英文【Bernstein】索纳BLW：电动汽车风险增加，评级下调至与市场表现一致
venugopal.garre@bernsteinsg.com India SMID Portfolio Sona Blw Precision Forgings Ltd
报告摘要
venugopal.garre@bernsteinsg.com India SMID Portfolio Sona Blw Precision Forgings Ltd
核心要点
- 10 June 2025
- 540.00 INR (550.00 OLD)
- 9 Jun 2025
- 521.35
- 540.00
- 768.65/379.80
- 10.8
- 0.6%
报告信息
- 文件全名
- 《英文【Bernstein】索纳BLW：电动汽车风险增加，评级下调至与市场表现一致-19页.pdf》
- 适合读者
- 核心数据
- Our earlier positive view on Sona was based on its rising EV order book (now 77% of mix),
- a 32% EBITDA CAGR over the past five years.
- offerings. Sona’s largest customer, a US EV OEM (15–20% of revenue), has been losing
- share. With 77% of the order book tied to EVs and 40% of revenues from the US, delays in
- We lower our FY27–28 Auto estimates by 4–5%. However, with the earlier consolidation of
- 核心议题
常见问题
《英文【Bernstein】索纳BLW：电动汽车风险增加，评级下调至与市场表现一致》主要包含哪些内容?
venugopal.garre@bernsteinsg.com India SMID Portfolio Sona Blw Precision Forgings Ltd核心数据:Our earlier positive view on Sona was based on its rising EV order book (now 77% of mix),;a 32% EBITDA CAGR over the past five years.;offerings. Sona’s largest customer, a US EV OEM (15–20% of revenue), has been losing。
这份报告覆盖哪一年、篇幅多大?
覆盖 2025 年,全文共 19 页。
这份报告是免费的吗?如何获取?
本报告免费查阅,登录资料宝后即可在线获取完整内容。
这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了电动汽车等议题。
继续阅读
查看全部 →