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TVS SCS Q3 FY26 Results: Adjusted EBITDA Jumps 33% YoY to ₹199 Cr; PAT Turns Positive
TVS Supply Chain Solutions reported a strong Q3 FY26 with revenue growing 11.1% YoY to ₹2,715.81 crore. The company successfully turned profitable, reporting a PAT of ₹11.19 crore compared to a loss of ₹23.80 crore in the same quarter last year. Adjusted EBITDA saw a significant jump of 32.5% YoY to ₹199.31 crore, driven by margin expansion in the Integrated Supply Chain Solutions (ISCS) segment to 9.24%. A robust order pipeline of ₹6,300 crore and new business wins of ₹319 crore provide strong visibility for future growth.
முக்கிய அம்சங்கள்
Consolidated revenue grew 11.1% YoY to ₹2,715.81 crore, supported by double-digit growth in India.Adjusted EBITDA increased 32.5% YoY to ₹199.31 crore with margins expanding 120 bps to 7.34%.Turned profitable with a Reported PAT of ₹11.19 crore vs a loss of ₹23.80 crore in Q3 FY25.ISCS segment margins expanded to 9.24% while GFS segment revenue grew 19.3% YoY to ₹736.29 crore.Maintains a strong order pipeline of ₹6,300 crore with ₹319 crore in new business wins during Q3.
👀 கவனிக்க வேண்டியவை
The company has demonstrated a successful turnaround from losses to profitability with consistent margin expansion across segments. Investors should maintain a positive outlook while monitoring the execution of the large order pipeline and global macro impacts on the forwarding business.
TVSSCS Q3 Results: Revenue Grows 11% YoY to ₹2,716 Cr; Returns to Profitability
TVS Supply Chain Solutions (TVSSCS) reported a steady performance for Q3 FY26, with consolidated revenue rising 11.1% YoY to ₹2,715.81 crore. The company achieved a significant turnaround, posting a net profit of ₹11.19 crore compared to a loss of ₹23.80 crore in the same quarter last year. While revenue grew 2% sequentially, net profit declined 31.4% from ₹16.31 crore in Q2 FY26. The nine-month (9M FY26) performance remains strong with a total net profit of ₹98.66 crore, marking a complete recovery from the previous year's losses.
முக்கிய அம்சங்கள்
Consolidated Revenue from operations grew 11.1% YoY to ₹2,715.81 crore in Q3 FY26.Reported a Net Profit of ₹11.19 crore, a sharp recovery from a net loss of ₹23.80 crore in Q3 FY25.Nine-month (9M FY26) revenue reached ₹7,970.75 crore with a cumulative net profit of ₹98.66 crore.Total Comprehensive Income for the quarter stood at ₹23.29 crore, supported by ₹12.61 crore in foreign exchange translation gains.Freight, clearing, and handling charges remained the largest expense at ₹784.76 crore, up from ₹705.12 crore YoY.
👀 கவனிக்க வேண்டியவை
Investors should focus on the company's successful YoY turnaround and sustained revenue growth across its global operations. While QoQ profit volatility exists, the strong nine-month performance indicates improving operational efficiency and scale.
TVSSCS to Acquire Swamy & Sons 3PL for INR 88 Cr to Boost FMCG Presence
TVS Supply Chain Solutions (TVSSCS), through its subsidiary FIT 3PL, has signed a definitive agreement to acquire 100% of Swamy & Sons 3PL Private Limited for an enterprise value of INR 88 Cr. The target company is a major player in the FMCG supply chain in South India, reporting FY25 revenues of INR 207 Cr and an EBITDA of INR 18.9 Cr. This strategic move is expected to increase TVSSCS's consumer-sector revenue mix from 18% to 25% on a pro-forma basis. The acquisition is priced attractively at 4.7x EV/FY25 EBITDA and will be funded entirely through internal accruals.
முக்கிய அம்சங்கள்
Acquisition of 100% stake in S&S3PL for an Enterprise Value of INR 88 Cr and Implied Equity Value of INR 71 Cr.Target company S&S3PL reported FY25 revenue of INR 207 Cr with a 9.1% EBITDA margin.Transaction valuation is set at 4.7x EV/FY25 EBITDA and 14.5x PAT multiple.Adds 116 warehouses covering 4 million sq. ft. across 5 states, strengthening leadership in AP and Telangana.The deal is expected to be EBITDA, PBT, and RoCE accretive to TVSSCS upon completion in Q4 FY26.
👀 கவனிக்க வேண்டியவை
Investors should view this as a value-accretive acquisition that strengthens the company's high-margin FMCG vertical at a reasonable valuation. Monitor the integration of the 4 million sq. ft. warehousing capacity for potential operational synergies.
TVS Supply Chain Appoints Vikas Chadha as Global CEO; MD Ravi Viswanathan to Retire in FY27
TVS Supply Chain Solutions has initiated a leadership transition by appointing Vikas Chadha as Global CEO, effective January 22, 2026. This appointment follows the decision of current Managing Director Ravi Viswanathan to retire during the 2026-27 financial year. Mr. Chadha brings over 30 years of experience, having previously managed $1 billion+ P&L operations across diverse global markets. The company aims for a seamless transition with both leaders working closely during the handover period to maintain strategic momentum.
