Sona BLW Precision Forgings Limited

rs,

Date: - 4th August, 2025 BSE Ltd. Regd. Office: Floor - 25, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai-400 001. BSE Scrip Code: 543300 National Stock Exchange of India Ltd. Listi

11.3 million

eastern world markets China EV market is the largest and fastest growing EV market in the world (11.3 million EV sales with 66% global share and 11% expected CAGR till 2030) With a strong establishment in Ch

66%

na EV market is the largest and fastest growing EV market in the world (11.3 million EV sales with 66% global share and 11% expected CAGR till 2030) With a strong establishment in China, JNT is a com

11%

rgest and fastest growing EV market in the world (11.3 million EV sales with 66% global share and 11% expected CAGR till 2030) With a strong establishment in China, JNT is a compelling JV partner for

60%

be one of the key suppliers of Driveline systems in China Sona Comstar to hold controlling stake (60%) in the $20 million JV, while JNT takes over operational responsibilities Note: JNT means Jinnait

20 million

key suppliers of Driveline systems in China Sona Comstar to hold controlling stake (60%) in the $20 million JV, while JNT takes over operational responsibilities Note: JNT means Jinnaite Machinery Co. Ltd.

5%

e: JNT means Jinnaite Machinery Co. Ltd. 6 Q1 FY26 Financial Performance Highlights 8,509 mn | -5% 2,025 mn | -19% 1,247 mn | -12% Revenue | YoY Growth EBITDA | YoY Growth PAT1 | YoY Growth 23

19%

naite Machinery Co. Ltd. 6 Q1 FY26 Financial Performance Highlights 8,509 mn | -5% 2,025 mn | -19% 1,247 mn | -12% Revenue | YoY Growth EBITDA | YoY Growth PAT1 | YoY Growth 23.8% EBITDA Margin

12%

o. Ltd. 6 Q1 FY26 Financial Performance Highlights 8,509 mn | -5% 2,025 mn | -19% 1,247 mn | -12% Revenue | YoY Growth EBITDA | YoY Growth PAT1 | YoY Growth 23.8% EBITDA Margin 14.3% PAT Margi

23.8%

5% 2,025 mn | -19% 1,247 mn | -12% Revenue | YoY Growth EBITDA | YoY Growth PAT1 | YoY Growth 23.8% EBITDA Margin 14.3% PAT Margin2 2,106 mn | -25% BEV Revenue | YoY Growth 28% BEV Share in Au

14.3%

1,247 mn | -12% Revenue | YoY Growth EBITDA | YoY Growth PAT1 | YoY Growth 23.8% EBITDA Margin 14.3% PAT Margin2 2,106 mn | -25% BEV Revenue | YoY Growth 28% BEV Share in Automotive Product Reve

25%

Growth EBITDA | YoY Growth PAT1 | YoY Growth 23.8% EBITDA Margin 14.3% PAT Margin2 2,106 mn | -25% BEV Revenue | YoY Growth 28% BEV Share in Automotive Product Revenue3 Notes: 1. 2. 3. PAT h

“13 Our Strategic Priorities Electrification Global Market Significance Diversification Technology 14 Diversified Automotive Product Revenue1 – By Powertrain FY23 FY24 FY25 Q1 FY26 26% 21% 38% 15% 29% 24% 37% 10% 36% 21% 34% 9% 28% 26% 37% 9% Battery EV Micro-hybrid / Hybrid Power source Neutral ICE Dependent”

“Includes product revenue from PV, CV, OHV, E2W, E3W vehicle segments 15 Diversified Revenue Mix By Geography 6% 0.3% By Product 2% 3% 9% 27% 24% 41% 9% FY25 FY25 29% 8% 0.1% 34% 21% Q1 FY26 21% 9% 8% 5% 2% 3% 3% 29% 19% Q1 FY26 27% 37% 24% By Market segment FY25 71% 11% 8% 9% 1% Q1 FY26 PV CV E2W/E3W Non-Automotive Semiconductors & Embedded SW 62% 11% 7% 19% 1% 16 Our Strategic Priorities Electrification Global Market Significance Diversification Technology 17 Our Technology Roadmap for E.P.I.C.”

