TVS Supply Chain Solutions Ltd (NSE:TVSSCS)

Q4 2026 TVS Supply Chain Solutions Ltd Earnings Call Transcript

May 26, 2026 / 03:30AM GMT

Release Date Price: ₹123.36 (+2.11%)

Transcript

Key Points

Positve

TVS Supply Chain Solutions Ltd (BOM:543965) achieved a significant revenue milestone, crossing 11,000 crores with a growth rate of 10.1% for FY26.
The company reported an adjusted profit before tax of Rs. 99.3 crores, a substantial improvement from Rs. 37.3 crores in FY25.
The Integrated Supply Chain Solutions (ISCS) segment showed strong growth, with revenue increasing by 9.6% over the previous year.
The Global Forwarding Solutions (GFS) segment experienced a revenue growth of 11.4%, driven by significant volume growth in India.
TVS Supply Chain Solutions Ltd (BOM:543965) secured new business wins totaling Rs. 1,206.7 crores for the year, representing 12.1% of FY25 revenue, indicating strong business development performance.

Negative

The global freight industry is facing uncertainty due to geopolitical disruptions, impacting the GFS segment's margins.
Freight rates remain under pressure, which could affect the profitability of the GFS segment.
The company faces challenges in maintaining EBITDA margins in the GFS segment due to volatile pricing pressures.
There is a dependency on pricing in the GFS segment, which remains volatile and could impact future performance.
The company has to navigate macroeconomic headwinds and geopolitical challenges that could affect its operations and growth prospects.

Operator

Ladies and gentlemen, good day and welcome to the TVS Supply Chain Solutions for Q4 and FY26 results conference call hosted by Philip Capital India.

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 lines 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 this conference call, please signal an operator by pressing star then zero on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Vikram Suryavanshi from Philip Capital, India.

Thank you and over to you sir.

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...

7-Day Free Trial · Cancel Anytime

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.