Sona BLW Enters Robotics With ₹62.6 Crore Capex


By Dalal Street Investment Journal (DSIJ)

Summary :

 

Sona BLW Precision Forgings Ltd has approved a ₹62.6 crore investment to enter the advanced robotics sector. The announcement follows a record Q4 performance, with revenue rising 47% YoY. Management remains optimistic about growth in EV motors and railways, supported by a ₹237 billion order book and strong long-term demand visibility.

Sona BLW

Sona BLW Precision Forgings Ltd is ready for its next big step. The company already has a strong position in the electric vehicle market. Now, it is moving into the world of advanced robotics.

Sona BLW Precision Capex for Advance Robotics 

In this regard, the company has approved a fresh capex of ₹62.6 crore. The money will be used directly to set up new production lines of components and systems used for Advanced Robotics. The plan was approved by the company’s Board of Directors on June 16, 2026, after a formal recommendation from its internal Capex Committee.

The move is expected to help protect and diversify its future income.

 

Sona Blw Precision Frgs L

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601.252.59 (0.43 %)

Updated - 17 June 2026
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Record Q4 Performance Caps Off a Challenging Financial Year

Management confirmed that Q4 was the best ever quarter for the company.

During the quarter, revenue grew by a strong 47% YoY. Meanwhile, EBITDA and net profit increased by 32% and 17% respectively. BEV revenues alone jumped 22% compared to the same period last year.

Though management described the full year as tough, the annual numbers remained resilient. The company delivered 26% revenue growth to reach ₹44,751 million. Annual EBITDA rose by 13.5% to ₹11,069 million, while net profit grew by 11% to ₹6,703 million. 

Sona BLW Precision Order Book 

Sequential growth was witnessed on all the major parameters, supported by an order backlog of massive ₹237 billion. The order backlog stands at 5.3 times the company's annual turnover for the fiscal year ending March 31, 2026.

Suspension Motors and Traction Motors Remain Key Growth Drivers

Management remains optimistic about its electric mobility business, particularly in the motor segment.

The suspension motor business is expected to emerge as the fastest-growing segment. The company expects the business to record triple-digit growth. 

The traction motor segment is also expected to maintain a strong growth trajectory. Management indicated that this business could continue delivering very high double-digit growth rates over the coming years.

Railway Business Offers Long-Term Opportunity

The railway segment is another area that management sees as a meaningful growth driver over the next 3 to 5 years.

Following its recent acquisition in the sector, the company has started building a broader railway product portfolio. New offerings such as HVAC systems and electric panels are expected to contribute significantly over time.

The management believes that there will be a potential of around ₹2,000 crore to ₹2,500 crore for HVAC systems and about ₹1,500 crore for electric panels.

Revised Guidance on Margins

The revised long-term EBITDA margins for FY27 are 23% to 25%.

Earlier, the guidance was between 24% and 26%. This change in guidance mainly comes from the fact that the railway business operates at a lower margin level than its core automotive business.

Cost Pressures Continue as a Potential Challenge

Though the future holds many promises, the management indicated that several factors might have an influence on profitability.

The firm anticipates ongoing increases in the prices of essential raw materials such as steel, aluminium, and copper. Higher costs in transport and energy could be another challenge.

Moreover, the new minimum wage rates that are applicable from April 1, 2026, in Haryana state would push up labour costs. The company plans to offset part of this impact through productivity improvements and operational efficiencies.

Sona BLW Precision Forgings Ltd Share Price Performance

On June 17, 2026, Sona BLW Precision Forgings Ltd share price was trading at ₹609.45 in early trade, up around 1.80%.

The stock has delivered gains of more than 5% over the past one month. On a year-to-date basis, it has risen over 27%, while the one-year return stands at more than 25%.

About Sona BLW Precision Forgings Ltd

Sona BLW Precision Forgings is an India-based automotive technology company. The company is engaged in designing, manufacturing and supplying engineered automotive systems and components such as differential assemblies, gears, conventional and micro-hybrid motors, BSG systems and EV traction motors across all vehicle categories. 

The company has gradually evolved beyond its traditional driveline and motor business. Today, its portfolio includes intelligent mobility solutions, software-led technologies and electrification-focused products designed for the next generation of transportation.

Source: Dalal Street Investment Journal (DSIJ), NSE

 

About the Author

SEBI Registered Research Analyst (INH000006396).


Founded in 1986, Dalal Street Investment Journal (DSIJ) brings decades of experience in India’s equity markets. DSIJ's research combines fundamental analysis with price action, guided by disciplined risk management and capital preservation. They follow a structured, data-driven approach designed to help investors and traders make informed decisions beyond short-term market noise. 

Published Date : 17 Jun 2026

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Content Partner - Dalal Street Investment Journal Wealth Advisory Private Limited



This article is for educational purposes only and should not be considered investment advice. Market investments are subject to risks. DSIJ Wealth Advisory Private Limited is a SEBI-registered Research Analyst (Reg. No: INH000006396) and Investment Adviser (Reg. No: INA000001142). Please consult your financial adviser before investing. 

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