| Revenue growth | 10.1% YoY for FY26; 21.3% YoY for Q4 FY26. |
|---|---|
| Margins | FY26 Adj. EBITDA margin improved 20 bps to 7.0%. |
| Order book | Business Development pipeline at INR 6,100 Crore. |
| Demand visibility | Strong recovery in GFS volumes and robust new business pipeline. |
| Management confidence | Confident in sustainable growth from FY27 onwards with foundation established. |
Growth
FY26 revenue grew 10.1% YoY to ₹11,003 Cr; Adjusted EBITDA rose 14.5% YoY to ₹773 Cr.
Outlook
Strong BD pipeline of ₹6,100 Cr; Swamy & Sons acquisition concluded May 2026 to accelerate India growth.
Risks
Geopolitical developments in West Asia causing freight rate turbulence; pricing pressure in GFS segment persists.
Earnings Call filed with BSE, NSE: TVSSCS. Summary written with AI assistance from the document.
TVS Supply Chain Solutions Ltd: key numbers
- Share price
- ₹130.67
- Market cap
- ₹5,765 Cr
- Revenue (annual)
- ₹11,003 Cr
- Net profit (annual)
- ₹114.3 Cr
- P/E (TTM)
- 89.0×Sector 28.2×
- 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 Partnership
TVS Supply Chain Solutions signed a strategic MoU with Japan's Sankyu Inc. for supply chain and engineering services. Sankyu also intends to acquire a 0.5% equity stake.
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 Investor Presentation: Key Takeaways
TVS Supply Chain Solutions reported strong Q1 FY27 results with 28.7% YoY revenue growth to INR 3,335 Cr, driven by significant new business wins and operational excellence.
- Call
- Guides 15% growth
TVS Supply Chain Solutions Results Update
TVS Supply Chain Solutions reported consolidated Q1 FY27 revenue of ₹3,335.2 Crore, up 28.7% YoY. The company also announced record quarterly business wins of ₹543 Crore.
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 Annual General Meeting
TVS Supply Chain Solutions held its 22nd Annual General Meeting on August 05, 2026. The meeting transacted ordinary business, including financial statement adoption and director appointments.