TVS Motor Q4 profit jumps 19 percent but Street splits on the stock’s valuation

One bank stays upbeat while another flags valuation risks

TVS Motor posted a 19% year-on-year rise in consolidated net profit to Rs 772 crore for Q4 FY26, while revenue grew 30% to Rs 15,053 crore. Morgan Stanley and Goldman Sachs kept positive calls, pointing to strong growth prospects. Citi countered with a Sell rating, citing valuation concerns and possible cost headwinds despite the profit rebound.