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TVS Supply Chain Solutions
TVS Supply Chain Solutions (TVSSCS) investor relations material
TVS Supply Chain Solutions Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary11 Feb, 2026
Executive summary
Achieved double-digit revenue growth of 11.1% year-on-year in Q3 FY26, with Adjusted EBITDA up 31.2% and margin expansion to 7.3%.
Profitability improved, with Q3 profit of INR 24-25 crore versus a loss of INR 15-16 crore in Q3 FY25; net profit for Q3 FY26 was INR 11.19 crore.
Strong performance in India and Europe, robust new business wins, and improved operational efficiency.
Acquisition of Swamy & Sons 3PL to strengthen FMCG supply chain presence in India, expected to be EBITDA, PBT, and ROCE accretive.
Approved unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025.
Financial highlights
Q3 FY26 consolidated revenue was INR 2,715.8 crore, up 11.1% year-on-year; nine-month revenue was INR 7,970.8 crore, up 6.3% year-on-year.
Adjusted EBITDA for Q3 FY26 was INR 199.3 crore, up 31.2% year-on-year, with margin at 7.3%.
Adjusted PBT for Q3 FY26 was INR 24 crore (vs. loss of INR 16 crore YoY); margin improved from -0.7% to 0.9%.
Consolidated net profit for Q3 FY26 was INR 11.19 crore, compared to a loss of INR 23.80 crore in Q3 FY25.
Revenue from new business wins in Q3 FY26 was INR 319 crore, with a robust pipeline of INR 6,300 crore.
Outlook and guidance
Management targets a 4% PBT margin in FY27, with all building blocks in place and continued double-digit revenue growth.
India business expected to maintain healthy growth, ISCS Europe to focus on margin expansion, and GFS to continue recovery despite pricing pressures.
Swamy & Sons 3PL acquisition expected to close in Q4 FY26 and be accretive to EBITDA, PBT, and ROCE.
Project One to streamline operations and rationalize costs, continuing into FY26.
FTAs: What's the FY27 GFS/ISCS impact?
Sustain ISCS Europe margin expansion drivers?
Path to 4% PBT margin in FY27?
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Next TVS Supply Chain Solutions earnings date
Q4 25/2625 May, 2026
TVS Supply Chain Solutions
Next TVS Supply Chain Solutions earnings date
Q4 25/2625 May, 2026
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