23 Mar-24 Mar-25 Mar-26 Mar-23 Mar-24 Mar-25 Mar-26 Net Debt to EBITDA Working Capital Turnover Fixed Asset Turnover 4.6 5.0 4.2 3.9 3.6 3.4 (0.12) (0.08) 3.8
Slide 24: Q&A
Q&A Demonstration of our AMR Platform at Consumer Electronics Show 2026
Slide 25: Appendix
Appendix Our Chairman Emeritus addressing the stakeholders on our 25th anniversary celebration
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 36% 35% 29% 12,235 25% 26% 11,542 8,859 14% 6,707 5,042 2% 2,057 234 FY20 FY21 FY22 FY23 FY24 FY25 FY26 BEV Segment Revenue (Rs. mn) BEV Revenue Share (%) Notes: 1. Includes product revenue from PV, CV, OHV, E2W, E3W vehicle segments 29
Slide 31: Diversified Automotive Product Revenue – By Powertrain
Diversified Automotive Product Revenue1 – By Powertrain FY23 FY24 FY25 FY26 26% 29% 36% 35% 21% 24% 21% 20% 38% 37% 34% 35% 15% 10% 9% 10% Micro-hybrid Power source ICE Battery EV / Hybrid Neutral Dependent Note: 30 1. Includes product revenue from PV, CV, OHV, E2W, E3W vehicle segments
Slide 32: EV programs across 35 different customers
67 EV programs across 35 different customers1 No. of North America Europe2 Asia programs customers 9 Customers +1 5 Customers +1 6 Customers 9 13 3 4 3 3 34 12 3 3 10 8 22 6 1 3 2 1 22 7 3 3 15 10 2 2 1 1 - - +1 +1 6 32 +1 India Programs in fully ramped-up production 19 Customers Programs in ramp-up
Slide 33: 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 34: 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 Mot
Slide 35: 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* Steer
Slide 36: Product Summary
Product Summary Non-Automotive Electric 2-Wheelers 1 2 Hub Wheel Motor Integrated Drive Motor 5 Industrial Robot & Controller Gearbox* 1 3 AGV/AMR 4 2 Drive Unit* 6 3 4 Integrated Hub Motor & Controller* Zone Monitoring Sensors Drive Motor Short Range 4 Electric 3-Wheelers Radar Sensors* Short Range
Slide 37: 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 Cou
Slide 38: ESG Performance Highlights
ESG Performance Highlights • 18%, 17%, and 10% improvement in emissions, water, and energy intensities respectively, in FY25 from FY22 E Environmental • Setting up a total solar group captive capacity of 21.35 MWp across Maharashtra, Haryana, and Tamil Nadu • Pune Chakan Plant has been rated by IGBC
Sona BLW Precision Forgings — Q4 FY26 Earnings Presentation on 6ix