TVS Motor has achieved the top spot globally in the Durable Consumer Goods category, as per a ranking by WirtschaftsWoche, which is based on BCG's Value Creators analysis. This success underscores TVS Motor's significant contribution and efficiency in this sector.
TVS Motor Company Limited
TVSMOTORPrice History
Recent Discussions
The Bombay Stock Exchange (BSE) has announced changes effective June 22, 2026. Ashok Leyland will now be part of the BSE 100, while TVS Motor enters the Sensex 50. Notably, Adani Enterprises is out of Sensex 50, and Cyient departs from Focused IT. Shares of BSE Ltd see a slight increase of 0.2%.
Goldman Sachs keeps a neutral position on Physicswallah, suggesting no significant upside or downside potential. On the other hand, Morgan Stanley remains bullish on TVS Motor, expressing optimism about its future performance.
TVS Motor achieved a remarkable financial year (FY26) with a 30% increase in revenue, reaching INR 47,270 crores, and a 40% growth in operating profit before tax (PBT). The fourth quarter revenue stood at INR 12,808 crores, with an EBITDA margin of 13.1%. Notably, electric vehicle (EV) sales skyrocketed by 51%, and international sales soared by 33% to over 1.58 million units.
TVS Motor posted a significant increase in FY26, with a 40% surge in profit before tax (PBT), accompanied by a 30% revenue growth and a 24% increase in volume. The electric vehicle (EV) sector experienced a 33% growth, while three-wheelers saw an impressive 63% rise. To meet future demands, the company plans to expand its production capacity to 1.5 million units.
Kotak Securities suggests investing in Indus Tower with a potential increase to ₹500 due to growth in tower additions, promising dividends, and international expansion. Similarly, TVS Motor is recommended at ₹3,925, given its strong performance in electric vehicles, internal combustion engines, and export markets.
TVS Motor shares have dropped by 13% over the past eight days due to concerns surrounding a ₹193 crore investment in Jana Small Finance Bank. Critics like Elara and Axis Capital have raised questions about TVS's capital allocation, expressing worries over potential cash flow issues and valuation.
Prominent investors Srinivasan Venu and Shruti Lohia have purchased shares in Jana Small Finance Bank, with TVS Motor Company among the participating firms, according to ET NOW. This investment underscores their confidence in the bank's growth prospects.
TVS Motor's shares have experienced a significant 13% drop over the past eight trading days, with concerns surrounding industry-wide slowdown and uncertain market conditions likely contributing to this slide.
TVS Motor Company executed a significant trade on the National Stock Exchange (NSE), selling over 100,500 shares at around Rs. 3331.2 per share, resulting in a deal worth approximately Rs. 33.8 crore.
Indian automobile manufacturers have seen a significant increase (38%) in auto exports during April, primarily targeting emerging markets due to challenges in the domestic market. This move signifies a strategic shift towards expanding their presence globally.
TVS Motor invests INR 193.31 crore to acquire a 4.9% stake in Jana Small Finance Bank, strengthening its financial sector involvement. In the fiscal year 2026, Jana Bank reported an income of INR 6374.8 crore and a PAT of INR 326.4 crore.
Motilal Oswal and Sharekhan have a positive outlook on SBI, Tata Power, and TVS Motor, suggesting potential growth of up to 39% for long-term investors.
TVS Motor's subsidiary, TVS Ebike, is selling its assets and liabilities to Callista Asset Management, Germany, in a deal worth CHF 16 million, payable over two years. Notably, TVS Ebike recorded a turnover of CHF 51.6 million in the year 2025.
Motilal Oswal advises buying TVS Motor shares, currently priced at Rs. 3460.1, suggesting potential growth ahead. Investors might consider this as an opportunity to enter the market.
TVS Motor aims to increase its production capacity to 8.3 million units by fiscal year 2026-2027, investing approximately INR 3,500 crore in capital expenditure for expansion.
TVS Motor Company projects a more modest growth rate of less than 10% for the fiscal year 2027, suggesting a stable trajectory compared to earlier assumptions of higher expansion rates.
Morgan Stanley maintains a positive outlook on TVS Motor, predicting its stock price could reach up to INR 4,327. The investment firm continues to recommend investors consider buying TVS Motor shares over other options in the industry.
Nomura has kept a 'Buy' rating on TVS Motor with a price target of ₹4105, appreciating the company's robust electric vehicle and export expansion. The analysts expect operating leverage and a weaker Indian Rupee to counterbalance cost pressures, thereby boosting growth in FY27-28.
Analysts at Emkay maintain their bullish stance towards TVS Motor, suggesting potential growth and setting a price target of INR 4800.
