TVS Supply Chain Solutions（543965）株式概要TVS Supply Chain Solutions Limitedはインドで統合サプライチェーン・ソリューションを提供している。 詳細543965 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績2/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より20.6%で取引されている 今年は黒字化を達成 リスク分析財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る543965 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW485,257 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG485,257 investors already sharing narrativesYour Fair Value₹Current Price₹138.3567.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b132b2016201920222025202620282031Revenue ₹132.3bEarnings ₹1.4bAdvancedSet Fair ValueView all narrativesTVS Supply Chain Solutions Limited 競合他社Transport Corporation of IndiaSymbol: NSEI:TCIMarket cap: ₹71.6bBlue Dart ExpressSymbol: BSE:526612Market cap: ₹116.4bSindhu Trade LinksSymbol: BSE:532029Market cap: ₹38.3bGateway DistriparksSymbol: NSEI:GATEWAYMarket cap: ₹29.4b価格と性能株価の高値、安値、推移の概要TVS Supply Chain Solutions過去の株価現在の株価₹138.3552週高値₹146.3052週安値₹90.60ベータ0.921ヶ月の変化3.25%3ヶ月変化19.90%1年変化3.25%3年間の変化n/a5年間の変化n/aIPOからの変化-31.15%最新ニュースReported Earnings • Jul 15Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull 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 13Now 21% undervaluedOver 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 08Investor 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.お知らせ • May 26TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 05, 2026TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 05, 2026.Reported Earnings • May 26Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull 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.お知らせ • May 19TVS Supply Chain Solutions Limited to Report Q4, 2026 Results on May 25, 2026TVS Supply Chain Solutions Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 25, 2026最新情報をもっと見るRecent updatesReported Earnings • Jul 15Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull 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 13Now 21% undervaluedOver 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 08Investor 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.お知らせ • May 26TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 05, 2026TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 05, 2026.Reported Earnings • May 26Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull 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.お知らせ • May 19TVS Supply Chain Solutions Limited to Report Q4, 2026 Results on May 25, 2026TVS Supply Chain Solutions Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 25, 2026Valuation Update With 7 Day Price Move • Feb 17Investor 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 11Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.お知らせ • Feb 05TVS Supply Chain Solutions Limited to Report Q3, 2026 Results on Feb 10, 2026TVS Supply Chain Solutions Limited announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 15Second quarter 2026 earnings: EPS misses analyst expectationsSecond 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.お知らせ • Nov 07TVS Supply Chain Solutions Limited to Report Q2, 2026 Results on Nov 13, 2025TVS Supply Chain Solutions Limited announced that they will report Q2, 2026 results on Nov 13, 2025New Risk • Aug 09New major risk - Financial positionThe 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.お知らせ • Aug 04TVS Supply Chain Solutions Limited to Report Q1, 2026 Results on Aug 08, 2025TVS Supply Chain Solutions Limited announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • Jul 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull 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 16Now 22% overvalued after recent price riseOver 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%.お知らせ • Jun 13Tvs Supply Chain Solutions Limited Announces Resignation of Ravi Prakash Bhagavathula as Head of Strategic Initiatives, Senior Management Personnel, Effective June 16, 2025TVS 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.お知らせ • May 29TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 13, 2025TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 13, 2025.Reported Earnings • May 29Full year 2025 earnings: EPS and revenues miss analyst expectationsFull 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.