Compliance under Regulation 30 of SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015

28th July 2026 BSE Limited, National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Dalal Street, Bandra-Kurla Complex, Mumbai 400 001. Bandra (E), Mumbai 400 051. Scrip code: 532343 Scrip code: TVSMOTOR NCRPS Scrip code: 717506 NCRPS Scrip code: TVSMNCRPS Dear Sir(s)/ Madam, Reg : Compliance under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 In continuation to our intimations dated 15th July 2026 and 21st July 2026 with respect to the schedule of a conference call with 360 ONE Capital Market Private Limited (Formerly Batlivala & Karani Securities India Pvt Ltd) post results for the quarter ended 30th June 2026 and intimation on the audio recording, respectively, we wish to inform that the transcript of the said recording is enclosed and the same has been hosted on the website of the Company and is available at: https://www.tvsmotor.com/investors/communication We also enclose the said transcript for your reference. Kindly acknowledge the receipt. Thanking you, Yours faithfully, For TVS MOTOR COMPANY LIMITED K S Srinivasan Company Secretary Encl.:a/a Website: www.tvsmotor.com Email: contactus@tvsmotor.com CIN: L35921TN1992PLC022845 “TVS Motor Company Limited Q1 FY27 Earnings Conference Call” July 21, 2026 MANAGEMENT: MR. K.N. RADHAKRISHNAN – DIRECTOR AND CHIEF EXECUTIVE OFFICER – TVS MOTOR COMPANY LIMITED MR. K. GOPALA DESIKAN – CHIEF FINANCIAL OFFICER – TVS MOTOR COMPANY LIMITED MODERATOR: MR. ANNAMALAI JAYARAJ – 36O ONE CAPITAL MARKET RESEARCH Page 1 of 16 TVS Motor Company Limited July 21, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the TVS Motor Company Limited Q1 FY27 Earnings Conference Call hosted by 36O ONE Capital Market Research. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions at the end of today's presentation. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Annamalai Jayaraj from 36O ONE Capital Market Research. Thank you, and over to you, sir. Annamalai Jayaraj: Thanks, Manav. Good evening, all the participants. On behalf of 36O ONE Capital Market Research, welcome to Q1 FY27 Post Research Conference Call of TVS Motor Company Limited. I also take this opportunity to welcome the management team of TVS Motor Company. We have with us today Mr. K.N. Radhakrishnan, Director and Chief Executive Officer; Mr. K. Gopala Desikan, Chief Financial Officer. I will now invite Mr. K.N. Radhakrishnan for the opening remarks to be followed by question- and-answer session. Over to you, sir. K.N. Radhakrishnan: Good evening, everyone, and thanks for joining us today. We are delighted to share the Q1 performance of this financial year. As you know, the Q1 comparing the last year Q1, the overall sales volume has grown to 1.63 million from last year's 1.28 million of the same quarter, 28% growth. The revenue is at INR13,896 crores, a growth of 38%. Last year's number was INR 10,081 crores. Operating EBITDA grew from INR 1,260 crores to INR1,779 crores, 41% growth. Operating PBT grew from INR 1,015 crores to INR 1,439 crores, 41% growth. And profit after tax grew from INR 776 crores to INR 1,174, 51% growth. So once again, thanks to the entire customers because this has been possible only because of our customer centricity approach and strong brands across all brands and our sustained focus on cost reduction initiatives taken up by the company. Once again, we would like to thank our customers for this significant milestone. I'll give you more details about the Q1 sales, '26-'27. The 2-wheeler domestic ICE sales grew by 21% compared to last year Q1 of -- against, the industry growth of 13%. The 2-wheeler international market ICE grew by 31% and 2-wheeler overall, the ICE sales grew by 23% compared to last -- against the industry growth of 21%. 2-wheeler EV sales grew by 86%. All of us know that in the first quarter, the EV industry has significantly grown in India. We raised the volume of 130,000 in Q1 this year as against 70,000 during the last quarter of last year. Total sales of 3-wheeler also grew by 48%. We are at 67,000 units this quarter as against last year's 45,000. Page 2 of 16 TVS Motor Company Limited July 21, 2026 On financial performance, as I said, the company posted its highest operating EBITDA of INR 1,779 crores, a growth of 41% for the first quarter and gained INR 1,260 crores first quarter last year, '25-'26. The company's operating EBITDA margin improved by 30 basis points at 12.8% during the first quarter and this is against 12.5% last year first quarter. Company posted highest PBT, INR 1,589 crores, recording a growth of 51% for the first quarter as INR 1,050 crores in the first quarter of last year. PBT for the quarter -- this quarter includes fair valuation gain of investments held by the company amounting to about INR 150 crores as against fair valuation gain of about INR 28 crores during last year first quarter. Current quarter, company's profit after tax grew by 51% at INR 1,174 crores as against INR 776 crores during first quarter of '25-'26. We're also proud to announce that recently, our long-term facility credit rating has been upgraded from CARE AA+ to AAA. The highest level of creditworthiness awarded by CARE rating, is a direct reflection of our consistent performance and the trust we have earned and the deep responsibility we carry as we shape the future of mobility. This recognition further strengthens our ability to invest for long term, expand our global footprint, accelerate innovation and create sustainable value for our stakeholders. TVS credit performance has been outstanding. TVS Credit Services reported a sustained growth in disbursement supported by improved consumption demand, traction across key retail financing segment consumer durable financing growth was driven by higher discretionary spending and premiumization, increased reach and penetration. The 2-wheeler category witnessed strong demand due to steady semi-urban and rural participation and Marriage Season buying alone and along with increase in electric vehicle growth. During this quarter, TVS Credit continued to enhance its capabilities in AI, data analytics and technology to drive better risk assessment, customer experience and operational efficiency. Now credit further expanded its presence across semi-urban and rural India, including its network to nearly 62,000 touch points across countries. TVS Credit disbursed loans over 14 lakh new customers, bringing the total customer base to nearly 2.6 crores. The book size of TVS Credit grew by 19%. Now it is at INR 32,053 crores as against INR 26,898 crores last year. Profit before tax for the quarter grew by 16%, INR 283 crores as against INR 243 crores during first quarter of last year. On international business, in Q1, we have recorded highest ever international business sales of 4.68 lakh units, a growth of 33% year-on-year growth. The performance was driven by sustained demand across the key international markets and continued strengthening of our distribution. In fact, the demand is much more. We are enhancing the capacity to meet the demand. It is a very, very positive news. The HLX series has got a huge pull from the market, and we are very happy that this segment is doing extremely well, that all the other product ranges are also doing extremely well in the international market. Page 3 of 16 TVS Motor Company Limited July 21, 2026 We are investing behind capacity, and we are confident that we will be able to significantly improve these numbers quarter after quarter on 2-wheelers, equally on 3-wheelers. Africa continues to be a key driver of export growth, supported by robust demand for 2-wheelers and 3-wheelers. Here, specifically, I w [Showing first 8,000 characters — download PDF for full document]