TVS Supply Chain Solutions earnings calls.
Other · 4 quarters tracked · source-linked performance, management guidance and promise context.
Latest revenue
₹3,032 Cr
verified financial record
Quarters tracked
4
source records in the directory
Delivery assessment
0
Across 6 tracked commitments: 0 delivered, 6 missed.
Call date
Pending
latest available source date
Signal trajectory
2 actual quartersCurrent read
0/100
Across 6 tracked commitments: 0 delivered, 6 missed.
Latest source read
What changed this quarter?
TVS Supply Chain Solutions delivered a landmark Q2 FY26 with consolidated revenue of ₹2,662.6 crores (+6% YoY), marking its best PBT since listing at ₹23.32 crores (+30.8% YoY). PAT surged 54% to ₹16.31 crores. The ISCS segment drove outperformance with EBITDA margins expanding 50bps YoY to 8.7%—driven by operational excellence, cost-out programs, and recovery in the European ISFM business. The GFS segment faced persistent headwinds with revenue flat at ₹669.6 crores and margins compressed to 2.2% from 4.2%, though sequential improvement was evident. New business wins of ₹204 crores (8.1% of revenue) and a ₹6,200 crore order pipeline provide revenue visibility. Project One integration in UK/Europe remains on track for ₹110-120 crores annualized savings, expected to boost margins from Q3 onward. Management targets 4% PBT by Q4 FY27, with medium-term aspiration toward industry benchmarks of 8-11%.
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Signal
Positive
Revenue
₹3,032 Cr
Source date
Pending
Across the record
Quarter history.
History modules