お知らせ • May 22TVS Supply Chain Solutions Limited to Report Q4, 2025 Results on May 28, 2025TVS Supply Chain Solutions Limited announced that they will report Q4, 2025 results on May 28, 2025お知らせ • Mar 27+ 1 more updateTVS Supply Chain Solutions Limited Announces CFO ChangesThe Board of Directors of TVS Supply Chain Solutions Limited ("Company"), after taking into account the recommendations of the Nomination & Remuneration Committee and Audit Committee, has appointed Mr. R Vaidhyanathan, who is currently the Deputy Global CFO of the Company as the Chief Financial Officer of the Company with effect from April 1, 2025. Mr. Ravi Prakash Bhagavathula, the current Chief Financial Officer of the Company, will move to a new role within TVS SCS group, as Head of Strategic Initiatives based out of Singapore, and will consequently cease to be the Chief Financial Officer of the Company from March 31, 2025. Mr. R. Vaidhyanathan is a member of the Institute of Chartered Accountants of India and has completed a Post-Graduate Programme in Management from the Indian School of Business, Hyderabad. Mr. R. Vaidhyanathan joined the Company in January 2019 and handled multiple roles in Finance function. With a career spanning more than two decades, Mr. R. Vaidhyanathan has rich experience in driving cost efficiencies, financial & process controls, digitalization, automation and has driven significant transformation. Prior to joining the Company, Mr. R. Vaidhyanathan had worked in Murugappa Group and Sanmar Group. The board of directors, in a meeting held on March 26, 2025, approved the appointment. Vaidhyanathan will be based out of Chennai and will report to Ravi Viswanathan, Managing Director. Vaidhyanathan is a member of the Institute of Chartered Accountants of India and holds a Postgraduate Program in Management from the Indian School of Business, Hyderabad.お知らせ • Mar 18TVS Supply Chain Solutions Limited Announces Resignation of Andrew Jones, CEO, Europe of TVS Supply Chain Solutions Limited, UK, Effective May 31, 2025TVS 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 11Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird 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.お知らせ • Feb 04TVS Supply Chain Solutions Limited to Report Q3, 2025 Results on Feb 10, 2025TVS Supply Chain Solutions Limited announced that they will report Q3, 2025 results on Feb 10, 2025Reported Earnings • Nov 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond 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.お知らせ • Oct 31TVS Supply Chain Solutions Limited to Report Q2, 2025 Results on Nov 11, 2024TVS Supply Chain Solutions Limited announced that they will report Q2, 2025 results on Nov 11, 2024お知らせ • Jul 24TVS Supply Chain Solutions Limited to Report Q1, 2025 Results on Jul 30, 2024TVS Supply Chain Solutions Limited announced that they will report Q1, 2025 results on Jul 30, 2024Reported Earnings • Jul 21Full year 2024 earnings: EPS misses analyst expectationsFull 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.お知らせ • Jul 18TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 09, 2024TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 09, 2024, at 15:00 Indian Standard Time.お知らせ • Jul 04TVS Supply Chain Solutions Limited Announces Retirement of Suresh Ramani as Chief Transformation OfficerTVS 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 28Full year 2024 earnings: EPS misses analyst expectationsFull 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.お知らせ • May 19TVS Supply Chain Solutions Limited to Report Q4, 2024 Results on May 27, 2024TVS Supply Chain Solutions Limited announced that they will report Q4, 2024 results on May 27, 2024Reported Earnings • Feb 07Third 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.お知らせ • Jan 26TVS Supply Chain Solutions Limited to Report Q3, 2024 Results on Feb 05, 2024TVS Supply Chain Solutions Limited announced that they will report Q3, 2024 results on Feb 05, 2024Buying Opportunity • Nov 20Now 20% undervaluedThe 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.お知らせ • Oct 28TVS Supply Chain Solutions Limited to Report Q2, 2024 Results on Nov 06, 2023TVS Supply Chain Solutions Limited announced that they will report Q2, 2024 results on Nov 06, 2023お知らせ • Oct 01Lingotto 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 12First 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).お知らせ • Sep 02TVS Supply Chain Solutions Limited to Report Q1, 2024 Results on Sep 11, 2023TVS Supply Chain Solutions Limited announced that they will report Q1, 2024 results on Sep 11, 2023お知らせ • Sep 01TVS Supply Chain Solutions Limited Announces Directorate ChangesTVS 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 24Less than half of directors are independentThere 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.株主還元543965IN LogisticsIN 市場7D-2.3%-1.9%0.8%1Y3.2%-8.7%-1.2%株主還元を見る業界別リターン: 543965過去 1 年間で-8.7 % の収益を上げたIndian Logistics業界を上回りました。リターン対市場: 543965過去 1 年間で-1.2 % の収益を上げたIndian市場を上回りました。