ALFA Finder| 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
- ₹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
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- Value
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- Value
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