Auto major TVS Motor Company Limited's shares jumped almost 8 per cent to touch day’s high of Rs 685 on the BSE on Tuesday, on the back of better than expcted results company reported on Monday for the third quarter results of the financial year 2021-22 (Q3FY22). 

COMMERCIAL BREAK
SCROLL TO CONTINUE READING

After reporting a massive intraday rally, the stock pared some gains and was trading almost 2 per cent up to Rs 647.45 per share on the BSE at 1:15 pm. This was despite a laucklustre show by the benchmark Sensex which fell almost 0.4 per cent around this time. 

 

The company on February 7, 2022, registered highest-ever EBITDA (earnings before interest tax and depreciation and amortization) of Rs 568 crore during December-end quarter of FY22, while its margins improve marginally by 50 basis points to 10 per cent from 9.5 per cent year-on-year. 

Besides, TVS Motor also registered highest ever operating revenue of Rs 5,706 crore in Q3FY22 as against Rs 5,391 crore in the same quarter a year ago. Similarly, its profit gained around 9 per cent to Rs 288 crore in October-December quarter of FY22 versus Rs 266 crore in a year ago quarter. 

In the last 6 months, the counter has outperformed the markets by surging almost 15 per cent as against over 5 per cent rise in the S&P BSE Sensex. 

The global brokerage firm Macquarie maintained an Outperform rating with target price of Rs 810 per share. It said TVS’ Q3 earnings beat led 40 bps sequential margin expansion and revises FY22 and FY23 earnings by less than 1 per cent. 

TVS Motor is confident on sustaining profitability trends led by improving mix, says UBS while maintaining a Buy stance on the stock and sets a target price of Rs 1000 per share. It adds, the company is well positioned to capitalise on trends of electrification and premiumisation. 

Another global brokerage firm Jefferies expects Indian 2-wheeler demand to recover from an abnormal trough. It also maintains Buy rating with a target price of Rs 800 per share. It says, TVS has been gaining share across scooters, premium bikes and exports and turning aggressive on EVs.