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TVS Electronics Q3 FY26 Revenue Rises 13.6% YoY to ₹1,136 Mn; Returns to Quarterly Profit
TVS Electronics reported a 13.6% YoY revenue growth in Q3 FY26, reaching ₹1,136 million, primarily driven by a 19.7% surge in the Product & Solutions Group. The company achieved a quarterly turnaround with a PAT of ₹4 million, compared to a loss of ₹7 million in Q3 FY25. EBITDA margins expanded significantly by 262 basis points YoY to 5.72%, supported by reduced material costs and lower expenses. While the nine-month (9M) period still reflects a net loss of ₹16 million, it is a notable improvement from the ₹32 million loss recorded in the same period last year.
Key Highlights
Q3 FY26 Revenue grew 13.6% YoY to ₹1,136 Mn, led by the Product & Solutions segment contributing ₹826 Mn.
EBITDA for the quarter rose to ₹65 Mn from ₹31 Mn in the previous year, with margins improving to 5.72%.
Net Profit (PAT) turned positive at ₹4 Mn for Q3 FY26 against a loss of ₹7 Mn in Q3 FY25.
9M FY26 net loss narrowed to ₹16 Mn from a loss of ₹32 Mn in 9M FY25, indicating a recovery trend.
The company reported an exceptional item of ₹7 Mn during the quarter related to the impact of the new labor code.
💼 Action for Investors
Investors should note the positive shift in quarterly profitability and margin expansion, which suggests operational improvements. However, caution is advised as the company remains in a net loss position for the nine-month period; sustainability of this turnaround in upcoming quarters is key.
TVS Electronics Q3 Results: Revenue Up 13.6% YoY to ₹113.6 Cr, Returns to Profitability
TVS Electronics reported a return to profitability in Q3 FY26, posting a Net Profit of ₹41 Lakhs compared to a loss of ₹65 Lakhs in the same period last year. Revenue from operations grew 13.6% YoY to ₹11,359 Lakhs, primarily driven by the Products & Solutions segment. However, the Customer Support Services segment remains a drag, reporting a loss of ₹262 Lakhs. The company also completed the amalgamation of TVS Investments Private Limited during this quarter.
Key Highlights
Revenue from operations increased 13.6% YoY to ₹11,359 Lakhs from ₹10,000 Lakhs.
Net Profit turned positive at ₹41 Lakhs vs a loss of ₹65 Lakhs in Q3 FY25.
Products & Solutions segment profit grew significantly to ₹433 Lakhs from ₹262 Lakhs YoY.
Exceptional item of ₹74 Lakhs recognized due to statutory impact of new Labour Codes.
Amalgamation of TVS Investments Private Limited with the company became effective on December 19, 2025.
💼 Action for Investors
Investors should focus on the strong performance of the Products & Solutions segment while monitoring the persistent losses in the Customer Support division. The return to YoY profitability is a positive sign, but sequential margins remain thin.
TVS Electronics Allots 1.11 Crore Shares to Promoters Following Amalgamation Scheme
TVS Electronics has completed the allotment of 1,11,60,093 equity shares to the shareholders of TVS Investments Private Limited as part of a court-sanctioned Scheme of Amalgamation. This restructuring involved the cancellation of an equal number of shares previously held by the transferor company, meaning there is no net dilution to the total equity base. The primary beneficiaries of this allotment are promoters Mr. Gopal Srinivasan and Mrs. Srilalitha Gopal. This move simplifies the promoter holding structure by transferring shares from a private holding entity directly to individual promoters.
Key Highlights
Allotment of 1,11,60,093 fully paid-up equity shares to shareholders of TVS Investments Pvt Ltd
Cancellation of 1,11,60,093 existing shares held by the transferor company, resulting in zero net share capital change
Scheme sanctioned by the Hon’ble National Company Law Tribunal (NCLT), Chennai Bench on November 27, 2025
New shares allotted on December 23, 2025, to promoters Mr. Gopal Srinivasan and Mrs. Srilalitha Gopal
Disclosure filed under Regulation 10(6) of SEBI (SAST) Regulations for exemption from open offer requirements
💼 Action for Investors
This is an internal promoter restructuring with no impact on the company's business operations or total share capital. Investors should treat this as a neutral administrative event.
TVS Electronics Allots 1.11 Crore Shares Following Merger with TVS Investments
TVS Electronics has completed a key procedural step in its merger with TVS Investments Pvt Ltd (TVSIPL) by allotting 1,11,60,093 equity shares to TVSIPL's shareholders. This allotment follows the cancellation of an identical number of shares previously held by TVSIPL in the company. Importantly, there is no change in the total issued and paid-up equity share capital of TVS Electronics as a result of this transaction. The newly issued shares will rank pari-passu with existing shares and are set to be listed on both the BSE and NSE.
