StockWatch
·
Filing
Q1

TVS Supply Chain Solutions Ltd

TVSSCSFY2608 Aug 2025
Revenue+3.7%
Net Profit+1915.3%
OPM10.15%

P&L

Quarterly Consolidated

Revenue
+3.7%2.6K
Expenditure
+3.3%2.6K
Net Profit
+1915.3%71.16
NPM 2.74%+1812.5%EPS ₹1.60+1354.5%

vs Q4 FY25

TVS Supply Chain Solutions Reports Q1 PAT of ₹71.16 Cr, Strong Order Pipeline of ¥5300 Cr

08 Aug 2025 · 8 Aug 2025, 07:32 pm

Summary

TVS Supply Chain Solutions Limited, a global supply chain solutions provider, announced its consolidated unaudited financial results for the quarter ended 30 June 2025. The company reported a net profit of ₹771.16 Cr in Q1 FY26 against ₹7.47 Cr in the same quarter last year. The company has consolidated its Integrated Final Mile (IFM) business into the Integrated Supply Chain Solutions (ISCS) segment across the UK and Europe to strengthen its end-to-end solutions offering.

Key Highlights

  1. 1

    Q1 FY26 Consolidated revenue of ₹2,592.31 Cr

  2. 2

    Net profit of ₹771.16 Cr in Q1 FY26

  3. 3

    Adjusted EBITDA of ₹3,172.01 Cr in Q1 FY26

  4. 4

    ISCS revenue growth of 2.0% Q-o-Q and 4.1% Y-o-Y

  5. 5

    GFS revenue growth of 9.7% Q-o-Q

  6. 6

    Strategic consolidation of IFM business into ISCS segment in UK and Europe

  7. 7

    Strong order pipeline of ¥5300 Cr

Management Comments

R

Ravi Viswanathan

Managing Director, TVS Supply Chain Solutions Ltd.

We have entered FY26 with a continued focus on performance excellence, customer-centricity, and long-term value creation. The new unified structure in Europe and the UK is driving operational synergies and enhancing service delivery through deeper customer engagement and sharper execution.

R

R Vaidhyanathan

Global Chief Financial Officer, TVS Supply Chain Solutions Ltd.

We began FY26 on a steady note, with improved profit delivery and disciplined execution of our transformation initiatives. Our margin improvement reflects operational discipline across key businesses. Our strategic cost take-out initiatives are tracking well across regions. The restructuring program in the UK and Europe is set to drive a step-change in operating leverage and long-term margin trajectory by redefining our cost baseline.

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