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Earnings Call

TVS Motor Company Earnings Call: Key Takeaways

TVS Motor achieved record performance in FY26, with revenue up 30% to ₹47,270 crores and operating PBT up 40%. Focus remains on premiumization, EV expansion, and international growth.

Why this was an Alfa AlertNot a filter event. Company reported record performance but did not explicitly cite a material beat against prior specific guidance.
Highlights
Revenue growth30% YoY for FY26; 36% YoY for Q4.
MarginsEBITDA margin reached 13.1% in Q4 FY26.
Demand visibilityStrong domestic demand; international markets recovering post-FY25 lows.
Management confidenceHigh; 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).

Source

Earnings Call filed with BSE, NSE: TVSMOTOR. Summary written with AI assistance from the document.

Read the document ↗

TVS Motor Company Ltd: key numbers

Share price
₹4,157.30
Market cap
₹1,97,508 Cr
Revenue (annual)
₹56,070 Cr
Net profit (annual)
₹3,018 Cr
P/E (TTM)
57.6×Sector 33.6×
Promoter holding
50.27%+0.00% QoQ
FII holding
20.45%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Debt & Borrowing

TVS Motor Company Debt & Borrowing: ₹1,900 Cr

TVS Motor Company Ltd has completed the full redemption of its preference shares. The total redemption amount paid is ₹1,900.35 Crore.

Value
₹1,900 Cr
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Debt & Borrowing

TVS Motor Company Debt & Borrowing: ₹114 Cr

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Value
₹114.0 Cr