Sona BLW Precision Forgings Ltd. · NSE:SONACOMS
Sona BLW Precision Forgings — Sona Comstar — Investor Presentation (October 2023)
14 slides from Sona BLW Precision Forgings's investor presentation, October 2023
Slide 1: Introduction to Sona Comstar
Oct 2023 Introduction to Sona Comstar Corporate, Technology & Product Overview
Slide 2: Mission, Vision, and Values
Mission, Vision, and Values Our Mission Our Vision Be leaders in the technology we invest To become the world’s most respected in and give our customers an edge over and valuable mobility technology the rest, while designing and building company for our customers, employees products that enable the
Slide 3: Our Journey
Our Journey Incorporated as Sona Okegawa, Acquisition of Addition of 2 plants a JV with 1995 Thyssen Krupp’s in Gurugram; Mitsubishi precision forging Renamed as Acquired Mitsubishi Materials business Sona BLW Material’s 25% stake Achieved production milestone of 250 1999 million gears; Reached prod
Slide 4: Business Overview
Business Overview Headquartered in 9 Manufacturing 3 Business Verticals Gurugram, India Facilities Driveline Business Motor Business 4,371 Employees1 4 Countries India, USA, China, Mexico Sensors & Software Business FY23 Revenue: 27% Revenue Share 4 R&D Centres ₹26,756 million (~$322 million) from B
Slide 5: Our Products
Our Products Passenger Vehicles 9 Spool Gears 8 Electronically Locking 14 Differential (EDL) 13 10 360° Short Range 7 Radar Sensors* 6 Reduction In-Cabin Radar 12 Epicyclic Drive Unit* Sensors* 5 1 4 Geartrain 2 3 Integrated 11 Motor Controller Intermediate Module Gears (for Predictive Active Suspen
Slide 6: Our Products
Our Products Off Highway Vehicles Buses 6 Differential Bevel Gears Spiral Bevel Gears 5 In-Cabin Radar Sensors* 3 7 8 4 1 4 2 1 3 Portal Axle Gears 2 5 Traction Motor 360° Short Range Radar Sensors* Controller Light Commercial Vehicles /3-Wheeler (Cargo) Controller* 360° Short Range Radar Sensors* 6
Slide 7: Our Products
Our Products Industrial Automation, Electric 2-Wheelers AGVs & Robots 1 Hub Wheel Motor Integrated Motor & 4 Robotics Gears* 5 1 Controller* 3 360° Short Range 4 2 Radar Sensors* 360° Short Range Radar Sensors* 2 Zone Monitoring Sensors* Drive Motor 3 Bot Motors* Electric 3-Wheelers Controller Build
Slide 8: Global Footprint
Global Footprint USA Location Capacity1 Germany China Location Capacity1 Cologne Tecumseh, MI 1 mn starter motors Hangzhou 1 mn starter motors Belgium Ypsilanti, MI Genk Serbia Belgrade Novi Sad Mexico Location Capacity1 Niš Irapuato 1 mn starter motors India Location Capacity1 Gurugram 44.6 mn gear
Slide 9: Diversified Revenue
Diversified Revenue Breakup of H1FY24 Revenues By Powertrain By Geography 1% 6% 27% 23% 40% 23% North America Battery EV India Micro-hybrid/Hybrid Europe 39% Powersource Neutral Asia (excl. India) ICE Dependent RoW 11% 30% By Product By Vehicle Segment 5% 0.5% 1% 4% Differential Assembly 21% 70% PV
Slide 10: Amongst the Leaders in All Our Product Lines
Amongst the Leaders in All Our Product Lines With significant production …and leading market shares in our … we are supplying to most of the volumes1 since inception… products… major global OEMs Global Market Share2 380 Mn 7 out of top 10 differential gears global PV OEMs4a Differential Gears 7.2% 3
Slide 11: Technology Roadmap
Technology Roadmap Connected Zone Monitoring Intelligent Sensors 360˚ Short-range Radar Sensors Electric HV e-Axle Epicyclic Geartrain In-cabin Robotics Gears EDL Sensors HV Non-ferrous Spool Gear Reduction Motor Parts Drive Unit HV Inverter Integrated Radar Sensor (NRP60) Input/Rotor LV Active Bias
Slide 12: Electrification: Our Approach to Market
Electrification: Our Approach to Market Driveline Solutions Motor Solutions Core Strength: Core Strength: Power Rating High Torque, High Power Density EV Products Low Voltage, High Power Density Commercial Personal Personal Commercial > 600 kW 300 – 600 kW Epicyclic Spool EDL Geartrain Gears 100 – 3
Slide 13: R&D Infrastructure and Strength
R&D Infrastructure and Strength 4 Well-equipped to meet the growing demand for R&D Centers lighter and high-power density components and solutions across the globe 373 R&D Manpower Strength1 23% Embedded Design Software Engineering of Total On-roll Workforce1 119 Software Engineers1 Proprietary Simu
Slide 14: Thank You
Thank You SONA COMSTAR Sona Enclave, Village Begumpur Khatola +91 124 476 8200 Follow us on Sector 35, Post Box No. 90 +91 124 410 4639 Gurugram 122004 Haryana, India [email protected]