SONACOMSNSE30 April 2026

Sona Blw Precision Forgings Limited has informed the Exchange about Investor Presentation

Sona BLW Precision Forgings Limited

Date: - 30th April, 2026

BSE Ltd. Regd. Office: Floor - 25, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai-400 001. BSE Scrip Code: 543300

National Stock Exchange of India Ltd. Listing Deptt., Exchange Plaza, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051 NSE Scrip: SONACOMS

Subject: - Investor Presentation on the financial results for quarter and financial year ended on 31st March, 2026.

Dear Sir / Madam,

In compliance with Regulation 30 read with Para 15(a) of Part A of Schedule III and other applicable provisions of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we have enclosed herewith the Investor Presentation inter-alia, encompassing an overview of the Company, its operations and unaudited Standalone and Consolidated Financial Results for the quarter and financial year ended on 31st March, 2026.

Kindly take the same on record.

Thanking you, For Sona BLW Precision Forgings Limited

Arjun Singh Compliance Officer

Enclosed: As above

Q4 FY26 Earnings Presentation

30 April 2026

Disclaimer

This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sona BLW Precision Forgings Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.

This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded.

Certain matters discussed in this presentation may contains certain forward-looking statements concerning the Company’s future business prospects and business profitability. Such forward- looking statements are not guarantees of future performance and are subject to a number of risks and uncertainties that are difficult to predict. These risks and uncertainties include, but are not limited to, the Company’s ability to manage growth, the fluctuations in earnings, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, the Company’s ability to manage its international operations, Government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward-looking statements become materially incorrect in future or update any forward-looking statements made from time to time by or on behalf of the Company.

Our Management

Mr. V. Vikram Verma Whole Time Director and CEO, Driveline Business

Mr. Praveen Chakrapani Rao Group CTO

Mr. Sat Mohan Gupta CEO, Motor Business

Mr. Rohit Nanda Group CFO

Mr. Vivek Vikram Singh MD & Group CEO

Mr. Amit Mishra Head, Railway Business

Business Performance Highlights

Our Booth at Consumer Electronics Show 2026

Q4 FY26 Financial Performance Highlights

12,723 mn | 47%

3,106 mn | 32%

1,919 mn | 17%

Revenue | YoY Growth

EBITDA | YoY Growth

PAT | YoY Growth

24.4% EBITDA Margin

14.7% PAT Margin1

3,588 mn | 22%

BEV Revenue | YoY Growth

39% BEV Share in Automotive Product Revenue2

Notes: 1. 2.

PAT margin percentage calculated from PAT including non-controlling interest Includes product revenue from PV, CV, OHV, E2W, E3W vehicle segments

FY26 Financial Performance Highlights

44,751 mn | 26%

11,069 mn | 13%

6,703 mn | 11%

Revenue | YoY Growth

EBITDA | YoY Growth

Adjusted PAT1 | YoY Growth

24.7% EBITDA Margin

14.7% PAT Margin2

15.4%

RoCE3

13.2%

RoE4

Notes: 1. 2. 3. 4.

Adjusted PAT is after adjusting the one-time impact of ₹301 mn due to the new labour code PAT margin percentage calculated from PAT including non-controlling interest ROCE = LTM EBIT/(Average tangible capital employed + capital deployed for acquiring NOVELIC and Railway Business) ROE = LTM PAT/(Average tangible net worth + capital deployed for acquiring NOVELIC and Railway Business); LTM PAT is adjusted for one-time impact of ₹301 mn due to the new labour code

Update on our Strategic Priorities

Our Integrated Motor Controllers, EVTOL Gearbox, and AMR Drive Unit at CES 2026

Update on our Strategic Priorities

Electrification

Global Market Significance

Diversification

Technology

Sizeable and Increasing Presence in EVs

36% 35%

5.6x

25% 26%

29%

14%

12,235 11,542

8,859

6,707

5,042

2,057

4.5x

FY21

FY22

FY23

FY24

FY25

FY26

FY21

FY22

FY23

FY24

FY25

FY26

FY21

FY22

FY23

FY24

FY25

FY26

BEV Share in Automotive Product Revenue1

BEV Segment Revenue

Cumulative no. of

EV Programs Awarded

64 (19+14+31)2

EV Programs2 awarded across

33 customers as at the end of

Q3 FY26

67 (20+17+30)2

EV Programs2 awarded across

35 customers as at the end of

Q4 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)

