TVSELECTBSETVS Electronics LtdMediumNeutral
Announced Sun, 24 May · 13:37 IST

Compliance under Regulation 30 of SEBI (LODR) Regulations,2015-Earnings Presentation-Q4-FY26/FY26

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

TVSELECT · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+9.2%1-day move
₹465.00
prior close
₹485.00
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AI summary

TVS Electronics reported Q4 FY26 revenue of INR 1,174 million (up 2.4% YoY) with PAT of INR 29 million versus a loss of INR 7 million in Q4 FY25. For full year FY26, revenue stood at INR 4,552 million (up 5.7% YoY) with PAT of INR 13 million, recovering from a loss of INR 39 million in FY25. EBITDA for FY26 was INR 195 million, up 77.3% YoY, with EBITDA margin improving significantly to 4.28% from 2.56% in FY25. The Products & Solutions segment (70% of revenue) grew 3% YoY to INR 3,164 million, while the faster-growing Customer Support Services segment (30% of revenue) jumped 12.7% to INR 1,388 million. The company attributed margin improvement to better product mix and total cost management initiatives.

Likely market impact

The company has returned to profitability in FY26 after two consecutive loss-making years, with strong EBITDA recovery. The significant margin expansion and CSS segment growth are positive signals, though the overall PAT margin of 0.29% remains thin. Current debt-to-equity ratio of 0.43x indicates a relatively stable balance sheet.