TVSSCSNSETVS Supply Chain Solutions Limited· Transport ServicesHighNeutral
Announced Fri, 8 Aug, 2025 · 19:12 IST

Tvs Supply Chain Solutions Limited has informed the Exchange regarding Board meeting held on August 08, 2025.

TVSSCS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close
+8.9%Reaction day
₹123.00
prior close
₹128.00
announcement price
After-mkt
timing
Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)+0.2%+8.7% vs market
Logistics Solution Provider peers, median of 37sector+0.5%+8.5% vs sector

On the reaction day the stock moved 8.7 pts more than Nifty Microcap 250 and 8.5 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
Stock
5m
-0.4
10m
-0.4
15m
+2.0
30m
+3.1
Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
+8.9+0.2+8.7+0.5+8.5
Next day
+7.6+0.2+7.4-0.0+7.6
2d
+9.1+0.9+8.3-0.6+9.7
3d
+7.3+0.1+7.3-0.7+8.0
4d
+8.2+1.6+6.6+0.3+7.9
5d
+9.1+2.8+6.3+0.3+8.8
1w
+7.9+3.0+4.8+1.1+6.8
15d
+9.2+2.8+6.4-1.2+10.4
1m
+8.5+3.1+5.4-1.8+10.2
2m
+2.5+1.4+1.1-4.4+6.9
3m
+0.5+1.4-0.9-5.2+5.7
UpDownMarket · Nifty Microcap 250Sector · Logistics Solution Provider peers, median of 37Pending

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

AI summary

The Board approved the appointment of Deloitte Touche Tohmatsu India LLP as the Internal Auditor for FY 2025-26. It also approved the unaudited standalone and consolidated financial results for Q1 FY26 (quarter ended June 30, 2025), along with limited review reports from statutory auditor S.R. Batliboi & Associates LLP, which were clean with no qualifications. On a consolidated basis, revenue from operations rose modestly to Rs 2,592.31 Cr from Rs 2,539.39 Cr in Q1 FY25 (~2% growth), while reported profit after tax jumped to Rs 71.16 Cr from Rs 7.47 Cr, primarily due to a one-time gain of Rs 177.23 Cr from the company's joint venture transferring subsidiaries to the newly listed TVS Infrastructure Trust. The company also booked an exceptional item of Rs 91.29 Cr for restructuring costs under 'Project One' covering UK and Europe consolidation. Standalone numbers were weak, with profit falling sharply to Rs 3.30 Cr from Rs 20.64 Cr a year ago.

Likely market impact

The headline profit surge is largely driven by a one-time accounting gain from the associate and is not reflective of core operating performance. Investors should watch for the impact of the Rs 91 Cr restructuring charge and the sustainability of earnings excluding the one-time items. Underlying business momentum appears soft, which may weigh on the stock in the short term.