TVS Supply Chain Solutions Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
TVS Supply Chain Solutions reported consolidated Q1 FY27 revenue of Rs 3,335.2 crore, up 29% year-on-year, with adjusted EBITDA of Rs 232.2 crore and adjusted PBT of Rs 32.1 crore. Management attributed growth to new business wins, higher volumes in ISCS and GFS segments, and cost optimization initiatives, while noting ISCS margins dipped due to implementation costs on new contracts. The company also discussed its Swamy & Sons 3PL acquisition, the ALA Group joint venture for aerospace and defence, and an order pipeline of over Rs 7,500 crore.
TVS Supply Chain Solutions reported FY26 consolidated revenue of Rs. 11,003 crores, up 10.1% year-on-year, with adjusted EBITDA growing 14.5% to Rs. 773 crores and adjusted PBT rising 166% to Rs. 99.3 crores. Q4 FY26 revenue crossed Rs. 3,000 crores for the first time at Rs. 3,032 crores, up 21.3% year-on-year, driven by strong growth in the ISCS segment and volume growth in the GFS segment. Management highlighted record new business wins of Rs. 523.7 crores in Q4, the completion of the Swamy & Sons 3PL acquisition, and a robust order pipeline of Rs. 6,100 crores heading into FY27.