TVS Supply Chain Solutions Limited — PPTs, 23-02-2026: Investor Presentation

TVS Supply Chain Solutions (TVSSCS) delivered a strong Q3 FY26, with revenue up 11.1% YoY to 2,716 Cr and Adjusted EBITDA soaring 31.2% to 199 Cr. For the first nine months of FY26, revenue reached 7,971 Cr (+6.3% YoY) and Adj EBITDA hit 551 Cr (+7.2% YoY). Profit Before Tax (PBT) improved significantly to 24 Cr in Q3 from a loss last year. The Integrated Supply Chain Solutions (ISCS) segment drove margin expansion, while Global Forwarding Solutions (GFS) posted robust double-digit growth.

The company is executing its '3C Approach' focused on deepening customer relationships, enhancing capabilities with technology, and expanding its global footprint, including through inorganic opportunities. A notable recent development is the acquisition of S&S3PL for 88 Cr, strengthening TVSSCS's presence in India's FMCG/FMCD sector. The company also secured high-profile customer wins in Q3 FY26 and maintains a strong business development pipeline valued at 6,300 Cr. Management aims for a medium-term PBT margin of 4% and expects strong FY26 growth, particularly from North America and operational improvements in India.