TVSMOTOR

1️⃣ TVS MOTOR COMPANY LTD — Company Overview

About the Company TVS Motor is one of India’s leading two-wheeler manufacturers with strong presence in scooters, motorcycles, and three-wheelers. It has a significant brand presence in India and growing international markets. Business Strengths Premiumisation Focus: Strong traction in Apache series, RTR, Ronin, and electric two-wheeler (iQube). Electric Mobility Leadership: iQube is among top-selling EV scooters in India. Exports: Significant presence in South Asia, Africa, and LATAM markets. Innovation-led: Investments in connected mobility, EV platforms, and digital services. Financial Highlights Healthy revenue growth, improving margins. Strong balance sheet and improving return ratios. TVS Credit (subsidiary) gives optionality in financial services. Key Risks Consumer slowdown affecting 2W demand. Competition in EVs. Commodity price fluctuations.