முக்கிய அம்சங்கள்
Vikas Chadha appointed as Global CEO effective January 22, 2026Current MD Ravi Viswanathan to retire during the course of FY 2026-27New CEO brings 30+ years of leadership experience and $1B+ P&L management expertiseTransition plan designed to ensure continuity in global operations and strategy execution
👀 கவனிக்க வேண்டியவை
Investors should monitor the transition process and any potential shifts in global strategy under the new leadership. The planned nature of the succession reduces immediate risk and suggests a stable outlook for the company.
TVS Supply Chain Wins 3-Year In-Plant Warehouse Contract from Daimler India
TVS Supply Chain Solutions (TVSSCS) has secured a significant three-year contract from Daimler India Commercial Vehicles (DICV) for in-plant warehouse management at its Chennai facility. The engagement involves deploying a 700-member operations team to manage end-to-end material flow and inventory optimization. TVSSCS will utilize advanced technologies including IoT-based tracking, predictive analytics, and automation to drive operational efficiencies. This deal reinforces the company's long-standing relationship with the Daimler group and strengthens its position in the high-value automotive logistics segment.
முக்கிய அம்சங்கள்
Secured a 3-year contract for end-to-end in-plant warehouse management for Daimler India.Deployment of a 700-member operations team at the Chennai manufacturing facility.Integration of advanced tech including IoT-based tracking and predictive analytics for real-time visibility.Strengthens existing global partnership with Daimler and enhances domestic business footprint.Focus on automation-led operations to reduce manual handling and optimize inventory.
👀 கவனிக்க வேண்டியவை
Investors should view this as a positive development that enhances revenue visibility and validates TVSSCS's tech-led logistics capabilities. Monitor for further high-value contract wins in the automotive sector as a sign of sustained growth momentum.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
TVSSCS Receives Order for FY 2018-19 Regarding Tax Liability
TVS Supply Chain Solutions Limited received an order from the Assistant Commissioner, Madhya Pradesh State Tax Authority, related to FY 2018-19. The order alleges short payment of outward liability and availment of ineligible credit. The total demand includes ₹37,18,182 in tax, ₹17,59,370 in interest, and ₹37,18,182 in penalty. The company states that this demand is not expected to have a material impact on its financials and intends to appeal the order.
முக்கிய அம்சங்கள்
Tax demand of ₹37,18,182 for short payment of outward liabilityInterest levied amounts to ₹17,59,370Penalty imposed is ₹37,18,182Order relates to FY 2018-19Company will file an appeal against the order
👀 கவனிக்க வேண்டியவை
Investors should monitor the progress of the appeal filed by TVS Supply Chain Solutions. While the company anticipates no material impact, keep an eye on future disclosures related to this matter.
TVSSCS Receives Order for FY 2021-22 Regarding Input Tax Credit
TVS Supply Chain Solutions has received an order from the Bihar State Tax Authority related to FY 2021-22, citing excess availment of input tax credit and short payment of tax liability. The order specifies a tax demand of ₹2,44,71,973, interest of ₹1,59,84,391, and a penalty of ₹25,04,552. The company states that this demand is not expected to have a material impact on its financials or operations. TVSSCS plans to file a response and appeal the order within the stipulated timelines.
முக்கிய அம்சங்கள்
Tax demand of ₹2,44,71,973 for excess availment of input tax creditInterest levied amounts to ₹1,59,84,391Penalty imposed is ₹25,04,552Order relates to FY 2021-22Company will appeal the order
👀 கவனிக்க வேண்டியவை
Investors should monitor the progress of the appeal process. While the company anticipates no material impact, any significant changes in the outcome could affect investor sentiment.
TVS Supply Chain to Invest ₹100 Crore in Subsidiary FIT 3PL for Business Expansion
TVS Supply Chain Solutions (TVS SCS) has approved a further investment of up to ₹100 crore in its wholly-owned subsidiary, FIT 3PL Warehousing Private Limited. The investment will be executed in one or more tranches through equity or equity-like instruments by September 2027. FIT 3PL, which operates in the 3PL and warehousing industry, reported a turnover of ₹133.18 crore for FY25. This capital infusion is specifically intended to facilitate business expansion and drive future revenue and profit growth.
முக்கிய அம்சங்கள்
Board approved investment of up to ₹100 crore in wholly-owned subsidiary FIT 3PL Warehousing.Investment to be completed in tranches by September 2027 via cash consideration.FIT 3PL's turnover has seen a decline from ₹160.38 crore in FY23 to ₹133.18 crore in FY25.The capital is earmarked for business expansion to improve potential revenue and profitability.Transaction is conducted at arm's length with no interest from the promoter group.
👀 கவனிக்க வேண்டியவை
Investors should monitor whether this ₹100 crore capital infusion successfully reverses the declining revenue trend in the FIT 3PL subsidiary and contributes to consolidated margin expansion.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
🎁 ஆரம்பகால ஆதரவாளர்களுக்கு மட்டும் · குறுகிய கால சலுகை
எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
