SONACOMSBSESONA BLW PRECISION FRGS LMediumNeutral
Announced Thu, 23 Jul · 16:07 IST

Sona Comstar Q1 FY27: Revenue up 54%, EBITDA margin dips to 23.1%

Mgmt Guided Margin PressureOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
+0.4%1-day move
₹716.00
prior close
₹710.95
base price
After-mkt
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+3.1+3.0+3.1+3.6+0.4
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AI summary

Q1 FY27 revenue grew 54% YoY to Rs 13,104 mn. EBITDA up 49% at Rs 3,026 mn, margin fell to 23.1% from 23.8% on product mix and higher input costs, partly offset by operating leverage. PAT rose 45% to Rs 1,805 mn. BEV revenue surged 107% to Rs 4,355 mn, now 44% of auto sales. Net order book stands at Rs 240 bn (5.4x FY26 revenue) with Rs 18 bn added in Q1. New Robotics and Physical AI vertical launched with Rs 8 bn orderbook. Two JVs with DENSO announced at total enterprise value of Rs 17,500 mn.

Likely market impact

Strong revenue and BEV growth with a solid Rs 240 bn order pipeline are positives, but slight EBITDA margin dip and rising input costs remain key watchpoints.