| Revenue growth | FY26 growth of 10.1% YoY to ₹11,003 Cr. |
|---|---|
| Margins | ISCS margin at 9.3%; overall adjusted EBITDA at 7.3%. |
| Order book | Record new business wins of ₹1,206.7 Cr in FY26. |
| Demand visibility | Strong; order pipeline at ₹6,100 Cr. |
| Management confidence | High; citing strong conversion and robust pipeline. |
Growth
Q4 revenue grew 21.3% YoY to ₹3,032 Cr; Adjusted EBITDA grew 37.5% YoY with 80bps margin expansion.
Outlook
Guidance of 12-15% new business revenue; ISCS margins targeted at 10.5-11%; medium-term revenue target of ₹15,000 Cr.
Risks
Geopolitical trade disruptions; freight rate volatility impacting GFS margins; cost inflation in employee expenses.
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.