TVS Supply Chain Solutions Limited (NSE:TVSSCS) Just Released Its Yearly Results And Analysts Are Updating Their Estimates

Last week, you might have seen that TVS Supply Chain Solutions Limited (NSE:TVSSCS) released its annual result to the market. The early response was not positive, with shares down 2.3% to ₹126 in the past week. Revenues were in line with expectations, at ₹100b, while statutory losses ballooned to ₹0.31 per share. This is an important time for investors, as they can track a company's performance in its report, look at what expert is forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analyst is expecting for next year.

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Taking into account the latest results, the current consensus from TVS Supply Chain Solutions' sole analyst is for revenues of ₹111.5b in 2026. This would reflect a meaningful 12% increase on its revenue over the past 12 months. TVS Supply Chain Solutions is also expected to turn profitable, with statutory earnings of ₹1.70 per share. Yet prior to the latest earnings, the analyst had been anticipated revenues of ₹115.3b and earnings per share (EPS) of ₹2.80 in 2026. From this we can that sentiment has definitely become more bearish after the latest results, leading to lower revenue forecasts and a large cut to earnings per share estimates.

See our latest analysis for TVS Supply Chain Solutions

The analyst made no major changes to their price target of ₹136, suggesting the downgrades are not expected to have a long-term impact on TVS Supply Chain Solutions' valuation.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The analyst is definitely expecting TVS Supply Chain Solutions' growth to accelerate, with the forecast 12% annualised growth to the end of 2026 ranking favourably alongside historical growth of 5.8% per annum over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 11% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that TVS Supply Chain Solutions is expected to grow at about the same rate as 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. Sadly, they also downgraded their revenue forecasts, but the business is still expected to grow at roughly the same rate as the industry itself. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have analyst estimates for TVS Supply Chain Solutions going out as far as 2028, and you can see them free on our platform here.

You can also view our analysis of TVS Supply Chain Solutions' balance sheet, and whether we think TVS Supply Chain Solutions is carrying too much debt, for free on our platform here.

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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.