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TVSMOTOR · price
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TVS Motor achieved record performance in FY '26 with revenue of INR 47,270 crores (up 30%), operating PBT of INR 4,975 crores (up 40%), and EBITDA margin expanding to 12.9% from 12.3% last year. Q4 standalone revenue was INR 12,808 crores with EBITDA margin of 13.1%. Sales volume grew 24% to 5.9 million units, EV sales rose 33% to 3.7 lakh units, and international business grew 33% to 15.8 lakh units. Management expects single-digit industry growth for FY '27 and faces commodity inflation headwinds of 3-5%. Price increases have offset about 35% of cost impacts. The company is adding 1.5 million units of capacity (to 8.3 million total) and plans FY '27 capex of around INR 3,500 crores. New product launches include TVS King Kargo Heavy Duty CNG and a Hyundai partnership for EV 3-wheelers.
Strong operational performance with margin expansion demonstrates execution strength. Near-term headwinds from commodity inflation and supply chain disruptions may weigh on Q1-Q2, but robust demand outlook and capacity expansion support continued growth momentum.