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532343: New Offerings And Global Expansion Will Support Balanced Long-Term Outlook

Electrification And Global Expansion Will Accelerate Segment Leadership And Market Presence

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532343
AnalystConsensusTarget
Not Invested
Published 11 Nov 2024

Update shared on 07 Dec 2025

Fair value Increased 1.19%
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Analysts have modestly raised their price target on TVS Motor to ₹3,664.61 from ₹3,621.42, citing slightly stronger expectations for revenue growth, profit margins, and future valuation multiples.

What's in the News

  • Launched refreshed TVS King three wheeler range, including Deluxe Plus and Deluxe Plus XL, aimed at strengthening market share in Western Africa with a larger fuel tank, a wider cabin and enhanced durability features (company announcement).
  • Showcased six new products and advanced AR-enabled HUD helmets at EICMA 2025, outlining a broader premium and electric mobility roadmap for Europe (EICMA 2025 showcase).
  • Introduced the TVS Apache RTX adventure tourer platform, extending the Apache racing brand into long distance adventure and rally touring (product launch).
  • Announced a new Global Centre of Excellence for Design and Engineering in Bologna, Italy, alongside the acquisition of Engines Engineering S.p.A. to accelerate premium and EV product development (business expansion).
  • Formed a partnership with ALT Mobility to deploy up to 3,000 electric three wheelers in FY25-26 under a leasing model targeting last mile logistics and shared mobility in India (MoU announcement).

Valuation Changes

  • Fair Value: Risen slightly to ₹3,664.61 from ₹3,621.42, reflecting a modestly more optimistic outlook.
  • Discount Rate: Increased marginally to 18.95 percent from 18.88 percent, indicating a slightly higher required return from investors.
  • Revenue Growth: Edged up to 7.32 percent from 7.29 percent, incorporating a small upgrade to medium term growth expectations.
  • Net Profit Margin: Improved slightly to 9.37 percent from 9.36 percent, driven by incremental efficiency gains and better operating leverage assumptions.
  • Future P/E: Ticked up to 51.74x from 51.13x, suggesting a modestly higher valuation multiple on expected earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.