TVS Electronics Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TVS Electronics reported Q4 FY26 consolidated revenue of Rs. 117 Cr (+2% YoY) and PAT of Rs. 3 Cr. For FY26, revenue hit Rs. 455 Cr (+6% YoY), turning profitable with PAT of Rs. 1 Cr (vs loss last year). Management sees structural margin expansion from new customers, better product mix, and cost efforts. They target robust double-digit growth in FY27 across all segments, including EMS, which focuses on high-complex products in Auto, Power Electronics, and Defense. While supply chain issues impacted Q4, the long-term outlook is positive, with expected higher EMS utilization and traction from AIDC and IMS platforms.