Sona Blw Precision Forgings Limited has informed the Exchange about Transcript
SONACOMS · price
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Sona Comstar reported its best-ever Q4 with revenue of ₹1,272 crore (up 47% YoY), EBITDA of ₹311 crore (up 32% YoY), and PAT of ₹192 crore (up 17% YoY). Full year revenue was ₹4,475 crore (26% growth) with EBITDA margin at 24.7%. BEV revenue share reached a record 39% in Q4. The company won 4 new driveline orders including 3 from European OEMs (first EV order win from Europe in 4 years). India now contributes over 50% of total revenue for the full year. The order book stands at ₹237 billion with EVs comprising 70%. Key headwinds include commodity inflation affecting margins (80 bps impact from mix and commodity lag) and Haryana wage hikes effective April 2026. The company ended FY26 with ₹1,269 crore cash, its strongest balance sheet ever.
Strong quarter with record BEV share and European wins demonstrate anti-fragility strategy working, but margin pressure from commodities and labor costs will persist in the near term. Cash-rich balance sheet provides M&A optionality.