🚨 AUTO SECTOR ALERT: TVS Motor starts FY27 with steady growth despite supply chain pressure.

TVS Motor Company reported April 2026 total sales of **4.74 lakh units**, up **7% YoY** from 4.44 lakh units last year. Key Highlights: • Total 2-Wheeler sales grew **6% YoY** to **4.55 lakh units** • Domestic 2-Wheeler sales rose **8% YoY** to **3.49 lakh units** • Scooter segment remained the biggest growth driver, jumping **24% YoY** to **2.11 lakh units** • EV sales surged **36% YoY** to **37,771 units** • 3-Wheeler sales climbed sharply by **37% YoY** to **18,637 units** However, motorcycle volumes declined to **2.00 lakh units** versus 2.20 lakh units last year, indicating weakness in that category. The company highlighted that dispatch volumes were impacted due to: • Supply chain disruptions • Raw material shortages • Workforce availability issues • Container shortages affecting exports Management expects production recovery from May 2026 onwards after implementing countermeasures. Big takeaway? Despite operational disruptions, strong retail demand, scooter momentum, and EV growth continue to support TVS Motor’s long-term growth story. ⚠️ Disclaimer: This post is for educational and informational purposes only. Not investment advice.