Sona BLW Precision Forgings Limited — Q1FY27 earnings call summary

Filed 30 July 2026 · Official transcript

Q1 FY27 revenue grew 54% y-y to ₹12,310 Cr; BEV revenue doubled (+107%) to ₹436 Cr, 44% of automotive sales
EBITDA rose 49% to ₹303 Cr; margin 23.1%, down 70 bps y-y due to input costs and product mix
PAT increased 45% to ₹181 Cr; PAT margin 13.6%, down 70 bps y-y
New JV with Denso to cover full electrification spectrum; Indian hybrid and EV market potential ₹24,000 Cr by 2030
Robotics and Physical AI orderbook at ₹800 Cr; SOPs starting next quarter to within 15 months
Eastern markets contributed 59% of revenue; fastest growth in EV suspension and traction motors
Multiple analyst queries on Robotics and JV timelines; management expects faster ramp-up than prior EV businesses
Net debt negative; working capital turnover improved; operational cash flow best ever