Automobile and Auto Components · NSE/BSE: TVSMOTOR

TVS Motor Company Limited

2/3 Wheelers
Market Cap ₹1.64L Cr
Verdict: High

Quality Scores

Multi-Bagger
84/100
Compounder Quality
86/100
Management Credibility
88/100
Governance
88/100
Cash Flow Quality
45/100

AI Summary

TVS Motor Company (TVSM) has demonstrated remarkable operational resilience and scale, evolving from a traditional two-wheeler manufacturer into a diversified global mobility player. Over the last decade, sales have grown at a 17% CAGR, while net profit accelerated at 23%, reflecting significant operating leverage. The company maintains a unique 'moped-to-premium' portfolio and has aggressively indexed toward the EV transition with products like the iQube. Despite its strong market position, the consolidated financials show a heavy debt burden (₹32,791 Cr) primarily driven by its NBFC…

Top Opportunities

  • Consistent 38% profit CAGR over 5 years
  • Negative Cash Conversion Cycle (-60 days)
  • Market share gains in Electric Vehicles

Top Risks

  • High consolidated debt of 32,791 Cr in FY26 projections
  • Poor cash flow conversion from net profit
  • High Price to Book ratio (16.4x)

Latest report: Read the annual report summary →

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