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TVTVSSCS

TVS Supply Q1 FY26 results (Apr–Jun 2025) and concall

Services · Concall AI · Call held 11 Aug 2025

TVS Supply Chain Solutions reported a strong Q1 FY26, marked by revenue growth and a significant swing to profitability, largely aided by a one-time gain from TVS ILP. The company initiated 'Project One' for structural transformation in the UK and Europe, expected to yield substantial cost savings. While the ISCS segment showed steady growth and margin improvement, the GFS segment continued to face macroeconomic pressures and freight rate volatility, impacting overall margins. Management remains confident in its strategic initiatives and growth trajectory towards its PBT targets.

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What they filed

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26
Revenue2,513 2,445 2,499 2,592
EBITDA190 151 169 177
Net profit11 -24 -4 71
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.