TVS Supply Chain Solutions announced its financial results for the second quarter and first half of FY27. The company reported a significant 38.5% year-over-year increase in revenue for Q2 FY27, reaching Rs. 3,687 crore. EBITDA also saw a substantial 50.2% jump to Rs. 268 crore. These strong financial highlights reflect the company’s robust performance and growth initiatives across its segments.
TVS Supply Chain Solutions Reports Strong Q2 FY27 Performance
TVS Supply Chain Solutions has released its financial results for the second quarter ended September 30, 2026, showcasing robust growth across key financial metrics. The company reported a consolidated revenue from operations of Rs. 3,687 crore, marking a substantial 38.5% increase compared to the same quarter in the previous fiscal year (Q2 FY26). This growth was driven by strong performance across both its Integrated Supply Chain Solutions (ISCS) and Global Forwarding Solutions (GFS) segments.
EBITDA and Profitability Surge
Further highlighting its positive financial trajectory, TVS Supply Chain Solutions achieved an EBITDA of Rs. 268 crore in Q2 FY27, a significant 50.2% year-over-year increase from Rs. 178 crore in Q2 FY26. The EBITDA margin improved to 7.3% from 6.7% in the prior year. Profit Before Tax (PBT) also saw a remarkable 116.9% jump to Rs. 50.6 crore. Profit After Tax (PAT) grew by an impressive 123.9% to Rs. 36.5 crore.
Half-Yearly Performance Reflects Growth Momentum
For the first half of FY27 (H1 FY27), the company’s revenue from operations stood at Rs. 7,022 crore, a 33.6% increase compared to H1 FY26. EBITDA for the half-year grew by 42.2% to Rs. 500 crore, with margins improving to 7.1% from 6.7%. PAT for H1 FY27 was Rs. 59 crore, reflecting a significant 134.7% increase, underscoring the company’s sustained growth and improved profitability.
Segmental and Geographic Performance
The ISCS segment revenue grew by 24.8% YoY to Rs. 2,488 crore in Q2 FY27, with EBITDA increasing by 31.2% to Rs. 228 crore. The GFS segment demonstrated accelerated growth, with revenue up by 79.1% YoY to Rs. 1,199 crore, and EBITDA surging by 218.9% to Rs. 47 crore. Geographically, India revenue for Q2 FY27 grew by 64.1% YoY in ISCS and 135.8% YoY in GFS. Rest of the World (RoW) revenue also showed strong growth, with a 29.0% YoY increase overall.
Business Development and Outlook
The company highlighted a robust business development pipeline of Rs. 8,200 crore and a new business revenue of Rs. 523 crore in Q2 FY27, representing 19.7% of Q2 FY26 revenue. This indicates strong future growth prospects. The leadership expressed confidence in achieving 20%+ revenue growth across both segments in the coming period, supported by ongoing strategic initiatives and technological advancements.
Source: BSE
