| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 28.7% YoY, 10% QoQ growth reported. |
|---|---|
| Margins | Adj. EBITDA margin expanded 30 bps YoY to 7.0%. |
| Order book | INR 7,500 Cr pipeline; record new business INR 543 Cr. |
| Demand visibility | Strong, robust order pipeline of INR 7,500 Crore. |
| Management confidence | High, aiming for mid-teen growth in FY27. |
Growth
Revenue grew 28.7% YoY; Adj. EBITDA rose 34% YoY to INR 232.2 Cr; Operational PAT improved 156% YoY.
Outlook
Management confident in mid-teen growth for FY27, backed by a healthy INR 7,500 Cr order pipeline.
Risks
Global geopolitical environment monitored for GFS segment; customer churn of INR 126 Cr noted.
Last quarter's promises, checked
Delivered
- Guided Q4 growth in ISCS segment → delivered 17.5% YoY / 15.4% QoQ (= BEAT)
- Targeted Rs. 3,000 Cr quarterly revenue → delivered Rs. 3,032.2 Cr in Q4 (= BEAT)
- Guided double-digit FY26 revenue growth → delivered 10.1% (= BEAT)
Partly delivered
- Aimed for mid-term ISCS margins of 10.5-11% → delivered 9.3% in Q4 (= PARTIAL)
Investor Presentation 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 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 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