Reported Earnings • Jul 15
Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2026 results: EPS: ₹2.59 (up from ₹0.31 loss in FY 2025). Revenue: ₹110.0b (up 10% from FY 2025). Net income: ₹1.14b (up ₹1.28b from FY 2025). Profit margin: 1.0% (up from net loss in FY 2025). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 24%. Buy Or Sell Opportunity • Jul 13
Now 21% undervalued Over the last 90 days, the stock has risen 26% to ₹138. The fair value is estimated to be ₹175, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Meanwhile, the company has become profitable. Valuation Update With 7 Day Price Move • Jun 08
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹130, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 30x in the Logistics industry in India. Total loss to shareholders of 1.7% over the past year. Ankündigung • May 26
TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 05, 2026 TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 05, 2026. Reported Earnings • May 26
Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2026 results: EPS: ₹2.59 (up from ₹0.31 loss in FY 2025). Revenue: ₹110.4b (up 11% from FY 2025). Net income: ₹1.14b (up ₹1.28b from FY 2025). Profit margin: 1.0% (up from net loss in FY 2025). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Logistics industry in India. Ankündigung • May 19
TVS Supply Chain Solutions Limited to Report Q4, 2026 Results on May 25, 2026 TVS Supply Chain Solutions Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 25, 2026 Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹127, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 27x in the Logistics industry in India. Total loss to shareholders of 3.9% over the past year. Reported Earnings • Feb 11
Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2026 results: EPS: ₹0.24 (up from ₹0.56 loss in 3Q 2025). Revenue: ₹27.2b (up 11% from 3Q 2025). Net income: ₹107.2m (up ₹353.7m from 3Q 2025). Profit margin: 0.4% (up from net loss in 3Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 66%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Logistics industry in India. Ankündigung • Feb 05
TVS Supply Chain Solutions Limited to Report Q3, 2026 Results on Feb 10, 2026 TVS Supply Chain Solutions Limited announced that they will report Q3, 2026 results on Feb 10, 2026 Reported Earnings • Nov 15
Second quarter 2026 earnings: EPS misses analyst expectations Second quarter 2026 results: EPS: ₹0.35 (up from ₹0.21 in 2Q 2025). Revenue: ₹26.7b (up 6.4% from 2Q 2025). Net income: ₹156.4m (up 68% from 2Q 2025). Profit margin: 0.6% (up from 0.4% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Logistics industry in India. Ankündigung • Nov 07
TVS Supply Chain Solutions Limited to Report Q2, 2026 Results on Nov 13, 2025 TVS Supply Chain Solutions Limited announced that they will report Q2, 2026 results on Nov 13, 2025 New Risk • Aug 09
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.1x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risk Large one-off items impacting financial results. Ankündigung • Aug 04
TVS Supply Chain Solutions Limited to Report Q1, 2026 Results on Aug 08, 2025 TVS Supply Chain Solutions Limited announced that they will report Q1, 2026 results on Aug 08, 2025 Reported Earnings • Jul 24
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: ₹0.31 loss per share (improved from ₹1.62 loss in FY 2024). Revenue: ₹100.0b (up 8.6% from FY 2024). Net loss: ₹135.9m (loss narrowed 80% from FY 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Logistics industry in India. Buy Or Sell Opportunity • Jun 16
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 9.3% to ₹143. The fair value is estimated to be ₹118, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 20%. Ankündigung • Jun 13
Tvs Supply Chain Solutions Limited Announces Resignation of Ravi Prakash Bhagavathula as Head of Strategic Initiatives, Senior Management Personnel, Effective June 16, 2025 TVS Supply Chain Solutions Limited announced that Mr. Ravi Prakash Bhagavathula, Head of Strategic Initiatives, Senior Management Personnel, has vide letter dated May 29, 2025 tendered his resignation and he will be relieved
from the duties with effect from close of business hours of June 16, 2025. Ankündigung • May 29
TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 13, 2025 TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 13, 2025. Reported Earnings • May 29
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: ₹0.31 loss per share (improved from ₹1.62 loss in FY 2024). Revenue: ₹100.3b (up 9.0% from FY 2024). Net loss: ₹135.9m (loss narrowed 80% from FY 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Logistics industry in India. Ankündigung • May 22
TVS Supply Chain Solutions Limited to Report Q4, 2025 Results on May 28, 2025 TVS Supply Chain Solutions Limited announced that they will report Q4, 2025 results on May 28, 2025 Ankündigung • Mar 18
TVS Supply Chain Solutions Limited Announces Resignation of Andrew Jones, CEO, Europe of TVS Supply Chain Solutions Limited, UK, Effective May 31, 2025 TVS Supply Chain Solutions Limited informed that Mr. Andrew Jones, CEO, Europe of TVS Supply Chain Solutions Limited, UK, Senior Management Personnel has vide letter dated November 13, 2024 tendered his resignation and he will be relieved from the duties with effect from close of business hours of May 31, 2025. Date of cessation: May 31, 2025. Reported Earnings • Feb 11
