Kotak Inst Eqt on Sona BLW ; Sell, TP Rs 700

2QFY27 EBITDA came in 9.5% above estimates due to a better-than-expected revenue print Expect revenue growth to accelerate, owing to (1) recovery in differential assembly business, (2) strong momentum in traction motors and railway segments (3) incremental opportunity in differential gears. Beyond current products, expect Physical AI & BEV traction motor opportunity to drive medium-term growth prospects Valuation remains expensive, which drives SELL

SONA BLW PRECISION FRGS L

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