| Revenue growth | FY26 +6% YoY; Q4 FY26 +2% YoY. |
|---|---|
| Margins | Structural improvement: FY26 EBITDA margin at 4.2% (up 172 bps). |
| Order book | Orders in hand delayed by customers due to price increases. |
| Demand visibility | Strong demand in BFSI, warehouse logistics, and Auto/Power electronics segments. |
| Management confidence | Confident in structural margin improvement and reaching 50:50 revenue mix eventually. |
Growth
FY26 revenue grew 6% YoY; EBITDA grew 77% to ₹20 crores. Q4 FY26 PAT rose to ₹3 crores.
Outlook
Targeting double-digit growth in FY27. EMS capacity utilization (currently 30-40%) expected to rise; ₹40 crore expansion capex completed.
Risks
Supply chain disruptions, rising memory prices, and inventory build-up affecting working capital and debt-to-equity ratios.
Earnings Call filed with BSE, NSE: TVSELECT. Summary written with AI assistance from the document.
TVS Electronics Ltd: key numbers
- Share price
- ₹399.85
- Market cap
- ₹745.7 Cr
- Revenue (annual)
- ₹455.2 Cr
- Net profit (annual)
- ₹1.26 Cr
- P/E (TTM)
- -412.0×Sector 40.4×
- Promoter holding
- 59.77%+0.00% QoQ
- FII holding
- 0.34%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from TVS Electronics Ltd
All →TVS Electronics Legal & Regulatory
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- Value
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TVS Electronics Ltd reported revenue from operations of ₹106 Cr (+9.6% YoY) and a net loss of ₹6.6 Cr for Q1 FY27.
- Key figure
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TVS Electronics Legal & Regulatory
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- Value
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TVS Electronics Ltd has scheduled a board meeting on 8th August 2026 to consider and approve the un-audited financial results for the quarter ended 30th June 2026.