“We expect to perform in line with market expectations, in our primary market in India, barring any weather shocks that may impact the monsoons or any other unforeseen circumstances,” he said in the company’s latest annual report.
“The road ahead is unpredictable, complex and exciting. Our geographic diversification, technology depth, and presence in markets where mobility is essential rather than optional give us a resilience that is structural and durable,” Venu added.
“We are living through one of the most significant periods in recent times. Geopolitical realignments, the accelerating energy transition, the rise of artificial intelligence, and the decentralisation of global supply chains are forces that will reshape companies,” he noted.
“I believe TVS Motor is positioned to steer through this disruption and create momentum from change,” Venu assured.
He shared four strategic directions for TVS Motor.
Going global, gaining strategic advantage
“Our international business continued to expand and contributed to a quarter of our revenue. Africa, Latin America, and South-East Asia have become long-term strategic paths to growth”, he said.
Across India, Africa, South-East Asia and Latin America, the two-wheeler is more than a lifestyle product. It is a lifeline. It is how a doctor gets to a rural clinic, how a small business owner moves goods, how children get to school. With every TVS vehicle we sell, whether in Nigeria or in Nagpur, we are helping someone fulfil their aspiration,” Venu said.
Africa, in particular, sits at an extraordinary inflection point: a young population and mobility needs that will only grow. Nigeria, as a major oil exporter, stands to benefit from elevated energy prices, thereby improving macroeconomic conditions that directly drive two-wheeler demand. We are among the most trusted names in two-wheeler mobility across the continent, and we intend to build on that trust, he said.
Going electric, keeping the lead
“We sold 3.71 lakh electric two-wheelers this year (FY2026), a 33 per cent growth year-on-year, retaining our leadership in India’s EV space. With 1,000+ EV dealers and approximately 5,000 public charging touchpoints, we have built an ecosystem that makes adoption easy and seamless,” Venu said.
“Our Battery-as-a-Service model removes the single biggest barrier to EV adoption for price-sensitive consumers. As energy price shocks cause uncertainty, EV adoption will likely rise. The companies that understand how electric vehicles will define mobility in the future will lead that shift. TVS Motor Company is already there,” he said.
Going premium, improving margins
“Alongside our EV ambitions, we have been deliberately moving premium and the results speak for themselves. The NTORQ 150 was launched to strong reception, and premium motorcycles drove higher realisations across the business,” Venu said.
Norton, our British icon, is finding its stride, rebuilt with the engineering discipline and investment capacity of TVS Motor behind it, he added.
A century of heritage, combined with the manufacturing and R&D capability of one of the world’s leading two-wheeler companies, is a powerful combination, Venu said.
“Norton opens doors in premium Western markets, elevates our brand perception globally, and is central to where this Company is going,” he said.
Going deeper with technology, securing the future
“Generative AI is a once-in-a-lifetime opportunity for those willing to build with it. Its implications for manufacturing, product development, and customer experience are only beginning to unfold. We are investing Rs 1,254 crore annually in R&D, with 2,000+ engineers working at the intersection of electrification, connected platforms, and AI-driven design. We are developing next generation engines. We are embedding AI into how we design products, optimise our supply chain, and serve customers across geographies,” Venu said.
“Our sustainability journey is now in its fourth decade. More than 97 per cent of energy across our Indian operations came from renewable sources this year, and we avoided over 76,000 tonnes of carbon emissions. As the global economy accelerates its energy transition, TVS Motor is already operating in the world that others are setting as long-term goals,” Venu said.