価格変動Is 543965's price volatile compared to industry and market?543965 volatility543965 Average Weekly Movement6.4%Logistics Industry Average Movement6.2%Market Average Movement6.1%10% most volatile stocks in IN Market9.1%10% least volatile stocks in IN Market3.8%安定した株価: 543965 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 543965の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト200416,601Vikas Chadhawww.tvsscs.comTVS Supply Chain Solutions Limited はインドで統合サプライチェーン・ソリューションを提供している。同社は統合サプライチェーン・ソリューション部門とネットワーク・ソリューション部門を通じて事業を展開している。統合サプライチェーン・ソリューション部門は、ソーシング、調達、総合輸送、物流オペレーションセンター、工場内物流オペレーション、完成品、アフターマーケット・フルフィルメント、サプライチェーンコンサルティングサービスから成る。ネットワーク・ソリューション部門は、海上、航空、陸上、倉庫、港湾保管、付加価値サービスにおけるエンド・ツー・エンドの貨物輸送と物流を行う。この部門はまた、統合されたファイナルマイル・ソリューション、ループ・ロジスティクス、スペア・ロジスティクス、ブレークフィックス、改修、エンジニアリング・サポート、宅配便、委託管理サービスも提供している。TVS Supply Chain Solutions Limitedは自動車、産業、消費者、ハイテク、インフラ、鉄道、公益事業、ヘルスケアセクターにサービスを提供している。同社は以前はTVS Logistics Services Limitedとして知られていたが、2019年11月にTVS Supply Chain Solutions Limitedに社名を変更した。TVS Supply Chain Solutions Limitedは2004年に法人化され、インドのチェンナイに本社を置いている。もっと見るTVS Supply Chain Solutions Limited 基礎のまとめTVS Supply Chain Solutions の収益と売上を時価総額と比較するとどうか。543965 基礎統計学時価総額₹61.14b収益（TTM）₹1.14b売上高(TTM)₹110.03b53.5xPER（株価収益率0.6xP/Sレシオ543965 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計543965 損益計算書（TTM）収益₹110.03b売上原価₹93.43b売上総利益₹16.60bその他の費用₹15.45b収益₹1.14b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.59グロス・マージン15.08%純利益率1.04%有利子負債／自己資本比率53.8%543965 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/16 06:32終値2026/07/16 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TVS Supply Chain Solutions Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Lalit DeoEquirus Securities Private LimitedJainam ShahEquirus Securities Private Limited
Reported Earnings • Jul 15Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull 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 13Now 21% undervaluedOver 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 08Investor 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.
お知らせ • May 26TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 05, 2026TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 05, 2026.
Reported Earnings • May 26Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull 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.
お知らせ • May 19TVS Supply Chain Solutions Limited to Report Q4, 2026 Results on May 25, 2026TVS Supply Chain Solutions Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 25, 2026
Reported Earnings • Jul 15Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull 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 13Now 21% undervaluedOver 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 08Investor 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.
お知らせ • May 26TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 05, 2026TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 05, 2026.
Reported Earnings • May 26Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull 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.
お知らせ • May 19TVS Supply Chain Solutions Limited to Report Q4, 2026 Results on May 25, 2026TVS 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 17Investor 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 11Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.
お知らせ • Feb 05TVS Supply Chain Solutions Limited to Report Q3, 2026 Results on Feb 10, 2026TVS Supply Chain Solutions Limited announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 15Second quarter 2026 earnings: EPS misses analyst expectationsSecond 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.
お知らせ • Nov 07TVS Supply Chain Solutions Limited to Report Q2, 2026 Results on Nov 13, 2025TVS Supply Chain Solutions Limited announced that they will report Q2, 2026 results on Nov 13, 2025
New Risk • Aug 09New major risk - Financial positionThe 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.
お知らせ • Aug 04TVS Supply Chain Solutions Limited to Report Q1, 2026 Results on Aug 08, 2025TVS Supply Chain Solutions Limited announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • Jul 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull 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 16Now 22% overvalued after recent price riseOver 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%.
お知らせ • Jun 13Tvs Supply Chain Solutions Limited Announces Resignation of Ravi Prakash Bhagavathula as Head of Strategic Initiatives, Senior Management Personnel, Effective June 16, 2025TVS 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.
お知らせ • May 29TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 13, 2025TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 13, 2025.
Reported Earnings • May 29Full year 2025 earnings: EPS and revenues miss analyst expectationsFull 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.
