economictimes.indiatimes.com ·
Tvs Motor Shares in Focus After Q4 Results Heres Why Morgan Stanley Goldman Sachs Remain Bullish
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AI insight
AI-generatedTVS Motor's Q4 results show strong revenue and profit growth, but share price declined due to concerns over commodity inflation and execution risks. Analysts are split: Morgan Stanley and Goldman Sachs remain bullish, while Citi and Bernstein are cautious. The primary commercial mechanism is margin pressure from input costs (commodity inflation) affecting the two-wheeler manufacturer's profitability. Impact is company-specific (TVS Motor) within the Indian auto sector, with no broader supply chain or commodity price shock evident.
Signals our AI researcher identified
Extracted by our AI model from this article and related public sources — not direct quotes from the publisher.
- TVS Motor Q4 FY26 net profit up 19% YoY to Rs 772 crore
- Revenue up 30% YoY to Rs 15,053 crore
- Stock fell 4% intraday to Rs 3,383
- Morgan Stanley target Rs 4,327; Goldman Sachs target Rs 4,150
- Citi 'Sell' target Rs 3,000; Bernstein 'market-perform' target Rs 3,460
TVS Motor faces potential margin compression over the mid-term; expected impact is limited due to pricing power.
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Sector impact at a glance
- AUTOS_EVmid