ALFA Finder| 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
- ₹121.14
- Market cap
- ₹5,354 Cr
- Revenue (annual)
- ₹11,003 Cr
- Net profit (annual)
- ₹114.3 Cr
- P/E (TTM)
- 82.7×Sector 32.3×
- Promoter holding
- 43.03%+0.00% QoQ
- FII holding
- 2.42%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 Board Meeting Date
TVS Supply Chain Solutions intimated BSE of a board meeting on November 13, 2026 to consider unaudited standalone and consolidated results for the quarter and half-year ended September 30, 2026. The trading window stays closed from October 1 until 48 hours after the results are made public.
TVS Supply Chain Solutions Employee Stock Options
TVS Supply Chain Solutions allotted equity shares to employees under its MIP II and ESOP Scheme 2021. The allotment follows employee exercise of stock options.
TVS Supply Chain Solutions Other Announcement
The company submitted its quarterly shareholding pattern for the quarter ended September 30, 2026, as required under SEBI regulations.
TVS Supply Chain Solutions Acquisition Worth ₹10.19 Cr
TVS SCS acquires 51% stake in TVS SCS ALA India for ₹10.19 Crore. The move targets aerospace and defense logistics business expansion.
- Value
- ₹10.19 Cr
TVS Supply Chain Solutions Merger & Restructuring Worth ₹19.99 Cr
TVS SCS and partner ALA Mena each subscribed to shares in their JV, TVS SCS ALA India, for a total of ₹19.99 Crore.
- Value
- ₹19.99 Cr
TVS Supply Chain Solutions Acquisition
TVS Supply Chain Solutions has received NCLT Bengaluru Bench sanction for its Scheme of Amalgamation involving multiple transferor companies, completing the necessary regulatory approvals.