TVS Motor shares rally 6% on robust Q4 results; analyst views mixed on future outlook

In the quarter ending March 2024, TVS witnessed a 22 percent growth in overall two-wheeler and three-wheeler sales, including exports.

TVS FY24: Strong fiscal, valuation at elevated levels

Robust volume growth, backed by a rich product mix, leads to strong numbers

TVS Motors Q4 preview: Net profit may soar 33% on-year on robust volume growth, better product mix

TVS Motor’s EBITDA is expected to expand to Rs 893 crore in January-March, up over 31 percent on-year

TVS Motor Q3 PAT seen up 55.1% YoY to Rs 547 cr: Motilal Oswal

Net Sales are expected to increase by 26.2 percent Y-o-Y (up 1.4 percent Q-o-Q) to Rs 8,261.8 crore, according to Motilal Oswal.

TVS Q2FY24: Strong quarter but growth pace is decelerating

Demand outlook positive and EVs likely to play a big role going forward

TVS Q1 FY24: Strong quarter, but fair stock valuation

With a strong product portfolio, market positioning, and focus on EVs, the company is expected to outperform the industry

TVS Motor Q1 PAT seen up 37.6% YoY to Rs. 377.6 cr: Nirmal Bang

Net Sales are expected to increase by 18.1 percent Y-o-Y (down 0.2 percent Q-o-Q) to Rs. 6529.4 crore, according to Nirmal Bang.

TVS Q4 FY23: Motorcycles weigh on financials; new products key drivers

TVS Motors Q4 PAT seen up 33.4% YoY to Rs. 366.1 cr: Motilal Oswal

Net Sales are expected to increase by 17.6 percent Y-o-Y (down 0.6 percent Q-o-Q) to Rs. 6,505.9 crore, according to Motilal Oswal.

TVS Q3 FY23: muted quarterly show; new products key drivers

Softening of raw material prices, price hikes, and rich product mix helped the company maintain margin, but valuation elevated

TVS rides on demand pick-up to put up a decent show in Q2 FY23

With a strong product portfolio, market positioning, and focus on EVs, the company is expected to outperform the industry. However, valuation is stretched

TVS Motors Q2 PAT seen up 48.3% YoY to Rs. 411.7 cr: Prabhudas Lilladher

Net Sales are expected to increase by 22.5 percent Y-o-Y (up 14.6 percent Q-o-Q) to Rs. 6,886.5 crore, according to Prabhudas Lilladher.

Expensive valuation puts a question mark on TVS rerating

Multiple growth drivers for the company but stock is trading at a premium

Decent show by TVS Motor in Q4 FY22; buy for the long term

Its focus on managing costs helped TVS stabilise operating margin. The shortage of semiconductor chips, however, impacted production of premium bikes

Strong show by TVS Motor in Q2 FY22, buy for long term

Robust demand recovery, coupled with focus on managing costs, helped TVS post record revenue and operating profit in Q2 FY22

TVS Motor Q2 PAT seen up 48.1% YoY to Rs 290.7 cr: Motilal Oswal

Net Sales are expected to increase by 21.4 percent Y-o-Y (up 42.2 percent Q-o-Q) to Rs 5,592.9 crore, according to Motilal Oswal

TVS Motors Q1 PAT to Rs 135 cr: Sharekhan

Net Sales are expected to increase by 189.9 percent Y-o-Y (down 22 percent Q-o-Q) to Rs 4,151 crore, according to Sharekhan.

TVS Motors Q1 PAT may dip 199% YoY to Rs. 137.9 cr: Arihant Capital

Net Sales are expected to increase by 167 percent Y-o-Y (down 28 percent Q-o-Q) to Rs. 3,821.1 crore, according to Arihant Capital.

TVS Motor: A high-octane drive, trades at fair value

TVS remains optimistic about a strong recovery in demand towards the second half of the current fiscal

TVS Motors hit hard by operating losses

With a sustained rise in volumes, TVS Motors expects to return to operating profit in the July-September quarter

TVS Motors Q4 FY20: In-line numbers, stock trades at fair valuation

TVS Motor Q3 revenue, operating margin beat estimates; highlights of analyst call

Q4FY20 industry appears to be challenging, primary because of the declining GDP.

Ideas for Profit | TVS Motor September quarter results: Decent show, but valuation too high

TVS Motor Q2: Profit, revenue may see double-digit decline amid weak demand

Operating income and margin are likely to be impacted by negative operating leverage and discounts YoY as well as QoQ.

Auto Q2 preview: Brace for one of the worst quarters in a decade

Along with the numbers, investors will focus on management commentaries, demand outlook for the second half of the FY20 and BSVI transition.