SONACOMS IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | REV SHARE | 4,004 | 4,004–4,004 | 90.0% | COGS | FY26 | DISC | 90% |
| “Details of business activities (accounting for 90% of the turnover): S. No. Description of Main Activity Description of Business Activity % of Turnover of the …” AR · +2 DOC | ||||||||
| HINDALCOHindalco Industries Ltd. | UNSTATED | 4,004 | 2,202–4,004 | 90.0% | — | 2025-10 | EST | 60% |
| “The Novelis Fire, of course, does have an impact on one of our larger customers.” CONCALL DOC | ||||||||
| China. | REV SHARE | 2,180 | 2,180–2,180 | 49.0% | — | FY26 | DISC | 90% |
| “It is also a global supplier with 12 manufacturing and assembly facilities across India, the USA, Mexico, and China, and 71% of its sales are for international…” AR · +2 DOC | ||||||||
| BSEBSE Ltd. | UNSTATED | 0 | 0–0 | 0.0% | — | FY25 | EST | 60% |
| “V. a declaration pursuant to BSE Circular No. LIST/ COMP/14/2018-19 dated June, 20, 2018, and NSE Circular No. NSE/ CML/2018/24 dated June, 20, 2018 that she h…” AR DOC | ||||||||
| ESCORTSEscorts Kubota Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “In 2025, Sona Comstar took another important step in broadening its focus beyond automotive by completing the acquisition of the Railway Business from Escorts …” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Warm regards, Vivek Vikram Singh Managing Director & Group CEO Smaller Size of Battery Pack Lower Price of Battery Pack Faster price parity between EV and ICE …” AR · +1 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Less: Total Tax Expenses 1,918.29 1,447.32 1,986.47 1,535.30 Profit for the period/year 5,796.88 4,844.80 5,996.88 5,177.75 Other comprehensive (loss)/ income …” AR · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | CAPEX | FY26 | EST | 75% |
| “4.6 Update on Joint Venture in China During the Financial Year 2025–26, your Company had signed a binding term sheet with Jinnaite Machinery Co., Ltd. for the …” AR DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “On 10th February 2025 the agreement was amended, amongst others, to revise the timeline for transfer of certain business related registrations and conditions r…” AR DOC | ||||||||
| Buyer | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “Qualified Institutional Buyer (Insurance Companies & Provident Funds/ Pension Funds) 17 3,57,45,732 5.75 5.” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Others (Banks, Trusts, HUFs, NBFCs and Clearing Members) 4,736 1,021,415 0.16 Total 408,859 621,717,975 100 Shareholders Category 29.92 28.21 28.02 0.63 6.42 5…” AR · +1 DOC | ||||||||
| Buyer | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Qualified Institutional Buyer 13 35,262,875 5.67 6.” AR · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(Not applicable during the audit period) f. The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations, 1993 reg…” AR · +1 DOC | ||||||||
| ESCORTSEscorts Kubota Ltd. | CONTRACT | CT 110 | — | — | CAPEX | FY25 | EST | 70% |
| “40 CAPITAL COMMITMENTS As at 31st March 2025 As at 31st March 2024 Estimated amount of contracts to be executed on capital account not provided for (net of adv…” AR DOC | ||||||||
| FY27 | CONTRACT | CT 600 | — | — | — | FY27 | EST | 65% |
| “We sell differentials to e-axles, large e-axles Sona Comstar – Q1 FY27 Earnings Call Page 20 of 24 makers all over the world, and the e-axles could be integrat…” CONCALL · +2 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8 digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR · +1 DOC | ||||||||
| Indian Space Research Organisation | UNSTATED | — | — | — | COGS | FY23 | EST | 60% |
| “FY23-24 Nabh Drishti Aerospace Fuel-flexible microturbines range of 300 and 1000 SHP based on clean fuel technology $3 Mn raised in April25 funding round, 16-m…” AR DOC | ||||||||
