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TVS Holdings Ltd.

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tvsholdings.comBSE: 520056NSE: TVSHLTD
Market Cap₹ 26,589 Cr.
Current Price
High / Low₹ 16,297 / 12,555
Stock P/E83.4
Book Value₹ 872
Price to Book16.11
Dividend Yield0.65 %
ROCE15.5 %
ROE19.2 %
Face Value₹ 5

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ABOUT

AI Sector View

AI GENERATED

Financial Services

Buy

Financials remain one of the clearest macro beneficiaries. Loan growth was 18.3% (Aug/26) versus deposit growth 14.7% (Aug/26), SCB credit growth was 17.5% YoY (2026-07), UPI transactions rose 22.0% YoY (2026-07), and M3 money supply grew 15.0% YoY (2026-07). Sector flows have also turned meaningfully supportive, with INR 13171 crore net FPI inflow over 3 months to 2026-08-31 after INR -114652 crore in the prior 3 months.

Confidence
84%
View full sector analysis →

PROS

  • Company has delivered good profit growth of 33.6% CAGR over last 5 years
  • Solid return on assets for a lender - ROA of 10.6%
  • Company has a good return on equity (ROE) track record: 3 Years ROE 24.5%
  • Asset quality is healthy - gross NPA of just 0.0%
  • Operating margins have improved to 89.1% from 17.4%
  • Company has been maintaining a healthy dividend payout of 54.0%

CONS

  • Recent results are weak - TTM profit is down 65.0% versus prior year
  • Company's sales have been declining over the last five years
  • Stock is trading at 16.1x its book value
  • Valuation is stretched - P/E of 83.4 is well above its own 5-year median (49.4)
  • Thin net interest margin of 0.0%
  • Recurring exceptional / one-off items are inflating headline profit

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Financial ServicesFinanceFinance - Investment
Part ofNIFTY 50NIFTY 500NIFTY LARGEMIDCAP 250NIFTY 100NIFTY 200
S.No.Name
1.BAJAJFINSV1927.0030.43308717.220.0862966.701081.55420369.001091.2611.8840.79
2.AIIL515.1020.8543743.610.0011082.201075.1914695.401109.3713.8588.91
3.CHOLAHLDNG1529.1510.7628713.990.091788.9942.0411113.5742.9210.5257.53
4.TVSHLTD13141.8513.4926588.730.651173.5873.7717076.1840.0119.3916.25
5.CGCL272.2523.2326194.640.07353.38102.041576.4762.1211.6868.54
6.MAHSCOOTER13294.9054.5515194.171.653.32-90.615.41-81.521.0684.10
7.JSWHL11368.4091.8512618.500.0024.54-92.7434.5814.970.5892.45
8.JMFINANCIL126.6011.6512115.112.57368.57-19.661200.539.6911.9158.30
9.TSFINV422.9019.299392.772.64124.95-92.11305.57102.233.4753.35
10.RELIGARE256.80161.168852.760.00-46.98-674.862353.401051.764.71-2.08
11.KAMAHOLD2298.757.937376.821.80584.0210.804657.567.0720.8622.01
12.PILANIINVS4138.60138.894582.360.22-47.26-17.5514.44-70.701.41-9.33
Detailed Comparison with:

Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
5894841643701365714929555575834693
4853471281351062521161913121283
Operating Profit10413836235303112927836444633510
OPM %17.61%28.42%22.05%63.57%22.26%55.34%86.08%94.41%65.66%76.79%78.65%96.64%10.60%
-3-2237001600-000
Interest31282020151514192121212239
Depreciation251111111101111
Profit before Tax459717251151611526415222431210
Tax %37.46%14.13%50.58%12.81%14.65%23.07%25.77%8.51%12.72%13.26%11.04%13.88%5.69%
Net Profit288392191312852421319212699
13.8141.014.24108.356.346.1542.05119.406.389.5410.48132.914.67

