| Revenue growth | FY26 +6% YoY; Q4 FY26 +2% YoY. |
|---|---|
| Margins | Structural improvement: FY26 EBITDA margin at 4.2% (up 172 bps). |
| Order book | Orders in hand delayed by customers due to price increases. |
| Demand visibility | Strong demand in BFSI, warehouse logistics, and Auto/Power electronics segments. |
| Management confidence | Confident in structural margin improvement and reaching 50:50 revenue mix eventually. |
Growth
FY26 revenue grew 6% YoY; EBITDA grew 77% to ₹20 crores. Q4 FY26 PAT rose to ₹3 crores.
Outlook
Targeting double-digit growth in FY27. EMS capacity utilization (currently 30-40%) expected to rise; ₹40 crore expansion capex completed.
Risks
Supply chain disruptions, rising memory prices, and inventory build-up affecting working capital and debt-to-equity ratios.
Earnings Call filed with BSE, NSE: TVSELECT. Summary written with AI assistance from the document.
TVS Electronics Ltd: key numbers
- Share price
- ₹383.30
- Market cap
- ₹714.9 Cr
- Revenue (annual)
- ₹455.2 Cr
- Net profit (annual)
- ₹1.26 Cr
- P/E (TTM)
- -395.0×Sector 41.4×
- Promoter holding
- 59.77%+0.00% QoQ
- FII holding
- 0.34%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from TVS Electronics Ltd
All →TVS Electronics Legal & Regulatory
TVS Electronics Limited received a GST show cause notice from Uttarakhand authorities alleging excess Input Tax Credit. The expected financial implication is ₹1.75 Crore including interest and penalties.
- Value
- ₹1.75 Cr
TVS Electronics Investor Presentation: Key Takeaways
TVS Electronics reported Q1 FY27 revenue of INR 1,060 Mn, up 9.6% YoY but down 9.7% QoQ. The company posted an EBITDA loss of INR 24 Mn due to higher material costs.
TVS Electronics Q1 FY27 Results: Net Loss of ₹6.6 Cr, Loss Widens
TVS Electronics Ltd reported revenue from operations of ₹106 Cr (+9.6% YoY) and a net loss of ₹6.6 Cr for Q1 FY27.
- Key figure
- Net loss ₹6.6 Cr
TVS Electronics Earnings Call: Key Takeaways
TVS Electronics returned to profitability in FY26, driven by a focus on high-margin segments and operational efficiencies, despite slow revenue growth in its core products segment.
TVS Electronics Earnings Call: Key Takeaways
TVS Electronics reported FY26 revenue of ₹4,552 Mn (+5.7% YoY) and PAT of ₹13 Mn. The strategy focuses on EMS expansion and 'Make in India' IT peripherals.
TVS Electronics Q4 FY26 Results: Turns Profitable, Net Profit ₹2.9 Cr
TVS Electronics Ltd reported revenue from operations of ₹117.4 Cr (+2.4% YoY) and net profit of ₹2.9 Cr for Q4 FY26.
- Key figure
- Net profit ₹2.9 Cr