Concalls & earnings callsTVS Supply Chain Solutions Limited

Every summarised call, newest first. Latest is Q1 FY27, held 11 Aug 2026.

Latest quarter

Q1 FY27 snapshot

TVSSCS delivered record quarterly revenue and new business wins, with both segments showing strong growth and a clear path to improved profitability.

Metric	This quarter	Change
Consolidated Revenue	₹3,335.2 Cr	28.7%
Adjusted EBITDA	₹232.2 Cr	34%
Adjusted EBITDA Margin	7%	30 bps
Adjusted PBT	₹32.1 Cr	70.7%

Latest guidance

Aspire to grow revenues by mid-teen growth for the full year.
ISCS margins expected to sequentially improve, targeting 9% in Q2 and 9.5%-10% by Q4.
Aspire to reach a 4% PBT margin, potentially in FY28.
Expect GFS EBITDA margins to remain around 4.1% and target reaching 5%.
Defence & Aerospace JV revenue to commence in H2 FY27.
Expect order pipeline conversion rate of 20-25% over the next 12-18 months.
H2 is typically stronger than H1 for the business.

Said on the Q1 FY27 call.

Filed results

From filed quarterly results. YoY and QoQ compare each metric on the same accounting basis.

Quarter	Revenue	Net profit (PAT)	Basic EPS
Q3 FY25	₹2,444.62 Cr+10% YoY-2.7% QoQ	₹-23.80 CrTurned loss-making YoYTurned loss-making QoQ	₹-0.56Turned negative YoYTurned negative QoQ
Q2 FY25	₹2,512.88 Cr+11% YoY-1% QoQ	₹10.61 CrTurned profitable YoY+42% QoQ	₹0.21Turned positive YoY+40% QoQ
Q1 FY25	₹2,539.39 Cr+8.4% YoY+4.7% QoQ	₹7.47 CrTurned profitable YoY+38.8% QoQ	₹0.15Turned positive YoY+50% QoQ
Q4 FY24	₹2,426.31 Cr— YoY+9.2% QoQ	₹5.38 Cr— YoY-46.1% QoQ	₹0.10— YoY-54.5% QoQ
Q3 FY24	₹2,221.84 Cr— YoY-1.8% QoQ	₹9.99 Cr— YoYTurned profitable QoQ	₹0.22— YoYTurned positive QoQ

Call history