TVSMOTOR IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Renewable Energy | UNSTATED | 50,463 | 27,755–50,463 | 90.0% | — | FY25 | EST | 70% |
| “H36,309 Cr Highest-ever total Revenue 13.73% H3,629 Cr Highest-ever profit 30.49% 68,000 tCO2e Emissions avoided 16,915 Kl Water recycled 95.32% Renewable ener…” AR · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | 50,463 | 27,755–50,463 | 90.0% | — | FY26 | EST | 70% |
| “d) The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations, 1993 regarding the Companies Act and dealing with…” AR · +1 DOC | ||||||||
| TMCVTata Motors Ltd. | UNSTATED | 4,991 | 2,745–4,991 | 8.9% | — | 2026-10 | EST | 70% |
| “• Received the 10 PPM Award for the fourth consecutive year from DAF, recognising sustained quality excellence • GIL received the ‘Excellence in Quality’ Award…” AR DOC | ||||||||
| BANKINDIABank of India | UNSTATED | 1,302 | 716–1,302 | 2.3% | — | FY25 | EST | 70% |
| “She had a long and distinguished career in Reserve Bank of India, headed various departments including the Department of Rural Planning and Credit and Financia…” AR DOC | ||||||||
| CRISILCRISIL Ltd. | UNSTATED | 266 | 146–266 | 0.5% | — | FY25 | EST | 70% |
| “AA+ (Stable) Rated by CRISIL, ICRA, CARE 15% Increase in AUM in FY 2025-26 (y-o-y) ₹631 crore AUM reached in the three-wheeler segment in FY 2025-26 ~2.44 cror…” AR DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | 9 | 5–9 | 0.0% | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8 digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR · +1 DOC | ||||||||
| EXIDEINDExide Industries Ltd. | UNSTATED | — | — | — | CAPEX | FY26 | EST | 75% |
| “Clean Energy Champion – Supplier Sustainability Summit, TVS Motor Company Ltd. Most Valuable Partner – Supply Category, ESG Pathfinder Award, Indus Towers We a…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “1-2 years 2-3 years More than 3 years Total (i) Micro and Small Enterprises (MSME) 34.80 - - - - 34.80 (ii) Others 3,181.44 309.99 29.46 19.48 20.25 3,560.62 (…” AR · +1 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| TMCVTata Motors Ltd. | UNSTATED | 28,885 | 3,209–28,885 | 60.5% | — | 2026-10 | EST | 75% |
| “In response, our advanced Inverted Front Forks have gained strong traction, including new orders from Yamaha India, TVS Motor, and Bajaj Auto.” AR DOC | ||||||||
| COROMANDELCoromandel International Ltd. | UNSTATED | 10,844 | 8,886–10,844 | 22.7% | — | FY25 | EST | 75% |
| “He is also the Chairman of TVS Credit Services Ltd. With Mr. Venu’s active intervention, TVS Motor has already seen a turnaround in its Market Share and has be…” AR DOC | ||||||||
| LTFL&T Finance Ltd. | UNSTATED | 6,171 | 6,171–6,171 | 12.9% | — | 2026-10 | EST | 75% |
| “Mr. Sankar serves as an Independent Director on the Boards of TVS Motor Company Limited, Oriental Hotels Limited, Kaveri Retreats and Resorts Limited and Trans…” AR DOC | ||||||||
| GABRIELGabriel India Ltd. | UNSTATED | 1,608 | 884–1,608 | 3.4% | — | FY25 | EST | 70% |
| “Key customers include TVS Motor, Suzuki Motorcycle India, Honda Motorcycle & Scooter India, Bajaj Auto, Yamaha India as well as EV customers such as Ather Ener…” AR DOC | ||||||||
| IEXIndian Energy Exchange Ltd. | UNSTATED | 212 | 212–212 | 0.4% | — | FY25 | EST | 65% |
| “Green Power purchase from IEX in all locations.” AR DOC | ||||||||
| IEXIndian Energy Exchange Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Maximize Green power purchase from Indian Energy Exchange (IEX) V. Alternate method for fuel-based heating system into electrical based heating system in cooki…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “) Notes to the Consolidated Financial Statements (Contd.)TVS Motor Company Limited Annual Report 2024-25 14 Other Financial Assets - (Current) Rupees in crores…” AR · +1 DOC | ||||||||
| BPCLBharat Petroleum Corporation Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Our strategic collaborations have been instrumental in moving beyond business to areas of development and collaboration with our prestigious customers, Kirlosk…” AR DOC | ||||||||
| ARE&MAmara Raja Energy & Mobility Ltd. | UNSTATED | — | — | — | SG&A | FY25 | EST | 70% |
| “ICAI Sustainability Reporting Award Financial Express Green Sarathi Award for Climate Action Leadership Confederation of Indian Industries CAP 2.0˚ Resilience …” AR DOC | ||||||||
| JKTYREJK Tyre & Industries Ltd. | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “OEM Customers India Commercial Vehicles » Ashok Leyland Limited » Daimler India Commercial Vehicles (BharatBenz) » JBM Auto Ltd » Mahindra & Mahindra » SML Isu…” AR p.33 · 31-MAR-25 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 5/5 | 100% | 07-NOV-26 |
| RATINGS | 1/5 | 20% | 27-OCT-26 |
| SCREENER | 1/1 | 100% | 07-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 0.618 | 14-NOV-26 | CRISIL Ltd. share 4% · Central Depository Services (India) Ltd. share 0% · Bank of India share 20% · Tata Motors Ltd. share 76% |
| CUST MOM 1M | +5.8% | 14-NOV-26 | from 15-OCT-26 · Central Depository Services (India) Ltd. +11.9% w 0 · Bank of India +18.2% w 0 · Tata Motors Ltd. +2.5% w 1 · Exide Industries Ltd. -0.5% w 0 |
| SUPP MOM 1M | +4.9% | 14-NOV-26 | from 15-OCT-26 · Coromandel International Ltd. +10.7% w 0 · L&T Finance Ltd. +5.9% w 0 · Indian Energy Exchange Ltd. +8.2% w 0 · Tata Motors Ltd. +2.5% w 1 · Bharat Petroleum Corporation Ltd. +2.8% w 0 · JK Tyre & Industries Ltd. +7.6% w 0 |