SONACOMS / Q2-FY24 / promises

Measure what management said.

Sona BLW Precision Forgings · A quarter-by-quarter view of forward statements and whether delivery is visible yet.

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Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

WatchQ2-FY24 · source date pendingBack to quarter ↗

Management delivery ledger

Promises over time.

24 tracked

Q1-FY25 · Q4 FY24

R&D Investment Increase

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q1-FY25 · Q4 FY24

Three-Year CapEx Guidance

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q1-FY25 · Q4 FY24

NOVELIC Profitability Timing

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q1-FY26 · Q4 FY25

Railway business acquisition to impact margins on consolidation

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q1-FY26 · Q4 FY25

EBITDA margin guidance range of 25-27% in normal course

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY24 · Q1 FY24

Medium-term EBITDA margin guidance of 25%-27%

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY24 · Q1 FY24

Traction motors as fastest growing segment

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY24 · Q1 FY24

FY24 revenue impact of INR 100-120 crore from EV two-wheeler weakness

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY25 · Q1 FY25

Europe demand: flat is the target

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY25 · Q1 FY25

Normalized tax rate of 24–25%

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY26 · Q1 FY26

EBITDA Margin: 23.5%-25% range

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY26 · Q1 FY26

Asia Revenue Share to exceed 50%

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY26 · Q1 FY26

Non-Automotive Revenue Share to exceed 25%

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY26 · Q1 FY26

China JV operations to commence H2 FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q3-FY25 · Q2 FY25

RED Acquisition EPS Accretive from Year 1

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q3-FY25 · Q2 FY25

Order Book Conversion Timeline

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q3-FY26 · Q2 FY26

EBITDA Margin Target: 24-26%

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q3-FY26 · Q2 FY26

Mexico Plant Revenue Generation

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q4-FY24 · Q3 FY24

EBITDA Margin >28% in Near Term

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q4-FY25 · Q3 FY25

Q4 FY25 Revenue Disruption Expected Due to Model Transition

Current-quarter results and commentary indicate the prior promise was delivered or materially on track.

met

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Q4-FY25 · Q3 FY25

Recovery Timeline: Two Quarters for Lost Revenue

Current-quarter results and commentary indicate the prior promise was delivered or materially on track.

met

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Q4-FY26 · Q3 FY26

Margin Range Maintained at 24%-26%

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q4-FY26 · Q3 FY26

Traction Motors as Highest Growth Segment for 5 Years

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q4-FY26 · Q3 FY26

RFQ Pipeline Conversion Timeline: 12-18 Months

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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