TVS Motor Shares Rise Over 3% on Robust 29% YoY Sales Growth in July 2025

Mumbai, August 4, 2025 – TVS Motor Company’s stock (NSE: TVSMOTOR) jumped 3.35% to ₹2,953.90 in early Monday trade, buoyed by the company’s impressive July 2025 sales performance. Total volumes surged 29% year-on-year – rising to 456,350 units from 354,140 units in July 2024-driven by robust growth across both domestic and export two‑wheeler markets.

This surge builds on the company’s strong Q1 FY 2026 earnings (quarter ended June 30), where net profit jumped 34.9% to ₹7.79 billion, revenue increased 20.4% to ₹100.81 billion, and EBITDA margins expanded to 12.5%—fueled by a premium product mix and a 39% growth in exports. EV sales (up 35%) also contributed to the strong mix.

Sales Momentum Overview

TVS Motor reported total sales of 4.56 lakh units in July 2025, marking a strong year-on-year growth from the 3.54 lakh units sold in July 2024. This performance was driven by a significant increase in domestic two-wheeler demand, particularly for scooters and motorcycles, which experienced double-digit growth. Export volumes hit a record high, with two-wheeler shipments showing exceptional momentum. The company also saw steady gains in its three-wheeler segment and a moderate uptick in electric vehicle sales, despite ongoing supply constraints related to magnet components.

Key Market Metrics (as of 11:43 am IST)

As of 11:43 am IST, shares of TVS Motor Company Ltd were trading at ₹2,953.90, up 3.35% for the day. The stock hovered close to its 52-week high of ₹2,960.30 (recorded on June 27, 2025), while well above its 52-week low of ₹2,171.40 (seen on January 13, 2025). The stock’s Volume Weighted Average Price (VWAP) stood at ₹2,929.07, with a total of 4.82 lakh shares traded, translating to a turnover of ₹141.24 crore. TVS Motor’s market capitalisation reached ₹1,38,677.93 crore, with a free float market cap of ₹68,342.02 crore. The stock currently commands an adjusted price-to-earnings (P/E) ratio of 52.35, reflecting strong investor interest amid robust sales momentum.

Outlook

The surge in stock price reflects investor optimism around the company’s strong operational performance, especially its record international sales and resilient domestic growth across motorcycles, scooters, and EVs. Despite short-term challenges in EV component sourcing, the momentum across core segments positions TVS Motor well for continued outperformance.

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