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TVS Supply Chain Solutions Limited Q2 FY26 results deck summary

NSE: TVSSCS · BSE: 543965

Results deck of 14 Nov 2025, summarised by AI from the filing.

Medium-term goal of 4% PBT by Q4 FY27.

Key takeaways

  1. Guidance Medium-term goal of 4% PBT by Q4 FY27.
  2. Driver ISCS revenue growth and margin expansion to 8.7% from 8.2%.
  3. Risk GFS margins under pressure from subdued freight rates.

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.