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Robust product demand across segments, record sales volumes, and improving margins power stellar quarterly results
Chandigarh: TVS Motor Company, one of India’s leading two- and three-wheeler manufacturers, delivered a blockbuster performance in the first quarter of FY 2025-26, with revenue crossing the ₹10,000 crore mark for the first time. The company reported record revenues, profits, and volumes, signaling sustained growth momentum driven by strong demand, improved operational efficiencies, and a well-diversified product portfolio, including electric vehicles.
🚀 Financial Performance: New Highs Achieved
For the quarter ended June 2025, TVS Motor posted a 20% year-on-year (YoY) increase in revenue at ₹10,081 crore, up from ₹8,376 crore in Q1 FY25. This marks the first time in the company’s history that quarterly revenues have crossed the ₹10,000 crore milestone.
The company also achieved its highest-ever quarterly EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization) of ₹1,263 crore, reflecting a 32% growth over ₹960 crore in the corresponding period last year. The operating EBITDA margin improved by 100 basis points, rising to 12.5% from 11.5% in Q1 FY25 — a sign of strong operating leverage and cost management.
Profit Before Tax (PBT) rose by 35% YoY to ₹1,053 crore, while Profit After Tax (PAT) also grew 35% YoY to ₹779 crore, up from ₹577 crore in Q1 of the previous fiscal.
📊 Volume Performance: Highest Quarterly Sales Ever
The company achieved its highest-ever quarterly sales in terms of units, with overall two-wheeler and three-wheeler volumes (including exports) reaching 12.77 lakh units, a 17% increase over 10.87 lakh units sold in Q1 FY25.
Segment-wise breakdown:
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Motorcycles:
Sales grew 21% YoY, reaching 6.21 lakh units (vs. 5.14 lakh units last year), buoyed by strong rural and semi-urban demand along with favorable product reception. -
Scooters:
Registered a 19% YoY increase, with 4.99 lakh units sold compared to 4.18 lakh units in the same quarter last year. TVS’ Jupiter and NTorq models continue to perform well in both domestic and export markets. -
Three-Wheelers:
Saw an impressive 46% YoY growth, selling 0.45 lakh units, up from 0.31 lakh units in Q1 FY25. This comes amid recovery in last-mile mobility demand and increased acceptance in export destinations. -
Electric Scooters:
The company’s electric mobility portfolio, led by the TVS iQube, continued to gain traction, with sales rising by 35% YoY to 0.70 lakh units, compared to 0.52 lakh units in Q1 FY25. TVS is expanding its EV charging ecosystem and retail footprint to maintain this momentum.
🗣️ Management Commentary
A senior TVS official noted that the Q1 performance reflects the “company’s strategic focus on premiumisation, electrification, and global expansion.” The official added that improved macroeconomic factors, stable commodity prices, and a resilient supply chain also contributed to the record numbers.
The continued strength in exports and growth in demand for EVs, particularly in Tier-1 and Tier-2 cities, suggest that the company is well-positioned to sustain this growth through FY26.
🔋 Strategic Focus Areas
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EV Expansion:
TVS continues to invest in EV R&D and is expected to launch new electric variants in the coming quarters. Its iQube platform has become increasingly popular, particularly in metro markets and among young professionals. -
Export Growth:
With strong demand from Africa, Latin America, and ASEAN markets, the export segment remains a key growth lever for TVS. -
Premiumization & Digital Retailing:
A shift towards higher-cc motorcycles and smart scooters, combined with digital retail enhancements, has helped TVS cater to a more evolved customer base. -
Sustainability Initiatives:
TVS Motor continues to focus on clean mobility and sustainable operations across its plants and supply chains.
🔮 Outlook for FY26
TVS Motor’s record-breaking Q1 performance sets a strong tone for the rest of the fiscal year. Analysts believe that a good monsoon, festival demand, new product launches, and growth in electric mobility will continue to drive volumes and profitability.
The company is also expected to ramp up capacity and invest in product innovation to stay ahead in a highly competitive two-wheeler market, where players are racing to capitalize on India’s transition to EVs and the rising demand for connected mobility solutions.
📌 Conclusion
TVS Motor has kicked off FY26 with historic numbers — crossing ₹10,000 crore in quarterly revenue and delivering record profit metrics. With diversified growth across segments, rising EV adoption, and improved margins, the company appears firmly on track to consolidate its position as a market leader in both conventional and electric mobility.
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