Investor Presentation

**Financial Highlights:** Revenue surged ~10x in a decade, from ₹345 Cr in FY15 to ₹3,555 Cr in FY25. The new JV involves Sona Comstar investing $12 million, with Jinnaite Machinery Co. Ltd. (JNT) contributing $8 million. **Strategic Initiatives & Growth Drivers:** The company is expanding its strategy to focus on Eastern markets and 'Intelligent & Connected' technologies.

A key driver is entry into China's EV market, the world's largest and fastest-growing, with an 11% expected CAGR till 2030. **Business Developments:** A JV term sheet is signed with JNT for China EV market entry.

Sona Comstar takes a controlling 60% stake and majority board representation, with JNT leading operations.

The JV aims to be a key Driveline systems supplier, expecting revenue from H2FY26. **Market Position & Competitive Advantage:** This JV merges Sona Comstar's global design and precision manufacturing with JNT's advanced casting, strong IP, and local market strength.

This creates a powerful competitive advantage in China's EV driveline segment. **Investor Implications:** This strategic move into the high-growth China EV market via a controlling JV presents strong positive growth potential.

It balances global strategy with vital local operational expertise.