TVS SUPPLY CHAIN SOL L·INTEGRATED LOGISTICS 58.15EXPRESS SERVICES 48.29·Transport Services Companies

2026-08-21 NSE BSE Web 20% Result 10 Aug

Price

121.44

-1.54%
O:123.1
H:124.2
L:121.2
C:121.44

52W Range

90.32146.5
+34%/-17%

Market Cap

₹5,357.69 Cr

Traded: ₹2.58 Cr (0.05%) 0.0x

Free Float: ₹2,803.68 Cr (0.09% of FF traded)

Volume · 60D trend

2.11 L 0.0x

Delivery: % 0.0x

View Delivery Data

Returns

1W:+0% 1M:-10% 3M:-13% 6M:+5% 12M:+11%

Valuation

P/E83.2
P/B2.6
P/S0.5
EV/EBIT11.0

Business Strength

ROE-0.5%
ROCE4.7%
OPM7.1%
NPM1.1%

Growth (3Y CAGR)

EPS+935.5%
Sales+3.0%
Profit+71.0%
3Y Return--

Balance Sheet

Debt/Equity1.4
Debt2,755 Cr
Pledge31.9%
CWIP/Fixed Asset0.3%

Cash Position

CFO/NP637.6%
FCF481 Cr
FCF 3Y Avg1,008 Cr
Cash/MCap12.0%

Others

Div Yield0.0%
Div Payout0.0%
Cash Conv. Cycle-169 days
Tradeable Free Float52.3%

MTF Exposure Trend

60 sessions · funded amount, % of FF, daily delta

Current
₹ 9.62 Cr
0.34% FF
60d high
₹ 10.14 Cr
60d low
₹ 70.12 L
60d mean
₹ 5.22 Cr
vs mean
▲ 84.26%

Growth Trends

Metric10Y5Y3Y1YTTMTrend
Sales
--
+10.0%
+3.0%
--
+10.0%
Stable
Profit
--
+29.0%
+71.0%
--
+1524.0%
Accelerating
Return
--
--
--
-5.0%
--
--
ROE
--
-1.0%
+1.0%
--
--
Accelerating

Quarterly Results

Jun 2026

10 Aug
Rev
3.3K Cr
----
OPM7.0%
NPM--
PAT
--22 Cr
EPS
--0.5

Mar 2026

26 May
Rev
3.0K Cr
+21% YoY+12% QoQ
OPM7.0%
NPM0.6%
PAT
+543% YoY18 Cr
EPS
+464% YoY0.4

Dec 2025

10 Feb
Rev
2.7K Cr
+11% YoY+2% QoQ
OPM8.0%
NPM0.4%
PAT
+154% YoY11 Cr
EPS
+143% YoY0.2

Sep 2025

PDF
Rev
2.7K Cr
+6% YoY+3% QoQ
OPM7.0%
NPM0.6%
PAT
+68% YoY16 Cr
EPS
+67% YoY0.3

Jun 2025

PDF
Rev
2.6K Cr
+2% YoY+4% QoQ
OPM7.0%
NPM2.7%
PAT
+1941% YoY71 Cr
EPS
+967% YoY1.6

Mar 2025

PDF
Rev
2.5K Cr
+3% YoY+2% QoQ
OPM7.0%
NPM-0.2%
PAT
-210% YoY-4 Cr
EPS
-210% YoY-0.1

Dec 2024

PDF
Rev
2.4K Cr
+10% YoY-3% QoQ
OPM6.0%
NPM-1.0%
PAT
-358% YoY-24 Cr
EPS
-355% YoY-0.6

Sep 2024

PDF
Rev
2.5K Cr
+11% YoY-1% QoQ
OPM8.0%
NPM0.4%
PAT
+125% YoY11 Cr
EPS
+119% YoY0.2

Jun 2024

PDF
Rev
2.5K Cr
+11% YoY+5% QoQ
OPM7.0%
NPM0.3%
PAT
+116% YoY7 Cr
EPS
+108% YoY0.1

Mar 2024

PDF
Rev
2.4K Cr
+5% YoY+9% QoQ
OPM7.0%
NPM0.2%
PAT
+255% YoY5 Cr
EPS
+132% YoY0.1

Dec 2023

PDF
Rev
2.2K Cr
-6% YoY-2% QoQ
OPM7.0%
NPM0.5%
PAT
-44% YoY10 Cr
EPS
-50% YoY0.2

Sep 2023

PDF
Rev
2.3K Cr
-16% YoY-1% QoQ
OPM8.0%
NPM-1.8%
PAT
-202% YoY-41 Cr
EPS
-205% YoY-1.1

