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TVS Supply Chain Solutions Ltd

TVS Supply Chain Solutions Ltd

TVSSCS Share Price

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99.644.32% (+4.13)
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With a market cap of ₹4,211 cr, stock is ranked 799

Stock is 2.83x 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

Avg

Average profitability - not good, not bad

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 ₹4,211 cr, stock is ranked 799

Stock is 2.83x as volatile as Nifty

TVSSCS Performance & Key Metrics

TVSSCS Performance & Key Metrics

No LabelNo LabelPB RatioPB RatioDividend YieldDiv. Yield
45.792.29
Sector PESector PESector PBSector PBSector Div YldSctr Div Yld
37.325.520.74%

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 

Feb 23, 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
25.04
25.04
1Y Return
22.61%
22.61%
Buy Reco %
60.00
60.00
DELHIVERY
PE Ratio
189.99
189.99
1Y Return
64.58%
64.58%
Buy Reco %
86.36
86.36
PE Ratio
46.37
46.37
1Y Return
21.38%
21.38%
Buy Reco %
80.00
80.00
BLACKBUCK
PE Ratio
-1,232.85
-1,232.85
1Y Return
39.20%
39.20%
Buy Reco %
83.33
83.33
PE Ratio
12.10
12.10
1Y Return
34.46%
34.46%
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 · February 2026

In Q3 FY26, the company demonstrated a remarkable recovery, transitioning from a loss to profitability, driven by double-digit revenue growth and improved adjusted EBITDA margins. The Indian market emerged as a pivotal growth engine, bolstered by new business wins and strategic acquisitions, particularly in the FMCG sector. While challenges persist in the GFS segment due to rising material costs and customer churn, management remains optimistic about future opportunities, emphasizing disciplined execution and operational efficiency. Initiatives like Project One are expected to enhance margins, while a robust pipeline of contracts across diverse sectors signals strong market demand. Overall, the company is well-positioned to sustain growth and profitability amidst evolving market dynamics.

TVSSCS Stock Growth Drivers
TVSSCS Stock Growth Drivers
6
  • Strong Financial Performance in Q3 FY26

    TVS Supply Chain Solutions reported a consolidated revenue growth of 11.1% year-on-year, reaching INR 2,715.8

  • Operational Success and Margin Improvement

    The company achieved notable improvements in adjusted EBITDA margins, with the ISCS segment's margins rising

TVSSCS Stock Challenges
TVSSCS Stock Challenges
3
  • Pricing Pressures and Margin Challenges

    The company has faced significant pricing pressures, with prices declining over the past nine months,

  • Reduction in Employee Costs and Project Exits

    A notable reduction in employee costs was reported, decreasing from INR 644 crores to INR

TVSSCS Forecast

TVSSCS Forecasts

Price

Revenue

Earnings

TVSSCS

TVSSCS

Income

Balance Sheet

Cash Flow

TVSSCS Income Statement

TVSSCS Income Statement

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Quartersep 2023dec 2023mar 2024jun 2024sep 2024dec 2024mar 2025jun 2025sep 2025dec 2025
Total Revenue2,272.202,244.072,442.542,545.972,520.662,453.352,513.192,778.282,674.932,724.08
Operating & Other expensessubtract2,099.762,059.772,260.842,357.572,322.602,293.542,329.822,506.432,481.062,519.38
Depreciation/Amortizationsubtract141.75139.67138.53135.14139.57135.52133.33130.47137.15147.04
Interest & Other Itemssubtract57.1344.0338.2339.5040.6639.4837.0837.9133.4041.66
Taxes & Other Itemssubtract23.11-8.960.627.278.509.4617.7233.107.685.28
EPS-1.190.220.100.150.21-0.56-0.111.600.350.24

TVSSCS Company Updates

Annual Report and Investor Presentation updates mentioned here are as reported by the company to the exchange
FY 2026FY 2026

Annual Report Pending

Investor Presentation

Feb 23PDF
Feb 10PDF
Nov 13PDF
Aug 9PDF
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 Ltd-309.862.29
Container Corporation of India Ltd25.042.582.17%
Delhivery Ltd189.993.27
Blue Dart Express Ltd46.377.510.51%

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%0.13%2.06%2.74%52.04%

Mar 2025

Jun 2025

Sep 2025

Dec 2025

TVSSCS Shareholding History

TVSSCS Shareholding History

SepDec '24MarJunSepDec '252.35%3.31%3.58%3.36%3.48%2.74%

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 Ltd




Funds (Top 5)Market-cap heldWeight3M holding changePortfolio rank
(3M change)
0.1082%0.20%0.02%192/254 (+2)
0.0372%0.06%-0.01%32/168 (-2)
0.0006%0.01%0.00%694/756 (+25)

Compare 3-month MF holding change on Screener

TVSSCS Insider Trades & Bulk Stock Deals

TVSSCS Insider Trades & Bulk Stock Deals

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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

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TVSSCS Stock News & Opinions

TVSSCS Stock News & Opinions

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

3 weeks agoCapital Market - Live
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

3 weeks agoCapital Market - Live
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

1 month agoCapital Market - Live
Spotlight
TVS Supply Chain soars after reporting turnaround Q3 numbers

Revenue from operations jumped 11.09% YoY to Rs 2,715.81 crore during the quarter, supported by continued strength in Integrated Supply Chain Solutions (ISCS) segment and a significant recovery in volumes in the Global Forwarding Solutions (GFS) segment. The company reported profit before exceptional item and tax of Rs 25.13 crore in Q3 FY26, compared with loss of Rs 15.19 crore posted in Q3 FY25. Exceptional losses during the quarter stood at Rs 9.13 crore, primarily related to compliance with the new labour code. Excluding the impact of new wage code in Q3FY26, the company reported a profit of Rs 18.02 crore as a against a net loss of Rs 23.80 crore in Q3 FY25. Segment wise, revenue from ISCS jumped 8.32% YoY to Rs 1,979.52 crore while revenue from GFS surged 19.30% YoY to Rs 736.29 crore during the quarter. The company also registered a robust order pipeline of Rs 6,300 crore and revenue from new business wins amounting to Rs 319 crore in Q3. Ravi Viswanathan, managing director, TVS Supply Chain Solutions, said, 'Q3 marked a significant milestone for us, with strong top-line growth, a step-change in EBITDA performance and margins, and continued progress on profitability. The quarter was led by strong business growth in India, supported by disciplined execution across our operating regions and a sharp focus on efficiency.' R Vaidhyanathan, global chief financial officer, TVS Supply Chain Solutions, said, 'Q3 reflected continued improvement in earnings, supported by margin expansion and stronger operating leverage in the ISCS segment. Growth in PBT and PAT reflects the actions we have taken to improve profitability. We remain committed on sustaining the margin progression and improving overall return metrics.' 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.Powered by Capital Market - Live

1 month agoCapital Market - Live
Spotlight
TVS Supply Chain Solutions Ltd leads gainers in 'A' group

PCBL Chemical Ltd, Eicher Motors Ltd, Banco Products (India) Ltd and Pricol Ltd are among the other gainers in the BSE's 'A' group today, 11 February 2026.TVS Supply Chain Solutions Ltd soared 11.85% to Rs 120.62 at 11:45 IST. The stock was the biggest gainer in the BSE's 'A' group. On the BSE, 18.24 lakh shares were traded on the counter so far as against the average daily volumes of 37862 shares in the past one month. PCBL Chemical Ltd surged 9.38% to Rs 321.3. The stock was the second biggest gainer in 'A' group. On the BSE, 30.94 lakh shares were traded on the counter so far as against the average daily volumes of 2.52 lakh shares in the past one month. Eicher Motors Ltd spiked 6.42% to Rs 7765. The stock was the third biggest gainer in 'A' group. On the BSE, 1.34 lakh shares were traded on the counter so far as against the average daily volumes of 8729 shares in the past one month. Banco Products (India) Ltd gained 6.09% to Rs 693.3. The stock was the fourth biggest gainer in 'A' group. On the BSE, 52295 shares were traded on the counter so far as against the average daily volumes of 26840 shares in the past one month. Pricol Ltd advanced 5.60% to Rs 617.5. The stock was the fifth biggest gainer in 'A' group. On the BSE, 38062 shares were traded on the counter so far as against the average daily volumes of 21474 shares in the past one month. Powered by Capital Market - Live

1 month agoCapital Market - Live
Earnings
TVS Supply Chain Solutions reports consolidated net profit of Rs 10.72 crore in the December 2025 quarter

Net profit of TVS Supply Chain Solutions reported to Rs 10.72 crore in the quarter ended December 2025 as against net loss of Rs 24.65 crore during the previous quarter ended December 2024. Sales rose 11.09% to Rs 2715.81 crore in the quarter ended December 2025 as against Rs 2444.62 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales2715.812444.62 11 OPM %7.576.18 - PBDT172.17120.33 43 PBT25.13-15.19 LP NP10.72-24.65 LP Powered by Capital Market - Live

1 month agoCapital Market - Live
Corporate
TVS Supply Chain Solutions to convene board meeting

TVS Supply Chain Solutions will hold a meeting of the Board of Directors of the Company on 10 February 2026.Powered by Capital Market - Live

1 month agoCapital Market - Live
Corporate
TVS Supply Chain Solutions to acquire Hyderabad-based 'Swamy & Sons 3PL'

 TVS Supply Chain Solutions announced the strategic acquisition of a Hyderabad-based 3PL company, 'Swamy & Sons 3PL' (S&S3PL), with a well-established operating footprint coupled with marquee customer relationship in the FMCG & FMCD sectors and with a strong presence in Andhra Pradesh and Telangana. The acquisition is done through TVS SCS' wholly owned subsidiary, FIT 3PL, for an enterprise value of Rs 88 crore. The acquisition will be funded through internal accruals. S&S3PL registered an annual revenue, for FY25, of Rs 207 crore, and a Profit Before Tax (PBT) of 3.2%. Powered by Capital Market - Live

2 months agoCapital Market - Live
Spotlight
TVS Supply Chain Solutions jumps after bagging 3-year contract from Daimler India

Under the agreement, TVS SCS will manage end-to-end warehouse operations within DICV's manufacturing facility, ensuring seamless material flow, optimised inventory, and enhanced operational efficiency. By leveraging advanced technologies including IoT-based tracking for real-time visibility, automation-led systems to reduce manual handling, predictive analytics for smarter planning, and digital dashboards for centralized performance monitoring. These capabilities will help strengthen DICV's production ecosystem and support its focus on efficiency and quality. Sukumar K, CEO ' India & MEA, TVS Supply Chain Solutions, said We are pleased to extend our long-standing partnership with Daimler through this significant engagement. Our global experience with Daimler, combined with our expertise in in-plant logistics, automation-led operations, and real-time visibility solutions, positions us well to drive measurable efficiencies. We look forward to further strengthening their production ecosystem and supporting their commitment to world-class manufacturing. C. Muthu Maruthachalam, President & Chief Operating Officer, Daimler India Commercial Vehicles, said, Efficient in-plant logistics is vital to our production success. Partnering with TVS Supply Chain Solutions allows us to leverage their proven expertise and technology-driven approach to enhance our operational performance.' 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. On consolidated basis, the company's net profit jumped 67.6% to Rs 15.64 crore on 6% increase in net sales to Rs 2662.63 crore in Q2 FY26 over Q2 FY25.Powered by Capital Market - Live

2 months agoCapital Market - Live
Earnings
TVS Supply Chain Solutions consolidated net profit rises 67.63% in the September 2025 quarter

Net profit of TVS Supply Chain Solutions rose 67.63% to Rs 15.64 crore in the quarter ended September 2025 as against Rs 9.33 crore during the previous quarter ended September 2024. Sales rose 5.96% to Rs 2662.63 crore in the quarter ended September 2025 as against Rs 2512.88 crore during the previous quarter ended September 2024. ParticularsQuarter EndedSep. 2025Sep. 2024% Var. Sales2662.632512.88 6 OPM %6.826.72 - PBDT160.47157.40 2 PBT23.3217.83 31 NP15.649.33 68 Powered by Capital Market - Live

4 months agoCapital Market - Live

Frequently asked questions

Frequently asked questions

  1. What is the share price of TVS Supply Chain Solutions Ltd (TVSSCS) today?

    The share price of TVSSCS as on 2nd April 2026 is ₹99.64. The stock prices are volatile and keep changing through the day depending upon various factors and market conditions.

  2. What is the return on TVS Supply Chain Solutions Ltd (TVSSCS) share?

    The past returns of TVS Supply Chain Solutions Ltd (TVSSCS) share are
    • Past 1 week: 1.67%
    • Past 1 month: -11.04%
    • Past 3 months: -12.80%
    • Past 6 months: -21.77%
    • Past 1 year: -20.23%
    • Past 3 years: N/A%
    • Past 5 years: -50.43%

  3. What are the peers or stocks similar to TVS Supply Chain Solutions Ltd (TVSSCS)?
  4. What is the market cap of TVS Supply Chain Solutions Ltd (TVSSCS) share?

    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 Ltd (TVSSCS) is ₹4211.06 Cr as of 2nd April 2026.

  5. What is the 52 week high and low of TVS Supply Chain Solutions Ltd (TVSSCS) share?

    The 52-week high of TVS Supply Chain Solutions Ltd (TVSSCS) is ₹147 and the 52-week low is ₹90.32.

  6. What is the PE and PB ratio of TVS Supply Chain Solutions Ltd (TVSSCS) stock?

    The P/E (price-to-earnings) ratio of TVS Supply Chain Solutions Ltd (TVSSCS) is -309.86. The P/B (price-to-book) ratio is 2.29.

  7. Which sector does TVS Supply Chain Solutions Ltd (TVSSCS) belong to?

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

  8. How to buy TVS Supply Chain Solutions Ltd (TVSSCS) shares?

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