| 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
- ₹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 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.
TVS Supply Chain Solutions Employee Stock Options
TVS Supply Chain Solutions has allotted 43,750 equity shares upon the exercise of employee stock options. The company's paid-up share capital has increased accordingly.