Analysts/Institutional Investor Meet/Con. Call Updates

TVS Supply Chain Solutions reported strong Q1 FY27 results: Revenue surged 29% YoY to Rs 3,335.2 Cr, with Adjusted EBITDA up 34% to Rs 232.2 Cr (7% margin). Operational PAT grew 156%. Growth was broad-based, driven by record new business wins of Rs 543 Cr and robust GFS segment performance, up 50.6%. ISCS margins were temporarily impacted by new contract implementation but are expected to recover to 9%+. Management targets mid-teen revenue growth and 4% PBT by FY28, with Q2 showing positive signs.

Strategic partnerships like the ALA Group JV are progressing, aiming for significant future revenue.

Outlook remains confident on profitable growth.