| Revenue growth | FY26 growth of 10.1% YoY to ₹11,003 Cr. |
|---|---|
| Margins | ISCS margin at 9.3%; overall adjusted EBITDA at 7.3%. |
| Order book | Record new business wins of ₹1,206.7 Cr in FY26. |
| Demand visibility | Strong; order pipeline at ₹6,100 Cr. |
| Management confidence | High; citing strong conversion and robust pipeline. |
Growth
Q4 revenue grew 21.3% YoY to ₹3,032 Cr; Adjusted EBITDA grew 37.5% YoY with 80bps margin expansion.
Outlook
Guidance of 12-15% new business revenue; ISCS margins targeted at 10.5-11%; medium-term revenue target of ₹15,000 Cr.
Risks
Geopolitical trade disruptions; freight rate volatility impacting GFS margins; cost inflation in employee expenses.
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 delivered a turnaround FY26, crossing INR 11,000 Cr revenue with a PAT of INR 117 Cr. Focus remains on margin expansion and technology integration.
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