The shares of a prominent auto component manufacturer gained up to 9 percent in today’s trading session after speculation that the company is in talks with Chinese EV giant BYD for component supply.
With a market capitalization of Rs 30,057.10 crore, the shares of Sona BLW Precision Forgings Ltd were trading at Rs 483.45 per share, increasing around 6.21 percent as compared to the previous closing price of Rs 455.20 apiece.
According to the reports, Sona BLW Precision Forgings Ltd is in talks with Chinese EV giant BYD for component supply. The potential partnership includes setting up a manufacturing plant in China, aligning with Sona BLW’s long-term strategic roadmap. This move could significantly boost its global EV presence and strengthen ties with one of the world’s largest automakers, CNBC-TV18 reported.
However, the company gave clarification that there are no specific developments or definitive updates to report on this matter. The Company is in discussions with several potential customers in India and globally in the ordinary course, for the growth of its business.
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Looking forward to the company’s financial performance, revenue decreased by 2 percent from Rs 884 crore in Q4FY24 to Rs 865 crore in Q4FY25. Further, during the same time frame, net profit increased by 10 percent from Rs 148 crore to Rs 164 crore.
The company’s net order book stood at Rs 242 billion at the end of Q4 FY25, up from Rs 232 billion in Q3. During the quarter, Rs 7 billion worth of orders were consumed through matured and ramp-up programs, while Rs 17 billion in new orders were added. The order book represents 6.8 times its FY25 revenue, indicating strong future visibility.
The company’s revenue from Battery EVs has grown significantly, rising from 25 percent in FY22 to 36 percent in FY25, signaling a strong EV transition. Meanwhile, ICE-dependent revenue steadily declined from 18 to 9 percent. The shift highlights a clear strategic pivot toward electric and hybrid powertrains, with ICE becoming a diminishing part of the revenue mix over time.
Sona BLW Precision Forgings Limited is an India-based firm that manufactures precision-forged bevel gears and differential case components for automotive and other applications. The company manufactures differential assemblies, differential gears, and other products.
Written by Abhishek Singh
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