Tvs Supply Chain Solutions Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

TVSSCS · price

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

Price reaction · full curve 14 horizons · vs prior close

+0.5%1-day move

₹120.91

prior close

₹125.00

base price

After-mkt

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AI summary

TVS Supply Chain Solutions reported strong Q4 FY26 results with revenue of ₹3,032 crore, up 21.3% YoY. Adjusted EBITDA grew 37.5% to ₹222 crore with margins expanding 80 bps to 7.3%. Profit after tax for FY26 reached ₹117 crore, a turnaround from a loss in FY25. New business wins in Q4 were at a record ₹524 crore, while FY26 saw ₹1,207 crore in new wins representing 12% of FY25 revenue. The company concluded acquisition of Swamy & Sons in May 2026. Project One cost initiatives in Europe and overall margin improvement initiatives are delivering results with ISCS India margins at 9.3% and overall margins at 7.0% for FY26.

Likely market impact

The company has demonstrated strong turnaround with revenue crossing ₹11,000 crore and PAT of ₹117 crore. Margin expansion and robust order pipeline of ₹6,100 crore suggest continued growth momentum. The Swamy & Sons acquisition and improving profitability in Europe provide additional upside.