Sona BLW Precision Forgings (Sona Comstar) reported a beat on revenue and Ebitda in the September quarter, led by railways and traction motor, as analysts believe potential business wins from struggling auto component suppliers in the EU will be a key upside for the stock going ahead.

ICICI Securities said Sona BLW Precision Forgings demonstrated resilience amidst challenging demand environment and its Q2 performance was above its estimates. Global supply-chain disruptions are driving new order enquiries for Sona Comstar, it said adding that the direct impact of US tariff remains limited in the near term, with only 3 per cent of its revenue is at risk. Advertisement

"Its EV business (32 per cent of revenue) growth is also expected to improve with rare earth magnet issue largely behind

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