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.
Product OfferingsThe company isone of the world’s leading mobility technology companies, specializing in the design, manufacturing, and supply of highly engineered, mission-critical, high-quality, complex, and bespoke systems and components for global mobility OEMs for both electrified and non-electrified powertrain segments.[1]Its product portfolio includes precision forged bevel gears, differential assemblies, starter motors, traction motors, intermediate gears, etc.[2]It has a ** 8.1% and 4.2% global market share in the differential gears and starter motors business**, respectively, as of CY23.[3]
| S.No. | Name | Current Price (Rs.) | Price to Earning | Market Capitalization (Rs.Cr.) | Dividend yield (%) | Net Profit latest quarter (Rs.Cr.) | YOY Quarterly profit growth (%) | Sales latest quarter (Rs.Cr.) | YOY Quarterly sales growth (%) | Return on capital employed (%) | Sales (Rs.Cr.) | OPM (%) | Profit after tax (Rs.Cr.) | Profit after tax latest quarter (Rs.Cr.) | Price to book value | Return on assets (%) | Debt to equity |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1. | Samvardh. Mothe. | 120.83 | 38.08 | 127529.33 | 0.47 | 845.63 | -3.25 | 30172.97 | 8.49 | 13.66 | 117367.72 | 8.86 | 3348.88 | 851.18 | 3.43 | 4.60 | 0.53 |
| 2. | Bosch | 38960.00 | 50.59 | 114907.22 | 1.31 | 554.20 | 10.82 | 4794.80 | 9.11 | 21.11 | 18959.70 | 13.11 | 2271.53 | 554.20 | 8.20 | 10.70 | 0.01 |
| 3. | Uno Minda | 1320.90 | 69.71 | 76222.74 | 0.17 | 322.79 | 27.14 | 4814.03 | 13.41 | 18.83 | 18015.43 | 11.54 | 1093.46 | 303.99 | 12.23 | 9.36 | 0.46 |
| 4. | Bharat Forge | 1474.70 | 65.22 | 70503.73 | 0.58 | 299.28 | 22.83 | 4031.93 | 9.31 | 12.18 | 15268.83 | 17.66 | 1080.93 | 299.20 | 7.53 | 4.72 | 0.71 |
| 5. | Schaeffler India | 3786.10 | 52.95 | 59178.13 | 0.74 | 306.65 | 24.08 | 2360.14 | 13.86 | 25.67 | 8834.57 | 18.98 | 1117.62 | 306.65 | 10.75 | 14.85 | 0.01 |
| 6. | Tube Investments | 2549.00 | 78.70 | 49325.61 | 0.14 | 302.05 | -9.73 | 5522.64 | 12.15 | 21.80 | 20793.88 | 9.22 | 626.78 | 186.66 | 6.56 | 7.33 | 0.09 |
| 7. | Endurance Tech. | 2569.50 | 41.37 | 36143.32 | 0.39 | 227.27 | 11.97 | 3582.82 | 23.01 | 17.26 | 12724.36 | 13.48 | 873.65 | 227.27 | 5.78 | 9.21 | 0.20 |
| 8. | Sona BLW Precis. | 476.45 | 49.95 | 29621.90 | 0.67 | 166.25 | 19.23 | 1056.99 | 25.86 | 18.30 | 3380.74 | 26.45 | 593.05 | 167.50 | 5.31 | 11.58 | 0.03 |
| – | Median: 126 Co. | 452.75 | 29.63 | 1293.26 | 0.38 | 12.47 | 10.82 | 212.47 | 11.11 | 14.73 | 825.68 | 12.04 | 38.48 | 10.76 | 3.12 | 6.48 | 0.39 |
Standalone figures in ₹ crores
| Dec 2022 | Dec 2023 | Dec 2024 | Jun 2023 | Jun 2024 | Jun 2025 | Mar 2023 | Mar 2024 | Mar 2025 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Sales | 616 | 708 | 786 | 674 | 830 | 767 | 699 | 793 | 770 | 599 | 716 | 840 | 1,057 |
Expenses | 456 | 494 | 570 | 488 | 591 | 575 | 510 | 570 | 555 | 453 | 516 | 606 | 786 |
Operating Profit | 160 | 215 | 216 | 186 | 240 | 192 | 189 | 223 | 215 | 147 | 201 | 234 | 271 |
Other Income | 13 | -1 | 39 | 4 | 26 | 34 | 35 | 6 | 51 | 7 | 24 | 11 | 20 |
Profit before tax | 123 | 155 | 190 | 136 | 202 | 161 | 174 | 169 | 202 | 110 | 168 | 178 | 223 |
Tax % | 23% | 22% | 26% | 26% | 23% | 26% | 17% | 23% | 25% | 24% | 22% | 26% | 25% |
Net Profit | 96 | 122 | 141 | 102 | 155 | 120 | 144 | 131 | 152 | 83 | 130 | 132 | 166 |
EPS in Rs | 1.63 | 2.08 | 2.26 | 1.74 | 2.64 | 1.93 | 2.45 | 2.23 | 2.44 | 1.42 | 2.23 | 2.13 | 2.67 |
Standalone Figures in ₹ Crores / Yearly
| Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Sales | 331 | 346 | 365 | 503 | 609 | 699 | 539 | 1,400 | 1,918 | 2,448 | 2,892 | 3,226 | 3,381 |
Expenses | 239 | 263 | 294 | 398 | 445 | 501 | 388 | 1,014 | 1,439 | 1,831 | 2,067 | 2,322 | 2,486 |
Operating Profit | 92 | 82 | 72 | 105 | 164 | 198 | 151 | 387 | 479 | 617 | 825 | 904 | 894 |
