Provides end-to-end supply chain and logistics services in two segments: Integrated Supply Chain Solutions, which contributed 74.9% of segment revenue at ₹8,255.96 crore in FY26, and Global Forwarding Solutions, which contributed 25.1% at ₹2,768.66 crore. The integrated segment covers warehousing, distribution and value-added logistics for clients, while the forwarding segment handles international freight. The integrated segment is the main profit pool, with segment EBIT of ₹733.63 crore versus ₹60.69 crore for forwarding. The business runs across 246 locations with 57 subsidiaries, 3,836 employees and 8,110 workers. FY26 brought new business wins of ₹1,207 crore and an order pipeline exceeding ₹6,100 crore entering FY27. Costs are dominated by other operating expenses (51.5% of revenue) and employee costs (22.7%), with materials a negligible 0.1% and depreciation 5.2%. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Integrated Supply Chain Solutions (75%), Global Forwarding Solutions (25%). Services-led, asset-light logistics with negligible material cost and high people and operations intensity
| ₹ crore · consolidated | FY24 | FY25 | FY26 |
|---|---|---|---|
| Revenue | 9,200 | 9,996 | 11,003 |
| EBITDA (ex other income) | 669 | 696 | 859 |
| margin % | 7.3 | 7.0 | 7.8 |
| Owners' profit | (101) | (14) | 114 |
| EPS, as reported (₹) | (2.40) | (0.31) | 2.59 |
| ROE % · ROCE % | (4.9) · 5.6 | (0.5) · 6.6 | 5.7 · 9.3 |
| Debt / equity (x) | 0.43 | 0.47 | 0.54 |
| Cash from operations | 128 | 672 | 746 |
| Capex | (124) | (175) | (278) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2,513 | 2,445 | 2,499 | 2,592 | 2,663 | 2,716 | 3,032 | 3,335 |
| Profit before tax | 18 | (15) | 13 | 103 | 22 | 15 | 26 | 32 |
| Net profit | 11 | (24) | (4) | 71 | 16 | 11 | 18 | 22 |
| EPS (₹) | 0.21 | (0.56) | (0.11) | 1.60 | 0.35 | 0.24 | 0.40 | 0.47 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Integrated Supply Chain Solutions | 8,256 | 74.9 |
| Global Forwarding Solutions | 2,769 | 25.1 |
| Total, before eliminations | 11,025 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| CONTAINER CORP OF IND LTD | 38,024 | 30.5 | 2.91 | 16.2 | 9.5 | 11.6 | 7.2 | 24.5 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 7 Sept 2026 · Analyst/Institutional Investor Meet scheduled for Sept 11, 2026 | board shareholder meetings | low | — | — |
| 24 Aug 2026 · TVS SCS signs strategic MoU with Japan's Sankyu Inc; Sankyu to acquire 0.5% stake | compliance | medium | — | — |
| 21 Aug 2026 · TVS Supply Chain Q1 FY27: Revenue up 28.7% YoY to Rs. 3,335 cr | results | high | — | — |
| 17 Aug 2026 · Q1 FY27 earnings call transcript filed | investor communications | medium | — | — |
| 11 Aug 2026 · Newspaper publication of Q1 FY27 financial results | compliance | minimal | — | — |
| 11 Aug 2026 · Audio recording of Q1 FY27 earnings call uploaded | investor communications | low | — | — |
| 10 Aug 2026 · TVS SCS Q1 FY27: Revenue up 28.7%, EBITDA margins at 7.0% | investor communications | medium | — | — |
| 10 Aug 2026 · TVS SCS Q1 FY27: Revenue up 28.7%, Adj EBITDA up 34% YoY | compliance | low | — | — |
| 10 Aug 2026 · TVS SCS Q1 FY27: Revenue up 29% YoY to Rs 3,335 cr, PAT at Rs 22 cr | results | high | — | — |
| 7 Aug 2026 · TVS Supply Chain to meet analysts at Equirus India Growth Summit on Aug 13 | board shareholder meetings | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| DELHIVERY LIMITED |
| 32,882 |
| 351.3 |
| 3.39 |
| 33.6 |
| 1.6 |
| 1.2 |
| — |
| 8.7 |
| SHADOWFAX TECHNOLOGIES L | 14,920 | 92.7 | 8.55 | 59.0 | 6.4 | 5.7 | — | 8.3 |
| BLUE DART EXPRESS LTD | 11,490 | 40.0 | 6.47 | 12.1 | 13.9 | 13.4 | 13.3 | 16.7 |
| TRANSPORT CORPN OF INDIA | 6,587 | 14.4 | 2.53 | 11.9 | 17.7 | 14.4 | 11.9 | 11.3 |
| TVS SUPPLY CHAIN SOL L ◆ | 5,770 | 89.5 | 2.80 | 7.0 | 5.7 | 4.8 | — | 7.2 |
| VRL LOGISTICS LIMITED | 5,044 | 18.9 | 4.41 | — | 20.7 | 14.5 | — | 21.9 |
| Afcom Holdings Limited | 4,284 | 22.2 | 9.38 | — | 26.7 | 20.2 | — | 41.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 89.5 | 15.7 | 48 of 54 | 11% |
| P/B | 2.8 | 1.6 | 30 of 40 | 26% |
| ROCE | 4.8 | 6.8 | 33 of 56 | 42% |
| ROE | 5.7 | 5.7 | 21 of 42 | 51% |
| Debt / Equity | 0.5 | 0.2 | 31 of 42 | 27% |
| EBITDA margin | 7.2 | 8.7 | 28 of 43 | 36% |
| Revenue growth | 28.7 | 9.5 | 11 of 42 | 76% |
| Profit growth | (68.4) | 22.5 | 34 of 35 | 3% |
| Market cap | 5770 | 123 | 6 of 56 | 91% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
