Update shared on 08 Nov 2025
Fair value Increased 8.13%Analysts have raised their price target for TVS Motor from ₹3,349 to ₹3,621. They cited improved profit margins and a lower perceived discount rate as key factors driving the upward revision.
What's in the News
- TVS Motor made a major debut at EICMA 2025, unveiling six new products spanning electric and ICE platforms. The company also introduced advanced ride assist gear, AR-based HUD helmets, and outlined a strategy for European expansion (Key Developments).
- The much-awaited TVS Apache RTX was launched, leveraging TVS’s racing heritage and delivering a blend of high performance and touring comfort for adventure motorcycling enthusiasts (Key Developments).
- The company established a Global Centre of Excellence for Design and Engineering in Bologna, Italy, with the acquisition of Engines Engineering S.p.A. This move is aimed at accelerating new product development and integration of advanced mobility technologies (Key Developments).
- TVS introduced the industry-first EV-smartwatch integration through the iQube electric scooter and Noise smartwatch, enhancing connectivity and vehicle management for customers (Key Developments).
- TVS Motor launched multiple new models, including the advanced Raider variant, the NTORQ 150 hyper sport scooter, and the electric TVS Orbiter. Each offers innovative features in their segments (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Increased from ₹3,349 to ₹3,621, reflecting a positive outlook.
- Discount Rate: Decreased from 19.92 percent to 18.92 percent, indicating a lower perceived risk.
- Revenue Growth: Slipped slightly from 7.98 percent to 7.29 percent in projections.
- Net Profit Margin: Marginally improved from 9.15 percent to 9.36 percent.
- Future P/E: Edged down from 51.69x to 51.18x, suggesting a modest shift in valuation multiples.
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