| Indian Railways | UNSTATED | — | — | — | — | 2025-10 | EST | 60% |
| “Some of them are finding good traction with our final customer, Indian Railways.” CONCALL DOC | ||||||||
| North America | UNSTATED | — | — | — | — | 2026-10 | EST | 60% |
| “This is for an existing customer and several, several new differential gear programs across the board in North America and India.” CONCALL p.6 · 31-OCT-26 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| BANKINDIABank of India | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “This growth was supported by improved affordability following the GST rate reduction, enhanced consumer purchasing power from personal income-tax relief, and l…” AR DOC | ||||||||
| PETRONETPetronet LNG Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “She has served as Independent Director in Sona BLW Precision Forgings Ltd. ll August 2019 and Jindal Stainless ll July 2023.” AR · +1 DOC | ||||||||
| Business | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “The Railway Business of Escorts has one of the most extensive product portfolios amongst railway component suppliers in India.” AR · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Consequently, we are exposed to foreign exchange risk through our sales and services in the USA, Europe, China and other countries across the world, and purcha…” AR · +2 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “Input material sourced from suppliers (by value): Category Current Financial Year Previous Financial Year Directly sourced from MSMEs/ small producers 34% 35% …” AR · +1 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “In addition to this, the company has policies such as: • POSH Policy • Grievance redressal policy • Code of Conduct and Business Ethics for Employees • Fair Wo…” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “50 EXCEPTIONAL ITEM (a) The Company has signed a Business Transfer Agreement (BTA) dated 23rd October 2024 with Escorts Kubota Limited (EKL) to acquire its Rai…” AR DOC | ||||||||
| ESCORTSEscorts Kubota Ltd. | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “50 EXCEPTIONAL ITEM (a) The Company has signed a Business Transfer Agreement (BTA) dated 23rd October 2024 with Escorts Kubota Limited (EKL) to acquire its Rai…” AR DOC | ||||||||
| Indian Railways | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “50 EXCEPTIONAL ITEM (a) The Company has signed a Business Transfer Agreement (BTA) dated 23rd October 2024 with Escorts Kubota Limited (EKL) to acquire its Rai…” AR DOC | ||||||||
| United States | UNSTATED | — | — | — | — | 2026-01 | EST | 60% |
| “So it then becomes India or finds another supplier who is strong within the continental United States or within Europe for European OEMs.” CONCALL DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 5/5 | 100% | 08-NOV-26 |
| RATINGS | 0/1 | 0% | — |
| SCREENER | 1/1 | 100% | 08-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| REV FROM >10% CUSTOMERS | 17.7% | 31-MAR-26 | documentId 5 · totalRevenueCr 4,449 · revenueFromThemCr 789.4 · customersOver10Pct 1 |
| CUSTOMER HHI | 1.000 | 14-NOV-26 | Hindalco Industries Ltd. share 100% |
| CUST MOM 1M | +5.6% | 14-NOV-26 | from 15-OCT-26 · Hindalco Industries Ltd. +5.6% w 1 · Escorts Kubota Ltd. -11.9% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 |
| DISTRESS SCORE | 0.081 | 09-OCT-26 | roe 0.11 · operatingMargin 0.24 · debtToEquity 0.07 · interestCoverage 37.61 · assetTurnover 0.6 · leverage 1.25 |
| SUPP MOM 1M | +3.1% | 14-NOV-26 | from 15-OCT-26 · Escorts Kubota Ltd. -11.9% w 1 · Bank of India +18.2% w 1 |
| TOP 10 CUSTOMERS % REV | 72.0% | 31-OCT-25 | sentence Additionally, the contribution from our top 10 customers has been reduced to 72% from 80%. · documentId 9 |
| TOP 5 CUSTOMERS % REV | 51.0% | 31-OCT-25 | sentence In Q2, the top 5 customers contribute 51% of total revenue. · documentId 9 |