TVS Supply Chain Solutions Limited — PPTs, 25-05-2026: Investor Presentation

TVS Supply Chain (TVSCS) crushed Q4 FY26! 🚀 Revenue soared 21.3% YoY, hitting INR 3,032 Cr. Profit more than doubled, up 72% YoY to INR 30.9 Cr. Full year FY26 saw revenue top INR 11,000 Cr (+10.1% YoY) with PAT turning positive at INR 117 Cr.

Growth was fueled by a robust INR 524 Cr in new business wins this quarter. India's ISCS segment jumped 17.3% YoY, while Global Forwarding (GFS) surged 34.8% YoY on strong volumes. Cost optimization via 'Project One' improved margins.

TVSCS acquired Swamy & Sons, boosting India's growth. They're embracing AI/robotics, even patenting a 'Unified Logistics Platform'. A massive INR 6,100 Cr business development pipeline signals future strength. Management targets sustained growth, better margins, and strong cash flow from FY27. Solid execution all around! 📈