TVS Supply Chain Solutions Limited — PPTs, 13-11-2025: Investor Presentation

TVS Supply Chain Solutions delivered a strong Q2 FY26, with consolidated revenue up 6% YoY to ₹2,663 Cr. Adjusted Profit Before Tax (PBT) saw a robust 31.9% increase to ₹23 Cr, marking the best PBT since listing, and Profit After Tax (PAT) reached ₹16.3 Cr (+53.7% YoY). The Integrated Supply Chain Solutions (ISCS) segment was a key growth driver, with revenue up 8.4% and margin expansion to 8.7%. The Global Freight Solutions (GFS) segment showed early signs of stabilization despite macro challenges.

Growth is driven by focused execution, disciplined cost management, and strategic initiatives like 'Project One' in the UK/Europe. The company employs a '3C Approach' (Customer, Capabilities, Country) and 'ENCIRCLEMENT' strategy to boost customer wallet share. New business wins totaled ₹204 Cr in Q2 FY26, contributing to a robust pipeline of ₹6,200 Cr.

Management aims to sustain ISCS momentum, improve GFS profitability, and convert the strong pipeline into consistent growth. The company targets achieving 4% PBT by Q4 FY27, backed by improved cash discipline, with ₹105 Cr cash flow from operations in H1 FY26, and a leaner cost structure.