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TVS Supply Q3 FY26 results (Oct–Dec 2025) and concall

Services · Concall AI · Call held 11 Feb 2026

TVS Supply Chain Solutions reported a strong Q3 FY26, marked by double-digit revenue growth of 11.1% and significant adjusted EBITDA expansion of 31.2% YoY. The company's PBT turned profitable, improving from a loss of INR15 crores to a profit of INR25 crores. Both ISCS and GFS segments contributed to this growth, with ISCS showing strong profitability and GFS benefiting from volume rebound in India despite global freight pressures. The acquisition of Swamy & Sons is expected to strengthen the FMCG presence.

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What they filed

Q3 FY26: revenue up 11.1%, net profit up 145.8% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue2,513 2,445 2,499 2,592 2,663 +6%2,716 +11%
EBITDA190 151 169 177 182 −4%206 +36%
Net profit11 -24 -4 71 16 +45%11 +146%
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.