ALFA Finder| Management target | Net Profit 100.0% FY27 |
|---|
| Revenue growth | +38.5% YoY Q2; +33.6% YoY H1 |
|---|---|
| Margins | EBITDA margin 7.3% Q2, up 60 bps; ISCS 9.2%, GFS 3.9% |
| Order book | Business development pipeline Rs 8,200 Cr |
| Demand visibility | Pipeline Rs 8,200 Cr, up 32.3% YoY |
| Management confidence | Confident of accelerating profitable growth; doubling FY27 profits |
Growth
GFS revenue +79.1%, ISCS +24.8%. India +64.1%, RoW +29.0%. New business revenue Rs 523 Cr, +156.6%.
Outlook
Targets 20%+ revenue growth in both segments (no year stated); on track to double profits in FY27. Pipeline Rs 8,200 Cr.
Risks
Receivables rose to Rs 2,800 Cr from Rs 2,196 Cr; H1 operating cash flow fell to Rs 234 Cr from Rs 342 Cr.
Last quarter's promises, checked
Delivered
- Mid-teens FY27 revenue growth → H1 +33.6% YoY (= BEAT)
- ISCS EBITDA margin 9% in Q2 → 9.2% (= BEAT)
- Profit to grow faster than revenue → Q2 PBT +107.6% vs revenue +38.5% (= BEAT)
Partly delivered
- ~4% PBT margin by FY27-end (aspiration) → PBT margin not disclosed; PBT +107.6% (= PARTIAL)
Missed
- GFS EBITDA margin 4.5-5%, at least 5% → 3.9% Q2 (= MISS)
Investor Presentation filed with BSE, NSE: TVSSCS. Summary written with AI assistance from the document.
TVS Supply Chain Solutions Ltd: key numbers
- Share price
- ₹122.25
- Market cap
- ₹5,403 Cr
- Revenue (annual)
- ₹11,003 Cr
- Net profit (annual)
- ₹114.3 Cr
- P/E (TTM)
- 83.4×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 Other Announcement
TVS Supply Chain Solutions appointed Deloitte Touche Tohmatsu India LLP as internal auditor for 12 months. The appointment is routine and carries no monetary impact.
- Execution
- 12 months from November 13, 2026
TVS Supply Chain Solutions Results Update
TVS Supply Chain Solutions reported Q2 FY27 revenue up 38% to ₹3,687.2 Cr. PAT rose 124% to ₹36.5 Cr and EBITDA rose 50%.
TVS Supply Chain Solutions Q2 FY27 Results: Net Profit ₹36.5 Cr, Up 123.9% YoY
TVS Supply Chain Solutions Ltd reported revenue from operations of ₹3,687 Cr (+38.5% YoY) and net profit of ₹36.5 Cr (+123.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹36.5 Cr · +123.9% YoY
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.