StockWatch
·

TVS Supply Chain Solutions Ltd Q2 FY26 Results

TVSSCSQ2 FY26 Results
Filing
MetricValue (₹ Cr)Q1 FY26Q2 FY25
Revenue2.7K2.7%6.0%
Total Income2.7K2.8%5.2%
Expenditure2.7K2.6%5.0%
PBT22.4278.3%25.7%
Net Profit16.3177.1%53.7%
OPM6.82%3.33pp14.42pp
NPM0.61%2.13pp0.19pp
EPS0.3578.1%66.7%
View full financials

TVS Supply Chain Solutions Q2 PBT Rises 31% Y-o-Y to ¥23.32Cr, Net Profit Surges 54% to ¥16.31 Cr

14 Nov 2025 · 14 Nov 2025, 02:17 am

Summary

TVS Supply Chain Solutions Limited, a leading global supply chain solutions provider, announced its consolidated unaudited financial results for the quarter ended 30 September 2025 and the first half of FY 2026. The company reported a net profit of ¥16.31 crore for Q2 FY26, reflecting a 54% year-on-year increase. The improvement in profitability was driven by strong operational execution, improved cost efficiencies, and sustained business momentum across key verticals.

Key Highlights

  1. 1

    Q2 PBT rises 31% Y-o-Y to ¥23.32Cr

  2. 2

    Net Profit surges 54% in Q2 to ¥16.31 Cr

  3. 3

    H1 PBT up 33% to ¥39.95 Cr

  4. 4

    Consolidated revenue for Q2 FY26 rose 6% year-on-year to ¥2,662.63 crore

  5. 5

    Business pipeline has expanded to over ₹6,200 Cr

  6. 6

    Secured ₹204 Cr in new business this quarter

Management Comments

R

Ravi Viswanathan

This has been a stellar quarter for us. The strong uptick in profitability reflects the strength of our strategy and our ability to navigate challenges in the GFS segment while driving solid performance in the ISCS segment. By maintaining discipline on costs and focusing deeply on efficiency and customer outcomes, we have not only delivered exceptional financial results but also strengthened the foundation for sustained growth ahead.

G

Global Chief Financial Officer

R Vaidhyanathan

We delivered our second consecutive quarter of PAT despite macro headwinds in the GFS segment. Our strategic cost take-out initiatives across regions are progressing well as planned and continue to support margin stability. A key highlight of the quarter was the sharp improvement in cash flow generation. Cash flow from operations stood at ₹105 crore in H1 FY26, highlighting disciplined working capital management and stronger operating performance.

Informational and educational content only. Not investment advice.