TVS Supply Chain Q4 FY26 Revenue up 21.3% to ₹3,032 Cr; Full Year Revenue Crosses ₹11,000 Cr
TVS Supply Chain Solutions reported Q4 FY26 consolidated revenue of ₹3,032 crore, a 21.3% YoY increase. Full-year revenue crossed ₹11,000 crore, up 10.1%. Adjusted EBITDA grew 37.5% YoY to ₹222 crore in Q4. PAT for FY26 was ₹117 crore compared to a loss in FY25. Vikas Chadha appointed MD from July 1, 2026.
The announcement details strong financial performance with significant revenue and profit growth, exceeding the previous year's results and crossing a major revenue milestone. The appointment of a new Managing Director is also a material event for the company's future direction. These factors have a substantial impact on investor perception and the company's valuation.
The company reported strong double-digit growth in revenue, EBITDA, and profitability for both the quarter and the full year. Key financial metrics like revenue, EBITDA, and PAT showed significant year-on-year improvements, indicating a positive financial performance. The increase in Fortune Global 500 customers and new business wins further supports the positive sentiment.
TVS Supply Chain Solutions Limited (TVS SCS) announced strong financial results for the fourth quarter and full year ended March 31, 2026. The company reported a consolidated revenue from operations growth of 21.3% year-on-year, reaching ₹3,032 crore in Q4 FY26. For the full year, revenue crossed the ₹11,000 crore milestone, growing by 10.1% to ₹11,002.97 crore. The company's India business demonstrated robust growth, with revenue increasing by 31.4% year-on-year in Q4 FY26.
Adjusted EBITDA saw a significant rise of 37.5% year-on-year to ₹221.98 crore in Q4 FY26, and for the full year, it grew by 14.48% to ₹773.05 crore. Adjusted Profit Before Tax (PBT) before exceptional items increased by 72.1% year-on-year to ₹30.92 crore in the quarter and grew sharply to ₹99.28 crore for the full year, up from ₹37.26 crore in FY25. Profit After Tax (PAT) for the full year stood at ₹117 crore, a significant improvement from a loss of ₹9.6 crore in FY25. The company also reported Q4 PAT at ₹18.36 crore against a loss of ₹3.92 crore in Q4 FY25.
New business wins for the quarter stood at ₹524 crore. The number of Fortune Global 500 customers increased from 91 to 100. Ravi Viswanathan, Managing Director, highlighted the resilience of the business model and disciplined execution, with the India business showing strong sequential growth of 14.9%. R Vaidhyanathan, Global Chief Financial Officer, noted an operating cash flow of ₹243 crore for FY26 and improved ISCS business EBITDA margins from 8.5% to 9.3% year-on-year.
In a significant management change, the board noted the resignation of Ravi Viswanathan as Managing Director, effective June 30, 2026. Vikas Chadha, currently Global CEO, has been appointed as the new Managing Director, effective July 1, 2026.
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TVS Supply Chain Solutions Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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