Rakesh Madhav CFA4th Aug 2025 Β· SEBI-Registered AnalystInvest with Rakesh Neloor Β· 4th Aug 2025Followπ TVS Motor: Gearing Up for a New BreakoutTVSMOTOR is gaining traction with a near 3% rally, fueled by robust Q1 earnings and strong July sales. The stock is showing fresh momentum both fundamentally and technically, as analysts upgrade outlooks and EV plus export growth kick in π Fundamental Drivers (Fresh, Past 1 Week): β Q1 FY26 Net Profit up 35% YoY to βΉ779 Cr (Standalone); Revenue grew 18% to βΉ10,081 Cr π EBITDA Margin expanded to 12.5% vs. 11.5% YoY β reflecting improved product mix and cost control π΅ July sales up 29% YoY to 4.56 lakh units; Exports +39%, EV sales +35% π Growing presence in exports and premium segments (Apache, iQube, BMW partnership) π§Ύ Morgan Stanley maintains βOverweightβ, citing strong execution and rising EV footprint π Technical Setup: β Trading near 52-week high; strong bounce from trendline support π₯ Volume spike with bullish RSI at 65.10 β confirms momentum π© Above key moving averages (20/50/100 DMA) β trend is intact π― Targets: β³ Short-Term (1β2 weeks): βΉ2,970 β βΉ3,000 π Medium to Long-Term (1β3 months): βΉ3,150 β βΉ3,200 π Support Zone: βΉ2,840ββΉ2,830; breakdown below βΉ2,737 may invalidate trend π‘ TVS Motor is riding high on earnings strength, improving exports, and growing EV traction. Analyst confidence and breakout structure make it a top auto pick for the coming quarter#EquityResearch#TechnicalViews#FundamentalViews#StockInNews#SectorBreakouts624 likesΒ·86 comments