View ValuationTVS Supply Chain Solutions 将来の成長Future 基準チェック /06現在、 TVS Supply Chain Solutionsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Logistics 収益成長30.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示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. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、TVS Supply Chain Solutions は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測BSE:543965 - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2026110,0301,1434,6827,463N/A12/31/2025104,696920N/AN/AN/A9/30/2025101,9845667,1909,351N/A6/30/2025100,486503N/AN/AN/A3/31/202599,957-1364,9686,720N/A12/31/202499,232-45N/AN/AN/A9/30/202497,0042971,9252,992N/A6/30/202494,505-105N/AN/AN/A3/31/202492,000-684401,276N/A12/31/202393,363-871N/AN/AN/A9/30/202394,879-7953,3774,863N/A6/30/202399,023-218N/AN/AN/A3/31/202399,9444575,8827,337N/A12/31/2022104,0826847,4498,843N/A9/30/2022104,2894614,6416,106N/A6/30/202298,052-226N/AN/AN/A3/31/202292,498-4825,0456,210N/A3/31/202169,336-7195,9567,121N/A3/31/202066,045-1,9246591,903N/A3/31/201967,79936N/A3,722N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 543965の予測収益成長が 貯蓄率 ( 6.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 543965の収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 543965の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 543965の収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 543965の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 543965の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance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
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.