TVS Supply Chain Solutions Ltd — earnings calls

1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.

Q1 FY27 — transcript filed; not yet summarisedQ4 FY26

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.