Jun 2023

PDF
Rev
2.3K Cr
-14% YoY-1% QoQ
OPM7.0%
NPM-2.8%
PAT
-1082% YoY-65 Cr
EPS
---1.8

Mar 2023

Rev
2.3K Cr
---2% QoQ
OPM7.0%
NPM-0.5%
PAT
---12 Cr
EPS
---0.3

Dec 2022

Rev
2.4K Cr
---11% QoQ
OPM7.0%
NPM0.7%
PAT
--16 Cr
EPS
--0.4

Sep 2022

Rev
2.7K Cr
----
OPM6.0%
NPM1.5%
PAT
--40 Cr
EPS
--1.1

Revenue & Margin Trends

Annual

Quarterly

Balance Sheet Health

Leverage

Debt / Equity1.36
Interest Coverage5.0x
Promoter Pledge31.9%
Borrowings2.8K Cr

Efficiency

Receivable Days55 days
Inventory Days95 days
Payable Days318 days
Cash Conversion cycle-169 days

Cash Position

Operating Cash Flow746 Cr
Investing Cash Flow-292 Cr
Financing Cash Flow-449 Cr
Free Cash Flow481 Cr

Detailed Financials

Jun 2026PDF ↗
Mar 2026PDF ↗
Dec 2025PDF ↗
Sep 2025PDF ↗
Jun 2025PDF ↗
Mar 2025PDF ↗
Dec 2024PDF ↗
Sep 2024PDF ↗
Jun 2024PDF ↗
Mar 2024PDF ↗
Dec 2023PDF ↗
Sep 2023PDF ↗
Jun 2023PDF ↗
Mar 2023
Dec 2022
Sep 2022
Sales3,3353,0322,7162,6632,5922,4992,4452,5132,5392,4262,2222,2632,2892,3222,3732,681
Expenses3,1102,8142,5102,4812,4152,3302,2942,3232,3582,2612,0602,0782,1182,1552,1972,516
Operating Profit225218206182177169151190182165162185170167176165
OPM %7.0%7.0%8.0%7.0%7.0%7.0%6.0%8.0%7.0%7.0%7.0%8.0%7.0%7.0%7.0%6.0%
Other Income148-11295149871622-13-18-12825
Interest45454233383739414038445763524943
Depreciation161156147137130133136140135139140142137134125125
Profit Before Tax3226162310313-15181451-26-48-192922
Tax %30.0%29.0%30.0%30.0%31.0%130.0%57.0%40.0%46.0%-9.0%-1565.0%54.0%36.0%-37.0%45.0%-82.0%
Net Profit2218111671-4-24117510-41-65-121640
Exceptional Items---5-90-91000000-22-37-13-12
EPS (Rs)0.50.40.20.31.6-0.1-0.60.20.10.10.2-1.1-1.8-0.30.41.1
Sales Growth (YoY)--21.4%11.1%6.0%2.1%3.0%10.0%11.1%10.9%4.5%-6.4%-15.6%-14.4%------
Sales Growth (QoQ)--11.6%2.0%2.7%3.7%2.2%-2.7%-1.0%4.7%9.2%-1.8%-1.1%-1.4%-2.1%-11.5%--
OP Growth (YoY)27.1%29.0%36.4%-4.2%-2.7%2.4%-6.8%2.7%7.1%-1.2%-8.0%12.1%--------
OP Growth (QoQ)3.2%5.8%13.2%2.8%4.7%11.9%-20.5%4.4%10.3%1.9%-12.4%8.8%1.8%-5.1%6.7%--
Profit Growth (YoY)--543.0%154.0%68.0%1941.0%-210.0%-358.0%125.0%116.0%255.0%-44.0%-202.0%-1082.0%------
EPS Growth (YoY)--463.6%142.9%66.7%966.7%-210.0%-354.6%118.6%108.3%132.3%-50.0%-204.6%--------
EPS Growth (QoQ)--66.7%-31.4%-78.1%1554.5%80.4%-366.7%40.0%50.0%-54.5%119.5%37.2%-480.6%-170.4%-59.3%--
OP Margin--7.2%7.6%6.8%6.8%6.8%6.2%7.6%7.2%6.8%7.3%8.2%7.4%7.2%7.4%6.2%
Net Margin--0.6%0.4%0.6%2.7%-0.2%-1.0%0.4%0.3%0.2%0.5%-1.8%-2.8%-0.5%0.7%1.5%
Material Cost %--21.5%17.3%16.8%18.8%18.6%16.0%17.3%19.2%19.3%18.5%16.2%18.2%17.7%13.2%12.6%
Employee Cost %--21.1%22.0%24.2%23.9%24.4%24.1%22.9%22.7%23.4%24.9%25.3%24.0%21.1%21.1%18.4%
P/S0.460.510.510.50------------------------
P/E83.1849.5858.0889.82------------------------
P/B2.642.792.732.60------------------------

Shareholding Pattern

Shareholders:1.2L (+53.8%)
Current MixMar 2026

Exchange Filings

50
Company Update24 Aug 2026

TVS Supply Chain Solutions Limited has informed the exchange regarding the Press release dated August 24,2026.

