Arthneeti

TVS Holdings Q2 FY27 Share Price & Earnings Call Analysis

₹12,389.00+2.31% today
Market cap
₹25,066 Cr
P/E
11.50
ROE
30.61%
PEG
0.29
Price to sales
0.37
Debt to equity
6.80
52W high / low
₹15,738 / ₹10,906
Sales growth (5Y)
23.37%
EBITDA margin
15.69%
Net profit margin
5.87%
Promoter holding
74.45%
Sales (last year)
₹68,122 Cr

Sundaram Clayton Ltd was incorporated in Chennai in 1962 and is part of the TVS group, led by Mr. Venu Srinivasan. It is engaged in the business of manufacturing and distributing aluminum die castings. [1] Sundaram Clayton manufactures non-ferrous gravity and pressure die castings.

Potential multibaggers · Q2 FY27

Potential multibaggers in Finance
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does TVS Holdings rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Finance companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹2,632 Cr69.0
240%+Up 2%+₹458 Cr23.7
340%+Up 0–2%₹877 Cr29.8
440%+Flat₹40,658 Cr37.4
540%+Flat₹16,070 Cr70.5
640%+Flat₹13,546 Cr—

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TVS Holdings announcements

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Financials of TVS Holdings

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

TVS Holdings

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +74.45%74.45%74.45%74.45%74.45%74.45%74.45%74.45%74.45%74.45%74.45%74.45%
FIIs +1.13%2.31%2.53%2.62%2.65%2.69%2.84%3.01%3.13%3.29%3.25%3.11%
DIIs +12.20%11.19%10.48%10.31%10.13%10.28%10.02%9.87%9.86%9.83%9.79%9.54%
Government +0.00%0.00%0.00%0.00%0.02%0.02%0.00%0.00%0.00%0.00%0.00%0.00%
Public +12.21%12.04%12.53%12.61%12.73%12.55%12.68%12.68%12.56%12.43%12.50%12.90%
No. of Shareholders24,09924,42926,79529,97332,64334,62933,79931,85230,61230,72230,19733,620

Financials of TVS Holdings

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +10,60710,01410,02510,38311,55411,35911,80012,74214,54915,27615,58817,07620,183
Expenses +9,1248,4748,5088,9079,8789,5449,90810,74112,28812,81513,18914,30117,129
Operating Profit1,4831,5401,5171,4761,6771,8151,8932,0022,2612,4612,3992,7753,053
OPM %14%15%15%14%15%16%16%16%16%16%15%16%15%
Other Income +1171915822181113-3530774
Interest517516532517522551635663651651653708763
Depreciation252244264242261260309332341361372381373
Profit before tax7267877407329011,0269671,0191,2821,4141,4041,6931,992
Tax %37%32%37%34%34%33%33%34%31%31%38%31%35%
Net Profit +4575324644815996856446758809698651,1741,286
EPS in Rs112.83111.03114.97107.37137.76191.11140.09166.11219.24244.14209.96302.10314.25

Financials of TVS Holdings

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +11,34012,46413,49817,51221,54819,89120,34725,60533,66239,88244,99358,15468,122
Expenses +10,62211,50612,49415,97319,20517,44717,91122,59929,35634,12238,14949,03257,433
Operating Profit7179591,0041,5392,3432,4442,4373,0064,3065,7606,8449,12210,688
OPM %6%8%7%9%11%12%12%12%13%14%15%16%16%
Other Income +9810217112128-40-11811859702076
Interest99102883727199109299851,4242,0322,2232,6172,775
Depreciation2383173774475346496438459861,0111,0671,4061,487
Profit before tax4786417108411,1188458541,1842,0132,7763,6245,1196,503
Tax %29%26%23%25%33%26%31%30%34%36%34%34%
Net Profit +3454725476297506275928241,3331,7822,4093,3904,294
EPS in Rs105.01144.49163.47167.39213.93166.89160.24218.19321.61396.23576.33839.451,070.45
Dividend Payout %18%28%19%9%17%19%16%20%18%24%16%10%

Financials of TVS Holdings

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026Sep 2026
Equity Capital10101010101010101010101010
Reserves1,2781,5131,8572,1412,4642,4532,8945,0693,2312,8304,6776,4566,687
Borrowings +1,4971,4611,6657,59310,02212,31412,85316,59325,01326,23232,48836,15645,553
Other Liabilities +2,7403,2333,7855,0165,6745,8357,5518,66210,86915,45816,72021,03124,744
Total Liabilities5,5256,2167,31714,76118,17020,61223,30930,33439,12344,53053,89563,65376,994
Fixed Assets +2,0402,4682,8513,6274,0304,4604,8506,3396,9315,6307,5198,94310,912
CWIP102691013967561,0171,0505608211,0291,4822,0741,368
Investments6011,0551,3336076184726736441,0221,2041,3201,2172,971
Other Assets +2,7822,6243,03210,13112,76614,66316,73522,79030,34836,66743,57451,41961,744
Total Assets5,5256,2167,31714,76118,17020,61223,30930,33439,12344,53053,89563,65376,994

Financials of TVS Holdings

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +1381,075838324-7104581,215-1,548-4,111-8673,5351,137
Cash from Investing Activity +-461-715-818-1,379-1,324-1,055-979-1,705-1,439961-2,857-3,015
Cash from Financing Activity +179-373-611,1982,0851,7952613,1165,9798471,2091,792
Net Cash Flow-144-13-40143511,199496-1374299411,886-86
Free Cash Flow-28843080-954-2,009-551238-2,568-5,574-1,3411,082-2,064
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit40%130%98%43%-16%29%60%-38%-79%5%70%32%

Financials of TVS Holdings

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days191923272929221916171417
Inventory Days584855444142464439603326
Days Payable7776839484971241079299103104
Cash Conversion Cycle-0-8-5-22-14-25-57-43-37-22-57-61
Working Capital Days-7-17-22-36-1937181-25-32-38-34
ROCE %18%20%19%16%15%12%11%11%12%15%15%17%
16out of 100

Momentum score · price trend

16 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−20.2%35%
Last 6 months−13.9%31%
Last 3 months−18.4%23%

The price is 23.1% below its all-time high of ₹15,738 (11 Feb 2026). Stocks more than 20% below their peak have their score halved, so 31 became 16.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For TVS Holdings: 0.4 × 35 + 0.4 × 31 + 0.2 × 23 = 31, halved to 16 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 2 Nov 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

What TVS Holdings's management said in earlier quarters

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