StockWatch
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Logistics Solution Provider
Quarterly Result10 Aug 2026, 07:20 pm

TVS Supply Chain Q1 FY27 Revenue Up 28.7% YoY to ₹3,335 Cr

AI Summary

TVS Supply Chain Solutions Ltd. reported a robust Q1 FY27 performance with consolidated revenue growing 28.7% year-on-year to ₹3,335.2 Cr. Adjusted EBITDA increased by 34% YoY to ₹232.2 Cr, and Adjusted PBT rose by 70.7% YoY to ₹32.1 Cr. The company saw strong growth driven by new business wins totaling ₹543 Cr, continued momentum in the Integrated Supply Chain Solutions (ISCS) segment (revenue up 21.9% YoY), and improved performance in the Global Forwarding Solutions (GFS) segment (revenue up 50.6% YoY). India geography revenue grew by 43.9% YoY. Excluding a one-time InVIT gain in the prior year, underlying PAT growth was approximately 156%. The order pipeline stands at over ₹7,500 Cr, providing strong future growth visibility.

Key Highlights

  • Consolidated revenue surged 28.7% YoY to ₹3,335.2 Cr in Q1 FY27.
  • Adjusted EBITDA grew 34% YoY to ₹232.2 Cr, with margins at 7.0%.
  • Adjusted PBT increased 70.7% YoY to ₹32.1 Cr.
  • Record quarterly new business wins of ₹543 Cr and an order pipeline of ₹7,500 Cr.
  • India business revenue grew 43.9% YoY to ₹997.7 Cr.