Sona Blw Precision Forgings Ltd. · NSE:SONACOMS
Sona Blw Precision Forgings — IIFL's 13th Enterprising India Global Investors Conference 2022
14 slides from Sona Blw Precision Forgings's conference presentation, Feb 15, 2022
Slide 1: Sona Comstar Electrifying Tomorrow
Sona Comstar Electrifying Tomorrow February 2021
Slide 2: 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 3: Electric, Autonomous and Connected – The Future of Mobility
Electric, Autonomous and Connected – The Future of Mobility Net formed differential gears coming out of our forging press
Slide 4: Globally LDVs and 2/3 Wheelers are expected to lead the electrification drive
Globally LDVs and 2/3 Wheelers are expected to lead the electrification drive Geography-wise EV penetration in 2030 0% 100% 20% China 92% Europe 75% e-2/3 Ws NA US 70% India 59% 75% RoW 59% 5% China 54% Europe 79% e-LDVs 25% * US 45% India 30% 54%* RoW 12% China 75% NA Europe 66% e-Buses 29% US 62%
Slide 5: Increasing level of automation in vehicles
Increasing level of automation in vehicles Level 0 Level 1 Level 2 Level 3 Level 4 Level 5 No System Feet-off Hands-off Eyes-off Brain-off No driver Driver Partial Conditional High No Automation Full Automation Assistance Automation Automation Automation The driver is in The vehicle can assist The v
Slide 6: Evolution of automotive systems towards automation
Evolution of automotive systems towards automation 1900 1920 1940 1960 1980 2000 2020 Future Hydraulic Electro-hydraulic Electric Active Mechanical 1951, Chrysler 1965, Ford 1990, Honda 2003, BMW Steering Level-5 Autonomous Vehicle Hydraulic Active Electronic Active Predictive Active Passive No Huma
Slide 7: About Us
About Us Final Inspection of Differential Assembly
Slide 8: Technology Roadmap
Technology Roadmap Autonomous Electric /Connected High Voltage Liquid Cooled Inverter Inverter GaN Inverter High Voltage DC-DC Traction Motors Integrated Converter P4 e-Axle Motors for Bots and Industrial Automation Magnet-free, Axial Flux and Trapezoidal Stator Predictive Active designs Suspension
Slide 9: New Program Win – Project Glide 1
New Program Win – Project Glide1 Predictive Active Suspension Integrated ~ 4,050 mn FY25 Motor Controller Module peak annual revenue2 SOP Year Integrated Motor Controller Module (Motor + Controller + Software) ~2 million lines of code per IMCM Exploded View of IMCM Controller + Software Stator + Rot
Slide 10: Sizeable and Increasing Presence in EVs
Sizeable and Increasing Presence in EVs 23% 3,556 mn 168% 9M FY22 Revenue Share 9M FY22 BEV segment 9M FY22 BEV revenue from BEV revenue YoY growth 20 24 +4 (7+13)1 (7+17)1 BEV Programs1 awarded BEV Programs1 awarded across 11 customers as at the across 14 customers as at the end of Q2 FY22 end of Q
Slide 11: 24 EV Programs across 14 different customers
24 EV Programs across 141 different customers Europe Asia North America 3 Customers 3 Customers 4 Customers 1 2 3 3 5 2 1 3 8 8 3 3 10 India Programs in serial production Programs in orderbook 7 Customers Programs for differential assemblies / gears 3 7 Programs for traction motors / predictive acti
Slide 12: Scaled Player with High and Profitable Growth Outlook
Scaled Player with High and Profitable Growth Outlook Our net order book1 at Rs. 176 billion is 11.2x FY21 revenue 136 bn 4 bn Orders consumed from 44 bn 176 bn Orderbook at the end of Orders added for Orderbook at the end of matured and ramp-up Q2 FY22 programs won in Q3 FY22 Q3 FY22 programs durin
Slide 13: 9M FY22 Financial Performance Highlights
9M FY22 Financial Performance Highlights 15,806 mn | 54% 4,237 mn | 41% 2,569 mn | 65% Revenue | YoY Growth EBITDA | YoY Growth PAT | YoY Growth 26.8% EBITDA Margin 16.3% PAT Margin CY20 CY21 CY20 CY21 5.0% 6.3% 3.0% 4.6% 36.1% Global Market Share Global Market Share RoCE3 of Differential Gears1 of
Slide 14: Thank you
Thank you Our final drive gears
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