TVS SCS Q2 FY27: Revenue Up 38%, PAT Grows 124% to ₹36.5 Cr
TVS SCS reported a 38% YoY revenue growth to ₹3,687.2 crore in Q2 FY27. EBITDA rose 50.2% to ₹268.1 crore, and PAT grew 124% to ₹36.5 crore. For H1 FY27, revenue increased 33.6% to ₹7,022.4 crore, with PBT at ₹82.7 crore. The company targets over 20% revenue growth and doubling profits in FY27.
The announcement details strong financial performance with substantial growth in key metrics like revenue and profit, alongside positive management outlook and future growth targets, which are material to investors.
The company reported significant year-on-year growth in revenue, EBITDA, PBT, and PAT, along with margin improvements. Management commentary expresses confidence in future growth and profitability.
TVS Supply Chain Solutions Limited (TVS SCS) announced its unaudited consolidated financial results for the quarter ended September 30, 2026 (Q2 FY27) and the first half of FY2027, reporting a strong performance across all geographies.
Consolidated revenue from operations grew by 38% year-on-year to ₹3,687.2 crore in Q2 FY27, up from ₹2,662.6 crore in Q2 FY26. EBITDA saw a significant increase of 50.2% year-on-year, reaching ₹268.1 crore, with EBITDA margins improving to 7.3% from 6.7% in the same quarter last year. Profit before tax (PBT) more than doubled, rising 108% to ₹50.6 crore from ₹24.4 crore, while Profit after tax (PAT) increased by 124% to ₹36.5 crore, compared to ₹16.3 crore in the corresponding quarter of the previous year.
For the first half of FY27 (H1 FY27), consolidated revenue grew by 33.6% to ₹7,022.4 crore from ₹5,254.9 crore in H1 FY26. EBITDA for H1 FY27 increased by 42.2% to ₹500.3 crore, with margins improving to 7.1%. PBT for H1 FY27 stood at ₹82.7 crore, a growth of 91.4% compared to H1 FY26.
Key highlights for Q2 FY27 include a 24.8% revenue growth in Integrated Supply Chain Solutions (ISCS) to ₹2,487.9 crore and a 79.1% increase in Global Forwarding Solutions (GFS) revenue to ₹1,199.3 crore. ISCS EBITDA margin expanded by 50 bps to 9.2%, while GFS EBITDA margin improved significantly by 170 bps to 3.9%. The India Geography business revenue grew by 64.1% to ₹1,177.4 crore. The order pipeline for the quarter grew to ₹8,200 crore, with new business revenue at ₹523 crore.
Mr. Vikas Chadha, Managing Director, TVS SCS, commented that the performance is a result of growth and optimization initiatives, with broad-based revenue growth across regions and segments. He highlighted the achievement of surpassing ₹500 crore in quarterly new business revenue and noted that the company is targeting over 20% revenue growth across both segments and aiming to double profits in FY27. Mr. R. Vaidhyanathan, Global Chief Financial Officer, emphasized the improvement in the quality of earnings and expressed confidence in accelerating profitable growth.
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