Sign in to fuzzto save your conversations, follow your research and come back anytime.
TVS Supply Chain Solutions
SectorLogistics & Cargo
TVS Supply Chain Solutions Limited is an India-based multinational company providing integrated global supply chain solutions. The company operates through two main segments: Integrated Supply Chain Solutions (ISCS) and Network Solutions (NS). ISCS includes services like sourcing, procurement, transportation, logistics operations, and supply chain consulting. NS comprises global forwarding solutions and time-critical final mile solutions. TVS Supply Chain Solutions uses an asset-light business model, leasing warehouses and vehicles through network partners. The company serves various industries including financial services, industrial, defense, beverage, healthcare, rail, and utilities. Originally incorporated in 2004, the company went public in August 2023 with an IPO raising Rs 880 Crore.
In the news
TVS Supply Chain targets ₹17K cr revenue by FY30, Q1 growth at 29%
TVS Supply Chain Solutions profit drops 70% in Q1 FY27 amid EV market surge
TVS Supply Chain shares hit upper circuit on ₹10.19 cr JV approval
TVS Supply Chain withdraws NCLAT appeal after ZTE settlement
TVS Supply Chain strengthens Caterpillar's global supply chains
TVS Supply Chain shares surge 13% on strong Q3 results
TVS Supply Chain soars 2.43% on securing 3-year Daimler contract
The Quarter story
The two most recent quarterly results, compared side-by-side.
TVS Supply Chain Solutions posts steady revenue growth and recovering profits, backed by strong new business wins and a healthy order pipeline.
Consolidated revenue grew from ₹2,592 Cr in Q1 FY26 to ₹3,335 Cr in Q1 FY27, confirming steady top-line expansion
Integrated Supply Chain margin dipped from 9.3% in Q4 FY26 to 8.1% in Q1 FY27, indicating cost pressure on the core segment
Global Forwarding margin improved from 2.3% in Q3 FY26 to 4.1% in Q1 FY27, showing stronger pricing power
Freight and handling costs climbed from ₹680.3 Cr in Q1 FY26 to ₹990.9 Cr in Q1 FY27, tracking higher operational volumes
New business revenue accelerated from ₹124 Cr in Q1 FY26 to ₹543 Cr in Q1 FY27, validating aggressive sales execution
Employee benefits expense rose from ₹618.9 Cr in Q1 FY26 to ₹675.7 Cr in Q1 FY27, reflecting headcount and wage growth
Business development pipeline expanded from ₹5,300 Cr in Q1 FY26 to ₹7,500 Cr in Q1 FY27, highlighting robust future visibility
Profit after tax margin fell from 2.7% in Q1 FY26 to 0.7% in Q1 FY27, as one-time gains normalized and costs scaled