In the cutthroat business of the automobile sector, not many companies are as renowned as TVS Motor Company, which has an impeccable record in the two-wheeler and three-wheeler categories. In early March 2025, the stock of the company jumped by 3%, after the release of strong sales figures for February 2025. TVS Motor’s strong sales performance, especially in its overseas business, has attracted the attention of investors and analysts, sending the stock to new highs and reiterating the company’s leadership in the sector.
In this post, we’ll discuss the reasons behind the movement in stock price, analyze the major components of TVS Motor’s sales performance, and dig into how the company is positioning itself for the future. With a mix of high domestic sales, increasing electric vehicle (EV) volumes, and a widening presence in global markets, TVS Motor appears well-set for the future. Here’s the inside story.
The 3% Rise in Share Price of TVS Motor
TVS Motor’s share price increased 3% on the opening trade on March 3, 2025, a trend that remained consistent for the day. At 09:24 AM, the stock was trading at ₹2,287.55 with a 2.79% rise on the Bombay Stock Exchange (BSE).
This increase follows the firm reporting stellar February 2025 monthly sales, reasserting its market dominance and capacity to ride the tide of good feelings within the automotive industry.
Major Drivers of the Stock Price Movement
- Sales Growth Across Segments: The 10% rise in TVS Motor’s total monthly sales was a major factor behind the rise in stock price. The company’s good show across both domestic and international markets, especially in the two-wheeler segment, helped drive this momentum.
- Electric Vehicle (EV) Expansion: TVS Motor’s sales of electric vehicles increased 34%, reflecting the company’s focus on sustainability and expanding market share in the fast-changing EV segment.
- Local and Global Market Growth: The performance of the company in both the local and global markets has kept expanding, with significant two-wheeler exports increasing 28% YoY.
- New Product Launches: TVS Motor has never missed an opportunity to launch new products in line with consumer needs. For instance, the recent launch of TVS King Duramax Plus and TVS King Deluxe Plus three-wheelers in Mexico further consolidated its presence in international markets.
- Investment in Infrastructure: TVS Motor’s announcement of Rs 2,000 crore investment in Karnataka to establish a global capability centre (GCC) in Mysuru reflects the company’s vision-oriented approach, and investors are most likely reacting positively to such long-term growth plans.
TVS Motor’s Monthly Sales Breakdown: A Deeper Dive
Total Sales: TVS Motor retailed 4,03,976 units in February 2025, a 10% rise from February 2024, when the company had sold 3,68,424 units. This was an overall increase, indicating the company’s increasing market share in different segments.
Total Sales: In the two-wheeler segment, the company retailed 3,91,889 units in February 2025, a 10% rise from the previous year.
- Domestic Sales: Domestic sales of two-wheelers improved by 3%, with 2,76,072 units sold during February 2025.
- Motorcycle Sales: The motorcycles presented good performance, with the sales improving to 1,92,960 units, a growth of 5%.
- Scooter Segment: The scooter segment also improved significantly, with 1,64,415 units sold, a growth of 24% over the last year.
- Electric Vehicles: TVS Motor’s electric vehicle sales increased by a robust 34%, selling 24,017 units in February 2025. The growth is significant considering EV sales are increasingly playing a critical role in the long-term prospects of the auto sector.
International Business Performance
- Export Growth: TVS Motor’s international business reported a 26% growth in exports, with 1,24,993 units sold in February 2025.
- Two-Wheeler Exports: The exports of two-wheelers increased by 28% YoY, with 1,15,817 units sold.
- Three-Wheeler Exports: The three-wheeler segment also witnessed a growth of 14% for the company, with 12,087 units sold.
All these numbers indicate TVS Motor’s dominant position in the domestic as well as the international market. Its dedication to growth, both through its current product portfolio and its expansion to new geographies, has enabled it to record consistent growth in sales.
Key Product Launches and New Initiatives
TVS Motor’s approach to new product introductions in the market has been important in building momentum. An important highlight during February 2025 was the Mexico launch of two new three-wheelers, namely the TVS King Duramax Plus and the TVS King Deluxe Plus. These products have been built with passenger car-like comfort on three wheels, marking an important advancement in the Mexican market.
The firm is going to sell the three-wheelers in the region through its official distributor, Motomex. This new product will enable TVS Motor to benefit from the increasing demand for low-cost, efficient, and comfortable public transport alternatives in developing countries.
Apart from launching new products, TVS Motor is also augmenting its presence in overseas markets through strategic tie-ups and growing its reach in new markets.
Investment in Infrastructure: The Global Capability Centre (GCC)
In February 2025, TVS Motor announced another major one: it will invest Rs 2,000 crore in Karnataka, to establish a global capability centre (GCC). It is a part of the long-term growth plan of the company, and it is expected to act as a hub for research and development (R&D), and for further expansion of its operations in India and overseas.
The investment will not just enhance TVS Motor’s potential for innovation, but also upgrade its operational efficiencies, laying the ground for higher growth in the future. Setting up the GCC is likely to make a remarkable contribution to the company’s long-term competitiveness.
Financial Performance: A Peek at the Figures
TVS Motor has been witnessing a steady rise in its financial performance. In the quarter that ended September 2024-2025, the company saw its net profit rise by 4.2% to Rs 618 crore. The operating revenue of the company also expanded by 10% YoY to Rs 9,097 crore.
These numbers underscore the company’s robust performance across segments such as motorcycles, scooters, electric vehicles, and exports. TVS Motor’s flexibility in keeping pace with shifting market trends, such as the shift to electric vehicles and growth in overseas markets, has been a major factor in this growth.
Looking Ahead: What’s Next for TVS Motor?
TVS Motor’s positive performance in the first quarter of 2025 and its strategic initiatives signal strong growth potential moving forward. The company’s ongoing investments in product innovation, global expansion, and infrastructure development will likely continue to fuel its growth trajectory.
As TVS Motor aims to solidify its place in the EV segment and build its global presence, the future of the company appears rosy. Nevertheless, it is imperative to mention here that issues within the global economy, including the volatility of raw material prices, inflation, and currency exchange rates, may affect the performance of the company in the near future.
However, with its dominant market position, focus on innovation and expansion plans, TVS Motor is well-placed to carry forward its growth narrative in the next few years.
Conclusion
TVS Motor’s strong 10% sales growth in February 2025, along with its strategic investments and widening product portfolio, reflect the company’s solid fundamentals and long-term growth prospects. The company’s initiatives in the electric vehicle segment, along with its continued international market expansion and new product launches, reflect its focus on addressing the evolving needs of consumers globally.
With the market reacting favourably to these developments, TVS Motor’s share price continues to make waves. Investors and market watchers will keenly watch the company’s future financial results and announcements, especially in the wake of its strategic initiatives and increasing market share.
With TVS Motor looking to innovate further, grow larger, and firm up its footing in the auto sector, the future of the company is very bright. Through new product development, venturing into new markets, or bolstering its current operations, TVS Motor is well on its way to making its mark as a global automobile industry leader.
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