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NSE:TSFINV

TSF INVESTMENTS LIMITED

Financial Services › Finance
₹409.00
at close · 28 Oct 2026
▲ 7.00 (+1.74%)

Latest filings

  1. TSF Investments to sell full 3.74% stake in TVS Holdings · Strategic Transactions
  2. Routine SEBI compliance certificate for quarter ended Sept 2026 · Compliance
  3. Trading window closed from 1 Oct 2026 pending Q2 results · Compliance
All filings ↓
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Snapshot

What the business is, and whether it's a good one at a fair price.

AI · written from filings

Holds and manages equity investments in automotive and industrial companies while consolidating a manufacturing subsidiary that produces automotive axles. The manufacturing segment, run through Axles India (consolidated line-by-line from May 2, 2025 after acquiring Dana Global Products Inc.'s stake for ₹365.37 crore), accounted for 81.5% of FY26 segment revenue at ₹802.88 crore. The investments segment, which holds stakes in associates such as Wheels India (auto parts and wind turbine components, ₹5,124.40 crore turnover in FY26) and other portfolio companies, made up 9.3% of segment revenue but contributed ₹66.04 crore in EBIT, the highest of any segment. Overseas support services contributed 6.6% of segment revenue and ₹29.08 crore EBIT. During FY26, the company received ₹207.67 crore in dividends from portfolio companies and booked a net ₹461.18 crore gain from exits including full exit from Sundaram Composite Structures and partial exit from TVS Holdings. Materials were the largest input cost at 45.4% of revenue, reflecting the consolidated manufacturing business.

Revenue mix · reported segments
Manufacturing81.5%
Investments9.3%
Overseas Support Services6.6%
Other Segments2.6%
Operating scale
Wheels India turnover
₹5,124.40 croreFY26
Axles India consolidation
Effective May 2, 2025 (acquired Dana Global Products Inc. stake for ₹365.37 crore)
Wheels India stake top-up
2,56,547 shares (1.05%) at ₹1,518.62 per share
Dividends from portfolio companies
₹207.67 croreFY26
Net gain on investment exits
₹461.18 croreFY26
Total FY26 dividend declared
₹11.15 per share (223% of face value)
Who pays it
Automotive and industrial companies in which it holds equity stakes, and vehicle OEMs served by its consolidated Axles India subsidiary
Biggest cost
Materials at 45.4% of revenue, driven by the consolidated Axles India manufacturing business
Kind of business
Investment holding company with a consolidated automotive-components manufacturing subsidiary
Where it sits
Formerly Sundaram Finance Holdings; 54.99% promoter-group holding, with Sundaram Finance Limited as the largest single promoter at 19.90%
Market Cap
₹9,084 Cr
P / E (TTM)
18.7×
EV / EBITDA
—
Div Yield
2.18%
Growth
75.3%▲
Revenue 5y CAGR
PAT +48.3% · EBITDA +69.4%
Quality
3.2%·
ROCE (FY26)
ROE 8.7% · margin 22.5%
Leverage
—·
Debt / Equity · not read for a lender
Revenue FY21→FY26
16.6×▲
Margin −70.5 pts
₹59 Cr → ₹985 Cr
Moves on a normal day
1.48%·
Median daily move
Last 267 sessions · the yardstick for filing-day moves
Where it sits among 69 Investment Company peersBar = share of peers beaten · tick = industry median · latest reported figures
P/E (TTM)#24/51
P/B#46/63
ROCE#10/28
ROE#12/65
EBITDA margin#43/62
Revenue growth#16/56
Profit growth#41/66

Scorecard

Measured from the filed financials, judged against its Investment Company peers · as of FY26 — not investment advice

Strengths
Revenue compounding 75% a year over 5 years
Profit compounding 48% a year over 5 years
Returns on capital 3.2%
#10 of 28 in Investment Company on the latest reported figures
Pays out 37% of profit as dividend
Concerns
EPS grew slower than profit — the share count rose (bonus or dilution)

Charts

How has the market priced it — with filings on the timeline?

TSFINV · price

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

Peers

How does it stack up on valuation, returns and growth?

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Financials

Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.

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Ownership

Who owns it — and is the promoter stake clean?

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Common questions

Answered from TSF INVESTMENTS LIMITED's filed financials and exchange disclosures

What does TSF INVESTMENTS LIMITED do?

TSF INVESTMENTS LIMITED is a Finance company listed on NSE, trading under the symbol TSFINV.

Is TSF INVESTMENTS LIMITED profitable?

Yes. Over the trailing twelve months TSF INVESTMENTS LIMITED reported a net profit of ₹497 Cr on revenue of ₹1,112 Cr.

Does TSF INVESTMENTS LIMITED pay a dividend?

Yes. The dividend yield is 2.18% at the current price. It paid out 37% of its profit as dividend in FY26.

Is TSF INVESTMENTS LIMITED expensive compared with its peers?

On trailing P/E, TSF INVESTMENTS LIMITED ranks 24 of 51 in Investment Company — cheaper than 54% of them, against an industry median of 19.9×. This is a position, not a valuation judgement.

How much does the TSF INVESTMENTS LIMITED share price move in a day?

On a typical session TSF INVESTMENTS LIMITED moves 1.48% — that is the median absolute close-to-close move across its last 267 trading days. MarketPing measures each filing's price reaction against it.

Where can I track TSF INVESTMENTS LIMITED's announcements?

Every NSE and BSE filing by TSF INVESTMENTS LIMITED appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.

Figures are as last reported and may lag the latest filing. Not investment advice.