TVSSCS TVS Supply Q2 FY26 results (Jul–Sep 2025) and concall
TVS Supply Chain Solutions reported a strong Q2 FY26, marked by robust revenue and profit growth, particularly driven by its Integrated Supply Chain Solutions (ISCS) segment. Consolidated revenue grew 6% year-on-year to INR2662.6 crores, with PBT and PAT seeing significant increases of 30.8% and 54% respectively. While the Global Forwarding Solutions (GFS) segment faced macro headwinds, management expressed cautious optimism for its stabilization and continued focus on margin expansion across the business.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
What they filed
Q2 FY26: revenue up 6.0%, net profit up 45.5% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|
| Revenue | 2,513 | 2,445 | 2,499 | 2,592 | 2,663 +6% |
| EBITDA | 190 | 151 | 169 | 177 | 182 −4% |
| Net profit | 11 | -24 | -4 | 71 | 16 +45% |
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.
