TVS Supply Chain Solutions Limited — PPTs, 10-02-2026: Investor Presentation

TVS Supply Chain Solutions (TVS SCS) delivered a strong Q3 FY26, with revenue jumping 11.1% YoY to Rs. 2,715.8 Cr. Adjusted EBITDA surged 31.2% YoY to Rs. 199.3 Cr, expanding margins to 7.3%. The company flipped to a profit before tax (PBT) of Rs. 24 Cr, a significant turnaround from last year's Rs. 16 Cr loss. India's strong performance, improved ISCS Europe profitability, and GFS recovery fueled this growth. For the 9M FY26, revenue increased 6.3% to Rs. 7,970.8 Cr, with Adj. EBITDA up 7.2% to Rs. 551.1 Cr, and PBT at Rs. 66 Cr.

Strategically, TVS SCS is driving profitable growth and operational efficiency. A key recent development is the Rs. 88 Cr acquisition of Swamy & Sons 3PL, boosting FMCG supply chain capabilities and market presence in India. This move is expected to enhance EBITDA, PBT, and RoCE. New business wins in Q3 hit Rs. 319 Cr, backed by a robust Rs. 6,300 Cr pipeline.

Management's outlook points to continued strong growth in India and North America, alongside efforts to expand customer relationships and drive efficiencies in Europe. The company targets a medium-term PBT margin of 4%.