TVS Supply Chain Solutions Ltd (NSE:TVSSCS)

Q2 2026 TVS Supply Chain Solutions Ltd Earnings Call Transcript

Nov 13, 2025 / 04:00 AM GMT

Release Date Price: ₹122.45 (-2.23%)

Transcript

Key Points

Positve

TVS Supply Chain Solutions Ltd (BOM:543965) reported a strong year-on-year PBT growth of 30.8%, marking its best PBT since public listing.
The ISCS segment showed significant performance with EBITDA margins expanding to 8.7% from 8.2% in the previous year.
The company delivered a 54% improvement in PAT, rising from INR 10.61 crores to INR 16.31 crores.
Strong free cash flow from operations was achieved, reflecting disciplined working capital management.
The company secured new business wins worth INR 204 crores, representing 8.1% of Q2 FY25 revenue, indicating strong customer confidence.

Negative

The GFS segment faced challenges with flat revenue and declining margins due to macroeconomic pressures.
There was a significant decline in GFS margins from 4.2% to 2.2% year-on-year.
The company experienced pricing pressures in the GFS segment, impacting profitability.
Employee costs increased due to annual inflation and new project expenses.
The company is facing ongoing headwinds in the GFS segment, particularly due to declining rates and persistent pricing pressure.

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

TVSS.NS - TVS Supply Chain Solutions Ltd
Q2 2026 TVS Supply Chain Solutions Ltd Earnings Call
Nov 14, 2025 / 04:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, welcome to the Q2 and H1FR 26 earnings conference call of TBS Supply Chain Solutions Limited.

This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements do not guarantee the future performance of the company, and it may involve risks and uncertainties that are difficult to predict. As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.