| 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
- ₹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 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.
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.