In Q4 we had three EV and one hybrid driveline program wins spread across all our key geographies

For Battery Electric Passenger Vehicles

For Hybrid Passenger Vehicles

Differential Gears

Differential Assembly

New Customer

Existing Customer

European OEM of PVs and EVs

European OEM of PVs and EVs + Indian OEM of PVs, CVs, and EVs

European OEM of PVs and EVs

₹2,200 mn addition in our orderbook

₹1,400 mn addition in our orderbook

₹1,000 mn addition in our orderbook

₹1,200 mn addition in our orderbook

H1 FY29 Start of Production

H1 FY28 Start of Production

H2 FY28 Start of Production

Our Strategic Priorities

Electrification

Global Market Significance

Diversification

Technology

Orders worth ₹57 billion were added to our orderbook during FY26

Net Orderbook (Rs. Billion)

(62)

*Consumption includes the impact of the removal of residual value of all programs with low visibility of further ramp up, which was done in Q2FY26

242

187

237 13

167

At the end of FY25

Orders Consumed during the year

Orders Added during the year

At the end of FY26

Non-EV

Railway

Notes: 1.

As per CRISIL’s market size estimates for CY24 and company analysis for CY25

Programs won in FY26

New customers added in FY26

Global Market Share of

Differential Gears

8.8% 8.7%

CY241

CY251

Global Market Share of

Starter Motors

4.4% 4.2%

CY241

CY251

Our net order book1 stands at ₹237 billion (5.3x FY26 revenue)

235 bn

Orderbook at the end of Q3 FY26

12 bn

Orders consumed from matured and ramp-up programs during Q4 FY26

14 bn

Orders added for programs won in Q4 FY26

237 bn

Orderbook at the end of Q4 FY26

EV: ₹166 billion (70%)

Railway: ₹13 billion2 (5%)

Non-EV: ₹58 billion (24%)

# of Programs

# of Customers

51% 20 9

10% 16 11

9% 11 10

8% 20 10

5% 24 9

11% 75 22

2W &3W

CV &OHV

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

Our Strategic Priorities

Electrification

Global Market Significance

Diversification

Technology

Diversified Revenue Mix

By Geography

6% 0.3%

By Product

2% 3%

27%

24%

41%

FY25

29%

17%

27%

FY26

51%

21%

10%

11%

29%

11%

17%

FY26

22%

16%

By Market segment

FY25

71%

11%

E2W/E3W

Non-Automotive

Semiconductors & Embedded SW

FY26

49%

10%

31%

Our Strategic Priorities

Electrification

Global Market Significance

Diversification

Technology

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

Air Spring

Couplers

Humanoid Robot Actuators

4-Wheeler HV e-Axle

2-Wheeler Integrated Motor-Controller

Industrial Robot Gearbox

EPIC Mobility

AGV/AMR Drive Unit

eVTOL Propulsion Unit

Railway Brake Systems

Railway Automatic Plug Door System

Railway HVAC System

Legacy Products

Current Products

Future Products

Product commercialized in Q4FY26

Note: The product images shown are for illustration purposes only and may not be an exact representation of the products

Auto HV

eVTOL

Humanoid Motors

Auto LV

Traction Motors

Starter Motor

Suspension Motor-Controller

Hydraulic Motor Controller

Inverters

Electric Control Panel

In-cabin Sensors

Short-range Radar Sensors

Zone Monitoring Sensors

Integrated Radar Sensor

Q4 & FY26 Financial Update

Our Exhibition Booth at Indian Railway Equipment Exhibition (IREE) 2025

Q4 FY26 Financials

Revenue (Rs. mn)

BEV

EBITDA (Rs. mn)

EBITDA Margin (%)

PAT (Rs. mn)