Key Highlights
Cancellation of 1,11,60,093 fully paid-up equity shares of Rs 10 each held by the Transferor Company.
Allotment of 1,11,60,093 new equity shares to the shareholders of TVS Investments Pvt Ltd.
Zero net increase in the total issued and paid-up equity share capital of the company.
Record date for the entitlement of shares was fixed as December 15, 2025.
New shares will be listed on BSE and NSE and rank equally with existing equity.
💼 Action for Investors
This is a structural reorganization that simplifies the promoter holding and does not result in equity dilution. Investors should view this as a routine completion of merger formalities with no immediate impact on the company's fundamental valuation.
TVS Electronics Completes Merger with TVS Investments; Scheme Effective from Dec 19, 2025
TVS Electronics Limited has announced that its Scheme of Amalgamation with TVS Investments Private Limited has become effective as of December 19, 2025. This follows the filing of the NCLT order with the Registrar of Companies after all conditions were met. The merger carries a retrospective 'Appointed Date' of April 1, 2023. This restructuring is expected to simplify the group's corporate structure and consolidate holdings.
Key Highlights
Scheme of Amalgamation between TVS Investments Pvt Ltd and TVS Electronics Ltd is now fully effective.
The official effective date is December 19, 2025, following the ROC filing of e-Form INC-28.
The retrospective Appointed Date for the merger is set as the closing business hours of April 1, 2023.
The Hon'ble National Company Law Tribunal (NCLT) sanctioned the scheme on November 27, 2025.
💼 Action for Investors
Investors should view this as a positive step toward corporate simplification. Monitor upcoming disclosures regarding any changes in the promoter shareholding pattern resulting from the merger.
TVSELECT: Litigation Update - No Demand Raised After Review
TVS Electronics Limited (TVSELECT) announced an update on a material pending litigation with the Uttar Pradesh Goods & Services Tax Department. The department had issued a show cause notice demanding ₹25.65 Cr for the financial year 2021-22 related to Input Tax Credit (ITC). However, after reviewing the company's submitted documents, the department vacated the show cause notice, resulting in no actual demand. This resolves a potential financial risk for the company.
Key Highlights
Initial demand from Uttar Pradesh GST Department: ₹25.65 Cr
Penalty included in initial demand: ₹2.33 Cr
Actual demand after review: NIL
Show Cause Notice issued under u/s 73(1) of CGST/UPGST Act 2017
💼 Action for Investors
Investors can view this update positively as it removes a potential financial liability. Monitor future regulatory filings for any further developments.
TVSELECT: Record date fixed for Scheme of Amalgamation - December 15, 2025
TVS Electronics Ltd. announced the record date as December 15, 2025, for the Scheme of Amalgamation between TVS Investments Pvt Ltd. and TVS Electronics Ltd. Shareholders of the Transferor Company will be issued new shares of TVS Electronics as per the scheme. The Appointed Date for the scheme is the closing business hours of April 01, 2023. The Effective Date depends on fulfilling conditions in clause 21 and filing the NCLT order dated November 27, 2025.
Key Highlights
Record date is December 15, 2025
Appointed Date is April 01, 2023
NCLT order dated November 27, 2025
Scheme of Amalgamation between TVS Investments Pvt Ltd. and TVS Electronics Ltd.
💼 Action for Investors
Shareholders of TVS Investments Pvt Ltd. should note the record date of December 15, 2025, to be eligible for new shares of TVS Electronics. Monitor for the announcement of the Effective Date of the scheme.
TVSELECT: NCLT Sanctions Amalgamation Scheme with TVS Investments
The National Company Law Tribunal (NCLT) Chennai has sanctioned the Scheme of Amalgamation between TVS Investments Private Limited and TVS Electronics Limited. The 'Appointed Date' for the scheme is the closing business hours of April 01, 2023. The 'Effective Date' will be determined upon fulfilling conditions in clause 21 of the scheme and filing the NCLT order with the Registrar of Companies. The company will announce the Effective Date to the stock exchanges in due course. Investors should monitor further announcements regarding the Effective Date and any potential impact on shareholding.
Key Highlights
NCLT Chennai sanctioned the Scheme of Amalgamation on 27th November, 2025.
The 'Appointed Date' for the Scheme is April 01, 2023.
The order approving the Scheme is available on NCLT website: https://nclt.gov.in
Company website where the order is available: https://www.tvselectronics.in
💼 Action for Investors
Investors should review the details of the amalgamation scheme on the company's website and monitor announcements regarding the 'Effective Date'. No immediate action is required, but stay informed about the integration process.