Company Update17 Aug 2026

Disclosure of Transcript of Earnings Call with Analysts/Investor Meet held on August 11,2026

Company Update11 Aug 2026

Newspaper Publication of the Unaudited Standalone and Consolidated Financial Results for the Quarter Ended June 30, 2026

Company Update11 Aug 2026

Earnings call Audio Recording of the company

Company Update10 Aug 2026

Investor Presentation for Earnings Call with Analyst/Investor scheduled on August 11,2026

Company Update10 Aug 2026

Press Release for Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30,2026

Board Meeting10 Aug 2026

Board Meeting Outcome for Approval of Unaudited Standalone and Consolidated Financial Statements of TVS Supply Chain Solutions Ltd ("Company") for the quarter ended June 30,2026

Company Update07 Aug 2026

Intimation of Analyst/Institutional Investor Meet to be held on 13th August 2026.

AGM/EGM06 Aug 2026

The Company has informed Stock Exchange regarding Voting Results and Copy of Scrutinizers Report dated August 06, 2026.

AGM/EGM05 Aug 2026

Proceedings of 22nd Annual General Meeting held on August 05, 2026.

Company Update12 Jul 2026

Newspaper Publication - The 22nd Annual General Meeting of TVS Supply Chain Solutions Limited is to be held on August 05, 2026.

Company Update11 Jul 2026

We would like to inform that Hon''ble National Company Law Tribunal, Chennai Bench has sanctioned the Scheme of Amalgamation.

Others11 Jul 2026

Business Responsibility and Sustainability Reporting (BRSR)of the Company pursuant to Regulation 34(2)(f) of SEBI (LODR), 2015 for the financial year 2025-2026

Others11 Jul 2026

Annual Report of TVS Supply Chain Solutions Limited for the Financial Year 2025-26

AGM/EGM11 Jul 2026

The 22nd Annual General Meeting of the Company is scheduled to be held on Wednesday, August 05,2026 at 03.00 P.M (IST) through Video Conferencing (VC)/Other Audio-Visual Means (OAVM)

Company Update09 Jul 2026

Certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations,2018 for the quarter ended June 30,2026

Company Update09 Jul 2026

Pursuant to Regulation 30 (LODR), we hereby submit the copies of newspaper advertisement published on July 09, 2026 regarding the 22nd Annual General Meeting of the company.

Company Update07 Jul 2026

The Board of TVS Supply Chain Solutions Limited has informed the exchange regarding the resignation of Mr. Anand Kumar, Non-Executive, Non-Independent Director of the Company with effect ....

Company Update06 Jul 2026

Intimation of Credit Rating under Regulation 30 of the SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015.

Company Update01 Jul 2026

General Update on Managing Director

Company Update30 Jun 2026

Intimation on Litigation.

Company Update30 Jun 2026

TVS Supply Chain Solutions Limited ("Company") has received an order from Income Tax Assessment Authority

Insider Trading / SAST29 Jun 2026

Closure of Trading Window for the quarter ended June 30, 2026

Company Update06 Jun 2026

Intimation of Schedule of Analyst/Institutional Investor Meeting

Company Update01 Jun 2026

Disclosure of Transcript of Earnings Call with Analysts/Investor Meet held on May 26, 2026

Company Update28 May 2026

Annual Secretarial Compliance Report of the Company for the year ended March 31, 2026

Company Update26 May 2026

Earnings Call Audio Recording of the Company

Company Update26 May 2026

Newspaper Publication of the Audited Standalone and Consolidated Financial Statements for the quarter and year ended March 31, 2026

Company Update25 May 2026

Investor Presentation for Earnings Call with Analyst/Investor scheduled on May 26, 2026

Company Update25 May 2026

Press Release for Audited Standalone and Consolidated Financial Results for the quarter and year ended March 31, 2026

Company Update25 May 2026

The Board of TVS Supply Chain Solutions Limited has informed the exchange regarding the resignation of Mr. Ravi Viswanathan, Director of the Company and stepping down as Managing Director ....

Company Update25 May 2026

TVS Supply Chain Solutions Limited has appointed Mr. Vikas Chadha, as an Additional Director and Managing Director w.e.f. July 01, 2026, subject to approval of Shareholders.

