TVS Supply Chain Solutions started FY27 strong. **Business Performance:** Revenue surged 28.7% to 3,335.2 Crore.
Adjusted EBITDA grew 34% to 232.2 Crore, with margins at 7.0%. Adjusted PBT soared 70.7% to 32.1 Crore, and Operational PAT jumped 156% to 22.5 Crore.
India led growth at 44%, with ISCS and GFS performing robustly.
GFS notably excelled: revenue up 50.6%, Adjusted EBITDA up 196%. **Growth Drivers/Strategy:** Record new business wins (543 Crore) fueled this.
Strategic focus: tech-led capabilities (AI/automation), optimizing European operations ('Project One'), and global cost management. **Recent Developments:** Swamy & Sons 3PL acquisition complete, accretive.
Partnership with ALA Group (Italy) targets defence/aerospace logistics.
Oracle ERP deployed in SCS India.
Credit rating outlook improved to "Ind AA Positive." **Management Commentary / Outlook:** Management anticipates mid-teen FY27 growth, backed by a robust order pipeline over 7,500 Crore.
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