)
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.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, a 29% increase from Q2 last year; half-year revenue at ₹21,986 crore, up 25% year-over-year.
Operating EBITDA for the quarter grew 40% to ₹1,509 crore with margin improvement to 12.7%.
Profit before tax (PBT) for the quarter rose 37% to ₹1,226 crore; half-year PBT up 36% to ₹2,279 crore.
Strong growth in both ICE and EV segments, with new product launches and continued investment in R&D and marketing.
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.
TVS Credit disbursed loans to over 25 lakh new customers; book size at ₹27,807 crore; Q2 PBT up 28% YoY.
Outlook and guidance
Expecting continued growth in Q3 and Q4, supported by GST rate reduction and positive industry momentum.
ICE segment projected to grow 8% in the coming quarters; EV segment growth constrained by magnet availability.
Continued focus on expanding EV offerings and urban mobility solutions, with emphasis on brand leadership and innovation.
Confident of outperforming industry growth both domestically and internationally.
Next TVS Motor Company earnings date
Next TVS Motor Company earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)