2 PAT Margin (%)

YoY: 47%

12,723

8,684

2,944

3,588

YoY: 32%

3,106

YoY: 17%

1,919

2,350

27.1%

24.4%

1,641

18.8%

14.7%

Q4 FY25

Q4 FY26

Q4 FY25

Q4 FY26

Q4 FY25

Q4 FY26

o Our overall

during the quarter

revenue grew by 47%

o BEV Revenue also grew by 22% and constituted 39% of total automotive product sales

o Our EBITDA grew by 32% while EBITDA margin

declined by ~2.7%

o Q4FY25 EBITDA had full-year PLI income

which caused an impact of ~1.9%

Balance ~0.8% impact from product mix and commodity inflation

o PAT margin is lower by ~4.1% due to

o Effect of ~2.0%

lower EBITDA margin

o lower net finance income ~3.4% o Net positive

lower depreciation and higher tax ~1.3%

impact of

Notes: 1. 2.

Revenue includes net gain from foreign exchange PAT margin percentage calculated from PAT including non-controlling interest

FY26 Financials

Revenue (Rs. mn)

BEV

EBITDA (Rs. mn)

EBITDA Margin (%)

PAT (Rs. mn)

2 PAT Margin (%)

YoY: 26%

44,751

YoY: 13%

11,069

9,753

27.4%

24.7%

35,545

12,235

FY25

11,542

FY26

YoY: 11%

6,703

6,012

6,402

16.9%

14.7%

14.1%

FY25

FY26

FY25

FY26 (Adj.)

FY26

o Our overall revenue grew by 26% during

the year

o BEV Revenue declined by 6% and total automotive

constituted 35% of product sales

o EBITDA margin is lower by ~2.7% largely due to adverse product mix and increase in fixed cost

o FY26 PAT has a one-time impact of ₹301

mn due to the new labour code

o PAT margin adjusted for the above is lower by ~2.2% mainly due to transmission of lower EBITDA margin and lower net finance income

Notes: 1. 2.

Revenue includes net gain from foreign exchange PAT margin percentage calculated from PAT including non-controlling interest

FCFO of INR 2,900 mn in FY26

Free Cash Flow from Operations: INR 2,900 mn

26,725

6,591

(3,691)

Numbers in Rs. mn

(16,935)

12,690

Opening Cash, FDs & Mutual Funds as on 1st April 2025

Net Cash Flow from Operations

Capex

Others Cash Movements

Closing Cash, FDs & Mutual Funds as on 31st March 2026

EBITDA

11,069

∆ Working capital

(2,774)

Tax paid & Others

(1,704)

Dividend Payment

Railway & NOVELIC Investments

Land Purchase for Railway Business

Borrowings

Interest Income & Others

(1,990)

(16,955)

(1,100)

2,255

855

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%

15.4%

17.7%

13.2%

Mar-23 Mar-24 Mar-25 Mar-26

Net Debt to EBITDA

Working Capital Turnover

Fixed Asset Turnover

(0.12)

(0.08)

(0.93)

(2.73)

4.2

4.6

5.0

3.8

3.9

3.6

3.4

2.9

Mar-23

Mar-24

Mar-25

Mar-26

Mar-23 Mar-24 Mar-25 Mar-26

Note:

1) 2)

VA/Employee Cost (for manufacturing businesses only) = Material margin / (Employee cost + Manpower cost on hiring) ROCE = LTM EBIT/(Average tangible capital employed + capital deployed for acquiring NOVELIC and Railway Business)

ROE = LTM PAT/(Average tangible net worth + capital deployed for acquiring NOVELIC and Railway Business); LTM PAT is adjusted for one-time impact of ₹301 mn due to the new labour code Net Debt to EBITDA = Short-term & long-term debt less cash, bank balances & mutual fund investments / LTM EBITDA

4) 5) Working Capital Turnover (WCTR) = LTM Revenue/ Average net working capital 6) 7)

Fixed asset turnover (FATR) (for manufacturing businesses only) = LTM Revenue/ Average Tangible net block ROCE, WCTR and FATR have been normalized by annualizing Railway Business EBIT and turnover respectively

