TVS Motor's Growth Prospects Remain Strong Despite Market Challenges
TVS Motor outlook: Analysts upbeat on strong on exports, EVs, premium bikes
Business StandardImage: Business Standard
TVS Motor Company reported a 34.1% year-on-year revenue increase to ₹12,807.6 crore in Q4FY26, driven by strong sales in scooters, premium motorcycles, and electric vehicles. Analysts remain optimistic about the company's growth, projecting a 20.4% compound annual growth rate in earnings per share over the next two years.
- 01TVS Motor's revenue surged 34.1% year-on-year in Q4FY26.
- 02Analysts expect TVS to maintain a 20.4% EPS CAGR over FY26-28.
- 03The company plans to expand its capacity to 8.3 million units annually by FY27.
- 04TVS is strategically positioned to benefit from the growing electric vehicle market.
- 05Key risks include supply chain disruptions and rural sentiment weakening.
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TVS Motor Company, despite a 4% drop in share price, reported impressive Q4FY26 results with a revenue of ₹12,807.6 crore, a 34.1% increase year-on-year. The company sold 1,560,432 units, reflecting a 28.3% increase, while net profit rose 17.1% to ₹997.7 crore. Analysts from Motilal Oswal Financial Services and PL Capital are optimistic about TVS's ability to outperform the domestic two-wheeler industry, driven by its strong presence in scooters, premium motorcycles, and electric vehicles (EVs). They project a 20.4% compound annual growth rate in earnings per share from FY26 to FY28. The company is also set to expand its production capacity to 8.3 million units annually by FY27. However, challenges such as commodity cost inflation and supply chain disruptions pose risks. Analysts maintain 'Buy' ratings with target prices ranging from ₹3,950 to ₹4,800.
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TVS Motor's growth in the electric vehicle segment could lead to increased job opportunities and economic activity in the automotive sector.
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