TVS Motor Company Limited has informed the Exchange about Transcript
TVSMOTOR · price
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TVS Motor Company filed the transcript of its Q1 FY26 earnings call held on July 31, 2025. The company posted its highest-ever quarterly revenue of INR 10,081 crores, up 20% YoY, driven by 17% volume growth. Operating EBITDA grew 32% to INR 1,263 crores with margin expanding 100 basis points to 12.5%. Profit after tax rose 35% to INR 779 crores. Two-wheeler domestic ICE sales grew 8%, international two-wheeler sales grew 40%, EV two-wheeler sales grew 35% to 70,000 units, and three-wheeler sales grew 46% to 45,000 units. TVS Credit subsidiary reported 30% PBT growth with a book size of INR 26,900 crores. Management guided for FY26 capex of INR 1,600-1,700 crores and investments of about INR 2,000 crores, mainly for Norton motorcycle launch in Q3-Q4 FY26.
Strong quarterly performance with milestone crossing of INR 10,000 crores revenue, healthy margin expansion, and robust growth across segments signals continued business momentum. The management's confidence in sustained EBITDA growth and upcoming Norton product launches in India and Europe could support positive investor sentiment.