TVS Supply Chain Solutions Limited has reported a robust performance for the first quarter of FY27, with consolidated revenue growing by 29% year-on-year to ₹3,335.2 crore. The company achieved an adjusted EBITDA of ₹232.2 crore, a 34% increase from the previous year. New business wins were also strong, totaling ₹543 crore, underscoring strategic growth initiatives and operational efficiency.
TVS Supply Chain Solutions Reports Strong Q1 FY27 Performance
TVS Supply Chain Solutions Limited has announced its financial results for the first quarter ended June 30, 2026, showcasing significant growth across key metrics. The company reported a consolidated revenue of ₹3,335.2 crore, marking a substantial 29% increase year-on-year from ₹2,592.3 crore in Q1 FY26. Sequentially, revenue grew by 10% compared to Q4 FY26. This performance was driven by double-digit growth in both the Integrated Supply Chain Solutions (ISCS) and Global Forwarding Solutions (GFS) segments.
Key Financial Highlights
The adjusted EBITDA for the quarter stood at ₹232.2 crore, representing a 34% growth compared to ₹173.3 crore in Q1 FY26. The EBITDA margin improved by 30 basis points to 7%. Adjusted Profit Before Tax (PBT) surged by 70.7% to ₹32.1 crore, up from ₹18.8 crore in the prior year quarter.
Profit After Tax (PAT) for Q1 FY27 was ₹22.5 crore. Excluding an InvIT gain from Q1 FY26, the operational PAT showed a significant year-on-year growth of 156%.
Segmental Performance
The ISCS segment achieved revenue of ₹2,417 crore, a 21.9% increase year-on-year, fueled by new business wins. The GFS segment reported a revenue of ₹918 crore, a strong 50.6% growth year-on-year, primarily driven by increased ocean freight volumes in India.
New Business Wins and Strategic Initiatives
The company secured new business wins amounting to ₹543 crore in Q1 FY27, a record high for a single quarter, representing 21% of quarterly revenue. This momentum is supported by a robust order pipeline of over ₹7,500 crore.
TVS Supply Chain Solutions also completed the acquisition of Swamy & Sons 3PL in Q1 and announced a joint venture with ALA Group to expand its footprint in defense and aerospace supply chain solutions. The company continues to invest in technology, including AI and robotics, and has implemented Oracle ERP for its India ISCS business to enhance operational efficiency.
Outlook
Management expressed confidence in a strong and reliable growth trajectory for FY27, focusing on market position enhancement, operational resilience, and deepening customer relationships.
Source: BSE
