TVS Motor Company Limited has informed the Exchange about Transcript
TVSMOTOR · price
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TVS Motor shared the transcript of its Q4 FY'25 earnings call held on April 28, 2025. The company reported record FY25 performance with highest-ever sales of 4.7 million units, revenue of Rs.36,251 crores (up 14%), and PBT of Rs.3,629 crores (up 31%). Operating EBITDA margin improved 120 bps to 12.3% including PLI benefits. Q4 revenue grew 17% to Rs.9,550 crores with EBITDA margin of 14% (or 12.5% underlying ex-PLI catch-up). Two-wheeler domestic sales grew 9% versus industry growth of 7%, while EV sales surged 44% to 2.8 lakh units. Exports grew 23%. TVS Credit's book size reached Rs.26,647 crores with PBT growth of 35%. Management expressed confidence in continued margin expansion through revenue growth, product mix improvement, and cost reduction.
Positive for shareholders: record-breaking revenue, profit, and margin expansion signal strong business momentum. Continued investments in EVs, Norton, and digital capabilities indicate long-term growth focus, though near-term free cash flow is being absorbed by these investments.