TVS Holdings Limited , a prominent player in the automotive and financial services sectors, has announced its financial results for the quarter and half-year ended September 30, 2025. The company reported a consolidated net profit of Rs 1,555.44 crore for the half-year, showcasing robust performance across its business segments.

Key Financial Highlights

For the quarter ended September 30, 2025, TVS Holdings reported the following standalone figures:

• Net profit: Rs 19.30 crore
• Total income: Rs 56.98 crore
• Earnings per share (EPS): Rs 9.54 (not annualized)

On a half-yearly basis, the standalone results were as follows:

• Net profit: Rs 32.20 crore
• Total income: Rs 112.24 crore
• Basic earnings per share: Rs 15.92 (not annualized)

Consolidated Performance

The consolidated financial results for the half-year ended September 30, 2025, paint a picture of strong growth:

Segment-wise Revenue

TVS Holdings operates primarily in two segments:

1. Automotive Vehicles & Parts
2. Financial Services

For the half-year ended September 30, 2025, the segment-wise revenue was as follows:

Strategic Investment

During the quarter, TVS Holdings made a significant investment of Rs 89.15 crore in Home Credit India Finance Private Limited. This move aligns with the company's strategy to strengthen its position in the financial services sector.

Operational Highlights

• The company's board of directors approved these results in a meeting held on October 28, 2025.
• TVS Holdings maintains a strong balance sheet with a consolidated net worth of Rs 4,518.23 crore as of September 30, 2025.
• The automotive segment continues to be the primary revenue driver, contributing over 83% of the total revenue.

Market Position and Outlook

TVS Holdings Limited continues to demonstrate resilience and growth in both its automotive and financial services segments. The company's strategic investments and robust financial performance position it well for future growth in the dynamic automotive and financial markets.

Investors and stakeholders can view these results as indicative of the company's strong market position and its ability to navigate the complex business environment effectively.

Note: All figures are based on the unaudited financial results for the quarter and half-year ended September 30, 2025, as reported by TVS Holdings Limited.

TVS Holdings Limited (formerly known as Sundaram-Clayton Limited) has announced a significant move to reward its shareholders through a bonus issue of Cumulative Non-Convertible Redeemable Preference Shares (NCRPS). The company's Board of Directors approved a Scheme of Arrangement on September 22, 2025, proposing to issue 46 NCRPS of INR 10 each for every 1 equity share held by shareholders.

Scheme Details

The bonus issue, valued at approximately INR 986.52 crore, aims to utilize the company's general reserves and retained earnings. As of March 31, 2025, TVS Holdings reported retained earnings and securities premium of INR 1,456.26 crore, providing ample resources for this corporate action.

Key features of the NCRPS issue include:

• Ratio: 46 NCRPS for every 1 equity share
• Face Value: INR 10 per NCRPS
• Coupon Rate: 6% per annum
• Redemption: After 12 months from the date of allotment
• Redemption Price: INR 10 per NCRPS plus accrued interest

Financial Impact

The bonus issue will significantly alter TVS Holdings' capital structure. Post-issue, the company's paid-up capital is expected to increase from INR 10.12 crore to INR 940.79 crore, reflecting the substantial value being transferred to shareholders.

Listing and Approvals

TVS Holdings intends to list the NCRPS on both the National Stock Exchange of India Limited (NSE) and BSE Limited, where its equity shares are currently traded. The implementation of this scheme is subject to various approvals, including:

1. Stock exchanges
2. National Company Law Tribunal (NCLT)
3. Shareholders and creditors (as applicable)

Investor Implications

This move by TVS Holdings represents a significant value proposition for its shareholders. The bonus NCRPS not only provides an additional investment instrument but also offers a guaranteed 6% annual return over a 12-month period. This strategy allows the company to reward its shareholders while retaining capital for potential growth opportunities.

The company has stated that the actual quantum of bonus NCRPS and utilization of reserves will be determined based on the total outstanding equity share capital as on the Record Date, which will be set after obtaining necessary approvals.

TVS Holdings' decision to issue bonus preference shares demonstrates its commitment to enhancing shareholder value while maintaining a strong financial position. As the scheme progresses through regulatory approvals, investors will keenly watch for the final implementation details and the impact on the company's financial structure.