TVS Motor's 27,852% rally eyes boost from GST cut, hyper scooter launch.

TVS Motor Company shares have surged 27,852% since their listing in 2000, reaching a fresh lifetime high of Rs 3,500. The stock is expected to gain further momentum from the government's GST cut and the launch of its first hyper sport scooter. Brokerages remain positive on TVS's prospects, with Elara Capital, Axis Securities, and BNP Paribas maintaining a buy rating. The company's stellar run has consistently outperformed two-wheeler peers like Hero MotoCorp and Bajaj Auto.

Indian markets witnessed a volatile session on September 2, 2025, buoyed by the Goods and Services Tax (GST) reforms signaling a significant tax overhaul. The reform package included a reduction in GST rates for various auto segments, which is expected to boost demand and improve operating margins for the automobile sector. Among the companies that gained attention was TVS Motor Company, whose shares surged 27,852% since their listing in 2000, reaching a fresh lifetime high of Rs 3,500.

The GST cut, effective September 22, is anticipated to result in a 6-7% price reduction across all OEMs under coverage, with a volume surge of 5-10% across categories. The revised GST rates are expected to boost demand across categories, particularly for passenger vehicles (PVs) and two-wheelers, with initial demand during the festive season potentially reaching 10-20% [2].

TVS Motor Company's stock has been performing exceptionally well, with a consistent outperformance over its two-wheeler peers like Hero MotoCorp and Bajaj Auto. The company's latest launch, the TVS NTORQ 150, a hyper sport scooter designed for Gen Z riders, has further bolstered investor confidence. The NTORQ 150, powered by a 149.7cc engine, offers advanced features such as multipoint projector headlamps, aerodynamic winglets, coloured alloy wheels, and a high-resolution TFT cluster with over 50 smart features, including Alexa and smartwatch integration [3].

Brokerages remain optimistic about TVS Motor Company's prospects. Elara Capital, Axis Securities, and BNP Paribas have maintained a buy rating on the stock, citing the positive impact of the GST cut and the strong demand for the new hyper sport scooter. The company's stellar performance and strategic moves have positioned it as a leader in the Indian auto market.

The launch of the TVS NTORQ 150 marks a significant milestone for the company, as it expands its product portfolio and enters the higher-capacity scooter market. The scooter is priced at Rs 1,19,000 and is available in stealth silver, racing red, and turbo blue colours, with a variant featuring a TFT cluster available in nitro green, racing red, and turbo blue. The NTORQ 150 is designed to meet the evolving high-performance aspirations of Gen Z riders and is expected to further strengthen the TVS Ntorq brand franchise [3].

In conclusion, the combination of the GST cut and the launch of the TVS NTORQ 150 has driven TVS Motor Company's stock to new heights. The company's strategic moves and strong market performance have positioned it as a leader in the Indian auto market, with brokerages remaining optimistic about its future prospects.

References:
[1] https://economictimes.indiatimes.com/markets/stocks/news/stocks-in-news-zydus-life-ntpc-hdfc-life-varun-beverages-tvs-motor/articleshow/123709183.cms
[2] https://www.business-standard.com/markets/news/nomura-backs-auto-rally-post-gst-cut-m-m-tvs-motor-hyundai-in-fast-lane-125090500186_1.html
[3] https://www.business-standard.com/companies/news/tvs-launches-ntorq-150-indias-first-hyper-sport-scooter-125090401410_1.html