Sona Comstar Bets Big on Robotics & AI for Growth

Sona Comstar has launched "Sona Comstar 2.0," a strategic roadmap designed to achieve another tenfold increase in revenue over the next decade. This aggressive expansion hinges on leveraging robotics, physical AI, strategic acquisitions, and emerging new mobility technologies. The company is focusing on three key priorities: accelerating new product vertical creation through organic growth and acquisitions, strengthening its market presence in eastern regions, and establishing intelligent and connected systems as a significant technological pillar alongside electrification.

The company recently reported robust financial results for the first quarter of FY25. Revenue surged by 54% year-on-year to ₹1,310 crore, with Ebitda climbing 49% to ₹303 crore and net profit increasing by 45% to ₹181 crore. Notably, revenue from battery electric vehicles (BEVs) more than doubled, now constituting 44% of the automotive product revenue.

A significant development is the introduction of a new Robotics and Physical AI vertical, signaling diversification beyond traditional automotive and railway components. This division will concentrate on manufacturing critical components for robotics, offering perception stacks and engineering services, and developing full-stack robot platforms. The company has already secured three orders worth ₹600 crore for this new vertical, bringing its order book to ₹800 crore, and is developing a complete autonomous mobile robot (AMR) platform.

Furthermore, Sona Comstar is enhancing its electrification portfolio through a partnership with Denso, gaining access to high-voltage electric and hybrid powertrain technologies. The company also continues to build its future business pipeline, securing significant programs for hybrid drivelines, hub-wheel traction motors, and differential gears. Its net order book stood at ₹24,000 crore as of June 30, with EV programs representing a substantial ₹15,400 crore of this total.