Press Release for Audited Standalone and Consolidated Financial Results for the quarter and year ended March 31, 2026

Revenue growth above 20%Profit growth above 25%EBITDA margin expansionExceptional itemResults View source PDF Explain this filing

TVSSCS · price

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Price reactionminutes from the announcement price · days from the prior close

+2.4%Reaction day

₹120.91

prior close

₹125.00

announcement price

After-mkt

timing

Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)+0.7%+1.7% vs market

Logistics Solution Provider peers, median of 43sector-0.1%+2.4% vs sector

On the reaction day the stock moved 1.7 pts more than Nifty Microcap 250 and 2.4 pts more than its Logistics Solution Provider peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

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Reaction day

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Next day

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UpDownMarket · Nifty Microcap 250Sector · Logistics Solution Provider peers, median of 43Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

TVS Supply Chain Solutions reported strong Q4 FY26 results with consolidated revenue growing 21.3% YoY to ₹3,032 crore. Full-year revenue crossed the ₹11,000 crore milestone at ₹11,003 crore, up 10.1%. Adjusted EBITDA surged 37.5% YoY to ₹222 crore in Q4, driven by improved business mix and cost initiatives including Project One. Profitability turned around significantly with Q4 PAT at ₹18.4 crore (vs loss of ₹3.9 crore in Q4 FY25) and full-year PAT at ₹117 crore (vs loss of ₹9.6 crore in FY25). India business delivered 31.4% YoY growth while the company added Fortune Global 500 customers from 91 to 100. Operating cash flow for FY26 was ₹243 crore. A leadership transition was announced with Ravi Viswanathan stepping down as Managing Director effective June 30, 2026, succeeded by Global CEO Vikas Chadha.

Likely market impact

Strong operational performance with revenue and EBITDA growth above 20% signals solid execution. Return to profitability and positive PAT reversal from prior year losses are constructive for shareholder sentiment, though the management change warrants monitoring.