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
1,3951,6431,8331,3241,1771,7432,1981,608637516554
1,2621,6301,6551,1871,0261,5121,8251,09516956120
Operating Profit13213178138150231373513469460434
OPM %9.48%0.81%9.71%10.41%12.78%13.25%16.95%31.92%73.55%89.14%78.28%
779410079982,216100347-0-0
Interest29345555484546996385103
Depreciation617392937810210038222
Profit before Tax1201130691232,300327410410373368
Tax %11.77%-6438.10%8.29%0.68%38.39%1.03%16.40%17.40%14.13%13.62%13.44%
Net Profit1065512069762,277273339352322319
EPS52.1927.1459.1433.9637.491125.29134.99167.36173.99159.24—
Dividend Payout %60.38%55.28%60.89%91.33%69.39%3.91%43.72%56.17%53.45%54.01%—

COMPOUNDED SALES GROWTH

10 Years:
-10%
5 Years:
-15%
3 Years:
-38%

COMPOUNDED PROFIT GROWTH

10 Years:
9%
5 Years:
34%
3 Years:
6%

STOCK PRICE CAGR

10 Years:
—
5 Years:
—
3 Years:
33%
1 Year:
-1%

RETURN ON EQUITY

10 Years:
28%
5 Years:
43%
3 Years:
25%
Last Year:
19%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

Corporate actions

2022

Feb 7

Quarterly Results & Bonus issue

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital10101010101010101010
6026546795847062,8907001,4391,6011,744
3586687327156657523,0225559461,594
Trade Payables1793782181802733563908500
11063738515421915332061128
Total Liabilities1,2591,7741,7121,5741,8084,2284,2752,4092,6183,476
49561774773371367162314109
Capital Work in Progress3782131312957042
2152812952323864048321,9702,2683,002
235361332271301371348700
0000000251412
Cash & Bank22352492,3982,030373318185
276429321271348374386205266
Total Assets1,2591,7741,7121,5741,8084,2284,2752,4092,6183,476

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
180-561791821339058259510542
Cash from Investing-62-188-9856-45-106-2421,966-191-732
Cash from Financing-10712489-162-10621-283-2,473211474
-0-12316276-26-20388126-216

Ratios

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026

Shareholding Pattern

Numbers in percentages

Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
74.4574.4574.4574.4574.4574.4574.4574.4574.45
2.532.622.652.692.843.013.133.293.25
10.4810.3110.1310.2810.029.879.869.839.79
0.000.000.020.020.000.000.000.000.00
12.5412.6212.7312.5512.6912.6712.5612.4312.51

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-09
Allotment of Securities

2026-09-09 - TVS Holdings Limited has informed the Exchange regarding allotment of 93,06,76,784 Bonus 6% Cumulative Non-Convertible Redeemable Preference Shares pursuant to Scheme of Arrangement

2026-09-05
Credit Rating

2026-09-05 - TVS Holdings Limited has informed the Exchange about Credit Rating

2026-08-27
Record Date

2026-08-27 - TVS Holdings Limited has informed the Exchange that Record date for the purpose of determining eligible shareholders of the Company who will be entitled to receive the 6% cumulative non-convertible redeemable preference shares by way of bonus has been fixed as 8th September 2026.

2026-08-27
General Updates

2026-08-27 - TVS Holdings Limited has informed the Exchange about receipt of the certified copy of the Order dated 18th August 2026 passed by the Hon'ble National Company Law Tribunal, Chennai Bench, sanctioning the Scheme along with the certified copy of the Scheme

2026-08-19
General Updates

2026-08-19 - TVS Holdings Limited has informed the Exchange about approval of the Scheme of Arrangement between TVS Holdings Limited and its shareholders

2026-08-05
Amalgamation/Merger

2026-08-05 - TVS Holdings Limited has informed the Exchange about Amalgamation/Merger

2026-07-31
Copy of Newspaper Publication

2026-07-31 - TVS Holdings Limited has informed the Exchange about Copy of Newspaper Publication

2026-07-22
Shareholders meeting

2026-07-22 - TVS Holdings Limited has submitted the Exchange a copy Srutinizers report of Annual General Meeting held on July 22, 2026. Further, the company has informed the Exchange regarding voting results.

2026-07-22
Shareholders meeting

2026-07-22 - TVS Holdings Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on July 22, 2026

News

Recent coverage and analyst commentary for TVSHLTD

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