Investor Presentation for Q2 financials results

October, 26, 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 and half year ended on September 30, 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 and half year ended on September 30, 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 Q2 FY27 Earnings Presentation 26 October 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 Business Performance Highlights Our Booth at Consumer Electronics Show 2026 Q2 FY27 Financial Performance Highlights 15,464 35% 3,562 23% 2,234 29% Revenue | YoY Growth EBITDA | YoY Growth PAT | YoY Growth 23.0% EBITDA Margin 14.4% PAT Margin1 6,061 129% 51% BEV Revenue | YoY Growth BEV Share in Automotive Product Revenue2 Notes: 1. PAT margin percentage calculated from PAT including non-controlling interest 2. Includes product revenue from PV, CV, OHV, E2W, E3W vehicle segments H1 FY27 Financial Performance Highlights 28,568 43% 6,588 34% 4,039 36% Revenue | YoY Growth EBITDA | YoY Growth PAT1 | YoY Growth 23.1% EBITDA Margin 14.1% PAT Margin2 16.4% 13.9% RoCE3 RoE4 Notes: 1. PAT margin percentage calculated from PAT including non-controlling interest 2. ROCE = LTM EBIT/(Average tangible capital employed + capital deployed for acquiring NOVELIC) 3. ROE = LTM PAT/(Average tangible net worth + capital deployed for acquiring NOVELIC) Update on our Strategic Priorities Our Integrated Motor Controllers, EVTOL Gearbox, and AMR Drive Unit at CES 2026 Update on our Strategic Priorities EPIC Mobility Global Market Diversification Technology Significance Sizeable and Increasing Presence in EPIC Mobility 48% 10,416 119% H1 FY27 BEV Share in H1 FY27 H1 FY27 BEV revenue Automotive Product Revenue1 BEV revenue YoY growth 71 75 (20+20+31)2 (21+23+31)2 EPIC Mobility Programs2 EPIC Mobility Programs2 awarded across 36 customers awarded across 37 customers as at the end of Q1 FY27 as at the end of Q2 FY27 Notes: 1. Includes product revenue from PV, CV, OHV, E2W, E3W vehicle segments 2. Include BEV/PHEV and Robotics & Physical AI programs currently in serial production as well as in the orderbook; numbers in brackets to be read as (# of programs in fully ramped up production + # of programs in ramp-up + # of programs not yet in production) In Q2, we won orders for two new products, another order for integrated motor controller, & more volumes for existing programs Helical Limited-Slip Rear Radar Integrated Traction motors Differential Sensor Motor Controller (Additional Volumes in two existing programs) For Electric Passenger For Intelligent & For Electric For Electric Vehicles Connected 2Ws 2-wheelers 2-wheelers Existing Customer New Customer Existing Customer Existing Customer Global OEM Indian OEM of ICE Indian OEM of ICE Indian OEM of ICE of EVs and EV 2-Wheelers and EV 2-Wheelers and EV 2Ws and 3Ws ₹7,000 mn ₹1,000 mn ₹3,800 mn ₹12,500 mn addition in our orderbook addition in our orderbook addition in our orderbook addition in our orderbook H1 FY29 H2 FY28 H1 FY28 H2 FY27 Start of Production Start of Production Start of Production Start of Production Our Strategic Priorities EPIC Mobility Global Market Diversification Technology Significance Our non-electric program portfolio also continues to expand adding ₹6.6 billion in orderbook this quarter Starter Differential Differential Motors Assembly Gears For ICE Passenger For ICE Passenger Multiple programs for Vehicles Vehicles ICE PVs and OHVs Existing Customer Existing Customer Existing Customers North American OEM of Indian OEM of PVs, CVs, North American and PVs and EVs OHVs and EVs Indian Customers ₹3,300 mn ₹1,600 mn ₹2,000 mn addition in our orderbook addition in our orderbook addition in our orderbook H1 FY29 H2 FY28 H1 FY28 Start of Production Start of Production Start of Production Our net order book1 stands at ₹251 billion (5.6x FY26 revenue) 240 25 36 251 bn bn bn bn Orders consumed from Orderbook at the end of Orders added for Orderbook at the end of matured and ramp-up Q1 FY27 programs won in Q2 FY27 Q2 FY27 programs during Q2 FY27 Robotics & Automotive EV Automotive Non-EV Physical AI ₹152 billion ₹77 billion ₹13 bn₹9 bn (61%) (31%) (5%) (4%) # of Programs 44 126 5 Railway2 Notes: 1. Net order book means the aggregate revenue from awarded programs which are either yet to start production or are yet to fully ramp up, in the next 10 years, after adjusting for the negative impact of all programs that are expected to reach end of life or be phased out. We have also applied a discount to accommodate any unforeseen delays or changes in program launches that may happen in the future. 2. Railway business order book is based on [Showing first 8,000 characters — download PDF for full document]