Investor Presentation for Q1 financial results

23rd July, 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 on the financial results for quarter ended on 30th June, 2026. 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 inter-alia, encompassing an overview of the Company, its operations and unaudited Standalone and Consolidated Financial Results for the quarter ended on 30th June, 2026. 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 Q1 FY27 Earnings Presentation 23 July 2026 Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared 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 detailed information about the Company. 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, fairness and reasonableness of the contents of this Presentation. This Presentation 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 expressly excluded. 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 (both domestic and international), economic growth in India and abroad, ability to 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 made from time to time by or on behalf of the Company. © Sona BLW Precision Forgings Limited (Sona Comstar). Reproduction and distribution of this Presentation without the permission of Sona Comstar is prohibited. Our Management Mr. V. Vikram Verma Mr. Sat Mohan Gupta Whole Time Director and CEO, Motor Business CEO, Driveline Business Mr. Praveen Mr. Rohit Nanda Chakrapani Rao Group CFO Group CTO Mr. Vivek Vikram Singh Mr. Amit Mishra MD & Group CEO Head, Railway Business Unveiling Sona Comstar 2.0 Delivering on what we promised, unveiling Sona Comstar 2.0 We grew >10x in 10 years (FY15-FY25) by focusing on three key We aspire to replicate the same 10x growth in the next decade strategic decisions focusing on the new strategy 3,450 Commercialized 5 new products and FY15 Revenue New did our first large Product Railway Business acquisition Verticals Product 4,350 50 Electric Verticals 3,200 Partnering with a Global leader 32,100 + West Auto 8,850 Mobility West + East ₹Mn Continuing to 4,000 7,850 expand footprint in the Eastern West 3,650 World Electric Electric New Product Verticals Intelligent & Introducing a New 35,550 ₹Mn Connected Growth Vertical – “Robotics and FY25 Revenue Physical AI” Adding new product verticals organically and inorganically Sona BLW Sona Comstar 1.0 Sona Comstar 2.0 Driveline Driveline Motors Sensors & Driveline Motors Railway Robotics & Physical AI Software • Had we stayed as old Sona BLW, we still would have grown at 12% CAGR Organic additions • New products added organically contribute >35% of our current revenue Inorganic additions • New products added inorganically contribute >40% of our current revenue Organic additions • Expanding the existing Sensors and Software growth vertical to the in earlier phases • Added total 17 new products during this phase complete ecosystem of – Robotics and Physical AI 6 Inorganic additions in earlier phases Partnering with a global leader in innovation & technology, for world class Electric and Hybrid Powertrain Systems To revolutionize the electric mobility landscape by delivering world class electric powertrains that Vision set new benchmarks in performance, quality, reliability and sustainability Expertise in developing electrified Global leadership in electrification powertrain technologies technologies Complementary Cost competitive manufacturing strengths across Advanced product engineering across footprint and agile delivery Technology, electrified powertrain stack Manufacturing & Engineering Deep understanding of the Indian R&D supported by decades of powertrain automotive market development experience Two Joint Ventures for Electric and Hybrid Powertrain systems 51% 49% 51% 49% Subscribed at a TEV of INR 17500 Mn Joint Venture for 4 and 4+ Joint Venture for 2 and 3- wheelers’ applications wheelers’ applications High-voltage liquid-cooled traction inverters, traction Air-cooled traction inverters, traction motor and motors and generators for 4 & 4+ Wheelers generators, and e-Axles for 2 & 3 Wheelers DENSO will hold 51% equity stake and assume Sona Comstar will retain 51% equity stake and management control management control DENSO shall license IP and know-how against Sona Comstar shall license IP and know-how against payment of royalty payment of royalty Accelerating product Expansion of existing Access to DENSO’s IP & Serving a broader Localizing advanced innovation journey product portfolio know-how of products customer base electric & hybrid systems Physical AI systems can Sense-Think-Act-Learn continuously Artificial Intelligence is a General-Purpose Technology, which can transform economies, industries, and daily life Artificial Fire Wheel Metallurgy Electricity Internet Intelligence What are the key building blocks of Physical AI? 1. The Body 2. The Senses 3. The Intelligence 4. The Reflexes 5. The Training The hardware: motors, joints, Systems that use camera, Artificial Intelligence models that Control & motion systems that High-fidelity simulations, real gears, controllers, actuators, Radar, LiDAR and other sensors reason, plan, predict and convert decisions into smooth, world training through human and sensors that gives it a to understand the surrounding make decisions safe and precise physical demonstrations, teleoperations physical form. environment movement and continuous feedback Introducing a new growth vertical – Robotics & Physical AI which will focus on the entire value chain Components & Subsystems Perception Stack and Services Development & Manufacturing Building mission-critical components Developing perception stack and Development and manufacturing of and subsystems for all types of providing ER&D services for all types selected types of full-stack robot Robotics and Physical AI pl [Showing first 8,000 characters — download PDF for full document]