| Revenue growth | 10.1% YoY for FY26; 21.3% YoY for Q4 FY26. |
|---|---|
| Margins | FY26 Adj. EBITDA margin improved 20 bps to 7.0%. |
| Order book | Business Development pipeline at INR 6,100 Crore. |
| Demand visibility | Strong recovery in GFS volumes and robust new business pipeline. |
| Management confidence | Confident in sustainable growth from FY27 onwards with foundation established. |
Growth
FY26 revenue grew 10.1% YoY to ₹11,003 Cr; Adjusted EBITDA rose 14.5% YoY to ₹773 Cr.
Outlook
Strong BD pipeline of ₹6,100 Cr; Swamy & Sons acquisition concluded May 2026 to accelerate India growth.
Risks
Geopolitical developments in West Asia causing freight rate turbulence; pricing pressure in GFS segment persists.
Earnings Call filed with BSE, NSE: TVSSCS. Summary written with AI assistance from the document.
TVS Supply Chain Solutions Ltd: key numbers
- Share price
- ₹130.26
- Market cap
- ₹5,747 Cr
- Revenue (annual)
- ₹11,003 Cr
- Net profit (annual)
- ₹114.3 Cr
- P/E (TTM)
- 88.8×Sector 29.0×
- Promoter holding
- 43.03%+0.00% QoQ
- FII holding
- 2.38%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from TVS Supply Chain Solutions Ltd
All →TVS Supply Chain Solutions Earnings Call Transcript: Key Takeaways
TVS Supply Chain Solutions reported record Q1 FY27 revenue of Rs. 3,335.2 Cr, up 29% YoY. Strategy focuses on tech-led, asset-light solutions across ISCS and GFS segments with margin expansion.
- Call
- Guides 15% growth
TVS Supply Chain Solutions Investor Presentation: Key Takeaways
TVS Supply Chain Solutions reported strong Q1 FY27 results with 28.7% YoY revenue growth to INR 3,335 Cr, driven by significant new business wins and operational excellence.
- Call
- Guides 15% growth
TVS Supply Chain Solutions Q1 FY27 Results: Net Profit ₹22.5 Cr, Down 68.4% YoY
TVS Supply Chain Solutions Ltd reported revenue from operations of ₹3,335 Cr (+28.7% YoY) and net profit of ₹22.5 Cr (-68.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹22.5 Cr · -68.4% YoY
TVS Supply Chain Solutions Earnings Call: Key Takeaways
TVS Supply Chain Solutions achieved ₹11,000 Cr annual revenue in FY26, a 10.1% growth, driven by strong Q4 performance and diversified growth across ISCS and GFS segments.
TVS Supply Chain Solutions Q4 FY26 Results: Turns Profitable, Net Profit ₹18.4 Cr
TVS Supply Chain Solutions Ltd reported revenue from operations of ₹3,032 Cr (+21.3% YoY) and net profit of ₹18.4 Cr for Q4 FY26.
- Key figure
- Net profit ₹18.4 Cr