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TVS Supply Chain Solutions Limited strategy deck summary

NSE: TVSSCS · BSE: 543965

Strategy deck of 28 Jan 2026, summarised by AI from the filing.

TVSSCS to acquire 100% of S&S3PL for ₹88 cr EV, expected to close in Q4 FY26 and funded through internal accruals.

Key takeaways

  1. Acquisition TVSSCS will acquire 100% of S&S3PL through FIT 3PL Warehousing for an enterprise value of ₹88 cr, with EV / FY25 EBITDA of 4.7x.
  2. Consumer mix The acquisition increases ISCS India consumer-sector mix from 18% to 25% on a pro forma FY25 basis.
  3. Synergies Expected cost savings through resource optimisation and consolidation of head offices, operations and support functions, leveraging 20 million sq. ft. of ISCS India warehousing space.
  4. Risk S&S3PL revenue is concentrated in FMCG, which accounts for more than 70% of FY25 revenues.

Original filing on BSE

TVS Supply Chain Solutions Limited Q1 FY27 results

As filed: Revenue ₹3,335 cr (+29% year on year), EBITDA ₹225 cr (+28% year on year), PAT ₹22.5 cr (−68% year on year), EBITDA margin 6.7% (−5 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹3,032 cr (+21% year on year), EBITDA ₹218 cr (+29% year on year), PAT ₹18.4 cr, EBITDA margin 7.2% (+44 bps). Score 73 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it. EBITDA margin rose 44 bps year on year. Other income 41% of PBT. Share price after the results: +10.8% in 30 days (Nifty 500: +0.9%).
  • Q3 FY26: Revenue ₹2,716 cr (+11% year on year), EBITDA ₹206 cr (+56% year on year), PAT ₹11.2 cr, EBITDA margin 7.6% (+217 bps). Score 77 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA growth was well above it. EBITDA margin rose 217 bps year on year. Other income 48% of PBT. Share price after the results: −2.3% in 30 days (Nifty 500: −7.8%).
  • Q2 FY26: Revenue ₹2,663 cr (+6% year on year), EBITDA ₹181 cr (+7% year on year), PAT ₹16.0 cr (+45% year on year), EBITDA margin 6.8% (+7 bps). Score 44 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it. EBITDA margin was flat year on year. Other income 50% of PBT. Consolidated profit +45% but standalone -110%. Profit fell 77% from last quarter. Share price after the results: −12.6% in 29 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹2,592 cr (+2% year on year), EBITDA ₹176 cr (−3% year on year), PAT ₹71.0 cr (+31% year on year), EBITDA margin 6.8% (−38 bps). Score 33 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA growth was in line with it. EBITDA margin fell 38 bps year on year. Consolidated profit +914% but standalone -67%. Share price after the results: +5.8% in 28 days (Nifty 500: +1.7%).
  • Q4 FY25: Revenue ₹2,499 cr (+3% year on year), EBITDA ₹169 cr (−2% year on year), PAT −₹4.0 cr (−180% year on year), EBITDA margin 6.8% (−37 bps). Score 13 of 100, Below trend. EBITDA margin fell 37 bps year on year. Other income 100% of PBT. Tax rate 123%. Not enough history for a trend yet: scored on growth alone. Share price after the results: +2.0% in 29 days (Nifty 500: +3.3%).
  • Q3 FY25: Revenue ₹2,445 cr (+10% year on year), EBITDA ₹132 cr (−19% year on year), PAT −₹24.0 cr, EBITDA margin 5.4% (−189 bps). Score 15 of 100, Below trend. EBITDA margin fell 189 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 206% from last quarter.
  • Q2 FY25: Revenue ₹2,513 cr (+11% year on year), EBITDA ₹169 cr (−9% year on year), PAT ₹11.0 cr, EBITDA margin 6.7% (−145 bps). Score 25 of 100, Below trend. EBITDA margin fell 145 bps year on year. Other income 161% of PBT. Tax rate 39%. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

TVS Supply Chain Solutions Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.