TVS Motor profit jumps 41.8% in FY26, plans Rs1,900 cr capex for FY27

TVS Motor closed FY26 with record revenue of Rs47,270 cr (+30%) and net profit of Rs3,780 cr (+41.8%), driven by scooters (+27%), EVs (+33%) and exports (+33%). Volumes hit 58.89 lakh units. Capex of Rs1,800-1,900 cr lined up for FY27 alongside Orbiter V1 EV launch at Rs49,999.

— FiledThu, 14 May, 2026, 14:16 IST·First seen Thu, 14 May, 2026, 23:59 IST·Source Forbes India

What happened

TVS Motor posted record FY26 with revenue up 30% to Rs47,270 cr and profit up 41.8% to Rs3,780 cr, fueled by scooters, EVs and exports. Plans Rs1,800-1,900 cr

Key facts

  • FY26 revenue Rs47,270 cr (+30% YoY)
  • net profit Rs3,780 cr (+41.8%)
  • Ebitda margin 12.9%
  • FY27 capex Rs1,800-1,900 cr
  • 58.89 lakh units sold (+24%)
  • EV sales 371,000 (+33%)
  • scooter sales 24.13 lakh (+27%)
  • exports 15.8 lakh (+33%)
  • Orbiter V1 priced Rs49,999
  • Q4 revenue Rs12,808 cr

Why this matters

TVS's aggressive EV push (Orbiter V1 at Rs49,999) and Rs1,900 cr capex pipeline raise the stakes for partnership, supply-chain lock-in, and competitive EV launches before TVS cements category leadership.