TVS Supply Chain Solutions has reported a robust financial performance for Q4 FY26 and the full year, with consolidated revenue growing 21.3% YoY in the final quarter and 10.1% for the full year. The company crossed INR 11,000 crore in annual revenue, driven by strong business wins and improved operational efficiency. Adjusted EBITDA for the year grew by 14.5%, reflecting the success of strategic cost-takeout initiatives.
Fiscal Performance Highlights
For the quarter ending March 31, 2026, TVS Supply Chain Solutions recorded revenue of INR 3,032 crore, representing a 21.3% year-over-year increase. Profitability also saw significant gains, with profit rising to INR 30.9 crore in Q4 FY26, a 72% growth compared to the same period in the previous year. For the full FY26, the company achieved an operational profit of INR 99.3 crore, marking a substantial 166% growth over FY25.
Segment and Operational Drivers
The company’s performance was bolstered by a strong momentum in the Integrated Supply Chain Solutions (ISCS) segment, which saw margin expansion and a 29.2% YoY growth in adjusted EBITDA during the final quarter. The Global Forwarding Solutions (GFS) segment also demonstrated resilience, posting a robust 34.8% revenue growth on a YoY basis, driven by a sharp rebound in Indian freight volumes despite challenging global conditions.
Strategic Growth and Future Outlook
TVS Supply Chain Solutions successfully secured INR 1,207 crore in new business wins throughout FY26, representing 12% of the previous year’s revenue. The company now services 100 Fortune 500 customers and continues to expand its technological capabilities, having recently applied for a patent for its Unified Logistics Platform. With an active business development pipeline of INR 6,100 crore, the company is well-positioned for sustainable growth as it enters FY27.
Source: BSE