Q&A

Demonstration of our AMR Platform at Consumer Electronics Show 2026

Appendix

Our Chairman Emeritus addressing the stakeholders on our 25th anniversary celebration

Our story so far…

Phase - 1

• 18 Customers • 2 Plants • 1 Product

Revenue in INR millions

FY99 – FY26 Avg EBITDA margin 26.3% Revenue CAGR 34.1%

Phase - 2

• 22 Customers • 2 Plants • 2 Products

Phase - 3

Phase - 4

• Acquisition of Comstar • 47 Customers (37+10) • 9 Plants (5+4) • 10 Products (5+5)

• Became publicly listed • Acquisition of NOVELIC and Railway Business • 12 plants • 29 products

FY12– FY16 Avg. EBITDA margin 25.0% Revenue CAGR 10.6%

FY99– FY11 Avg. EBITDA margin 21.5% Revenue CAGR 50.6%

697

910

1,135

1,348

1,174

1,492

2,207

2,807

2,616

3,309

3,456

3,653

44,752

35,545

31,866

FY17– FY26 Avg. EBITDA margin 26.6% Revenue CAGR 28.5%

26,756

21,306

15,663

10,380

6,088

6,992

5,033

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

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

6 2 Y F

One Vision To become one of the World’s most Respected and Valuable Mobility Technology companies for our Customers, Employees & Shareholders.

Guided by Values

Agility

23%

Growth

5-year Revenue

CAGR

Vitality

Integrity

Frugality

26%

Margins

5-year Avg.

EBITDA

20%

Returns

5-year Avg. ROE1

Note:

ROE = 5-year average of PAT/5-year average of (Average tangible net worth + capital deployed for acquiring NOVELIC and Railway Business); For a 5-year period of FY22 to FY26

Established Global Presence to Serve Customers Locally

USA Location

Key Products

Tecumseh, MI Starter motors

Ypsilanti, MI

Belgium

Genk

Germany

Cologne

China Location Key Products

Hangzhou Suspension motors

7 of the world’s top 10 PV OEMs1a

3 of the world’s top 10 CV OEMs1b

7 of the world’s top 10 tractor OEMs1b

Serbia

Belgrade

Novi Sad

Niš

Mexico Location Key Products

Irapuato Starter motors

Silao

Differential assemblies

3 of the world’s top 10 EV OEMs1c

3 of the Indian top 10 Indian e-2-Wheeler OEMs1d

12 5 1 8 3

Manufacturing Plants

R&D Centres

Tool & Die Shop

Warehouses

Engineering Capability Centres

India

Location Key Products

Gurugram Differential gears

Manesar Differential assemblies

Faridabad Brakes, Suspension, Couplers

Pune

Differential gears

Chennai

Starter motors, Traction motors & controllers

Hosur, Sanand, Rudrapur, Mehsana

Notes: 1.

Data Source: a) BofA Global Automobiles Report; b) Ricardo Report; c) EV-Volumes; d) Vahan Database; Company Analysis

BEV revenue and BEV revenue share1 over the years

36%

12,235

35%

11,542

29%

8,859

25%

26%

6,707

5,042

14%

2,057

FY21

FY22

FY23

FY24

FY25

FY26

BEV Segment Revenue (Rs. mn)

BEV Revenue Share (%)

234

FY20

Notes: 1.

Includes product revenue from PV, CV, OHV, E2W, E3W vehicle segments

Diversified Automotive Product Revenue1 – By Powertrain

FY23

FY24

FY25

FY26

26%

21%

38%

15%

29%

24%

37%

10%

36%

21%

34%

35%

20%

35%

10%

Battery EV

Micro-hybrid / Hybrid

Power source Neutral

ICE Dependent

Note: 1.

Includes product revenue from PV, CV, OHV, E2W, E3W vehicle segments

67 EV programs across 35 different customers1

No. of programs customers

34 12

15 10

Programs in fully ramped-up production

Programs in ramp-up or not yet in production

Programs for Driveline business

Programs for Motor business

Programs for Sensors and Software business

Notes: 1. 2.

