TVS Supply Chain Solutions Ltd (TVSSCS)
π― Key Takeaways
- Revenue grew 10% QoQ to βΉ3,335 in Q1FY27.
- Market Cap
- βΉ5,757
- P/E Ratio
- 89.4
- P/B Ratio
- 2.83
- ROE
- 3.2%
- ROCE
- 8.3%
- Debt/Equity
- 0.55
- Promoter
- 43.0%
π Quarterly Results (βΉ Cr)
| Metric | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Revenue | 2,663 | 2,716 | 3,032 | 3,335 |
| Operating Profit | 44 | 59 | 63 | 63 |
| OPM % | 1.7% | 2.1% | 2.1% | 1.9% |
| Net Profit | 16 | 11 | 18 | 22 |
| EPS | βΉ0.35 | βΉ0.24 | βΉ0.40 | βΉ0.47 |
π¦ Balance Sheet (βΉ Cr)
| Item | Mar 2025 | Mar 2025 | Mar 2026 | Mar 2026 |
|---|---|---|---|---|
| Equity Capital | 44 | 44 | 44 | 44 |
| Reserves | 1,758 | 1,812 | 1,989 | 1,906 |
| Borrowings | 2,088 | 2,243 | 1,110 | 2,221 |
| Total Liabilities | 5,758 | 5,979 | 7,200 | 6,293 |
| Fixed Assets | 1,348 | 1,441 | 2,866 | 1,287 |
| Investments | 98 | 95 | 280 | 277 |
| Total Assets | 5,758 | 5,979 | 7,200 | 6,293 |
π° Cash Flow Statement (βΉ Cr)
| Item | Mar 2026 |
|---|---|
| Operating | +746 |
| Investing | -292 |
| Financing | -449 |
| Net Cash Flow | +5 |
π₯ Shareholding Pattern
| Category | Q2FY26 | Q3FY26 | Q4FY26 | Q1FY27 |
|---|---|---|---|---|
| Promoters | 43.0% | 43.0% | 43.0% | 43.0% |
| FII | 3.5% | 2.7% | 2.5% | 2.4% |
| DII | 2.3% | 2.2% | 2.2% | 2.2% |
| Public | 19.1% | 20.0% | 20.3% | 20.6% |
| # Shareholders | 1,23,462 | 1,22,775 | 1,22,833 | 1,19,325 |
βοΈ Peer Comparison β Logistics
| Company | MCap (βΉ Cr) | P/E | ROCE | ROE | D/E |
|---|---|---|---|---|---|
| MEESHO | 1.05 L Cr | β | -24.9% | β | 0.00 |
| CONCOR | 34,120 | 27.4 | 13.2% | β | 0.00 |
| AEGISVOPAK | 32,863 | 130.7 | 7.4% | β | 0.49 |
| DELHIVERY | 30,680 | 327.8 | 2.3% | β | 0.00 |
| SHADOWFAX | 16,412 | 93.2 | 11.0% | β | 0.00 |
| BLACKBUCK | 11,078 | 65.8 | 11.7% | β | 0.02 |
| BLUEDART | 10,975 | 38.2 | 23.6% | β | 0.11 |
| TCI | 6,705 | 14.7 | 18.8% | β | 0.09 |
| TVSSCS | 5,757 | 89.4 | 8.3% | β | 0.55 |
| VRLLOG | 5,031 | 18.8 | 28.1% | β | 0.40 |
π Peer Stock Analyses
π Recent Filings
- Announcement2026-09-28TVS Supply Chain Solutions Ltd announced the closure of its insider trading window effective October 1, 2026, ahead of the release of unaudited quarteβ¦
- π΄ Announcement2026-09-07TVS Supply Chain Solutions announced its upcoming investor and analyst meetings scheduled for September 11, 2026, in Mumbai, where officials will discβ¦
- Announcement2026-08-24TVS Supply Chain Solutions announced a strategic MoU with Japan's Sankyu Inc. to collaborate on supply chain and engineering services, with Sankyu plaβ¦
- Announcement2026-08-21TVS Supply Chain Solutions announced approved unaudited financial results for Q1 FY2027 ended June 30, 2026, showing revenue growth to **βΉ3335.22 crorβ¦
- Announcement2026-08-17TVS Supply Chain Solutions reported 29% YoY revenue growth to Rs. 3,335.2 crores in Q1 FY27, driven by 22% growth in ISGS and 50.6% in GFS, with new bβ¦
- Announcement2026-08-11TVS Supply Chain Solutions Limited announced that an audio recording of its earnings call for Q1 FY27, held on August 11, 2026, is now available on itβ¦
- π‘ Board Meeting2026-08-10The board approved unaudited standalone and consolidated financial results for Q1 FY2027 ending June 30, 2026, covering operational performance and fiβ¦
- Announcement2026-08-10TVS Supply Chain Solutions reported Q1 FY27 revenue of INR 3,335 crores, up 28.7% YoY, driven by new business wins of INR 543 crores and strong growthβ¦
- π΄ Financial Results2026-08-10TVS Supply Chain Solutions reported robust Q1 FY27 results with consolidated revenue of **βΉ3,335.2 crores**, up 28.7% YoY, driven by record new busineβ¦
- π΄ Corporate Action2026-08-04TVS Supply Chain Solutions announced the allotment of 43,750 equity shares of INR 1 each under its 2021 Employee Stock Option Plan, increasing the paiβ¦
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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only β not investment advice. Updated 2026-10-01.
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