TVS Supply Chain Solutions Ltd (NSE:TVSSCS)

Q1 2026 TVS Supply Chain Solutions Ltd Earnings Call Transcript

Aug 10, 2025 / 03:30 AM GMT

Transcript

Key Points

Positve

TVS Supply Chain Solutions Ltd (BOM:543965) reported a year-on-year growth in revenue and profitability, driven by disciplined execution and strategic investments.
The company achieved a significant turnaround in its integrated final mile business in the UK and Europe, highlighting the effectiveness of its restructuring efforts.
Project One, a major transformation initiative, is expected to generate substantial annual cost savings, with benefits starting to reflect in the current fiscal year.
The company realized significant value from its strategic investment in TVS Industrial and Logistics Park, recording a substantial share of profit this quarter.
TVS Supply Chain Solutions Ltd (BOM:543965) secured new business wins worth INR124 crores, with a strong pipeline of INR5,300 crores, indicating solid future revenue visibility.

Negative

The GFS segment continues to face macroeconomic pressures, including uncertain tariff environments and softening trade rates, impacting overall profitability.
The company recognized a one-time exceptional cost related to Project One, which affected the financial results for the quarter.
Adjusted EBITDA margins declined year-on-year, primarily due to pricing pressures in the GFS segment.
New business wins for the quarter were lower than usual, attributed to lower-than-anticipated volumes and delays in revenue start dates for key engagements.
The overall India business of ISCS and GFS has been on a slowdown, reflecting broader economic challenges in the region.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TVSS.NS - TVS Supply Chain Solutions Ltd
Q1 2026 TVS Supply Chain Solutions Ltd Earnings Call
Aug 11, 2025 / 03:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to TVS Supply Chain Solution Limited.

This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions, and expectations of the company as on date of this call.

The statements are not guarantee of future performance and involve risk and uncertainties that are difficult to predict.

As a reminder, all participants line will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone 4.

Please note that this

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