Other Income | 1 | 2 | -38 | 2 | 7 | 3 | 0 | 23 | 84 | 61 | 33 | 128 | 145 |
Interest | 29 | 22 | 18 | 19 | 18 | 16 | 23 | 32 | 17 | 16 | 25 | 28 | 18 |
Depreciation | 12 | 19 | 17 | 17 | 22 | 29 | 34 | 86 | 130 | 167 | 203 | 233 | 246 |
Profit before tax | 52 | 44 | -2 | 71 | 131 | 156 | 94 | 291 | 417 | 495 | 629 | 772 | 776 |
Net Profit | 31 | 29 | -16 | 45 | 86 | 101 | 84 | 216 | 354 | 388 | 484 | 580 | 579 |
EPS in Rs | 11.22 | 10.42 | -5.76 | 16.19 | 31.02 | 36.28 | 17.83 | 3.77 | 6.05 | 6.63 | 8.26 | 9.32 | 9.30 |
Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% | 238% | 502% | 25% | 42% | 37% | 34% | – |
Standalone figures in ₹ crores
| Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Sep 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 28 | 28 | 28 | 28 | 28 | 28 | 47 | 573 | 584 | 585 | 586 | 622 | 622 |
Reserves | 156 | 183 | 167 | 212 | 298 | 399 | 1,084 | 788 | 1,389 | 1,664 | 1,988 | 4,773 | 4,954 |
Borrowings | 159 | 156 | 149 | 158 | 161 | 145 | 330 | 443 | 147 | 291 | 388 | 150 | 149 |
Other Liabilities | 81 | 61 | 73 | 91 | 127 | 167 | 105 | 318 | 386 | 435 | 623 | 609 | 656 |
Total Liabilities | 423 | 428 | 416 | 489 | 614 | 738 | 1,566 | 2,122 | 2,506 | 2,976 | 3,585 | 6,154 | 6,381 |
Fixed Assets | 125 | 125 | 124 | 105 | 165 | 275 | 364 | 1,085 | 1,261 | 1,473 | 1,597 | 1,758 | 3,261 |
Gross Block | 206 | 226 | 241 | 235 | 317 | 326 | 445 | 1,288 | 1,587 | 1,946 | 2,268 | 2,658 | – |
Accumulated Depreciation | 81 | 102 | 117 | 130 | 152 | 51 | 81 | 203 | 326 | 473 | 671 | 901 | – |
CWIP | 9 | 8 | 4 | 6 | 12 | 13 | 50 | 83 | 147 | 91 | 140 | 170 | 126 |
Investments | 199 | 200 | 159 | 162 | 174 | 173 | 860 | 155 | 163 | 370 | 541 | 1,343 | 958 |
Other Assets | 91 | 96 | 128 | 216 | 264 | 278 | 292 | 798 | 935 | 1,042 | 1,307 | 2,884 | 2,037 |
Total Assets | 423 | 428 | 416 | 489 | 614 | 738 | 1,566 | 2,122 | 2,506 | 2,976 | 3,585 | 6,154 | 6,381 |
Standalone Figures in ₹ Crores / Yearly
| Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Cash from Operating Activity | – | – | 38 | 23 | 112 | 143 | 161 | 121 | 395 | 500 | 639 | 733 |
Cash from Investing Activity | – | – | -12 | -12 | -98 | -113 | -886 | -117 | -318 | -512 | -453 | -1,737 |
Cash from Financing Activity | – | – | -25 | -10 | -15 | -31 | 759 | -79 | -62 | 20 | -191 | 1,938 |
Net Cash Flow | – | – | 1 | 1 | -0 | -2 | 34 | -75 | 15 | 8 | -4 | 934 |
Standalone Figures in ₹ Crores / Yearly
| Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 49 | 58 | 66 | 87 | 85 | 79 | 90 | 104 | 83 | 87 | 73 | 71 |
Inventory Days | 100 | 77 | 94 | 107 | 149 | 121 | 147 | 169 | 131 | 90 | 92 | 80 |
Days Payable | 132 | 93 | 122 | 142 | 193 | 123 | 131 | 128 | 81 | 77 | 80 | 76 |
Cash Conversion Cycle | 16 | 42 | 38 | 52 | 41 | 77 | 106 | 145 | 133 | 100 | 86 | 75 |
Working Capital Days | -43 | -31 | -52 | 31 | 79 | 6 | 3 | 77 | 88 | 58 | 39 | 117 |
ROCE % | – | 18% | 16% | 24% | 34% | 32% | 12% | 21% | 21% | 22% | 24% | 18% |
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Stock Analysis
Sona BLW Precision Forgings Limited (Sona Comstar) is a leading Indian automotive technology company specializing in critical systems and components for global OEMs across electrified and non-electrified vehicle segments.
The company is a key player in the automotive technology sector, focusing on mission-critical systems for both traditional and electric vehicles. Its strengths lie in designing and manufacturing complex components for global mobility OEMs, positioning it well to benefit from the industry's shift towards electrification.
Order Book: Q1 FY26 = ₹262 billion (EV programs comprising 75%); Q2 FY26 = ₹236 billion.
The company's working capital days have increased significantly, and promoter holding has seen a decrease over the last three years.
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