Brokerages have issued new ratings for TVS Motor, Cipla, Airtel, HPCL, and Crompton Greaves, showing a mix of optimism and caution. Highlights include TVS Motor's strong Q4 performance, continued growth for Cipla in India, refining gains for HPCL, and robust mobile and Africa growth for Airtel.
TVS Motor reported a significant profit increase of 54% to ₹3,524 crore for the fiscal year 2026, driven by strong sales growth across various product lines including motorcycles, scooters, electric vehicles, and exports. The company aims to enhance its manufacturing capacity to produce 8.3 million units in the upcoming fiscal year.
Goldman Sachs continues to endorse TVS Motor as a buy, bumping up their target price to ₹4,150, suggesting optimism about the company's future growth prospects.
CLSA maintains a positive outlook for TVS Motor, setting a target price of INR 3900. This optimism is driven by the company's robust Q4FY26 EBITDA margin of 13.1%. TVS Motor is anticipated to counterbalance the cost pressures in the first half of FY27 through price increases, product mix improvements, and cost-saving measures.
TVS Motor and Hero MotoCorp's stocks dropped despite robust April sales, contributing to a 1% decline in the Nifty Auto index. Meanwhile, Bajaj Auto and M&M outperformed due to concerns about rising costs and supply chain risks affecting the auto sector.
TVS Motor Company is grappling with escalating costs and disrupted supplies due to the ongoing conflict in West Asia. To counter these issues, the company plans to implement cost-cutting measures, improve product offerings, and potentially raise prices. Despite these hurdles, TVS Motor remains optimistic about growth prospects in Q1.
TVS Motor Company saw a significant 17.5% increase in their Q4 profits for the fiscal year 2025-2026, with electric vehicle (EV) sales surging by 51%. Notably, scooters outsold motorcycles during this period.
TVS Motor Company has announced the appointment of Ravindran Shanmugam as an Independent Director, effective from May 13, 2026, for a five-year term. Shanmugam's extensive background in AI and technology leadership will contribute significantly to TVS Motor's ongoing digital transformation efforts.
TVS Motor's forthcoming Q4 results (May 13) are anticipated to reflect robust growth in volumes, export recovery, and expansion in the EV sector. However, analysts predict EBITDA margins around 12.9%, with concerns over increasing raw material costs and supply chain bottlenecks affecting profitability.
TVS Motor saw a significant boost in its revenue for fiscal year 2026, marking an impressive 30% increase over the previous year and reaching a historic high of INR 47,270 crores. The company's operating profit before tax (PBT) also grew by 40%, with sales of 5.9 million units being achieved – another record for the automaker in FY26.
TVS Motor's Q4 earnings showed a 17% year-over-year increase to 10 billion rupees, however, it fell short of the expected 10.2 billion rupees mark.
TVS Motor Company reported a net profit of 998 crores in Q4, accompanied by a total revenue of 12,808 crores. The company's EBITDA for the quarter was 1680 crores, demonstrating an impressive margin of 13.1%.
TVS Motor Company has experienced a significant boost in its electric vehicle (EV) sales during Q4, marking an impressive 51% increase compared to the previous quarter. This surge underscores the success of their ongoing electrification strategy.
Anticipation builds for TVS Motor's Q4 results, with attention primarily on their performance in the automotive sector and electric vehicles (EV). Market analysts are eager to see how these figures align with broader industry and news trends.
Motilal Oswal predicts strong growth in India's auto sector, driven by premium segment expansion, increased electric vehicle adoption, and a recovery in exports. TVS Motor is forecasted to achieve a 21% compound annual revenue growth rate (CAGR) between FY25 and FY28E, despite short-term cost pressures, due to its market share gains, focus on EVs, and increased presence.
CMS Info wins a deal to provide HDFC Bank with ATM services, while NBCC secures a ₹252.8 crore contract for managing schools in Odisha. TVS Motor enters the Sri Lankan market by launching their Ronin model, and JSW Steel has been named the preferred bidder for Goa's mineral block.
The National Company Law Tribunal (NCLT) in Chennai has given the green light to Sundaram Auto Components' merger with TVS Motor on May 6, 2026. This consolidation is expected to streamline corporate structure, combine assets, and improve operational efficiency for TVS Motor.
Auto stocks in India are surging following strong financial year 2026 (FY26) results and optimistic FY27 outlooks from Maruti Suzuki, M&M, Hero MotoCorp, Bajaj Auto, TVS, and Eicher. These companies have reported significant gains in May, but their valuations are still below historical averages.
TVS Motor will convene a board meeting on May 13, 2026, to finalize and approve the financial results for FY26. The trading window for TVS Motor shares is currently closed from April 1 to May 15, 2026.