ADVERTISEMENT
Sona BLW Q4 Results Review: Margins Hurt By Adverse Mix, Says Motilal Oswal, Maintaining 'Neutral' Stance
The ongoing global tariff war, weak global macro, and likely supply chain disruption – especially in EVs – remain key headwinds in the near term, which would restrict growth, says Motilal Oswal
02 May 2025, 02:43 PM IST 
Save
Sona BLW's revenue declined 2% YoY to Rs 8.6 billion versus 1% growth in the underlying industry.
(Image Source: Sona BLW Precision Forgings/Facebook)
Sona Comstar is currently witnessing the impact of a slowdown in the EV transition, with Q4 revenue/Ebitda growth at -4%/-1%. The ongoing global tariff war, weak global macro, and likely supply chain disruption – especially in EVs – remain key headwinds in the near term, which would restrict growth. Given these factors, valuations at ~49x FY26E/44x FY27E consolidated EPS appears expensive.
