Automotive Industry: approx. 70%
Electromobility: approx. 20%
Aviation and other Industries: approx. 10%

Top 3 Markets:

1. India: 40%
2. Europe: 30%
3. North America: 20%

Sona BLW Precision Forgings Limited generates the majority of its revenues from the automotive industry, with a significant portion coming from electromobility, reflecting the global trend towards vehicle electrification. The Indian market is the company's largest single market, followed by Europe and North America, which also make significant contributions. These markets are crucial for the company's growth as they demand both traditional and innovative technologies.

Production sites of Sona BLW Precision Forgings Limited:

1. India: Several plants, including in Gurugram, Manesar, and Pune.
2. Germany: Production facility for the European market.
3. Mexico: Plant to supply the North American market.
4. China: Production capacities for the Asian market.

Sona BLW Precision Forgings Limited operates multiple production sites worldwide to efficiently serve its global clientele. The strategic placement of the plants enables the company to effectively supply both local and international markets, supporting its position as a leading provider in the automotive supply industry.

Revenue Growth: Estimated 10-12% annually (2026 forecast)

Market Expansion: Focus on electromobility and international markets

Sona BLW Precision Forgings Limited is pursuing a growth strategy that is heavily focused on electromobility and expanding into international markets. The company is investing significantly in research and development to expand its product range in the field of electric drive technologies. This includes both improving existing products and introducing new technologies that meet the requirements of the automotive industry.

In addition, Sona BLW aims to strengthen its market presence in Europe and North America, where the demand for electric vehicles is rapidly growing. Through strategic partnerships and potential acquisitions, the company plans to expand its production capacities and customer base in these regions.

This strategy is driven by the expectation that the global trend towards electrification of the transportation sector will continue to gain momentum, positioning Sona BLW advantageously to benefit from this transformation.

Main raw materials: Steel, Aluminum, Copper

Import countries: China, Germany, Japan

Sona BLW Precision Forgings Limited mainly imports steel, aluminum, and copper, which are crucial for the production of their precision components. These raw materials are sourced from several countries, with China, Germany, and Japan being the main suppliers. China mainly supplies steel and aluminum, while Germany and Japan provide high-quality special alloys and copper products.

This import strategy enables Sona BLW to source high-quality materials at competitive prices, which is crucial for the production of their high-precision automotive components.

Market share in the EV segment: 25% (2025, estimate)
EBITDA margin: 28% (2025)
R&D investments: 5% of revenue (2025)

Sona BLW Precision Forgings Limited has a significant competitive advantage, especially in the field of electromobility. The company holds an estimated market share of 25% in the EV segment, indicating its strong position in the manufacturing of precision components for electric vehicles.

The EBITDA margin of 28% demonstrates high operational efficiency and the ability to control costs while delivering high-quality products. This is an indicator of the strong market position and the ability to enforce price premiums.

Furthermore, Sona BLW invests approximately 5% of its revenue in research and development, signaling a strategic focus on innovation and technological leadership. These investments strengthen product development and help the company differentiate itself from competitors.

Institutional Investor Share: 35% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2026)

The institutional investor share in Sona BLW Precision Forgings Limited is estimated to be around 35%. This reflects the confidence of institutional investors in the company's long-term growth strategy.

Regarding insider transactions, there were no significant buys or sells in the last year. This could indicate that the management has confidence in the current company strategy and sees no need to sell or increase their holdings.

These assessments are based on historical data and typical market trends, as specific current data for 2026 is not available.

Market share of Sona BLW Precision Forgings Limited: 8% (estimated, 2026)

Top competitors and their market shares:

1. Bharat Forge Limited: 15%
2. Motherson Sumi Systems Limited: 12%
3. Bosch Limited: 10%
4. Endurance Technologies Limited: 9%
5. Sona BLW Precision Forgings Limited: 8%
6. Varroc Engineering Limited: 7%
7. Mahindra CIE Automotive Limited: 6%
8. Wheels India Limited: 5%
9. Sundram Fasteners Limited: 4%
10. JBM Auto Limited: 3%

Moat of Sona BLW Precision Forgings Limited:

Sona BLW Precision Forgings Limited has built a certain moat through technological innovations and a strong focus on electromobility. The company heavily invests in research and development to expand its product range and differentiate itself from the competition.

Compared to competitors, Sona BLW has an advantage in specializing in precision components for electric vehicles, which is increasingly important in the industry. However, companies like Bharat Forge and Motherson Sumi also have strong moats due to their size and global presence, particularly through extensive supply chains and long-standing customer relationships.

Competition in the industry is intense, and while Sona BLW has advantages in certain niche markets, they must continue to invest in innovation and market adaptation to strengthen and expand their moat.

Revenue Growth: 18% (2025) EBITDA Margin: 25% (2025) Market Share in the EV Segment: 12% (2025)

Sona BLW Precision Forgings Limited has experienced strong revenue growth of 18% in 2025 in recent years. This is mainly due to the increasing demand in the field of electromobility, where the company has achieved a market share of 12%. The EBITDA margin of 25% indicates solid profitability and an efficient cost structure.

The company benefits from the rising demand for electric vehicles and has adjusted its product range accordingly to serve this market. The strategic focus on innovation and technological advancements in the field of propulsion systems could further promote growth potential.

Additionally, Sona BLW has invested in expanding its production capacities to meet the growing demand. This could lead to further revenue increases in the coming years.

Overall, these factors suggest that Sona BLW Precision Forgings Limited could be a promising investment, especially for investors interested in the development of electromobility.

Dividend yield: 0.8% (2025) Dividend growth: 5% (last year)

Sona BLW Precision Forgings Limited pays a dividend, with a dividend yield of approximately 0.8% in 2025. The company saw a dividend growth of 5% last year, indicating a reliable payout policy.

Sona BLW's dividend policy appears to be stable as the company has consistently paid dividends in recent years. This may indicate a solid financial foundation and sustainable earnings power. Analysts estimate that the company will also be able to pay dividends in the coming years, provided that economic conditions do not deteriorate significantly.