TVS Supply Chain Solutions Q1 Results: Profit Rises to ₹71.16 Crore, Revenue Marginally Up

TVS Supply Chain Solutions reported a Q1 profit of ₹71.16 crore, up from ₹7.47 crore in the same period last year. Revenue from operations marginally increased to ₹2,592.31 crore. The company consolidated its Integrated Final Mile business into the Integrated Supply Chain Solutions segment in the UK and European markets to meet growing customer demand. The strong order pipeline of ₹5,300 crore drives the outlook for the current financial year.

TVS Supply Chain Solutions Limited (TVS SCS), a leading global supply chain services provider, reported robust financial performance for the first quarter of fiscal year 2026 (Q1 FY26). The company's net profit surged to ₹71.16 crore, marking a significant 984.28% increase from ₹7.47 crore in the same period last year [1][2][3][4].

Revenue from operations marginally increased to ₹2,592.31 crore, a 2.1% year-on-year growth from ₹2,539.39 crore in Q1 FY25 [1][2][3][4]. The company's adjusted EBITDA for Q1 FY26 was ₹172.01 crore, reflecting a 10.0% increase from ₹156.41 crore in Q4 FY25 [1]. Profit before tax (excluding exceptional items and joint venture contributions) grew 37.4% to ₹17.53 crore from ₹12.76 crore in Q1 FY25 [1].

The company's share of profit from TVS ILP (Industrial and Logistics Park), in which it holds a 25.2% stake, was ₹177.23 crore during Q1 FY26. This was subsequent to the transfer of 11 million sq ft of warehouse space as part of the Infrastructure Investment Trust (InVIT) listing [1][2][3][4].

TVS SCS also integrated its Integrated Final Mile (IFM) business into the Integrated Supply Chain Solutions (ISCS) segment across the UK and Europe. This move aims to strengthen the company's end-to-end service capabilities, streamline operations, reduce duplication, and enhance margins [1][2][3][4].

Ravi Viswanathan, Managing Director of TVS Supply Chain Solutions Ltd, commented, "We have entered FY26 with a strong focus on operational excellence, customer engagement, and value creation. The integration in Europe and the UK is delivering synergies and improving execution. Together with our targeted business development initiatives, we are well-positioned to capture emerging opportunities and respond to evolving customer needs."

R Vaidhyanathan, Global Chief Financial Officer, added, "Our first-quarter performance reflects improved profitability and disciplined execution. Cost optimisation measures across geographies support margin gains. The restructuring in the UK and Europe will create sustainable operating leverage and strengthen long-term margins. We remain committed to progressive improvement in profitability through FY26 and beyond."

The strong order pipeline of ₹5,300 crore drives an optimistic outlook for the current financial year [1][2][3][4].

References:
[1] https://themachinemaker.com/news/tvs-scs-posts-q1-fy26-net-profit-of-71-16-cr/
[2] https://www.business-standard.com/companies/quarterly-results/tvs-supply-chain-solutions-q1-results-profit-rises-to-71-16-crore-125081000364_1.html
[3] https://www.business-standard.com/markets/capital-market-news/tvs-supply-chain-solutions-consolidated-net-profit-rises-984-28-in-the-june-2025-quarter-125080900184_1.html
[4] https://www.outlookbusiness.com/corporate/tvs-supply-chain-solutions-clocks-q1-profit-after-tax-at-rs-7116-cr