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SONACOMS · Sona BLW Precision Forgings Limited · NSE · Filed 23 Jul · 2 min read

Sona Comstar posts 54% revenue growth in Q1 FY27, enters Robotics and Physical AI

The auto-components maker reported its highest-ever quarterly revenue and BEV revenue, and unveiled a decade-long "Sona Comstar 2.0" strategy with a new growth vertical.

What was filed

Sona BLW Precision Forgings (Sona Comstar) released its unaudited standalone and consolidated results for the quarter ended 30 June 2026, accompanied by a press release detailing both the quarter's performance and a new decade-long growth strategy the company calls "Sona Comstar 2.0."

The headline metrics — revenue, EBITDA, PAT and the share of revenue drawn from battery electric vehicles (BEV) — are set out in the key-facts panel below. The company said this was its highest-ever quarter for revenue, BEV revenue and BEV revenue share.

The BEV mix and the story it tells

The load-bearing point of the quarter, per the filing, is diversification of the electric-vehicle business. Management said BEV revenue more than doubled year-on-year and its share of automotive revenue reached an all-time high, framing this as growth across customers, products and geographies achieved "despite continued weakness in the US EV market."

The company also reported winning three new programs during the quarter — one EV, one hybrid and one ICE — spanning India, Europe and North America. The disclosed order additions and their expected production-start windows are itemised in the key-facts panel.

Sona Comstar 2.0 and the new vertical

Alongside the results, the company announced a strategy to repeat over the decade ending FY35 the tenfold revenue growth it says it achieved in the decade ending FY25. Per the filing, this rests on building new product verticals organically and inorganically, increasing focus on Eastern-world markets, and targeting intelligent and connected systems alongside electrification.

As part of this, Sona Comstar said it is expanding its existing Sensors and Software vertical into "Robotics and Physical AI" — covering mission-critical components and subsystems, perception-stack and ER&D services, and selected full-stack robot platforms. The company also referenced a partnership with DENSO taking it into high-voltage electric and hybrid powertrain systems.

Revenue (Q1 FY27)
Rs. 1,310 crores
Revenue YoY growth
54%
EBITDA (Q1 FY27)
Rs. 303 crores
EBITDA margin
23.1%
PAT (Q1 FY27)
Rs. 181 crores
Net profit margin
13.6%
BEV revenue share
44%
BEV revenue YoY growth
107%
Hybrid PV differential assembly order
Rs 6.4 billion
EV two-wheeler hub motor orders
Rs 900 million
ICE PV differential gears order
Rs 2.1 billion

For a holder, the filing sets out both the quarter's reported growth and a stated shift in the company's long-term direction — a new Robotics and Physical AI vertical and a DENSO partnership in high-voltage powertrains — alongside the disclosed dependence of its EV business on markets the company itself flags as weak. These are the company's own statements and disclosed order additions, not outcomes.

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