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TVS Supply Chain Solutions Limited

TVS Supply Chain Solutions Limited

TVSSCS Share Price

NSE
127.270.09% (+0.11)
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With a market cap of ₹5,610 cr, stock is ranked 809

Stock is 3.07x as volatile as Nifty

TVSSCS Stock Scorecard

Performance

Low

Hasn't fared well - amongst the low performers

Valuation

High

Seems to be overvalued vs the market average

Growth

Low

Lagging behind the market in financials growth

Profitability

High

Showing good signs of profitability & efficiency

Entry point

Good

The stock is underpriced and is not in the overbought zone

Red flags

Low

No red flag found

How to use scorecard? Learn more

With a market cap of ₹5,610 cr, stock is ranked 809

Stock is 3.07x as volatile as Nifty

TVSSCS Performance & Key Metrics

TVSSCS Performance & Key Metrics

No LabelNo LabelPB RatioPB RatioDividend YieldDiv. Yield
86.642.72
Sector PESector PESector PBSector PBSector Div YldSctr Div Yld
43.695.860.85%

TVSSCS Analyst Ratings & Forecast

Detailed Forecast Detailed Forecast 
100%
Analysts have suggested that investors can buy this stock

from 1 analyst

Price Upside

Earnings Growth

Rev. Growth

See Detailed Forecast

TVSSCS Company Profile

TVS Supply Chain Solutions Limited offers integrated supply chain and network solutions, spanning sourcing, transportation, logistics, and supply chain consulting.

Investor Presentation

View older View older 

Aug 10, 2026

PDF
View Older Presentations

TVSSCS Similar Stocks (Peers)

Compare with peers Compare with peers 

TVSSCS Similar Stocks (Peers)

Compare with peers Compare with peers 
PE Ratio
29.67
29.67
1Y Return
13.00%
13.00%
Buy Reco %
75.00
75.00
PE Ratio
206.37
206.37
1Y Return
10.71%
10.71%
Buy Reco %
84.21
84.21
PE Ratio
-78.17
-78.17
1Y Return
7.86%
7.86%
PE Ratio
126.69
126.69
1Y Return
119.27%
119.27%
Buy Reco %
100.00
100.00
PE Ratio
9.26
9.26
1Y Return
25.22%
25.22%
Buy Reco %
0.00
0.00
Compare with Peers

TVSSCS Sentiment Analysis

TVSSCS Sentiment Analysis

New
Crisp summary & key insights to decode earnings calls instantly

TVSSCS Stock Summary · August 2026

Management described a quarter of record growth and improving profitability, with consolidated revenue reaching Rs. 3,335.2 crores, up 28.7% year on year, and adjusted EBITDA rising 34% to Rs. 232.2 crores. The gains were led by India, where revenue grew 44% on record new business wins and higher freight volumes, while both ISCS and GFS posted double-digit growth and broad-based strength across India, Europe and North America. New business momentum was a major focus, as quarterly wins hit Rs. 543 crores and the pipeline expanded to more than Rs. 7,500 crores, with management expecting roughly 20% to 25% conversion over 12 to 18 months. At the same time, they noted that ISCS margins eased to 8.1% because of startup costs on newly onboarded contracts, even as GFS margins stayed firm at 4.1% on better volumes and sourcing. Management emphasized partnerships and technology investments as strategic priorities, and said costs tied to expansion are largely being passed through. Near term, they expect EBITDA margins to recover sequentially to around 9% in Q2 and 9.5% to 10% by Q4, with full-year revenue growth in the mid-teens.

TVSSCS Stock Growth Drivers
TVSSCS Stock Growth Drivers
7
  • Record Revenue Growth and Profitability Improvement

    The quarter delivered a clearly stronger financial performance, with consolidated revenue reaching Rs. 3,335.2 crores,

  • Broad-Based Segment and Geography Momentum

    Growth was not isolated to one area but spread across both operating segments and key

TVSSCS Stock Challenges
TVSSCS Stock Challenges
4
  • Margin Compression from Higher Operating and Ramp-Up Costs

    The company faced pressure on profitability as several cost lines increased faster than normal operating