お知らせ • May 22TVS Supply Chain Solutions Limited to Report Q4, 2025 Results on May 28, 2025TVS Supply Chain Solutions Limited announced that they will report Q4, 2025 results on May 28, 2025
お知らせ • Mar 27+ 1 more updateTVS Supply Chain Solutions Limited Announces CFO ChangesThe Board of Directors of TVS Supply Chain Solutions Limited ("Company"), after taking into account the recommendations of the Nomination & Remuneration Committee and Audit Committee, has appointed Mr. R Vaidhyanathan, who is currently the Deputy Global CFO of the Company as the Chief Financial Officer of the Company with effect from April 1, 2025. Mr. Ravi Prakash Bhagavathula, the current Chief Financial Officer of the Company, will move to a new role within TVS SCS group, as Head of Strategic Initiatives based out of Singapore, and will consequently cease to be the Chief Financial Officer of the Company from March 31, 2025. Mr. R. Vaidhyanathan is a member of the Institute of Chartered Accountants of India and has completed a Post-Graduate Programme in Management from the Indian School of Business, Hyderabad. Mr. R. Vaidhyanathan joined the Company in January 2019 and handled multiple roles in Finance function. With a career spanning more than two decades, Mr. R. Vaidhyanathan has rich experience in driving cost efficiencies, financial & process controls, digitalization, automation and has driven significant transformation. Prior to joining the Company, Mr. R. Vaidhyanathan had worked in Murugappa Group and Sanmar Group. The board of directors, in a meeting held on March 26, 2025, approved the appointment. Vaidhyanathan will be based out of Chennai and will report to Ravi Viswanathan, Managing Director. Vaidhyanathan is a member of the Institute of Chartered Accountants of India and holds a Postgraduate Program in Management from the Indian School of Business, Hyderabad.
お知らせ • Mar 18TVS Supply Chain Solutions Limited Announces Resignation of Andrew Jones, CEO, Europe of TVS Supply Chain Solutions Limited, UK, Effective May 31, 2025TVS 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 11Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird 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.
お知らせ • Feb 04TVS Supply Chain Solutions Limited to Report Q3, 2025 Results on Feb 10, 2025TVS Supply Chain Solutions Limited announced that they will report Q3, 2025 results on Feb 10, 2025
Reported Earnings • Nov 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond 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.
お知らせ • Oct 31TVS Supply Chain Solutions Limited to Report Q2, 2025 Results on Nov 11, 2024TVS Supply Chain Solutions Limited announced that they will report Q2, 2025 results on Nov 11, 2024
お知らせ • Jul 24TVS Supply Chain Solutions Limited to Report Q1, 2025 Results on Jul 30, 2024TVS Supply Chain Solutions Limited announced that they will report Q1, 2025 results on Jul 30, 2024
Reported Earnings • Jul 21Full year 2024 earnings: EPS misses analyst expectationsFull 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.
お知らせ • Jul 18TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 09, 2024TVS Supply Chain Solutions Limited, Annual General Meeting, Aug 09, 2024, at 15:00 Indian Standard Time.
お知らせ • Jul 04TVS Supply Chain Solutions Limited Announces Retirement of Suresh Ramani as Chief Transformation OfficerTVS 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 28Full year 2024 earnings: EPS misses analyst expectationsFull 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.
お知らせ • May 19TVS Supply Chain Solutions Limited to Report Q4, 2024 Results on May 27, 2024TVS Supply Chain Solutions Limited announced that they will report Q4, 2024 results on May 27, 2024
Reported Earnings • Feb 07Third 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.
お知らせ • Jan 26TVS Supply Chain Solutions Limited to Report Q3, 2024 Results on Feb 05, 2024TVS Supply Chain Solutions Limited announced that they will report Q3, 2024 results on Feb 05, 2024
Buying Opportunity • Nov 20Now 20% undervaluedThe 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.
お知らせ • Oct 28TVS Supply Chain Solutions Limited to Report Q2, 2024 Results on Nov 06, 2023TVS Supply Chain Solutions Limited announced that they will report Q2, 2024 results on Nov 06, 2023
お知らせ • Oct 01Lingotto 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 12First 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).
お知らせ • Sep 02TVS Supply Chain Solutions Limited to Report Q1, 2024 Results on Sep 11, 2023TVS Supply Chain Solutions Limited announced that they will report Q1, 2024 results on Sep 11, 2023
お知らせ • Sep 01TVS Supply Chain Solutions Limited Announces Directorate ChangesTVS 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 24Less than half of directors are independentThere 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.
