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TVS Supply share price & results

TVS Supply· Services

Results to
Jun 2026
Latest analysed call
Q1 FY27
Ownership as of
Sept 2026

India's largest integrated supply chain solutions provider, active in 26 countries across 4 continents.

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Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue3,335 ₹ crore+28.7% YoYQuarterly, as filedQuarter to Jun 2026Revenue from operations as filed.
Operating margin7.0 %0.0 pts YoYOperating profit / revenueQuarter to Jun 2026For the quarter; a change is in percentage points.
Net profit22.0 ₹ crore−69.0% YoYQuarterly, as filedQuarter to Jun 2026Profit after tax as filed.
Return on equity3.64 %+10.5 ptsFY Mar 2026 vs FY Mar 2025Trailing twelve monthsTTM to Jun 2026Adjusted profit attributable to owners ÷ average owners’ equity.
Free cash flow margin4.37 %−0.7 ptsFY Mar 2026 vs FY Mar 2025Fiscal yearFY ending Mar 2026(Operating cash flow − fixed-asset purchases + disposals) ÷ revenue.
Revenue growth (YoY)16.89 %+1.4 ptsFY Mar 2026 vs FY Mar 2025Trailing twelve monthsTTM to Jun 2026Revenue change against the same period one year earlier.

Source: Inve data from filed results; ratios from the Screener-verified panel · to Jun 2026

Guidance

What management said, and what became of it

7 of 9 judged targets kept · 9 open · verdicts reflect calls analysed to Q1 FY27.

TVS Supply management guidance track record on Inve: 18 targets tracked across analysed earnings calls (7 achieved, 2 missed, 9 open).

TargetOriginal wordingSaidLatest callVerdict
IFM ProfitabilityRun rate profitability by end of H2 FY25 / Q4 FY25
Call transcript, Q2 FY25 · 12 Nov 2024		Q2 FY25Q1 FY27:Remains achieved. No new updates.
Call transcript, Q1 FY27 · 11 Aug 2026		Achieved
North America Contract RevenueUSD 30 plus million annual billing from Q2 FY26
Call transcript, Q2 FY25 · 12 Nov 2024		Q2 FY25Q1 FY27:No mention of the contract. Continues to be ghosted.
Call transcript, Q1 FY27 · 11 Aug 2026		Ghosted
PBT Margin4% PBT margin on a USD 2.5 billion revenue base in the next three years
Call transcript, Q2 FY25 · 12 Nov 2024		Q2 FY25Q1 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%.
Call transcript, Q1 FY27 · 11 Aug 2026		Delayed

Source: Inve Guidance Tracker for TVS Supply · to Q1 FY27

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

2 of TVS Supply's 18 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 15 more targets are in the full ledger.

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Price

₹111.3 +0.71% · +₹0.78

Last close 27 Oct 2026 · NSE · INR · Source: Inve

Performance −12.8% 1Y

₹100₹120₹140Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Oct 26Q2 FY26 — 14 Nov 2025Q3 FY26 — 11 Feb 2026Q4 FY26 — 26 May 2026Q1 FY27 — 11 Aug 2026

1Y: ₹127.59 on 24 Oct 2025 → ₹111.3. High ₹141.66 (10 Jul 2026), low ₹90.97 (30 Mar 2026).

Previous close
₹110.52
Market cap
₹4.9k Cr
52-week range
₹90.97 – ₹141.66
One year
−12.62%
Price to earnings (TTM to Jun 2026)
69.88×
Return on equity (TTM to Jun 2026)
3.64%

Overview

Symbol
NSE:TVSSCS
Sector
Services
Exchange
NSE
Currency
INR

What TVS Supply does

Based on the company's own presentations, annual report and earnings calls.

TVS Supply Chain Solutions Limited, part of the TVS Mobility Group, is a tech-driven, asset-light integrated supply chain company that plans, manages and executes physical logistics on behalf of manufacturing, retail, technology, healthcare and public-sector customers. It earns fees for sourcing and procurement, inbound and in-plant logistics (line-side delivery, kitting, sub-assembly), warehousing and finished-goods/aftermarket spares fulfilment, and for arranging ocean, air, road and rail freight and customs clearance as a non-asset-owning forwarder. Its operations span owned and managed warehouse space, in-plant facilities inside customer factories, and a network of freight and courier partners across India, North America, Europe and Asia Pacific.

Segments

  • ISCS (Integrated Supply Chain Solutions)
  • GFS (Global Forwarding Solutions)
Global warehouse space under management
25.1 million sq. ft.
Countries of operation
26 countries across 4 continents (India, Europe, North America, Asia Pacific & Oceania)
Permanent employees
16,500+
Fortune Global 500 customers served
100
Total active customers served
6,200+
Warehouse space in India
19.6 million sq. ft.
Company website

How the price took the results

close before → close after

Q1 FY27
−1.8%
11 Aug
Q4 FY26
+2.1%
26 May
Q3 FY26
+13.7%
11 Feb
Q2 FY26
−2.2%
14 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

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