TVS Motor Q3 Results 2026: TVS Motor profits jump 52%, shares rise… FII buying accelerates momentum:

News Topical, Digital Desk : TVS Motor has presented results for the October-December quarter (Q3 FY26) that have completely transformed the market. The company's revenue, profit, and EBITDA margins all showed strong growth. The stock was slightly up before the results, but immediately after the results were announced, it surged, jumping 3%. Significantly, the stock has delivered a strong 50% return over the past year, and FII holdings have steadily increased during this period.

On the morning of January 28th, TVS Motors shares opened at ₹3,578, down from a closing price of ₹3,568. Trading was proceeding normally until the company's results were announced at 1:10 PM, sparking a frenzy of buying in the stock. Within a short time, the stock jumped 3% to cross ₹3,680.

Record jump in revenue:
The company's total revenue increased from ₹9,097 crore last year to ₹12,476.3 crore, a strong year-over-year growth of approximately 37%.

The market had expected revenue of ₹12,323 crore, but the company comfortably surpassed this estimate. This indicates that product demand remains strong and sales haven't slowed down even after the festive season.

Profits were also better than expected, but slightly lower than forecast
. The company's net profit increased from ₹619 crore to ₹940.4 crore year-over-year, a strong jump of approximately 52%.

Although Street estimates of ₹982 crore were lower, profits fell slightly short. Despite this, the market response was extremely positive, as the company demonstrated strong performance at the operating level.

Strong EBITDA and Margins: TVS Motor's EBITDA also increased sharply from ₹1,081.4 crore to ₹1,634.2 crore. Market expectations were for ₹1,569 crore, which the company easily surpassed. Margins also increased from 11.9% to 13.1%. This indicates that the company is controlling its costs well and that sales in the premium segment are also strengthening.

FII buying remains unstopped . Foreign investors (FIIs) have been consistently buying TVS Motor for the past several months. FII share in December 2024: 21.21%, increasing to 23.09% in December 2025. This consistent investment indicates that global investors have confidence in the company's growth story. Operating performance is strong, profits have jumped 52%, and FII confidence is steadily increasing. Consequently, brokerage houses may remain positive on this stock. The company can also give good growth in the coming quarters on the basis of its product portfolio and pricing strength.