ALFA Finder| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 29% YoY; 10% sequential growth in Q1. |
|---|---|
| Margins | EBITDA margin improved 30 bps to 7.0%. |
| Order book | Order pipeline remains robust at Rs. 7,500 crores plus. |
| Demand visibility | Strong visibility through embedded customer manufacturing volumes. |
| Management confidence | High; citing robust new business wins and pipeline strength. |
Growth
Revenue grew 29% YoY to Rs. 3,335.2 Cr; adjusted EBITDA rose 34% to Rs. 232.2 Cr.
Outlook
Targeting 4% PBT margin by FY28; aspiring for Rs. 2,000 Cr revenue from ALA joint venture by year 5.
Risks
Potential global recession, supply chain disruptions from geopolitical tensions, and manpower availability/cost inflation are primary risks.
Last quarter's promises, checked
Delivered
- Guided double-digit revenue growth → delivered 29% YoY (= BEAT)
- Guided ISCS margin 9.5%-10% → delivered 9.3% in Q4 to 10.1% in Q1 (= BEAT)
- Guided sequential PBT growth → delivered Q1 PBT growth (= BEAT)
Partly delivered
- Guided GFS margin 2.4% → delivered 2.2% in Q1 (= PARTIAL)
Earnings Call Transcript 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.