  • Macro and Geopolitical Recession Risk

    Management highlighted recession driven by financial market stress, macro uncertainty, or war-related supply chain disruption

TVSSCS Forecast

TVSSCS Forecasts

Price

Revenue

Earnings

TVSSCS

TVSSCS

Income

Balance Sheet

Cash Flow

TVSSCS Income Statement

TVSSCS Income Statement

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Quartermar 2024jun 2024sep 2024dec 2024mar 2025jun 2025sep 2025dec 2025mar 2026jun 2026
Total Revenue2,442.542,545.972,520.662,453.352,513.192,778.282,674.932,724.083,045.503,349.25
Operating & Other expensessubtract2,260.842,357.572,322.602,293.542,329.822,506.432,481.062,519.382,819.133,110.48
Depreciation/Amortizationsubtract138.53135.14139.57135.52133.33130.47137.15147.04155.74161.41
Interest & Other Itemssubtract38.2339.5040.6639.4837.0837.9133.4041.6644.9245.23
Taxes & Other Itemssubtract0.627.278.509.4617.7233.107.685.288.1611.28
EPS0.100.150.21-0.56-0.111.600.350.240.400.47

TVSSCS Company Updates

Annual Report and Investor Presentation updates mentioned here are as reported by the company to the exchange
FY 2027FY 2027

Annual Report Pending

Investor Presentation

Aug 10PDF
FY 2026FY 2026

Annual report

PDF

Investor Presentation

May 25PDF
Feb 23PDF
Feb 10PDF
+2 more
FY 2025FY 2025

Annual report

PDF

Investor Presentation

May 29PDF
May 28PDF
FY 2024FY 2024

Annual report

PDF
FY 2023FY 2023

Annual report

PDF
 

TVSSCS Stock Peers

TVSSCS Past Performance & Peer Comparison

TVSSCS Past Performance & Peer Comparison

Comparing 3 stocks from 
IndustrialsLogistics

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StockPE RatioPE RatioPB RatioPB RatioDiv. YieldDividend Yield
TVS Supply Chain Solutions Limited49.102.72
Container Corporation of India Ltd29.672.821.78%
Delhivery Limited206.373.25
Horizon Industrial Parks Limited-78.172.60

TVSSCS Stock Price Comparison

Compare TVSSCS with any stock or ETF
Compare TVSSCS with any stock or ETF
TVSSCS
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TVSSCS Holdings

TVSSCS Shareholdings

TVSSCS Promoter Holdings Trend

TVSSCS Promoter Holdings Trend

Total Promoter Holding
Increasing promoter holding is considered good and reflects management’s positive view about the future outlook

In last 6 months, promoter holding in the company has almost stayed constant

Low Pledged Promoter Holding
Lower pledged promoter holdings is considered better

Pledged promoter holdings is insignificant

TVSSCS Institutional Holdings Trend

TVSSCS Institutional Holdings Trend

Total Retail Holding
Increasing retail holding can be considered bad as it can reflect that institutions and promoters are selling their stake which is being absorbed by retail investors.

In last 3 months, retail holding in the company has almost stayed constant

Foreign Institutional Holding
Foreign Institutional Holding is quantum of stock held by foreign large-quantities-trading entities. Increasing value indicates growing support and comfort for the stock

In last 3 months, foreign institutional holding of the company has almost stayed constant

Tickertape Separator

TVSSCS Shareholding Pattern

TVSSCS Shareholding Pattern

Retail and OthersForeign InstitutionsOther Domestic InstitutionsMutual FundsTotal Promoter Holding43.03%0.11%2.06%2.38%52.42%

Sep 2025

Dec 2025

Mar 2026

Jun 2026

TVSSCS Shareholding History

TVSSCS Shareholding History

MarJunSepDec '25MarJun3.58%3.36%3.48%2.74%2.45%2.38%

Mutual Funds Invested in TVSSCS

Mutual Funds Invested in TVSSCS

No mutual funds holding trends are available

Top 5 Mutual Funds holding TVS Supply Chain Solutions Limited




Funds (Top 5)Market-cap heldWeight3M holding changePortfolio rank
(3M change)
0.0737%0.17%-0.02%134/256 (+11)
0.0309%0.05%-0.00%29/171 (-2)
0.0015%0.05%0.05%48/49 (-4)

Compare 3-month MF holding change on Screener

TVSSCS Insider Trades & Bulk Stock Deals

TVSSCS Insider Trades & Bulk Stock Deals

Hmm, looks like there hasn't been any net deal activity in the last 6 months

smallcases containing TVSSCS stock

smallcases containing TVSSCS stock

Looks like this stock is not in any smallcase yet.

