Tvs Supply Chain Solutions Limited has informed the Exchange about Transcript
TVSSCS · price
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TVS Supply Chain Solutions reported FY25 revenue of INR9,996 crores, up 8.6% YoY, and a PBT of INR29 crores versus a loss of INR10 crores in FY24, calling it a strong turnaround year. Q4 FY25 revenue grew 2.2% QoQ to INR2,498.8 crores with adjusted EBITDA of INR161 crores (6.5% margin) and a swing to PBT of INR13 crores from a Q3 loss. The Integrated Final Mile (IFM) business turned operationally profitable in Q4, while the Global Forwarding Services (GFS) business faces margin pressure from container shortages and trade-related volatility. New business wins of INR1,009 crores (11% of FY24 revenue) and an order pipeline of INR5,250 crores support the growth outlook, including a finalized 3-year INR1,000 crore UK retail contract. Management maintained its 4% PBT margin target for FY27 with ISCS EBITDA margin guidance of 9.5-10%.
The improved profitability, large new contract wins, and strong pipeline provide revenue visibility, but GFS margin headwinds and ongoing restructuring costs (INR5 crores in Q4) may keep near-term earnings choppy. The reaffirmed FY27 4% PBT target and double-digit revenue growth guidance are positives for the stock, though shareholders have not yet seen meaningful returns since listing.