TVS Electronics Limited — PPTs, 26-02-2026: Investor Presentation

TVS Electronics saw Q3 FY26 revenue climb 13.6% YoY to 113.6 Cr, with 9M FY26 revenue up 6.9% YoY to 337.8 Cr. The Products & Solutions Group (PSG) led the charge with a 19.7% jump in Q3 revenue, fueled by new and existing offerings. Customer Support Services (CSS) showed strong 9M growth (9% YoY) from IMS deployments via the TVSE AIKYA platform.

Strategically, the company is boosting its 'Make in India' manufacturing through SKD/CKD at its Tumakuru plant and integrating new SMT lines for Electronics Manufacturing Services. They're also bundling hardware with software solutions for digital transformation in retail and parking sectors.

Q3 EBITDA margins improved significantly by 262 basis points YoY to 5.72% due to cost reductions. The company posted a Q3 net profit of 0.4 Cr (EPS 0.22/share), while 9M net profit was a loss of (1.6) Cr (EPS (0.85)/share). Management continues to focus on strengthening partnerships for contract manufacturing and expanding their comprehensive service offerings as a single-point solution provider.