PPTsInvestor Presentation

TVS Supply Chain (TVSCS) crushed Q4 FY26! 🚀 Revenue soared 21.3% YoY, hitting INR 3,032 Cr.

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TVS Supply Chain Solutions LimitedTVSSCS · Filed with the exchange

Profit more than doubled, up 72% YoY to INR 30.9 Cr.

Full year FY26 saw revenue top INR 11,000 Cr (+10.1% YoY) with PAT turning positive at INR 117 Cr.

Growth was fueled by a robust INR 524 Cr in new business wins this quarter.

India's ISCS segment jumped 17.3% YoY, while Global Forwarding (GFS) surged 34.8% YoY on strong volumes.

Cost optimization via 'Project One' improved margins.

TVSCS acquired Swamy & Sons, boosting India's growth.

They're embracing AI/robotics, even patenting a 'Unified Logistics Platform'. A massive INR 6,100 Cr business development pipeline signals future strength.

Management targets sustained growth, better margins, and strong cash flow from FY27. Solid execution all around! 📈

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