TVSSCS Events

TVSSCS Events

TVSSCS Dividend Trend

No Dividends
Dividends are the portion of earnings that a company distributes to all its shareholders every year

TVSSCS has not given any dividends in last 5 years

Dividends

Corp. Actions

Announcements

Legal Orders

TVSSCS Dividend Trend

No Dividends
Dividends are the portion of earnings that a company distributes to all its shareholders every year

TVSSCS has not given any dividends in last 5 years

TVSSCS Dividends

TVSSCS Dividends

Hmm, looks like data is unavailable here. Please come back after some time

TVSSCS Stock News & Opinions

TVSSCS Stock News & Opinions

Corporate
Corporate
TVS Supply Chain Solutions increases share capital via employee stock option plan exercise

TVS Supply Chain Solutions Limited announced on August 4, 2026, that it has allotted 43,750 equity shares of Rs 1 each, fully paid-up, pursuant to the exercise of options under the TVS Supply Chain Solutions Employee Stock Option Plan, 2021, increasing the issued and paid-up equity share capital from Rs 44,11,80,027 comprising of 44,11,80,027 equity shares to Rs 44,12,23,777 comprising of 44,12,23,777 equity shares.

1 month agoCapital Market - Live
Corporate
Corporate
TVS Supply Chain Solutions to review quarterly results at board meeting on August 10

TVS Supply Chain Solutions Limited will hold a board meeting on August 10, 2026, to approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026, according to a regulatory filing with the BSE Limited and National Stock Exchange of India Limited. The trading window for designated persons and their relatives has been closed from July 1, 2026, until 48 hours after the financial results are made public.

1 month agoCapital Market - Live
Corporate
Corporate
Ramanan Ranganathan to become TVS Supply Chain Solutions' Chief Strategy & Transformation Officer

TVS Supply Chain Solutions Limited announced that Mr. Ramanan Ranganathan will assume the role of Chief Strategy & Transformation Officer and be designated as a Senior Management Personnel, effective August 01, 2026, following a change in the company’s reporting structure; Mr. Ranganathan, who has been associated with the company since 2023 and previously served as Chief Innovation Officer - India, brings over 25 years of experience in digital transformation and customer value management.

1 month agoCapital Market - Live
Corporate
Corporate
TVS Supply Chain Solutions board approves JV agreement with A.L.A Corporation

The board of TVS Supply Chain Solutions at its meeting held on 04 June 2026 has approved the execution of a joint venture agreement with A.L.A Corporation for the purpose of further investment of up to Rs 10.19 crore in TVS Packaging Solutions. The proposed investment is intended to support business expansion initiatives and execution of definitive agreements with A.L.A Corporation for collaboration and development of opportunities in India's aerospace and defense sectors. Post the consummation of the investment by the Company and subject to the investment by A.L.A S.p.A (and/or its subsidiaries) in TVS Packaging, as per the terms of the definitive agreements, the Company will hold 51% shareholding interest in TVS Packaging, and A.L.A S.p.A (and/or its subsidiaries) will hold 49% shareholding interest in TVS Packaging.

3 months agoCapital Market - Live
Corporate
Corporate
TVS Supply Chain Solutions to hold AGM

TVS Supply Chain Solutions announced that the 22th Annual General Meeting(AGM) of the company will be held on 5 August 2026.

