ALFA Finder| Revenue growth | 30% YoY for FY26; 36% YoY for Q4. |
|---|---|
| Margins | EBITDA margin reached 13.1% in Q4 FY26. |
| Demand visibility | Strong domestic demand; international markets recovering post-FY25 lows. |
| Management confidence | High; aiming to grow ahead of industry across all segments. |
Growth
FY26 sales volume grew 24% to 5.9M units. EBITDA grew 37% to ₹6,079 crores; margins improved 60bps to 12.9%.
Outlook
Planned FY27 capex of ₹3,500 crores. Increasing total capacity by 1.5M units to 8.3M. Target EV production 50k/month.
Risks
Headwinds include West Asia conflict, supply chain disruptions in raw materials, and elevated commodity prices (steel, aluminum).
Earnings Call filed with BSE, NSE: TVSMOTOR. Summary written with AI assistance from the document.
TVS Motor Company Ltd: key numbers
- Share price
- ₹4,560.00
- Market cap
- ₹2,16,640 Cr
- Revenue (annual)
- ₹56,070 Cr
- Net profit (annual)
- ₹3,018 Cr
- P/E (TTM)
- 56.6×Sector 32.5×
- Promoter holding
- 50.27%+0.00% QoQ
- FII holding
- 21.39%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from TVS Motor Company Ltd
All →TVS Motor Company Debt & Borrowing: ₹18.35 Cr
TVS Motor paid Rs 18.35 Crore interest on its non-convertible debentures on November 6, 2026. The annual payment covers ISIN INE494B08051 on a Rs 1,000 Crore issue.
- Value
- ₹18.35 Cr
TVS Motor Company Investor Presentation: Key Takeaways
Q2 FY27 record: revenue INR17,103 Cr (+44%), EBITDA INR2,219 Cr (+47%), PAT INR1,377 Cr (+52%). Board approved demerger of consumer finance undertaking.
TVS Motor Company Business Update
TVS Motor's October 2026 sales rose 29% to 700,134 units from 543,557 a year earlier. Two-wheeler EV sales grew 120% to 71,382 units.
TVS Motor Company Product Launch
TVS Motor launched the Ronin Agonda modern-retro motorcycle in Indonesia, priced at IDR 37,080,000 on-the-road. The launch adds a new variant to its existing Ronin range, with no capacity or financial impact disclosed.
TVS Motor Company Acquisition Worth ₹25,000 Cr
TVS Motor will acquire 100% of Harita ARC Limited, a related-party shell, for a stated Rs 25,000 Crore. It supports the proposed consumer finance demerger.
- Value
- ₹25,000 Cr
TVS Motor Company Other Announcement
TVS Motor filed its Q3 FY27 security cover certificate confirming no asset cover is required against ₹1,522.92 Crore of unsecured NCDs. This is routine Reg 54 compliance.