Tvs Supply Chain Solutions Limited has informed the Exchange about Investor Presentation
TVSSCS · price
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TVS Supply Chain Solutions filed its investor presentation ahead of the analyst meet on February 24, 2026, detailing Q3 FY26 results. Revenue grew 11.1% YoY to Rs 2,716 Cr, while adjusted EBITDA jumped 31.2% to Rs 199 Cr with margin expanding to 7.3% from 6.2% in Q3 FY25. For 9M FY26, revenue rose 6.3% to Rs 7,971 Cr and the company swung to a profit of Rs 98.7 Cr versus a loss of Rs 5.7 Cr last year. Management outlined a medium-term PBT margin target of 4% and a Rs 6,300 Cr business development pipeline, up from Rs 4,000 Cr a year ago. The company also announced the acquisition of Swamy & Sons 3PL (S&S3PL) for an enterprise value of Rs 88 Cr (4.7x EV/EBITDA), entirely funded through internal accruals, to strengthen its FMCG warehousing position.
The sharp EBITDA margin expansion and return to profitability signal improving operational efficiency, likely to be viewed positively by investors. The S&S3PL acquisition expands presence in the high-growth FMCG/FMCD sector while being accretive on EBITDA, PBT, and RoCE without adding debt.