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TVS Motor Company Limited Q4 FY25 earnings call summary

NSE: TVSMOTOR · BSE: 532343

Earnings call of 28 Apr 2025, summarised by AI from the filing.

TVS Motor reported highest ever FY25 revenue of ₹36,251 cr and PBT of ₹3,629 cr, with Q4 EBITDA margin at 14% including full-year PLI.

Key takeaways

  1. Guidance PLI benefits to continue; FY26 subsidiary investments around ₹2,000 cr.
  2. Driver EV sales grew 44% to 2.8 lakh units; new EV products in final stages.
  3. Risk First quarter domestic growth could be moderate due to base effect.

Original filing on BSE

TVS Motor Company Limited Q1 FY27 results

As filed: Revenue ₹16,296 cr (+33% year on year), EBITDA ₹2,357 cr (+30% year on year), PAT ₹1,058 cr (+64% year on year), EBITDA margin 14.5% (−39 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹15,053 cr (+30% year on year), EBITDA ₹2,187 cr (+14% year on year), PAT ₹820 cr (+17% year on year), EBITDA margin 14.5% (−211 bps). Score 42 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was well below it; profit growth was below it. EBITDA margin fell 211 bps year on year. Tax rate 36%. Profit fell 8% from last quarter. Revenue rose ₹3,511 cr on a year ago, more than the ₹1,500 cr it added the year before. Share price after the results: −7.0% in 30 days (Nifty 500: +1.3%).
  • Q3 FY26: Revenue ₹14,756 cr (+33% year on year), EBITDA ₹2,270 cr (+36% year on year), PAT ₹891 cr (+46% year on year), EBITDA margin 15.4% (+43 bps). Score 81 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 43 bps year on year. Profit rose ₹282 cr on a year ago, more than the ₹99.0 cr it added the year before. Share price after the results: +11.0% in 30 days (Nifty 500: +1.5%).
  • Q2 FY26: Revenue ₹14,051 cr (+24% year on year), EBITDA ₹2,122 cr (+29% year on year), PAT ₹833 cr (+42% year on year), EBITDA margin 15.1% (+57 bps). Score 74 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin rose 57 bps year on year. Revenue rose ₹2,749 cr on a year ago, more than the ₹1,369 cr it added the year before. Share price after the results: −3.3% in 30 days (Nifty 500: +0.4%).
  • Q1 FY26: Revenue ₹12,210 cr (+17% year on year), EBITDA ₹1,814 cr (+24% year on year), PAT ₹643 cr (+33% year on year), EBITDA margin 14.9% (+77 bps). Score 57 of 100, In line with trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was below it. EBITDA margin rose 77 bps year on year. Profit fell 8% from last quarter. Revenue rose ₹1,803 cr on a year ago, more than the ₹1,351 cr it added the year before. Share price after the results: +17.3% in 29 days (Nifty 500: −2.5%).
  • Q4 FY25: Revenue ₹11,542 cr (+15% year on year), EBITDA ₹1,920 cr (+29% year on year), PAT ₹698 cr (+69% year on year), EBITDA margin 16.6% (+184 bps). Score 59 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA growth was in line with it; profit growth was well above it. EBITDA margin rose 184 bps year on year. Profit rose ₹286 cr on a year ago, more than the ₹76.0 cr it added the year before. Share price after the results: +2.3% in 30 days (Nifty 500: +4.3%).
  • Q3 FY25: Revenue ₹11,135 cr (+10% year on year), EBITDA ₹1,665 cr (+12% year on year), PAT ₹609 cr (+19% year on year), EBITDA margin 15.0% (+25 bps). Score 28 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin rose 25 bps year on year. Revenue rose ₹1,021 cr on a year ago, against ₹2,048 cr the year before.
  • Q2 FY25: Revenue ₹11,302 cr (+14% year on year), EBITDA ₹1,642 cr (+21% year on year), PAT ₹588 cr (+41% year on year), EBITDA margin 14.5% (+89 bps). Score 67 of 100, Above trend. EBITDA margin rose 89 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

TVS Motor Company Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.