TVS Supply Chain Solutions Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TVS Supply Chain Solutions posted strong Q4 & FY26 financial results. FY26 revenue crossed ₹11,000 Cr (+10.1%), with adjusted PBT up 166% to ₹99.3 Cr. Q4 revenue hit a record ₹3,032 Cr (+21.3% YoY), driven by both segments. Integrated Supply Chain Solutions (ISCS) showed robust growth (+17.5% YoY), aided by new client wins and tech-led solutions. Global Forwarding Solutions (GFS) saw volumes surge (+34.8% YoY) in India, though global freight rates remain volatile. Management is optimistic about ISCS's double-digit growth and expects PBT to grow sequentially, aiming for 9.5-10% ISCS EBITDA margins. The company emphasizes client expansion and operational efficiency.