Brokerages like Morgan Stanley, Nuvama, Emkay, and so on, have shared their views relating to the way forward for this auto firm. On this article, we’ll attempt to perceive their viewpoints.
Worth Motion
With a market capitalization of Rs 1,28,827 crore, the shares of TVS Motor Firm Ltd is presently buying and selling at Rs 2,712 per share, down by 8.3 % from its 52-week excessive of Rs 2,958 per share. Over the last one 12 months, the inventory has given a optimistic return of 32.67 %.
Monetary Highlights
The corporate introduced its monetary outcomes, which bagged quite a lot of noise from totally different brokerage corporations. Its income grew by 12.63 % to Rs 44,089 crores in FY25, from Rs 39,145 crores in FY24. It elevated by 16.09 % YoY from Rs 9,942 crores in This autumn FY24 to Rs 11,542 crores in This autumn FY25. Moreover, on a QoQ foundation, it rose by 4.59 % from Rs 11,035 crores in Q3 FY25 to Rs 11,542 crores in This autumn FY25.
It posted a web revenue of Rs 2,380 crores in FY25, up by 33.78 % from Rs 1,779 crores in FY24. Web revenue additionally elevated by 69.42 % YoY from Rs 412 crores in This autumn FY24 to Rs 698 crores in This autumn FY25. Moreover, on a QoQ foundation, it rose by 14.6 % from Rs 609 crores in Q3 FY25 to Rs 698 crores in This autumn FY25.
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Analyst Feedback submit This autumn outcomes
Morgan Stanley has an Chubby score and has raised its goal worth of Rs 3,126, with an upside of 15%. It stated that TVS Motor’s This autumn margin of 12%, excluding PLI incentives, was as anticipated. Whereas PLI incentives throughout the quarter had been lower than anticipated, they may rise sooner or later.
It had an ‘Chubby’ place on TVS, attributing causes equivalent to growing aggressive warmth within the electrical two-wheeler (E2W) phase, growing scooter share, a great export outlook, and a wholesome product cycle as the principle causes behind its upbeat view.
Nuvama Institutional Equities has maintained its ‘Purchase’ score on and raised the worth goal to Rs 3,200 from Rs 3,100 earlier, with an upside of 18%. Nuvama acknowledged that TVS Motor is growing market share inside India and abroad, with its E-2W market share growing to twenty% in FY25 over its ICE share. This places TVS in a great place for the EV development. Nuvama anticipates margin enlargement because of improved scale, product combine, elevated PLI advantages, and price benefits.
Emkay International has reiterated a ‘Purchase’ score with a brand new worth goal of Rs 3,100 per share with an upside of 14.3%, citing that it’s optimistic about TVS Motor, attributing its sustained market share enlargement in core development segments equivalent to premium bikes, scooters, exports, and EVs. Recent launches, such because the Jupiter 110cc scooter, electrical three-wheelers, and different E2Ws, are poised to gas outperformance.
In regards to the firm
TVS Motor Firm Restricted and its subsidiaries produce and market two-wheelers, three-wheelers, and auto elements in Indian and international markets. TVS has segments equivalent to autos and elements, elements, monetary providers, and others. It additionally provides e-mobility options below the manufacturers of Cilo and Simpel, and two-wheeler financing. The corporate is current globally in markets such because the Center East, Africa, Southeast Asia, France, and Latin America.
Written by Satyajeet Mukherjee
Disclaimer
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