Announced Mon, 17 Aug · 16:15 IST
Q1 FY27 earnings call transcript filed
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDFExplain this filing
TVSSCS · price
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AI summary
TVS Supply Chain Solutions filed the Q1 FY27 earnings call transcript. Revenue rose 28.7% YoY to a record Rs. 3,335.2 crores. Adjusted EBITDA grew 34% to Rs. 232.2 crores; margin up 30 bps to 7%. GFS revenue jumped 50.6%, margin improved to 4.1%. Adjusted PBT up 70.7% to Rs. 32.1 crores. New business wins hit Rs. 543 crores; pipeline at Rs. 7,500+ crores. Management guided ISCS margin back to 9% in Q2 and 4% PBT by FY28. ALA defence JV targets Rs. 2,000 crores in year 5.
Likely market impact
Record revenue and margin expansion with strong pipeline. Management reaffirmed margin guidance toward 9% ISCS in Q2 and 4% PBT by FY28.