“mn) 2 PAT Margin (%) BEV YoY: -5% 8,930 8,509 YoY: -19% 2,512 28.1% 2,025 23.8% 2,828 2,106 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 o BEV Revenue declined by 25% and constituted 28% of total automotive sales o Total Revenue declined by 5% mainly on account of lower BEV revenue o EBITDA margin has declined by ~4.3% largely due to adverse operating leverage and product mix”

“EBITDA margin 25.0% Revenue CAGR 10.6% FY99– FY11 Avg.”

“EBITDA margin 21.5% Revenue CAGR 50.6% FY17– Q1 FY26 Annualized Avg.”

“EBITDA margin 26.8% Revenue CAGR 25.0% 26,756 21,306 15,663 12,201 6,992 6,088 5,033 16 9 9 Y F 120 223 183 221 0 0 Y F 1 0 Y F 2 0 Y F 3 0 Y F 399 4 0 Y F 697 910 1,135 1,348 1,174 1,492 2,207 2,807 2,616 3,309 3,456 3,653 5 0 Y F 6 0 Y F 7 0 Y F 8 0 Y F 9 0 Y F 0 1 Y F 1 1 Y F 2 1 Y F 3 1 Y F 4 1 Y F 5 1 Y F 6 1 Y F 7 1 Y F 8 1 Y F 9 1 Y F 0 2 Y F 1 2 Y F 2 2 Y F 3 2 Y F 4 2 Y F 5 2 Y F”

“25 Guided by Values Agility 24% Growth 5-year Revenue CAGR Vitality Integrity Frugality 27% Margins 5-year Avg.”

“Data Source: a) BofA Global Automobiles Report; b) Ricardo Report; c) EV-Volumes; d) Vahan Database; Company Analysis Capacity as of March 2025 30 BEV revenue and BEV revenue share1 over the years 29% 8,859 25% 26% 6,707 5,042 36% 12,235 28% 8,424 8,424 Q1FY26 Annualized 2,106 Q1FY26 FY22 FY23 FY24 FY25 FY26 14% 2,057 FY21 2% 234 FY20 BEV Segment Revenue (Rs.”

Notes

9

Note

3

Railway

1

Non-EV

1

Notes

1. 2. 3. PAT has an adverse impact of ₹69 million related to various acquisition opportunities PAT margin percentage calculated from PAT including non-controlling interest Includes product revenue from PV, CV, OHV, E2W, E3W vehicle segments 7 Update on our Strategic Priorities Our Radar Sensors for in-cabin and short-range applications Update on our Strategic Priorities Electrification Global Market Significance Diversification Technology 9 Sizeable and Increasing Presence in EVs 28% Q1 FY26 BEV Share in Automotive Product Revenue1 2,106 mn Q1 FY26 BEV revenue -25% Q1 FY26 BEV revenue YoY growth 58 (15+16+27)2 EV Programs2 awarded across 32 customers as at the end of Q4 FY25 +2 60 (15+16+29)2 EV Programs2 awarded across 32 customers as at the end of Q1 FY26

Notes

1. 2. Includes product revenue from PV, CV, OHV, E2W, E3W vehicle segments Include only BEV and PHEV programs currently in serial production as well as in the orderbook; numbers in brackets to be read as (# of programs in fully ramped up production + # of programs in ramp-up + # of programs not yet in production) 10 Secured the first EV differential program from one of our largest legacy OEM customers; also won an E3W program from a legacy Indian OEM Final Drive Differential Assembly Traction Motor For Electric Passenger Vehicles For Electric 3-Wheelers Existing Customer Existing Customer North American OEM of PVs and EVs Indian OEM of Electric and ICE 2 and 3 Wheelers ₹15,500 mn addition in our orderbook Q3 FY28 Start of Production ₹2,600 mn addition in our orderbook Q4 FY26 Start of Production 11 Our Strategic Priorities Electrification Global Market Significance Diversification Technology 12 Our net order book1 has grown to ₹262 billion (7.4x FY25 revenue) 242 bn Orderbook at the en

