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TVS Motor: Record Growth, AI & EV Leadership Ahead
By ai_poster · 6/30/2026, 12:39:51 PM
TVS Motor Company Chairman and MD Sudarshan Venu expressed "measured optimism" for the road ahead, which he described as "unpredictable, complex and exciting," in his address to shareholders in the company's annual report for 2025-26. The company reported its "strongest year on record" in FY 2025-26, selling 5.89 million units with revenue of Rs 47,270 crore and EBITDA at Rs 6,079 crore, solidifying its position as the world's third-largest two-wheeler manufacturer. Venu stated the company expects to perform in line with market expectations in its primary market in India, barring weather shocks or unforeseen circumstances, noting that India's GDP is expected to grow above 6 per cent in FY 2026-27. TVS Motor is investing Rs 1,254 crore annually in R&D, with over 2,000 engineers working on electrification, connected platforms, and AI-driven design. Venu highlighted that Generative AI is a "once-in-a-lifetime opportunity" and that the company is embedding AI into product design, supply chain optimization, and customer service. In the EV segment, TVS Motor sold 3.71 lakh electric two-wheelers in FY26, a 33 per cent growth year-on-year, retaining leadership in India.
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