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TVS Motor Company (532343) investor relations material
TVS Motor Company Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary28 Oct, 2025
Executive summary
Achieved record quarterly sales of 1.51 million units, up 23% year-over-year, and half-yearly sales of 2.78 million units, up 20% year-over-year.
Highest ever quarterly operating revenue of ₹11,905 crore, up 29% year-over-year; half-year revenue at ₹21,986 crore, up 25%.
Operating EBITDA for the quarter grew 40% to ₹1,509 crore with margin improvement to 12.7%.
PBT for the quarter rose 37% to ₹1,226 crore; half-year PBT up 36% to ₹2,279 crore.
EV sales reached a record 80,000 units in Q2, up 7% year-over-year, despite supply chain challenges.
Financial highlights
Standalone Q2 net profit after tax: ₹906.09 crore; EPS (basic/diluted): ₹19.07.
Consolidated Q2 net profit after tax: ₹832.76 crore; EPS (basic/diluted): ₹16.74.
Operating EBITDA margin improved by 100bps to 12.7% in Q2; half-year margin at 12.6% from 11.6% last year.
Net profit margin for Q2: 7.6% standalone, 5.9% consolidated.
Fair valuation loss on investments of ₹31 crore in Q2, compared to a gain of ₹23 crore last year.
Outlook and guidance
Expecting 8% growth in ICE segment for Q3 and Q4, with GST reduction expected to boost demand.
Continued focus on expanding EV offerings, urban mobility solutions, and premiumization.
Anticipate strong growth in both domestic and international markets, with rural demand benefiting from GST reforms and infrastructure investments.
Magnet availability remains a challenge for EV production in the short to medium term.
New product launches in EV and premium scooter segments expected to drive future growth.
Address EV magnet availability challenges
ELV Rules: What is the estimated cost impact?
Explain losses from unreviewed subsidiaries
EV business profitability: contribution vs. EBITDA?
Norton India launch strategy and retail differentiation?
Magnet availability: expected duration of challenges?
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Next TVS Motor Company earnings date
Q3 25/2627 Jan, 2026
Next TVS Motor Company earnings date
Q3 25/2627 Jan, 2026
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Frequently asked questions
TVS Motor Company Limited is an automotive manufacturer specializing in the production of two-wheelers and three-wheelers. The company offers a diverse range of products, including motorcycles, scooters, mopeds, and electric vehicles, catering to domestic and international markets. TVS Motor also provides aftermarket services, spare parts, and financial services for vehicle buyers. The company is headquartered in Chennai, India, and its shares are listed on the BSE.
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