TVS Supply Chain Solutions Limited — PPTs, 09-08-2025: Investor Presentation

Here's a summary of the Q1 FY26 earnings presentation:

**Financial Highlights:**

Revenue grew 2.1% YoY to ₹2,592 Cr. Adjusted EBITDA declined 6.5% to ₹173 Cr (6.7% margin), impacted by ₹53.3 Cr one-time restructuring costs and ₹38 Cr non-cash impairment. PBT surged to ₹196 Cr, significantly boosted by a ₹177 Cr share of profit from the TVS ILP InvIT.

**Strategic Initiatives & Growth Drivers:**

Company integrated UK & Europe ISCS/IFM businesses under "Project One" for efficiency, targeting ₹110-120 Cr annualized savings. Strategic investment in TVS ILP delivered strong value, transferring 11M sq. ft. to an InvIT. Segment reporting realigned for clarity.

**Business Developments:**

New business wins totaled ₹124 Cr in Q1, supported by a robust ₹5,300 Cr business development pipeline, reflecting consistent customer acquisition.

**Market Position & Competitive Advantage:**

An asset-light model with a global footprint, TVS SCS leverages proprietary technology for end-to-end supply chain (ISCS) and forwarding (GFS) solutions. It maintains long-term customer relationships, including 91 Fortune 500 clients, targeting wallet share expansion.

**Investor Implications:**

The TVS ILP InvIT gain showcases successful asset monetization. Project One's restructuring, despite short-term costs, aims for long-term margin expansion. Investors should monitor ongoing macroeconomic pressures on the GFS segment.