TVS SCS Q1 FY27 Revenue Up 28.7% YoY to ₹3,335 Cr; Adj. EBITDA Grows 34%
TVS Supply Chain Solutions reported Q1 FY27 consolidated revenue of ₹3,335.2 crore, up 28.7% YoY. Adjusted EBITDA grew 34% to ₹232.2 crore, and Adjusted PBT rose 70.7% to ₹32.1 crore. The company secured record new business wins of ₹543 crore, with an order pipeline of over ₹7,500 crore.
The announcement details significant financial growth across key metrics and substantial new business wins, which are material factors for investors and stakeholders, indicating a high impact on the company's valuation and future outlook.
The company reported strong year-on-year growth in revenue, Adjusted EBITDA, and Adjusted PBT, along with record new business wins and a robust order pipeline, indicating positive financial performance and future prospects.
TVS Supply Chain Solutions Limited (TVS SCS) announced its unaudited financial results for the first quarter of FY27, ended June 30, 2026. The company reported a strong start to the fiscal year with consolidated revenue growing by 28.7% year-on-year to ₹3,335.2 crore, up from ₹2,592.3 crore in Q1 FY26. This growth was driven by record quarterly new business wins amounting to ₹543 crore, continued momentum in the Integrated Supply Chain Solutions (ISCS) segment, higher volumes, improved margins in the Global Forwarding Solutions (GFS) segment, and robust growth in its India business.
Adjusted EBITDA saw a significant increase of 34% year-on-year, reaching ₹232.2 crore from ₹173.3 crore in the prior year quarter. Adjusted Profit Before Tax (PBT) also rose substantially by 70.7% to ₹32.1 crore, compared to ₹18.8 crore in Q1 FY26. The company's India revenue demonstrated strong performance, growing by 43.9% year-on-year to ₹997.7 crore from ₹693.6 crore.
The ISCS segment revenue grew by 21.9% year-on-year, while the GFS segment revenue increased by 50.6% year-on-year, aided by higher volumes. The GFS segment also saw a significant improvement in profitability, with EBITDA margins expanding from 2.1% to 4.1%.
Vikas Chadha, Managing Director of TVS SCS, commented that the company has made a strong start to FY27, with an order pipeline exceeding ₹7,500 crore providing strong visibility for future growth. He expressed confidence in delivering mid-teen growth in FY27. R Vaidhyanathan, Global Chief Financial Officer, highlighted the continued improvement in the quality of earnings, driven by operating leverage and disciplined cost management. During the quarter, India Ratings revised the company's credit outlook to Ind AA/Positive.
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