Makes driveline gears and electric powertrain components for passenger vehicles, two-wheelers and three-wheelers, and has expanded into railway HVAC systems, locomotive electric panels, and a newly launched Robotics and Physical AI vertical. The order book stood at ₹240 billion in Q1 FY27 — 5.4 times FY26 revenue — with 70% EV content spanning 67 EV programs across 35 customers. Global original equipment manufacturers (OEMs) accounted for 77% of consolidated revenue and India contributed more than half of FY26 revenue, reflecting geographic diversification. Two JVs with DENSO of Japan were signed in July 2026 covering EV and hybrid powertrains at a combined enterprise value of ₹17,500 million, alongside an MoU with Germany's Neura Robotics covering cognitive robotics, autonomous mobile robots and humanoids. Raw materials form the largest cost line at 47.9% of revenue, followed by other operating expenses at 18.7% and employee costs at 9.7%, with capex at 11% of revenue. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Automotive driveline and powertrain components, Railway systems, Robotics and Physical AI. Auto component supplier with rising EV, railway and robotics exposure
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 2,131 | 2,676 | 3,185 | 3,555 | 4,475 |
| EBITDA (ex other income) | 572 | 692 | 893 | 956 | 1,056 |
| margin % | 26.9 | 25.9 | 28.1 | 26.9 | 23.6 |
| Owners' profit | 362 | 395 | 0 | 601 | 629 |
| EPS, as reported (₹) | 6.22 | 6.76 | 8.83 | 9.92 | 10.30 |
| ROE % · ROCE % | 18.1 · 20.4 | 17.3 · 21.0 | 18.5 · 21.8 | 10.6 · 13.8 | 10.3 · 13.3 |
| Debt / equity (x) | 0.04 | 0.13 | 0.08 | 0.00 | 0.04 |
| Cash from operations | 445 | 533 | 693 | 775 | 659 |
| Capex | 0 | (335) | (320) | (417) | (492) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 925 | 868 | 868 | 851 | 1,144 | 1,208 | 1,272 | 1,310 |
| Profit before tax | 192 | 203 | 215 | 165 | 228 | 201 | 247 | 241 |
| Net profit | 144 | 151 | 164 | 122 | 170 | 150 | 187 | 179 |
| EPS (₹) | 2.42 | 2.43 | 2.64 | 2.01 | 2.78 | 2.43 | 3.09 | 2.90 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| SAMVRDHNA MTHRSN INTL LTD | 1,73,567 | 39.6 | 3.98 | 15.4 | 9.4 | 8.2 | 17.1 | 9.0 |
| BOSCH LIMITED | 1,42,736 | 60.4 | 9.61 | 35.1 | 18.7 | 24.1 | 15.6 | 17.9 |
| BHARAT FORGE LTD | 92,992 | 131.7 | 9.73 | 33.3 | 11.4 | 13.2 | 21.6 | 8.8 |
| UNO MINDA LIMITED | 69,386 | 57.6 | 9.56 | 31.7 | 17.7 | 15.7 | 25.3 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 4 Sept 2026 · Newspaper notice submitted for Postal Ballot to shareholders | compliance | minimal | — | — |
| 4 Sept 2026 · Newspaper publication for Postal Ballot Notice | compliance | minimal | — | — |
| 3 Sept 2026 · Postal ballot on EV business slump sale and DENSO joint venture | strategic transactions | medium | — | — |
| 3 Sept 2026 · Postal ballot for EV business slump sale and DENSO joint venture formation | strategic transactions | medium | — | — |
| 2 Sept 2026 · Sona BLW allots 2.37 lakh equity shares under ESOP Plan 2023 | capital market events | low | — | — |
| 14 Aug 2026 · Allotment of 3,37,775 equity shares under ESOP Plan 2023 | capital market events | low | — | — |
| 7 Aug 2026 · GST order demands about 2.36 crore in tax credit reversal and penalty | regulatory legal | medium | — | — |
| 1 Aug 2026 · ESOP Plan 2023 - 8.55 lakh shares allotted to employees | capital market events | low | — | — |
| 30 Jul 2026 · Sona Comstar Q1: DENSO JV, Robotics push, margin pressure | investor communications | medium | — | — |
| 24 Jul 2026 · Newspaper ad of Q1 FY27 results published in Business Standard | compliance | minimal | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| 10.4 |
| SCHAEFFLER INDIA LIMITED | 61,739 | 49.3 | 10.04 | — | 10.4 | 14.1 | — | 19.4 |
| TUBE INVEST OF INDIA LTD | 50,454 | 83.1 | 3.55 | 19.5 | 7.9 | 12.4 | 30.3 | 10.6 |
| SONA BLW PRECISION FRGS L ◆ | 49,016 | 70.4 | 7.99 | 42.6 | 10.3 | 12.9 | — | 25.1 |
| ENDURANCE TECHNO. LTD. | 37,964 | 39.1 | 5.55 | 18.6 | 13.9 | 15.6 | 17.4 | 13.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 70.4 | 26.7 | 110 of 123 | 11% |
| P/B | 8.0 | 3.5 | 98 of 116 | 16% |
| ROCE | 12.9 | 12.6 | 61 of 125 | 52% |
| ROE | 10.3 | 11.6 | 70 of 119 | 42% |
| Debt / Equity | 0.0 | 0.3 | 31 of 119 | 75% |
| EBITDA margin | 25.1 | 12.2 | 10 of 118 | 92% |
| Revenue growth | 54.0 | 20.2 | 3 of 113 | 98% |
| Profit growth | 46.7 | 24.4 | 40 of 115 | 66% |
| Market cap | 49016 | 1542 | 7 of 125 | 95% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
