TVS Electronics Q3 FY26 Revenue Up 13.6% to ₹1,136 Mn; PAT at ₹4 Mn
TVS Electronics Limited reported Q3 FY26 revenue of ₹1,136 million, up 13.6% YoY. PAT for the quarter was ₹4 million. EBITDA increased to ₹65 million with margins at 5.72%. For 9M FY26, revenue was ₹3,378 million and PAT was a loss of ₹16 million. The company saw growth in both Products & Solutions and Customer Support Services segments.
The results show positive revenue growth and improved operational efficiency (EBITDA margin). However, the continued PAT loss and modest revenue increase prevent a 'High' impact rating. Investors will be looking for sustained profitability.
The company reported year-on-year growth in revenue and improved EBITDA margins for Q3 FY26. While PAT remains low, the year-on-year loss has reduced significantly, indicating a positive trend.
TVS Electronics Limited has announced its Earnings Presentation for the third quarter and nine months ended December 31, 2025 (Q3/9M FY26).
The company reported a consolidated revenue from operations of ₹1,136 million for Q3 FY26, marking a 13.6% year-on-year increase from ₹1,000 million in Q3 FY25. For the nine-month period of FY26 (9M FY26), revenue stood at ₹3,378 million, a 6.9% rise from ₹3,159 million in 9M FY25.
In Q3 FY26, the Products and Solutions (PSG) segment revenue grew by 19.7% year-on-year to ₹826 million, driven by higher volumes of existing and new products. The Customer Support Services (CSS) segment reported revenue of ₹310 million, with a 9% year-on-year growth in 9M FY26 attributed to increased volumes in IT Managed Services (IMS) offerings.
EBITDA for Q3 FY26 was ₹65 million, a significant increase from ₹31 million in the prior year's quarter, with EBITDA margins improving by 262 basis points to 5.72%. This improvement was due to reductions in other expenses and material costs. For 9M FY26, EBITDA was ₹126 million, up 41.6% from ₹89 million in 9M FY25, with EBITDA margins at 3.73%.
Profit After Tax (PAT) for Q3 FY26 was ₹4 million, compared to a loss of ₹7 million in Q3 FY25. The PAT margin improved to 0.35%. For 9M FY26, the PAT was a loss of ₹16 million, an improvement from a loss of ₹32 million in 9M FY25. The PAT margin for 9M FY26 was (0.47)%. The company noted that the financial impact of changes related to the new labour code is shown under "Exceptional Item" in the financial results.
As of December 31, 2025, the company's shareholding pattern shows promoters holding 59.77%, public holding 39.98%, and FPI/FII/DII holding 0.25%. The market capitalization was ₹8,064.4 million.
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