TVS Supply Chain Solutions Limited share price
NSE: TVSSCS · ISIN INE395N01027
Key numbers
- Market cap
- ₹ 5,747 Cr
- Current price
- ₹ 130.26
- 52-week high / low
- ₹ 147 / 90
- Stock P/E
- 89.2
- Book value
- ₹ 46.4
- Dividend yield
- 0.00%
- ROCE
- 7.3%
- ROE
- 6.0%
- Debt to equity
- 1.35
- Sales growth (3 yrs)
- 3.3%
- Profit growth (3 yrs)
- 42.1%
- 1-year return
- 0.2%
About TVS Supply Chain Solutions Limited
TVS Supply Chain Solutions Limited provides integrated supply chain solutions in India. The company operates in two segments, Integrated Supply Chain Solutions (ISCS) and Global Forwarding Solutions (GFS). The ISCS segment engages in sourcing and procurement, integrated transportation, logistics operation centers, in-plant logistics, finished goods, aftermarket fulfillment, and supply chain consulting operations, as well as offers integrated final mile solutions, including closed loop logistics and support, which comprises spares logistics, break-fix, refurbishment and engineering support, and courier and consignment management services. The GFS segment offers global forwarding solutions, such as managing end-to-end freight forwarding and distribution across ocean, air and land, warehousing and at port storage, and value-added services. The company serves automotive, beverage, consumers, defence, e-commerce and omnichannel, financial services, healthcare, industrial, rail, telecommunication, tech and tech infra, and utilities sectors. The company was formerly known as TVS Logistics Services Limited and changed its name to TVS Supply Chain Solutions Limited in November 2019. TVS…
Quarterly results
Consolidated figures in ₹ crores
| Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|
| Sales | 2,592 | 2,663 | 2,716 | 3,032 | 3,335 |
| Operating profit | 56 | 56 | 59 | 83 | 77 |
| Net profit | 70 | 16 | 11 | 18 | 21 |
| EPS (₹) | 1.60 | 0.35 | 0.24 | 0.40 | 0.47 |
Concall summary (2026-08-17)
AI summary of the earnings call transcript · tone: Positive · source document
Guidance & outlook
- Going forward, this will definitely improve as our revenue grows and as we have new opportunities, we definitely are trending and going towards the 4% aspiration that we have set ourselves.
- And I am fairly confident that in Q2 itself, we will achieve 9%.
Growth & demand
- Moving to the GFS segment, revenue grew by 50.6% over last year, fuelled by significant growth in volumes and new business wins.
- This quarter, on a year- on-year basis, revenue grew by 28.7%, adjusted EBITDA grew by 34%, and adjusted PBT grew by 70.7%.
Margins & costs
- GFS business posted a strong EBITDA margin of 4.1%.
- Overall, ISCS EBITDA margin was marginally lower at 8.1% due to the initial implementation costs that we incurred for the new contracts that we onboarded.
Capex & expansion
- We have completed the acquisition of Swamy & Sons 3PL in Q1, and our results for Q1 include its performance for 40 days in the quarter.
- As of now on the warehousing, we have about 25 million square feet capacity.
Balance sheet & cash
- 30.9 crores in Q4 FY '26, reflecting the results of growth and the operating leverage.
Peers in Integrated Freight & Logistics
Data for information only, not investment advice. Prices end of day.