Sona BLW Precision Forgings is an India-based automotive technology company. The company is engaged in designing, manufacturing and supplying engineered automotive systems and components such as differential assemblies, gears, conventional and micro-hybrid motors, BSG systems and EV Traction motors across all vehicle categories. The company develops mechanical and electrical hardware systems, components as well as base and application software solutions.
Q3 FY26 Earnings Results
Sona BLW Precision Forgings reported record quarterly performance in Q3 FY26 with 39% revenue growth and 20% adjusted PAT increase, driven by strong EV demand and acquisition synergies.
- Revenue from Operations: ₹1,199 crore, up 39% YoY from ₹866 crore; up +5% QoQ from ₹1,138 crore.
- EBITDA: ₹295 crore, up 26% YoY from ₹234 crore; EBITDA margin 24.6% (down 240 bps YoY).
- Profit After Tax (PAT, Adjusted): ₹151 crore, up 20% YoY from ₹126 crore.
- BEV Revenue Share: 38% of automotive product revenue.
- Order Book: ₹23,500 crore (70% EV programs).
- 9M FY26: Revenue ₹3,203 crore (up 19% YoY); EBITDA ₹796 crore (up 8% YoY); Adjusted PAT ₹478 crore (up 9% YoY).
Management Commentary & Strategic Decisions – Q3 FY26
Strong topline growth offset by margin contraction from Labour Code impact; BEV revenue resilient despite 3% decline.
- Capex: Continued investments in EV programs and acquisitions.
- Outlook: Robust ₹23,500 crore order book ensures visibility.
Q2 FY26 Earnings Results
- Revenue from Operations: ₹1,144 crore, up 24% YoY from ₹923 crore; up 33% QoQ from ₹851 crore (highest quarterly revenue).
- EBITDA: ₹289 crore, up 13% YoY; margin 25.3%.
- Profit After Tax (PAT): ₹170–173 crore, up 18–20% YoY; margin 14.9%.
- BEV Share: 32% of revenue.
- H1 FY26: Revenue ₹1,994 crore (up 10% YoY); PAT ₹297 crore (up 4% YoY); Order Book ₹23,600 crore (70% EV).
Management Commentary & Strategic Directions – Q2 FY26
Record quarterly revenue despite BYD deal cancellation; EV programs contribute 70% to order book.
To view the company’s previous earnings and latest concall transcripts, click here to visit the Alphastreet India news channel.