TVSMOTOR NSE filing

TVS Motor Achieves Highest Ever Sales, Revenue, and Profits in Q2FY26 with 29% Revenue Growth

The RealCase readHigh impact Positive

TVS Motor achieved record Q2FY26 revenue, EBITDA, and PBT, with 29% revenue growth to ₹11,905 Crores. Sales across all segments grew significantly, complemented by four new product launches.

Why it matters

The announcement highlights record financial and operational achievements, including significant revenue and profit growth, coupled with successful new product introductions. This strong performance is expected to have a high positive impact on investor confidence and market perception.

The market read

The company reported its highest ever operating revenue, EBITDA, and PBT with substantial year-on-year growth. Sales across all segments saw robust growth, and new product launches further strengthen its market position, indicating strong performance.

* TVS Motor Company reported its highest ever operating revenue of ₹11,905 Crores for the quarter ended September 2025, marking a 29% growth compared to ₹9,228 Crores in the same quarter last year. * Operating EBITDA reached its highest ever at ₹1,509 Crores, a 40% increase from ₹1,080 Crores in Q2 FY25. The operating EBITDA margin improved by 100bps to 12.7% from 11.7%. * Profit Before Tax (PBT) grew by 37% to ₹1,226 Crores, up from ₹897 Crores in Q2 FY25. This PBT includes a fair valuation loss of ₹31 Crores on investments, as against a gain of ₹23 Crores in the prior year's Q2. * The company recorded its highest ever quarterly sales of 15.07 Lakh units (two-wheeler and three-wheeler, including international business), a 23% growth from 12.28 Lakh units in Q2 FY25. * Motorcycle sales increased by 20% to 6.73 Lakh units, while scooter sales grew by 30% to 6.39 Lakh units. * International business two-wheeler sales saw a 31% rise to 3.63 Lakh units, and three-wheeler sales surged by 41% to 0.53 Lakh units. * EV sales reached a new quarterly high of 0.80 Lakh units, a 7% increase, despite challenges with magnet availability. * For the half-year ended September 2025, total revenue grew by 25% to ₹21,986 Crores, and PBT increased by 36% to ₹2,279 Crores. * TVS Motor launched four new products: TVS Orbiter (EV), TVS King Kargo HD EV (urban logistics), TVS NTORQ 150 (hyper sport scooter), and TVS Apache RTX (adventure rally tourer). These launches have received positive customer response.

Filing to action

What to do with a filing like this

TVS Motor Company Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by TVS Motor Company Limited. Read the original for the full detail.

View original filing