Synopsis: Sona BLW is set to announce its Q4FY26 and full-year results today, with brokerages expecting strong revenue growth supported by EV momentum, order wins, and resilient margins. Investors will closely watch whether the auto ancillary major can sustain growth amid global demand uncertainty and evolving EV market trends.
Sona BLW Precision Forgings Ltd has informed the exchanges that its Board of Directors is scheduled to meet today to consider and approve the audited financial results for the quarter and financial year ended March 31, 2026 . As the auto ancillary major prepares to announce its Q4FY26 performance, investor focus remains on whether strong EV-led growth momentum and stable margins can continue. Here are the key estimates and expectations from major brokerages investors should watch before the results are announced.
What Are The Expectations?
Motilal Oswal believes that Sona BLW Precision Forgings Ltd delivered a better-than-expected performance in Q3FY26, mainly driven by stronger revenue growth, especially from its electric vehicle (BEV) segment. Even though BEV demand in North America declined sharply during the quarter, the company still managed sequential growth in this segment, helping improve its overall mix. Margins remained stable sequentially despite a year-on-year decline, and profitability came in ahead of expectations even after accounting for one-time expenses related to new labour regulations. The company also continued to add new EV programs, taking its total order wins higher, which reflects steady execution despite a challenging environment.
The brokerage highlights that Sona BLW is well positioned to benefit from long-term trends like electrification and premiumisation, with a strong global presence across key markets. Its product portfolio is aligned with future technologies, including EV-specific components, and the company is investing more in research and development to strengthen its capabilities. However, concerns remain around slowing global auto demand and a slower pace of EV adoption in key markets like the US and Europe. It also notes that a large part of the order book is still linked to EVs, which adds some risk. Additionally, while the recent acquisition in the railway segment is expected to add to earnings, it is seen as having limited strategic fit with the core business.
ICICI Securities takes a relatively positive view, noting that the company has shown resilience despite a weak global demand environment, with both growth and margins coming in above expectations in Q3FY26. It highlights that global supply chain disruptions are creating opportunities for the company to gain market share, especially as competitors struggle or exit certain segments. The EV business is also expected to improve further, supported by easing issues around rare earth magnets and a more diversified customer base. A strong order book, along with continuous expansion in products and geographies, is expected to support future growth.
The brokerage also points out that management is seeing a strong pipeline of new orders, especially from European customers, due to ongoing disruptions in the supply chain. Growth in the near term is likely to be driven by segments such as traction motors, tractors, domestic commercial vehicles, and the railway business. Over time, other markets could also improve depending on trade agreements like India-EU and India-US deals going through. Margins are expected to remain within the guided range, supported by favourable product mix and the company’s ability to pass on commodity cost increases. However, key risks include global demand slowdown, delays in new EV program launches, and the company’s ability to continue winning new orders.
What Are The Estimates?
According to estimates from Motilal Oswal, Sona BLW Precision Forgings Ltd is expected to report revenue of around Rs. 1,263.4 crore in Q4FY26, reflecting a strong year-on-year growth of 48.74 percent over Rs. 849.4 crore in Q4FY25 and a modest quarter-on-quarter growth of 4.54 percent over Rs. 1,208.5 crore in Q3FY26. EBITDA is estimated at Rs. 319.9 crore, up 48.10 percent year-on-year and 5.02 percent sequentially, with margins at 25.87 percent. PAT is expected to come in at Rs. 192.7 crore, indicating a growth of 30.82 percent year-on-year and 6.99 percent quarter-on-quarter, with margins at 15.25 percent.
According to estimates from ICICI Securities, revenue is expected to be higher at around Rs. 1,400.9 crore, implying a year-on-year growth of 64.93 percent and a quarter-on-quarter growth of 15.92 percent. EBITDA is estimated at Rs. 343.8 crore, reflecting a growth of 59.17 percent year-on-year and 12.87 percent sequentially, with margins at 24.54 percent. PAT is expected at Rs. 204.3 crore, suggesting a growth of 38.70 percent year-on-year and 13.44 percent quarter-on-quarter, with margins at 14.58 percent.
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