TVS Supply Chain Solutions Limited — Investor Meet, 18-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

TVS Supply Chain reported Q1 FY26 revenue of ₹2,592.3 Cr, up 2.1% YoY. Adjusted EBITDA was ₹173.3 Cr (6.7% margin), showing recovery. PAT was ₹71.2 Cr, significantly boosted by a ₹177 Cr profit from TVS ILP. The company is executing 'Project One' for ₹110-₹120 Cr annualized cost savings (₹50-₹60 Cr in FY26), incurring a one-time ₹91 Cr restructuring cost. They target 4% PBT by Q4 FY27, expecting mid-teens revenue growth, despite GFS segment volatility. Management expressed confidence in strategic actions and a strong ₹5,300 Cr order pipeline.