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third quarter 2025 results: ₹0.56 loss per share (down from ₹0.22 profit in 3Q 2024). Revenue: ₹24.4b (up 10.0% from 3Q 2024). Net loss: ₹246.5m (down 358% from profit in 3Q 2024). Revenue missed analyst estimates by 8.2%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Logistics industry in India. Ankündigung • Feb 04
TVS Supply Chain Solutions Limited to Report Q3, 2025 Results on Feb 10, 2025 TVS Supply Chain Solutions Limited announced that they will report Q3, 2025 results on Feb 10, 2025 Reported Earnings • Nov 12
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second quarter 2025 results: EPS: ₹0.21 (up from ₹0.74 loss in 2Q 2024). Revenue: ₹25.4b (up 12% from 2Q 2024). Net income: ₹93.3m (up ₹402.1m from 2Q 2024). Profit margin: 0.4% (up from net loss in 2Q 2024). Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) also missed analyst estimates by 65%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Logistics industry in India. Ankündigung • Oct 31
TVS Supply Chain Solutions Limited to Report Q2, 2025 Results on Nov 11, 2024 TVS Supply Chain Solutions Limited announced that they will report Q2, 2025 results on Nov 11, 2024 Ankündigung • Jul 24
TVS Supply Chain Solutions Limited to Report Q1, 2025 Results on Jul 30, 2024 TVS Supply Chain Solutions Limited announced that they will report Q1, 2025 results on Jul 30, 2024 Reported Earnings • Jul 21
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: ₹1.62 loss per share (down from ₹1.19 profit in FY 2023). Revenue: ₹92.0b (down 7.9% from FY 2023). Net loss: ₹684.4m (down 250% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Logistics industry in India. Ankündigung • Jul 18
TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 09, 2024 TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 09, 2024, at 15:00 Indian Standard Time. Ankündigung • Jul 04
TVS Supply Chain Solutions Limited Announces Retirement of Suresh Ramani as Chief Transformation Officer TVS Supply Chain Solutions Limited announced that Mr. Suresh Ramani, Chief Transformation Officer, a Senior Management Personnel of the company has retired from services of the Company, with effect from June 30, 2024. Reported Earnings • May 28
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: ₹1.62 loss per share (down from ₹1.04 profit in FY 2023). Revenue: ₹92.5b (down 9.6% from FY 2023). Net loss: ₹684.4m (down 272% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Logistics industry in India. Ankündigung • May 19
TVS Supply Chain Solutions Limited to Report Q4, 2024 Results on May 27, 2024 TVS Supply Chain Solutions Limited announced that they will report Q4, 2024 results on May 27, 2024 Reported Earnings • Feb 07
Third quarter 2024 earnings released: EPS: ₹0.22 (vs ₹0.42 in 3Q 2023) Third quarter 2024 results: EPS: ₹0.22 (down from ₹0.42 in 3Q 2023). Revenue: ₹22.2b (down 8.8% from 3Q 2023). Net income: ₹95.6m (down 40% from 3Q 2023). Profit margin: 0.4% (down from 0.7% in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in India. Ankündigung • Jan 26
TVS Supply Chain Solutions Limited to Report Q3, 2024 Results on Feb 05, 2024 TVS Supply Chain Solutions Limited announced that they will report Q3, 2024 results on Feb 05, 2024 Buying Opportunity • Nov 20
Now 20% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be ₹264, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last year. Meanwhile, the company became loss making. Ankündigung • Oct 28
TVS Supply Chain Solutions Limited to Report Q2, 2024 Results on Nov 06, 2023 TVS Supply Chain Solutions Limited announced that they will report Q2, 2024 results on Nov 06, 2023 Ankündigung • Oct 01
Lingotto Opportunity Fund LLP entered into a definitive agreement to acquire 4.5% stake in TVS Industrial & Logistics Parks Private Limited from TVS Supply Chain Solutions Limited (NSEI:TVSSCS) for approximately INR 500 million. Lingotto Opportunity Fund LLP entered into a definitive agreement to acquire 4.5% stake in TVS Industrial & Logistics Parks Private Limited from TVS Supply Chain Solutions Limited (NSEI:TVSSCS) for approximately INR 500 million on September 28, 2023. TVS Industrial & Logistics Parks Private Limited reported Net income of INR 48 million and Total Common equity of INR 911 million in FY 2023. Transaction is expected to complete on September 29, 2023. Reported Earnings • Sep 12
First quarter 2024 earnings released: ₹1.69 loss per share (vs ₹0.48 profit in 1Q 2023) First quarter 2024 results: ₹1.69 loss per share (down from ₹0.48 profit in 1Q 2023). Revenue: ₹23.6b (down 13% from 1Q 2023). Net loss: ₹655.4m (down 472% from profit in 1Q 2023). Ankündigung • Sep 02
TVS Supply Chain Solutions Limited to Report Q1, 2024 Results on Sep 11, 2023 TVS Supply Chain Solutions Limited announced that they will report Q1, 2024 results on Sep 11, 2023 Ankündigung • Sep 01
TVS Supply Chain Solutions Limited Announces Directorate Changes TVS Supply Chain Solutions Limited at its board meeting held on August 29, 2023, approved Appointment of Mr. R Dinesh Executive Vice Chairman as Chairman (in executive capacity) of the Company with effect from close of business hours on August 29, 2023. Cessation of Mr. S Mahalingam from the position of Chairman and Independent Director of the Company with effect from close of business hours on August 29, 2023, pursuant to completion of his tenure as Independent Director. Resignation of Mr. S Ravichandran, from the position of Non-Executive Director with effect from close of business hours on August 29, 2023. Board Change • Aug 24
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Tarun Khanna was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. 
