TVS Electronics Limited — PPTs, 12-11-2025: Investor Presentation

Here's a concise summary of TVS Electronics' investor presentation:

**1. Business Performance:** TVS Electronics saw strong Q2 FY26 revenue, up 21.9% YoY to ₹127.5 Cr. Products & Solutions (PSG) led with 27.2% YoY growth (₹93 Cr), driven by new manufacturing & logistics offerings. Customer Support Services (CSS) grew 9.5% YoY to ₹34.5 Cr. H1 FY26 revenue reached ₹224.2 Cr (+3.9% YoY).

**2. Growth Drivers or Strategy:** Strategic focus includes enhancing "Make in India" manufacturing with new SMT lines. The company aims to be a single-point solution provider, bundling hardware with software for retail/parking, and expanding contract manufacturing services for tech partners.

**3. Recent Developments:** New product and solution launches for manufacturing & logistics boosted PSG growth. Capacity expanded with new SMT lines at Tumakuru, strengthening Electronics Manufacturing Services (EMS).

**4. Key Financial Metrics:** Q2 FY26 Profit After Tax (PAT) was ₹1.6 Cr, and EBITDA ₹4.8 Cr. EBITDA margin improved to 3.76% (+127 Bps YoY). H1 FY26 reported PAT of (₹2.0 Cr) and EBITDA of ₹6.1 Cr.

**5. Management Commentary / Outlook:** Management seeks to be a trusted end-to-end solution provider across banking, retail, and logistics. Outlook emphasizes innovation, strong customer partnerships, and comprehensive offerings including supply chain and aftersales.