TVS Holdings' Q1 FY 2025-26 Quarter Results

Result Summary

• TVS Holdings Ltd reported a 25.9% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Jun (Q1 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 21.7%.
• Its expenses for the quarter were up by 25.0% QoQ and 20.5% YoY.
• The net profit increased 45.6% QoQ and increased 40.4% YoY.
• The earnings per share (EPS) of TVS Holdings Ltd stood at 165.8 during Q1 FY 2025-26.

Financial Statments for Q1 FY 2025-26

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

TVS Holdings Ltd is a prominent player in the automotive industry, specializing in the manufacturing and distribution of two-wheelers and three-wheelers. As an integral part of the larger TVS Group, the company is known for its innovation and quality in the vehicle manufacturing sector. The company has a significant presence in both domestic and international markets, with a strong focus on enhancing its product portfolio and expanding its market reach. While specific recent developments are not detailed here, TVS Holdings Ltd has historically focused on technological advancements and expanding its customer base through strategic partnerships and investments.

Revenue

In the first quarter of the fiscal year 2026 (Q1FY26), TVS Holdings Ltd reported a total income of ₹12,753.64 crores. This reflects a robust growth of 25.9% quarter-over-quarter (QoQ) from ₹10,133.78 crores in Q4FY25 and a 21.7% year-over-year (YoY) increase from ₹10,483.12 crores in Q1FY25. The significant rise in total income indicates a strong performance in revenue generation compared to both the previous quarter and the same quarter of the previous year. The company’s strategic initiatives in enhancing its market presence and possibly expanding its product lines may have contributed to the increase in revenue.

Profitability

TVS Holdings Ltd achieved a profit before tax (PBT) of ₹1,029.38 crores in Q1FY26, marking a significant increase of 36.8% QoQ from ₹752.56 crores in Q4FY25 and a 37.2% YoY rise from ₹750.48 crores in Q1FY25. After accounting for taxes of ₹343.22 crores, the company’s profit after tax (PAT) stood at ₹675.36 crores, which is a 45.6% QoQ growth from ₹463.86 crores and a 40.4% YoY increase from ₹481.03 crores. The company’s earnings per share (EPS) also saw a substantial increase, reaching ₹165.80, up by 44.4% QoQ from ₹114.80 and 54.7% YoY from ₹107.20. These figures illustrate a strong profitability trend, with significant improvements in both pre-tax and post-tax profit margins over the periods compared.

Operating Metrics

The total expenses for TVS Holdings Ltd in Q1FY26 amounted to ₹11,724.26 crores, showing a 25.0% increase QoQ from ₹9,381.22 crores in Q4FY25 and a 20.5% increase YoY from ₹9,732.64 crores in Q1FY25. While expenses have risen considerably, the increase in income has outpaced the expense growth, contributing to the overall profitability improvement. The effective management of expenses relative to income growth is a key operational metric, reflecting the company's ability to scale operations efficiently. Despite the rise in expenses, the company has maintained a solid profit growth trajectory, indicating effective cost management and operational efficiency.