Board Meeting25 May 2026

Board Meeting outcome for approval of Audited Standalone and Consolidated Financial Statements of TVS Supply Chain Solutions ("Company") for the quarter and year ended March 31, 2026

Company Update22 May 2026

FIT 3PL warehousing Private Limited, a wholly owned subsidiary of TVS Supply Chains Solutions Limited, has been allotted Equity shares of Swamy & Sons 3PL Private Limited.

Company Update22 May 2026

In furtherance to the disclosure made on April 24, 2026, TVS Supply Chain Solutions Limited has filed an appeal before Commissioner of Income Tax (Appeals).

Company Update21 May 2026

TVS Supply Chain Solutions Limited has been allotted equity shares by the Board of FIT 3PL Warehousing Private Limited, a wholly owned subsidiary of the Company.

Company Update19 May 2026

An Earnings call with Analysts/Investor is Scheduled to be held on Tuesday, May 26, 2026 to brief them on Audited Standalone and Consolidated Financial Statements for the quarter and year ....

Board Meeting19 May 2026

TVS Supply Chain Solutions Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 25/05/2026 ,inter alia, to consider and approve Audited Standalone ....

Company Update30 Apr 2026

TVS SCS Global Freight Solutions Limited, a wholly owned subsidiary of TVS Supply Chain Solutions Limited has filed an appeal before Commissioner of Income Tax.

Company Update29 Apr 2026

TVS Supply Chain Solutions Limited ("Company") has not been identified as a Large Corporate as per SEBI Circular dated October 19, 2023.

Company Update24 Apr 2026

TVS Supply Chain Solutions Limited ("Company") has received an order from Income Tax Department, Assessment Authority.

Company Update16 Apr 2026

In furtherance to the disclosure made on November 23, 2025, the Company hereby submit an update on the said pending litigation.

Company Update13 Apr 2026

Intimation of Schedule of Analyst / Institutional Investor meeting

Company Update09 Apr 2026

Certificate under Regulation 74(5) of SEBI (Depositories and Participants)Regulations, 2018 for the quarter ended March 31, 2026.

Company Update01 Apr 2026

The Company has informed the exchange that, TVS SCS Global Freight Solutions Ltd, a wholly owned subsidiary of the Company, has received an order under Income Tax Act, from Income Tax Assessment ....

Company Update31 Mar 2026

TVS Supply Chain Solutions Limited ("Company") has received an order from the Assistant Commissioner of State Tax, Madhya Pradesh.

Company Update26 Mar 2026

TVS Supply Chain Solutions Limited, in furtherance to the intimation dated 26th March 2025, has approved additional infusion of funds in its wholly owned subsidiary, TVS Logistics Investment Inc.USA

Insider Trading / SAST26 Mar 2026

Closure of Trading Window for the quarter and financial year ending March 31, 2026

Company Update10 Mar 2026

Press Release

Company Update23 Feb 2026

TVS Supply Chain Solutions Limited has intimated the Exchange regarding the Investor Presentation for the Analyst/Institutional Investor meet scheduled on 24th February,2026.

Annual Reports

3

2025

2024

2023

Credit Ratings

6
fitchRating update
07 Jul 2025Report
fitchRating update
08 Jul 2024Report
fitchRating update
08 Aug 2023Report
fitchRating update
22 Jun 2023Report
fitchRating update
27 Jun 2022Report
fitchRating update
23 Jun 2022Report

Concalls

16

Feb 2026

28 Feb 2026

Feb 2026

28 Feb 2026

Jan 2026

31 Jan 2026

Nov 2025

30 Nov 2025

Aug 2025

31 Aug 2025

Jun 2025

30 Jun 2025

May 2025

31 May 2025

Feb 2025

28 Feb 2025

Nov 2024

30 Nov 2024

Aug 2024

31 Aug 2024

Jul 2024

31 Jul 2024

Jun 2024

30 Jun 2024

Feb 2024

29 Feb 2024

Feb 2024

29 Feb 2024

Nov 2023

30 Nov 2023

Sep 2023

30 Sept 2023

Held by ETFs

1 ETFs hold tvsscs · sorted by weight

#ETFWeight %
1

AONETOTAL

AONEAMC - AONETOTAL

0.01%

Held by Mutual Funds

4 schemes hold tvsscs · sorted by weight

#SchemeWeight %
1

Groww Nifty Total Market Index Fund

Groww Mutual Fund

0.01%
2

Motilal Oswal BSE 1000 Index Fund

Motilal Oswal Mutual Fund

0.01%
3

Bandhan Nifty Total Market Index Fund

Bandhan Mutual Fund

0.01%
4

Motilal Oswal Nifty Microcap 250 Index Fund

Motilal Oswal Mutual Fund

0.19%