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532343: Global Design Expansion And New Models Will Support Balanced Long-Term Prospects

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 21 Dec 2025

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0.4%

Narrative Update

Analysts have modestly raised their price target on TVS Motor to ₹3,664.61, reflecting slightly higher profit margin expectations that more than offset marginal tweaks to the discount rate and growth assumptions.

What's in the News

  • TVS Motor is establishing a Global Centre of Excellence for Design and Engineering in Bologna, Italy, and acquiring 100% of Engines Engineering S.p.A. to accelerate premium and electric mobility product development (Business Expansions).
  • The company was dropped from the FTSE All World Index (USD), potentially affecting passive fund ownership and trading volumes (Index Constituent Drops).
  • TVS Motor launched the most advanced variant of its TVS Raider motorcycle, adding segment first features such as Boost Mode with iGO Assist, dual disc brakes with ABS, Glide Through Technology, and enhanced connectivity (Product Related Announcements).
  • The company is set to launch the adventure focused TVS Apache RTX, leveraging its RT XD4 engine platform and Apache racing heritage to target rally touring enthusiasts (Product Related Announcements).
  • TVS Motor has made a landmark debut at EICMA 2025 in Milan, unveiling six new ICE and electric products, advanced AR based HUD helmets, and outlining its roadmap for European expansion (Product Related Announcements).

Valuation Changes

  • Fair Value Estimate remained unchanged at ₹3,664.61 per share, indicating no revision to the intrinsic value assessment.
  • The Discount Rate rose slightly from 18.95 percent to 18.98 percent, reflecting a marginally higher required return and risk assumption.
  • Revenue Growth edged down slightly from 7.32 percent to 7.32 percent, implying a very modest tempering of long term growth expectations.
  • The Net Profit Margin rose slightly from 9.37 percent to 9.38 percent, suggesting a small improvement in long term profitability assumptions.
  • The Future P/E eased marginally from 51.74x to 51.74x, indicating a nearly unchanged valuation multiple applied to forward 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.