3 months agoCapital Market - Live
Earnings
Earnings
TVS Supply Chain Solutions reports consolidated net profit of Rs 17.55 crore in the March 2026 quarter

Net profit of TVS Supply Chain Solutions reported to Rs 17.55 crore in the quarter ended March 2026 as against net loss of Rs 4.76 crore during the previous quarter ended March 2025. Sales rose 21.35% to Rs 3032.22 crore in the quarter ended March 2026 as against Rs 2498.83 crore during the previous quarter ended March 2025. For the full year,net profit reported to Rs 114.28 crore in the year ended March 2026 as against net loss of Rs 13.59 crore during the previous year ended March 2025. Sales rose 10.08% to Rs 11002.97 crore in the year ended March 2026 as against Rs 9995.72 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales3032.222498.83 21 11002.979995.72 10 OPM %7.206.76 -7.116.92 - PBDT186.66146.29 28 844.53572.92 47 PBT30.9212.96 139 274.1329.36 834 NP17.55-4.76 LP 114.28-13.59 LP Powered by Capital Market - Live

3 months agoCapital Market - Live
Corporate
Corporate
TVS Supply Chain Solutions to table results

TVS Supply Chain Solutions will hold a meeting of the Board of Directors of the Company on 25 May 2026.

3 months agoCapital Market - Live
Spotlight
Spotlight
TVS Supply Chain rallies on announcement of 40,000 sq. ft. Chennai FTWZ facility

The facility will support Caterpillar's global supply chains by enabling parts procurement from multiple countries and facilitating manufacturing operations. Strategically located along the Chennai'Bengaluru Industrial Corridor, it provides strong connectivity to Chennai, Ennore, and Kamarajar ports, which together handle nearly 20% of India's container traffic. Equipped with approximately 4,000 pallet positions, the modern facility will help Caterpillar optimise lead times, reduce landed costs, and respond swiftly to global demand, reinforcing the 'Make in India for the World' initiative. Ravi Viswanathan, managing director, TVS Supply Chain Solutions, said: 'Our tailored solution for Caterpillar strengthens supply chain resilience amid global trade volatility. By combining the FTWZ model with our end-to-end warehousing capabilities, we enable faster and more efficient global supply chain movements, helping Caterpillar withstand trade disruptions. Our long-standing partnership reflects the trust Caterpillar places in TVS SCS to deliver innovative, scalable, and futureready solutions.' Ramesh Muthuraman, Director of Operations, Caterpillar India, added: 'As we continue to strengthen our global supply chain network, the FTWZ facility established by TVS Supply Chain Solutions enhances our sourcing flexibility. TVS SCS has deep expertise in managing complex, multi-country supply chains, enabling us to better navigate global trade conditions.' TVS Supply Chain Solutions (TVS SCS) is an India-based multinational company, who pioneered the development of the supply chain solutions market in India. The company's customers span across numerous industries such as automotive, industrial, consumer, tech and tech infra, rail and utilities, and healthcare. TVS Supply Chain Solutions reported a consolidated net profit of Rs 10.72 crore in Q3 December 2025 compared with a net loss of Rs 24.65 crore posted in Q3 December 2024. Revenue from operations jumped 11.09% YoY to Rs 2,715.81 crore during the quarter. Powered by Capital Market - Live

6 months agoCapital Market - Live
Corporate
Corporate
TVS Supply Chain Solutions to set up warehousing facility at Chennai FTWZ

TVS Supply Chain Solutions announced that it is strengthening Caterpillar's global supply chains from India by setting up a 40,000 sq. ft. warehousing facility at the Free Trade and Warehousing Zone (FTWZ) in Mannur Village, approximately 30 km from Chennai, India. The facility will enable parts procurement from multiple countries and support Caterpillar's manufacturing operations. The TVS SCS Chennai FTWZ is strategically located along the Chennai-Bengaluru Industrial Corridor and offers strong connectivity to Chennai, Ennore, and Kamarajar ports, which together handle nearly 20 percent of India's container traffic. The facility reinforces the 'Make in India for the World' initiative and positions Caterpillar's India operations as a resilient and scalable base within their global supply network. With approximately 4,000 pallet positions, the modern facility will enable Caterpillar to optimise lead times, reduce landed costs, and respond swiftly to global demand and supply needs. Powered by Capital Market - Live

6 months agoCapital Market - Live
Spotlight
Spotlight
TVS Supply Chains gains after inking MoU with Italy's ALA Group

