TVS Supply Chain Solutions Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

TVS Supply Chain Solutions Limited (NSE:TVSSCS) missed earnings with its latest quarterly results, disappointing overly-optimistic forecasts. Results showed a clear earnings miss, with ₹25b revenue coming in 3.9% lower than what the analystexpected. Statutory earnings per share (EPS) of ₹0.21 missed the mark badly, arriving some 65% below what was expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analyst is forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimate to see what could be in store for next year.

See our latest analysis for TVS Supply Chain Solutions

Taking into account the latest results, the most recent consensus for TVS Supply Chain Solutions from sole analyst is for revenues of ₹105.7b in 2025. If met, it would imply a meaningful 9.0% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to leap 167% to ₹1.80. Yet prior to the latest earnings, the analyst had been anticipated revenues of ₹106.4b and earnings per share (EPS) of ₹3.05 in 2025. So there's definitely been a decline in sentiment after the latest results, noting the pretty serious reduction to new EPS forecasts.

Despite cutting their earnings forecasts,the analyst has lifted their price target 8.2% to ₹212, suggesting that these impacts are not expected to weigh on the stock's value in the long term.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that TVS Supply Chain Solutions' rate of growth is expected to accelerate meaningfully, with the forecast 19% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 2.2% over the past year. Compare this with other companies in the same industry, which are forecast to grow their revenue 12% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analyst also expect TVS Supply Chain Solutions to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that the analyst downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analyst believes the intrinsic value of the business is likely to improve over time.

With that in mind, we wouldn't be too quick to come to a conclusion on TVS Supply Chain Solutions. Long-term earnings power is much more important than next year's profits. At least one analyst has provided forecasts out to 2027, which can be seen for free on our platform here.

However, before you get too enthused, we've discovered 1 warning sign for TVS Supply Chain Solutions that you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.