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

2025-06新能源整车19免费

📄 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: 战略规划行业研究员
📊 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: #电动汽车

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报告摘要

venugopal.garre@bernsteinsg.com India SMID Portfolio Sona Blw Precision Forgings Ltd

📋 核心要点(部分)

10 June 2025
540.00 INR (550.00 OLD)
9 Jun 2025
521.35
540.00
768.65/379.80
10.8
0.6%

❓ 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。

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覆盖 2025 年,全文约 19。

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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。