Sona BLW Precision Forgings Ltd (BOM:543300)

Q1 2026 Sona BLW Precision Forgings Ltd Earnings Call Transcript

Aug 4, 2025 / 11:00 AM GMT

Transcript

Key Points

Positve

Sona BLW Precision Forgings Ltd (BOM:543300) ended Q1 with its highest ever order book, including a significant order from a legacy OEM for an upcoming EV platform.
The company successfully completed the acquisition of the railway business and integrated it, contributing to revenue diversification.
Sona BLW Precision Forgings Ltd signed a term sheet for a joint venture in China to establish a local manufacturing facility for driveline systems, aligning with their strategy to expand in Asian markets.
Despite challenges, the company has managed to secure new orders, adding â¹28 billion worth of new orders last quarter, with a high EV portion of 75% of the order book.
The company is actively working on alternative motor architectures that do not use heavy rare earth magnets, showing adaptability in overcoming supply chain challenges.

Negative

Q1 was the worst quarter since the company's IPO, with revenue, EBITA, and net profit declining by 5%, 19%, and 12% respectively.
The company faced a significant decline in BEV revenue by 25% due to changes in supply terms, a shortage of rare earth magnets, and lower sales from a major EV customer.
Margins contracted due to adverse operating leverage and product mix, with additional acquisition-related expenses impacting net profit.
The uncertainties surrounding US tariffs have led OEMs and tier one customers to slow down their procurement processes, affecting the company's performance.
The integration of the railway business, which has a higher working capital cycle and lower margins, has impacted key financial ratios.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SONB.NS - Sona BLW Precision Forgings Ltd
Q1 2026 Sona BLW Precision Forgings Ltd Earnings Call
Aug 04, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to S Soar ComStar Q1 FY26 earnings group conference call.

Please note all participant lines are in the listen-only mode as of now.

There will be an opportunity for you to ask questions after the presentation concludes. Please note that this call is being recorded. We request that you place your line on mute except when asked a question.

Some of the statement by the management team in today's conference call may be forward-looking in nature and we request you to refer to the disclaimer in the earnings presentation for further details. The management will also not be taking any specific customer-related questions or confirm or denying any

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