Sona BLW Precision Forgings reported a robust Q2 FY27 with revenue rising 35% YoY to Rs 1,546.4 crore and profit after tax jumping 29% to Rs 223.4 crore. The company’s focus on the battery electric vehicle (BEV) segment remains a key growth lever, with BEV revenue surging 129% to account for over half of its automotive product sales. Additionally, the firm bolstered its future prospects by adding Rs 3,600 crore in new orders, bringing its total net order book to Rs 25,100 crore.
Sona BLW Precision Forgings Reports Strong Q2 Growth
Revenue: Rs 1,546.4 crore (up 35% YoY); PAT: Rs 223.4 crore (up 29% YoY).
Reader Takeaway: Explosive BEV revenue growth and a strong order book expansion highlight sustained demand for electrification technologies.
What just happened
Sona BLW Precision Forgings has released its financial results for the quarter ended September 30, 2026. The company maintained a strong growth trajectory, reporting a 35% YoY increase in revenue to Rs 1,546.4 crore and a 29% increase in Profit After Tax (PAT) to Rs 223.4 crore. For the half-year (H1 FY27), the company recorded a consolidated revenue of Rs 2,856.8 crore, marking a 43% climb over the previous year.
Why this matters
The company’s strategic shift toward electrification is yielding significant results. BEV (Battery Electric Vehicle) revenue grew 129% YoY, now representing 51% of the company's total automotive product revenue. This transition toward high-growth segments is supported by a healthy net order book of Rs 25,100 crore, ensuring strong revenue visibility for the coming years.
Order Book and New Business
During the quarter, Sona BLW added Rs 3,600 crore in new orders. Key wins include a Rs 1,250 crore traction motor contract from an Indian OEM and a Rs 700 crore Helical Limited-Slip Differential order from a global EV manufacturer. These wins span across various mobility solutions, including integrated motor controllers and radar sensors, reinforcing the company's "EPIC Mobility" strategy.
Risks to watch
Management noted that margin performance—with EBITDA margins at 23%—was impacted by shifting product mixes and higher input prices. While operating leverage provided a partial buffer, input cost volatility remains a factor for the company to manage in the coming quarters.
What to track next
Investors should monitor the production commencement timelines for the recently added order book, particularly the H2 FY27 start for traction motors, which will be a critical indicator of execution speed and revenue realization.