Non-EV

₹54 billion (21%) # of Programs # of Customers 58% 22 11 PV 9% 14 11 8% 9 9 7% 19 11 5% 24 8 9% 67 21 4% 2W &3W CV &OHV PV CV OHV Railway

Notes

1. Net order book means the aggregate revenue from awarded programs which are either yet to start production or are yet to fully ramp up, in the next 10 years, after adjusting for the negative impact of all programs that are expected to reach end of life or be phased out. We have also applied a discount to accommodate any unforeseen delays or changes in program launches that may happen in the future. Railway business order book is based on the purchase orders received from the customers to be executed largely within next 12 months 2. 13 Our Strategic Priorities Electrification Global Market Significance Diversification Technology 14 Diversified Automotive Product Revenue1 – By Powertrain FY23 FY24 FY25 Q1 FY26 26% 21% 38% 15% 29% 24% 37% 10% 36% 21% 34% 9% 28% 26% 37% 9% Battery EV Micro-hybrid / Hybrid Power source Neutral ICE Dependent

Note

1. Includes product revenue from PV, CV, OHV, E2W, E3W vehicle segments 15 Diversified Revenue Mix By Geography 6% 0.3% By Product 2% 3% 9% 27% 24% 41% 9% FY25 FY25 29% 8% 0.1% 34% 21% Q1 FY26 21% 9% 8% 5% 2% 3% 3% 29% 19% Q1 FY26 27% 37% 24% By Market segment FY25 71% 11% 8% 9% 1% Q1 FY26 PV CV E2W/E3W Non-Automotive Semiconductors & Embedded SW 62% 11% 7% 19% 1% 16 Our Strategic Priorities Electrification Global Market Significance Diversification Technology 17 Our Technology Roadmap for E.P.I.C. Mobility Harnessing capabilities to continue our journey from components to subsystems to systems in all areas of EPIC mobility Mechanical | Materials | Electrical | Electronics | Software Differential Gear Steering Bevel Box Differential Assembly Humanoid Components Auto Transmission Gears eVTOL Reduction Gearbox Friction Products Dampers Couplers Humanoid Robot Actuators 4-Wheeler HV e-Axle 2-Wheeler Integrated Motor-Controller Industrial Robot Gearbox EPIC Mobility AGV/AMR Drive Unit eVTO

Notes

1. 2. Revenue includes net gain from foreign exchange PAT margin percentage calculated from PAT including non-controlling interest YoY: -12% YoY: -7% 1,420 1,247 1,420 1,316 15.9% 14.3% 15.9% 15.1% Q1 FY25 Q1 FY26 Q1 FY25 (adj) Q1 FY26 (adj) o Adjusted PAT margin is lower by ~0.8% due to transmission of lower EBITDA margin and higher depreciation and amortization charge despite higher net finance income o Adjustment to PAT for Q1FY26 is towards exceptional to expenses acquisition opportunities ₹69 mn (post- tax) related 20 Key Ratios VA/Employee cost 6.4 6.2 5.8 RoCE (%) RoE (%) 4.9 30.4% 31.0% 26.6% 28.5% 18.4% 19.1% 17.7% 16.5% Mar-23 Mar-24 Mar-25 Jun-25 Mar-23 Mar-24 Mar-25 Jun-25 Mar-23 Mar-24 Mar-25 Jun-25 Net Debt to EBITDA Working Capital Turnover Fixed Asset Turnover (0.12) (0.08) (1.17) (2.73) 4.2 4.6 5.0 4.7 3.9 3.6 3.4 2.9 Mar-23 Mar-24 Mar-25 Jun-25 Mar-23 Mar-24 Mar-25 Jun-25 Mar-23 Mar-24 Mar-25 Jun-25