Sona BLW Q2 BEV Revenue Up 129% as Two-Wheeler Radar, Motor Orders Reach Rs 1,630 crore

Sona BLW Precision Forgings reported second-quarter battery electric vehicle revenue up 129% year-over-year, with BEV revenue reaching 51% of total sales, and secured Rs 1,630 crore in electric two-wheeler technology orders. Autocar Professional reported the results and the order wins.

Sona BLW's Two-Wheeler Radar and Motor Orders

Sona BLW secured an Rs 100 crore order for rear radar sensors designed for two-wheelers during the second quarter, the company said. The safety sensor contract formed part of a broader set of electric two-wheeler technology wins that also included an Rs 380 crore order for integrated motor controllers, management told analysts on a post-results conference call.

Sona BLW also clinched an Rs 1,250 crore contract for traction motors spanning two existing electric two-wheeler programmes, according to Nuvama Research. The company's overall revenue for the quarter rose 35% year-over-year to Rs 1,550 crore, surpassing analyst estimates of Rs 1,420 crore by 9%. Demand in traction and suspension motors alongside differential assembly segments led the top-line performance.

As of September 2026, Sona BLW's total order book stood at Rs 25,100 crore, expanding from Rs 24,000 crore reported in June 2026. Electric vehicle components made up 61% of the order pipeline, while non-EV segments accounted for 31%, railways 5%, and robotics and physical AI 4%.

Sona BLW's Robotics Capex and China Joint Venture

Sona BLW approved Rs 62.6 crore in capital expenditure to enter robotics components and systems manufacturing, partnering with Germany's NEURA Robotics, according to akta.pro company records. The company signed a term sheet with Jiangsu New Times to form a China joint venture for EV market entry.

Sona BLW is a global Tier-1 automotive supplier headquartered in Gurugram, India, designing and manufacturing precision-forged driveline components and EV traction motors, controllers, and e-axles for 35 OEMs across India, the US, Mexico, and China.

Sona BLW's Earlier Q2 and Solar Project Moves

Sona BLW reported Q2FY27 revenue of ₹1,546 crore, up 35% year-on-year, driven by a 129% surge in BEV revenue, ScanX reported. Net profit rose 29% to ₹223 crore, while EBITDA margin fell 230 basis points to 23.0%.

Sona BLW terminated its Chennai captive solar project with Seeyel Renewables and CSE Development, effective September 25, 2026, after power requirements materially changed, CNBC TV18 reported. The company initiated a postal ballot in September 2026 to seek shareholder approval for related party transactions with its subsidiary Sona Comstar E-Drive, ScanX reported.

Sona BLW's Next Steps

Sona BLW appointed Pankaj Gupta as Senior Vice President (Legal), Company Secretary and Compliance Officer effective June 17, 2026, according to akta.pro company records. The company's term sheet with Jiangsu New Times covers a China joint venture for EV market entry.