3 customers are present in more than one geography Europe geography includes the UK

North America 9 Customers 9 22

Europe2 5 Customers 3 6

4 1

Asia 6 Customers 3 3 3 2

India 19 Customers 5 15

+x denotes the change during Q3 FY26

Market Shares for Differential Gears and Starter Motors

Global Market Share of Differential Gears1

Global Market Share of Starter Motors1

CY19

4.5%

CY20

5.0%

CY21

6.3%

CY22

7.2%

CY23

8.1%

CY24

8.8%

CY25

8.7%

CY19

2.5%

CY20

3.0%

CY21

4.6%

CY22

4.1%

CY23

4.2%

CY24

4.4%

CY25

4.2%

While we dominate the Indian market for Differential Gears

Notes: 1. 2.

Data Source: Ricardo, CRISIL, Company Analysis As per CRISIL report dated Feb 2021

Passenger Vehicles

Commercial Vehicles

Tractors

55-60%2

80-90%2

75-85%2

Product Summary

Passenger Vehicles

Electronically Locking Differential (EDL)

Spool Gears

Limited Slip Differential (LSD)*

In-Cabin Radar Sensors

Short Range Radar Sensors*

Epicyclic Geartrain

Intermediate Gears

Commercial Vehicles

Integrated Motor Controller Module (for Predictive Active Suspension)

Traction Motor*

Input/Rotor Shaft

Differential Assembly

Differential Bevel Gears

Park Gear

Controller*

Starter Motor

Steering Bevel Box

Coupling/ Sleeves

Inter-Axle Gear Set

*Product under development

Product Summary

Buses

Differential Bevel Gears

Controller*

Steering Bevel Box

Short Range Radar Sensors*

Traction Motor*

In-Cabin RADAR Sensors

*Product under development

In-Cabin Radar Sensors

Off Highway Vehicles

Spiral Bevel Gears

Hydraulic Motor Controller

Portal Axle Gears

Short Range Radar Sensors*

Traction Motor

Controller

Light Commercial Vehicles /3-Wheeler (Cargo)

Differential Assembly

Differential Bevel Gears

Starter Motor

Product Summary

Electric 2-Wheelers

Hub Wheel Motor

Integrated Drive Motor & Controller

Integrated Hub Motor & Controller*

Non-Automotive

AGV/AMR Drive Unit*

Drive Motor

Electric 3-Wheelers

Short Range Radar Sensors*

2 3

*Product under development

Controller

eVTOL Motor*

eVTOL Reduction Gearbox*

Humanoid Motors *

Industrial Robot Gearbox*

Zone Monitoring Sensors

Humanoid Components*

Product Summary

Axle Mounted Disc Brake System

Microprocessor Controlled Brake System

Bogie Mounted Brake System

Railways

HVAC System

Electric Panels

6 7 8 9

Friction Products

Dampers

Electro Pneumatic Brake System

Wheel Mounted Disc Brake System

Air Spring*

AAR-H Coupler

Automatic Coupler

Semi Automatic Coupler

Semi Permanent Coupler

*Product under development

ESG Performance Highlights

Environmental

Social

Governance

• 18%, 17%, and 10% improvement in emissions, water, and energy intensities respectively, in FY25 from FY22

•

Setting up a total solar group captive capacity of 21.35 MWp across Maharashtra, Haryana, and Tamil Nadu

• Pune Chakan Plant has been rated by IGBC in the Green Factory Building category with “IGBC Gold” Rating

•

Initiated a large-scale afforestation project by planting more than 46k trees using the Miyawaki method

• Have been certified as Great Place to Work consistently for last three years

• Driving incubation of 18 startups innovating for sustainability in partnership with IIT Delhi and IIM Ahmedabad

•

Improved the female participation in the total workforce from 3% to 6%

• Achieved reduction of 98% in CO levels at Gurgaon plant using a three-stage air purification approach

• Golden Peacock Award won in 2023 for excellence in corporate governance

• Award for Excellence in Corporate Governance' by the Institute of Company Secretaries of India (ICSI)

• 6 independent directors and 3 women directors out of 9 board members

• Chairperson position is held by an independent director

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