TVS Motor Q1FY26 PAT Jumps 34.6% YoY to ₹642.86 Crore; Revenue Surpasses ₹12,210 Crore

Chennai, July 31, 2025 — TVS Motor Company Ltd (NSE: TVSMOTOR, BSE: 532343) reported a strong start to FY26 with consolidated net profit surging 34.6% year-on-year to ₹642.86 crore for the quarter ended June 30, 2025 (Q1FY26). The growth was driven by robust sales volume, operating leverage, and a disciplined cost structure.

Consolidated Financial Highlights (₹ in crore)

The company reported a revenue from operations of ₹12,210.05 crore in Q1FY26, rising from ₹10,314.47 crore in Q1FY25 and ₹11,542.00 crore in Q4FY25. Total income for the quarter stood at ₹12,249.71 crore. Total expenses amounted to ₹11,261.60 crore.

Profit before tax (PBT) came in at ₹977.19 crore, compared to ₹730.43 crore in Q1FY25 and ₹992.88 crore in Q4FY25. The tax expense was ₹334.33 crore for the quarter, leading to a profit after tax (PAT) of ₹642.86 crore.

The company reported no exceptional items this quarter. There was no profit from discontinued operations in Q1FY26, unlike ₹10.81 crore in Q4FY25.

Total profit for the period was ₹642.86 crore. Other comprehensive income stood at ₹17.91 crore, bringing total comprehensive income to ₹660.77 crore for Q1FY26.

Profit Attribution (Q1FY26)

• Profit attributable to the owners stood at ₹610.04 crore during Q1FY26.
• Profit attributable to the non-controlling interest (NCI) was ₹32.82 crore.
• Total comprehensive income attributable to the owners amounted to ₹628.81 crore.
• Total comprehensive income attributable to the non-controlling interest was ₹31.96 crore.

Earnings Per Share (Not Annualised)

• Earnings per share (EPS) from continuing operations stood at ₹12.84 in Q1FY26, up from ₹9.54 in Q1FY25.
• There was no EPS contribution from discontinued operations in Q1FY26, compared to ₹0.16 in Q1FY25.
• Total EPS (both Basic and Diluted) stood at ₹12.84 in Q1FY26, up from ₹9.70 in Q1FY25.

Expense Composition (Q1FY26)

• Cost of materials consumed stood at ₹7,062.28 crore in Q1FY26.
• Purchase of stock-in-trade amounted to ₹324.80 crore.
• Changes in inventories contributed ₹109.08 crore.
• Employee benefits expense was recorded at ₹1,052.46 crore.
• Finance costs stood at ₹550.56 crore.
• Depreciation and amortisation expense came in at ₹314.83 crore.
• Other expenses totalled ₹1,847.59 crore.

Strategic Overview

TVS Motor saw strong traction in EVs and premium motorcycle segments. Despite higher input costs and a conservative inventory strategy, operating performance remained resilient. While associate companies continued to report minor losses, core operations delivered consistent growth.

TVS Motor Company Stock Performance

TVS Motor Company shares closed at ₹2,809, which is a 0.55% gain on July 31, 2025. TVS Motor Company Ltd opened at ₹2,760.00 and traded between a low of ₹2,755.00 and a high of ₹2,846.00 during the day.

TVS Motor Company shares have gained 10.9% in the last year, 16.7% in the year-to-date, and dipped 3.7% in the previous month.  The company’s market capitalisation stands at ₹1.33 lakh crore, with a price-to-earnings (P/E) ratio of 60.50 and a dividend yield of 0.36%. Over the past 52 weeks, the stock has touched a high of ₹2,960.30 and a low of ₹2,171.40.

About TVS Motor Company

TVS Motor Company Ltd is one of India’s leading two- and three-wheeler manufacturers with a strong presence in over 80 countries. It operates manufacturing facilities in India and Indonesia and is the only Indian two-wheeler maker to win the Deming Prize for quality. The company is listed on both NSE and BSE under the ticker TVSMOTOR.

REF:https://nsearchives.nseindia.com/corporate/TVSMOTOR_31072025132551_NSEBSEresultsintimation_sd.pdf

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