ALA Group brings more than 35 years of experience as a specialised aerospace and defence supply-chain integrator, supporting leading OEMs, MROs, and defence programmes across Europe, North America, and selected international markets. For the year 2024, it reported revenue of $345 million. As part of the proposed collaboration, TVS SCS and ALA Group will jointly provide integrated supply chain services across both production and aftermarket lifecycles for aerospace and defence programmes. The collaboration will initially focus on India, with potential to evaluate opportunities in other geographies over time. The company said that Aerospace and Defence market in India, estimated at approximately $28 billion, are among the most dynamic and profitable segments within industrial supply chains, driven by sustained demand for complex, regulated, and mission-critical logistics and procurement services. TVS SCS will leverage its long-standing defence and utilities supply chain experience gained through its UK operations, together with its strong domestic presence in India. This includes procurement, market access, government and stakeholder engagement, regulatory and licensing expertise, warehousing and logistics infrastructure, digital platforms, and robust local execution capabilities. ALA Group on the other hand, will contribute its global aerospace and defence domain expertise, technology platforms, and long-standing relationships, especially in the production supply chain with international OEMs and operators across Europe, the US, and the UK, enabling a differentiated, compliant, and scalable value proposition for aerospace and defence stakeholders in India. Currently, TVS SCS' aerospace, defence and utilities operations generate approximately $140 million in annual revenues, largely anchored in defence and utility programmes in the United Kingdom. R. Dinesh, Executive Chairman, TVS Supply Chain Solutions, said, 'This collaboration with ALA Group reflects our long-term strategy of building globally relevant capabilities in complex and regulated sectors. By combining TVS Supply Chain Solutions' scale, digital platforms, and strong presence in India with ALA's aerospace and defence domain expertise, we are positioning the company to participate meaningfully in the evolving global aerospace and defence supply chain ecosystem.' He further added, 'Importantly, this partnership enables us to build on our established aftermarket and in-service supply chain strengths and extend our support to production programmes, particularly in aerospace where these capabilities are increasingly relevant.' Vittorio Genna, CEO and Co-Founder, ALA Group, added, 'From the beginning, ALA has focused on combining technical depth, operational excellence, and long-term partnerships. The collaboration with TVS Supply Chain Solutions reflects this vision and creates a solid platform for sustainable growth across multiple regions, supporting both civil and defence aerospace programs.' TVS Supply Chain Solutions (TVS SCS) is an India-based multinational company, who pioneered the development of the supply chain solutions market in India. The company's customers span across numerous industries such as automotive, industrial, consumer, tech and tech infra, rail and utilities, and healthcare. TVS Supply Chain Solutions reported a consolidated net profit of Rs 10.72 crore in Q3 December 2025 compared with a net loss of Rs 24.65 crore posted in Q3 December 2024. Revenue from operations jumped 11.09% YoY to Rs 2,715.81 crore during the quarter. Powered by Capital Market - Live

6 months agoCapital Market - Live

Frequently asked questions

Frequently asked questions

  1. The share price of TVSSCS as on 16th September 2026 is ₹127.27. The stock prices are volatile and keep changing through the day depending upon various factors and market conditions.

  2. The past returns of TVS Supply Chain Solutions Limited (TVSSCS) share are
    • Past 1 week: -0.99%
    • Past 1 month: 2.74%
    • Past 3 months: -5.53%
    • Past 6 months: 26.14%
    • Past 1 year: -3.92%
    • Past 3 years: -42.82%
    • Past 5 years: -36.74%

  3. Market capitalization, short for market cap, is the market value of a publicly traded company's outstanding shares. The market cap of TVS Supply Chain Solutions Limited (TVSSCS) is ₹5610.60 Cr as of 16th September 2026.

  4. The 52-week high of TVS Supply Chain Solutions Limited (TVSSCS) is ₹146.50 and the 52-week low is ₹90.32.

  5. The P/E (price-to-earnings) ratio of TVS Supply Chain Solutions Limited (TVSSCS) is 49.10. The P/B (price-to-book) ratio is 2.72.

  6. TVS Supply Chain Solutions Limited (TVSSCS) belongs to the Industrials sector & Logistics sub-sector.

  7. You can directly buy TVS Supply Chain Solutions Limited (TVSSCS) shares on Tickertape. Simply sign up, connect your demat account and place your order.