TVSSCS

What TVS Supply promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 18 tracked 7 delivered 2 missed 9 open
  • IFM Profitability delivered said Q2 FY25 Promised: Run rate profitability by end of H2 FY25 / Q4 FY25 Q1 FY27: Remains achieved. No new updates.
  • North America Contract Revenue went quiet said Q2 FY25 Promised: USD 30 plus million annual billing from Q2 FY26 Q1 FY27: No mention of the contract. Continues to be ghosted.
  • PBT Margin delayed said Q2 FY25 Promised: 4% PBT margin on a USD 2.5 billion revenue base in the next three years Q1 FY27: Whether we will reach that 4% in this year-end, I would say it's our aspiration. But FY '28, definitely, we will be achieving our aspiration of 4%.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 18 tracked commitments for TVS Supply — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens