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TVS Supply Chain Solutions Limited — Investor Meet, 10-02-2025: Analysts/Institutional Investor Meet/Con. Call Updates
**Financial Performance:** TVS Supply Chain Solutions reported Q3 FY25 revenues of ₹2,445 Cr, reflecting a 10% increase year-over-year, despite a challenging holiday season. Adjusted EBITDA fell to ₹150 Cr, down 13.4% from ₹174 Cr in Q3 FY24, with margins dipping to 6.1%. For the nine-month period, revenues reached ₹7,497 Cr, up 10.7%, but there was a slight decline in adjusted EBITDA to ₹511 Cr.
**Future Outlook and Growth Drivers:** Management expressed optimism regarding long-term growth, driven by a robust order pipeline worth ₹4,500 Cr and a notable new business win of ₹231 Cr in Q3. They anticipate improved operational performance in FY26, particularly with a major project in the UK expected to go live by Q1 FY26.
**Order Book and Operational Updates:** There are expected delays in project execution due to festive season impacts, with some operational improvements anticipated as new customer onboarding happens. The management is focused on streamlining processes and enhancing efficiency.
**Analyst Q&A Insights:** Analysts sought clarification on profitability concerns, particularly regarding upcoming projects. Management identified external factors such as the holiday season's impact on volumes and the conclusion of a significant defense contract, while also highlighting cost control measures. They remain confident in their competitive position despite market pressures.
**Strategic Focus Areas:** TVS is focused on enhancing customer relationships and expanding service offerings. They are leveraging digital transformations and operational efficiencies to better meet market demands and drive growth.
**Investor Insight:** The company showcases solid fundamentals with a promising growth trajectory despite current challenges. The resilience demonstrated in revenue growth and confident management outlook suggest a favorable market position, aligning with a bullish stance for investor consideration.