What was Sona BLW Precision's revenue in Q4 FY26?

Sona BLW Precision reported revenue of ₹1,258 Cr in Q4 FY26, a +47% change year-over-year.

Did Sona BLW Precision management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

Sona BLW Precision Q4 FY26 Research Workspace: Revenue ₹1,258 Cr (+47%)

Q: What guidance did Sona BLW Precision management give?

EBITDA margin band of 23-25%: Management reiterated the 23-25% EBITDA margin band for the combined business post-railway acquisition, despite commodity headwinds.

Revenue ₹1,258 Cr +47%

EBITDA ₹311 Cr +32%

PAT ₹187 Cr +17%

EBITDA Margin 24% -270bps

Duration 64 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Sona BLW delivered a record Q4 with revenue of ₹1,272 crore (+47% YoY) and EBITDA of ₹311 crore (+32% YoY), driven by strong electrification momentum and market share gains. BEV revenue share hit a record 39%, and the company won four new driveline orders, including three from European OEMs—the first EV order wins from Europe in four years. The order book stands at ₹237 billion, with EVs accounting for 70%. Management highlighted commodity inflation and wage cost headwinds but expects to maintain EBITDA margins in the 23-25% band. The railway business is expanding with new products (HVAC, electric panels). Key risk: sustained commodity inflation could pressure margins if pass-through lags persist.

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Research workspace

Focused Modules

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Risk Intelligence

Commodity inflation and margin pressure

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Quarter Snapshot

BEV Revenue Share 39%

+22% YoY

Highest ever BEV revenue share, driven by broad-based EV demand across geographies.

Order Book ₹237B

Flat YoY

Order book maintained despite a large correction in Q2; 70% from EVs, 31 new programs won.

EV Programs 67

+3 programs QoQ

37 in production, 30 yet to launch; 2 new EV customers added in Q4.

Suspension Motor Growth 3-4x YoY

+200-300% YoY

Fastest growing product; expected to reach double-digit revenue share next year.

Fast read

Guidance and risk preview

Top guidance EBITDA margin band of 23-25%

Management reiterated the 23-25% EBITDA margin band for the combined business post-railway acquisition, despite commodity headwinds.

Top risk Commodity inflation and margin pressure

Steel, aluminum, copper, freight, and energy costs continue to rise; pass-through lags may compress margins further.