Investor Presentation

17th September, 2026 BSE Ltd. National Stock Exchange of India Ltd. Regd. Office: Floor - 25, Listing Deptt., Exchange Plaza, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (East), Dalal Street, Mumbai-400 001. Mumbai - 400 051 BSE Scrip Code: 543300 NSE Scrip: SONACOMS Subject: - Investor Presentation Dear Sir / Madam, In compliance with Regulation 30 read with Para 15(a) of Part A of Schedule III and other applicable provisions of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we have enclosed herewith the Investor Presentation for investor call held on today Jefferies India Forum – 5th Edition. Kindly take the same on record. Thanking you, For SONA BLW PRECISION FORGINGS LIMITED Pankaj Gupta Senior Vice President (Legal), Company Secretary and Compliance Officer Enclosed: As above Manufacturing beyond Make in India Vivek Vikram Singh, MD & Group CEO Jefferies India Forum – 5th Edition 17 September 2026 Disclaimer Thispresentationandtheaccompanyingslides(the“Presentation”),whichhavebeenprepared by Sona BLW Precision Forgings Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailedinformationabouttheCompany. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness,fairnessandreasonablenessofthecontentsofthisPresentation.ThisPresentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expresslyexcluded. Certain matters discussed in this presentation may contain certain forward-looking statements concerning the Company’s future business prospects and business profitability. Such forward- looking statements are not guarantees of future performance and are subject to a number of risks and uncertainties that are difficult to predict. These risks and uncertainties include, but are not limited to, the Company’s ability to manage growth, the fluctuations in earnings, competition(bothdomesticandinternational),economicgrowthinIndiaandabroad,abilityto attract and retain highly skilled professionals, time and cost over runs on contracts, the Company’s ability to manage its international operations, Government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward-looking statements become materially incorrect in future or update any forward-looking statements madefromtimetotimebyoronbehalfoftheCompany. © Sona BLW Precision Forgings Limited (Sona Comstar). Reproduction and distribution of this PresentationwithoutthepermissionofSonaComstarisprohibited. The Dream India aspires to become a developed nation by 2047 The Policies The Talent The Capital India has set ambitious targets for itself GDP (USD Trillion) Share of Manufacturing Developed Nation 25% By 2047 The Dream 4 needs The Policies FY26 FY47 FY26 FY35 Sustainingitsfastest-growing-economystatus As%ofGDP|Guidingprincipleforsector The Talent However, having flat growth in share of manufacturing in GDP and sustaining The Capital ~11% nominal GDP growth is posing challenges …and The Mindset Data Sources: 1) Business Standard; 2) DPI@2047; 3) IBEF The Dream India should redefine its manufacturing story: The Policies The Talent From “Make in India” to “Defining the future in India” The Capital A Five-step ladder that the Indian industry must climb to overcome the growth challenges Define the future in India Shaping industries, creating new Invent in India categories, leading the world Setting industry standards IP ownership, developing breakthrough products and Design in India technologies In-house engineering, Building what does not yet exist proprietary designs, systems Make in India and solutions World-class manufacturing, Build-to-specs/co-design Assemble in India operational excellence, scale & quality Putting together imported Build-to-print kits & components; labour arbitrage with no design or process ownership No build 4 Every developed nation climbed the same ladder, with China climbing all 5 steps in one generation History shows prosperity comes from moving up the value chain, manufacturing first, then design, followed by invention and finally category-defining leadership Mass production → Precision engineering Quality & lean → Assembly → World's factory → semiconductors, → Industry 4.0 & heavy engineering, memory chips & EVs, battery-tech & software & platform IP Automotive IP robotics & electronics displays many deep techs India has mastered ‘Assemble’ and 'Make’. The next three steps are the opportunity for our generation. China's speed proves that it can be done Note: This slide represents iIlustrative framework reflecting management’s perspective. Country examples are selective and do not imply a uniform development path. To bridge the gap between “Make” & “Invent” we need to focus on indigenous R&D Paradox of the climb - India designs & builds world-class platforms yet imports the critical sub-systems inside them ~80% <1% ~70% Of India’s defencesensors are imported, Of semiconductor patents filed by India, Of pharma APIs are imported from Foreign design IP limits sovereign control despite ~20% of world’s chip design talent China, rising to 90% for key antibiotics Every nation that became an innovation powerhouse invested 3-8x more in R&D than India R&D Spend as a % of GDP [2023] China is now the world’s #1 R&D spender 6.35% ~$786Bnin2024—nearlytyingtheUSA 4.94% India’s R&D spend has grown to $29 Bn 3.45% 3.44% 3.15% 2.58% Only4xjumpbetweenFY11andFY24 2.18% Global Avg 1.92% 0.80% Pvt Sector contributed 45% of R&D spend in FY24 Whereasglobally,privatesectorcontributes~70% Data Sources: 1) Bain & Co. Report;2) BCG Z47 report;3) PIB;4) World Bank Data;5) HBL Article;6) PIB The Dream Government is supporting the manufacturing sector via a The Policies The Talent series of new policies and initiatives The Capital Capital & Incentives Infrastructure & Hubs Ease of doing business PLI Schemes Public Capex Lesser compliances ₹1.97lakhCrworth ofincentivesacross14 6x growth in publiccapex (infra&others), 41,000compliancesremoved sectors;targeting14lakhjobscreation from₹2to₹12trillion(FY15→FY27E) RDI Fund Industrial smart cities Single window system ₹1 lakh Cr fund created for R&D and National Industrial Corridor Development Single national portal for business Innovationinemergingsectors Program(NICDP)for7corridorsin13states approvals&clearances REPM Scheme Sector specific parks Business Reform Action Plan ₹7,280 Cr outlay for 6,000 MTPA mfg. 7PMMitra,3Chemical,3Biopharma GoI ranks states on Ease of Doing capacityforrareearthmagnets Business,fosteringcompetition Semicon 2.0 + ECMS 2.0 PM Gati Shakti India Industrial Land Bank Fabs,ATMPandelectronicecosystems Multi-modal connectivity to reduce Faster identification and access to logisticscost suitableindustrialland Data Sources:1) PwC Report; 2) PIB -RDI Fund; 3) PIB -Union Budget; 4) PIB -Manufacturing Hubs; 5) PIB –Business Ready India The Dream We need to move from labour cost arbitrage to The Policies The Talent engineering cost arbitrage to climb this ladder The Capital Make in India Design in India Invent in India One of Asia's largest labour forces and a World's 2nd-largest pool of auto & software Engineering talent at 1/5th Western cost - [Showing first 8,000 characters — download PDF for full document]