TVS Supply Chain Solutions Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TVS Supply Chain Solutions reported strong Q3 FY26 results with consolidated revenue up 11.1% YoY and adjusted EBITDA surging 31.2%, expanding margins to 7.3%. PBT turned profitable at INR25 crores from a loss last year. India's ISCS segment showed robust growth, while ISCS Europe recovered with margin expansion from Project One savings (INR50-60 crores in FY26, INR110-120 crores annualized). GFS revenue grew 19.3% YoY on significant volume uptick (ocean freight +29.6%, air freight +18.7%), despite freight rate pressure. Management is focused on profitable growth, aiming for 4% PBT margin for FY27, with the recent Swamy & Sons acquisition enhancing India's FMCG presence. The company expressed confidence in strengthening its financial profile.