TVS Motor profit surges 54% to record ₹3,524 cr as volumes hit 5.9M units

FY26 revenue rose 25% to ₹15,053 cr, with motorcycles up 24%, scooters 27%, EVs 33% and three-wheelers 63%. Company plans ₹3,500 cr capex to lift capacity to 8.3M units by FY27, riding strong African and Latin American export demand.

— FiledWed, 13 May, 2026, 19:56 IST·First seen Wed, 13 May, 2026, 20:05 IST·Source Mint · Companies

What happened

TVS Motor posted record FY26 results with profit up 54% to ₹3,524 crore on 25% revenue growth to ₹15,053 crore. Sales hit 5.9 million units across segments.

Key facts

  • revenue ₹15,053 crore (+25%)
  • profit ₹3,524 crore (+54%)
  • Ebitda ₹8,393 crore (+26%)
  • Ebitda margin 14.97%
  • 5.9 million units sold
  • motorcycles 2.7M (+24%)
  • scooters 2.4M (+27%)
  • EVs 371,000 (+33%)
  • three-wheelers 219,000 (+63%)
  • capex ₹3,500 crore FY27
  • capacity to 8.3M units

Why this matters

The 63% three-wheeler surge and 33% EV growth highlight where bolt-on acquisitions or JVs in African/LatAm distribution and EV component supply could compound the ₹3,500 cr organic capex bet.