TVS Electronics Ltd
TVS Electronics Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 investor presentation: what the company reported on revenue, margins and projects.
Based on TVS Electronics Ltd's Q3 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.
The short version
Q3-FY26 revenue from operations: INR 1,136 Mn, up 13.6% YoY (Page 9). Q3-FY26 Financials: - EBITDA: INR 65 Mn - EBITDA Margin: 5.72%, up 262 basis points YoY from 3.10% in Q3-FY25 - PAT: INR 4 Mn - PAT Margin: 0.35%, up 105 basis points YoY from -0.70% in Q3-FY25 - Year-on-Year Changes: - Revenue increased by 13.6% YoY to INR 1,136 Mn - EBITDA increased by over 100% YoY (from INR 31 Mn to INR 65 Mn) - PAT turned positive from a loss of INR 7 Mn in Q3-FY25 - Margin Outlook: - The presentation does not explicitly state any forward-looking margin outlook.
From TVS Electronics Ltd's Q3 FY26 earnings-call transcript · updated 24 Sept 2026.
Revenue & Sales Performance
- Q3-FY26 revenue from operations: INR 1,136 Mn, up 13.6% YoY (Page 9).
- Products & Solutions segment revenue: INR 826 Mn in Q3-FY26, up 19.7% YoY (Page 9).
- Customer Support Services segment revenue: INR 310 Mn in Q3-FY26, flat YoY (Page 9).
- 9M-FY26 revenue from operations: INR 3,378 Mn, up 6.9% YoY (Page 12).
- Q3-FY26 volume increase primarily driven by higher volumes of existing products and new product offerings (Page 10).
2 more points management made on revenue & sales performance
Profitability & Margins
See what TVS Electronics Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The presentation does not explicitly mention any specific capital expenditure (capex) amounts or funding for new plants or expansion projects.
- It highlights enhancement of manufacturing capabilities through SKD (Semi Knocked Down) and CKD (Completely Knocked Down) assembly at the existing Tumakuru factory.
- Introduction of new Surface Mount Technology (SMT) lines at Tumakuru factory to support electronics manufacturing services (EMS).
- The Tumakuru facility is a state-of-the-art manufacturing plant with expansions in SMT lines indicating technology upgrades but no explicit capex value or timeline is provided.
2 more points management made on capital expenditure plans
Top-ranked in IT - Hardware
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what TVS Electronics Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
TVS Electronics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹117 Cr, net profit ₹3 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What TVS Electronics Ltd's management said in earlier quarters
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Frequently Asked Questions
What were TVS Electronics Ltd Q3 FY26 results?
Q3-FY26 revenue from operations: INR 1,136 Mn, up 13.6% YoY (Page 9). Q3-FY26 Financials: - EBITDA: INR 65 Mn - EBITDA Margin: 5.72%, up 262 basis points YoY from 3.10% in Q3-FY25 - PAT: INR 4 Mn - PAT Margin: 0.35%, up 105 basis points YoY from -0.70% in Q3-FY25 - Year-on-Year Changes: - Revenue increased by 13.6% YoY to INR 1,136 Mn - EBITDA increased by over 100% YoY (from INR 31 Mn to INR 65 Mn) - PAT turned positive from a loss of INR 7 Mn in Q3-FY25 - Margin Outlook: - The presentation does not explicitly state any forward-looking margin outlook.
What is TVS Electronics Ltd share price analysis?
TVS Electronics Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹752 Cr. Investors should review the full earnings analysis for detailed insights.
Is TVS Electronics Ltd planning capital expenditure?
The presentation does not explicitly mention any specific capital expenditure (capex) amounts or funding for new plants or expansion projects.
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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.