TVS Electronics Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

TVS Electronics (TVSELECT) Q2 FY26 Snapshot: Consolidated revenue surged 22% YoY to Rs. 128 Cr, with net profit at Rs. 1.5 Cr. Product & Solutions drove growth, up 27% to Rs. 93 Cr, fueled by new offerings & volumes. Customer Support Services rose 10% to Rs. 35 Cr.

Management sees long-term initiatives paying off, anticipating continued growth. Company remains B2B focused. Its Tumakuru plant operates on a single shift, offering triple production capacity. EMS is gaining traction, though with longer onboarding cycles. Strategic focus on B2B, leveraging capacity, and R&D (2-3% of revenue) underscores a confident growth outlook.