TVS Supply Chain Solutions Q1 FY27 Revenue Rises 28.7% to ₹3,335 Crore
TVS Supply Chain Solutions reported Q1 FY27 revenue of ₹3,335 crore, up 28.7% YoY. Adjusted EBITDA increased by 34% to ₹232.2 crore, with margins at 7.0%. Adjusted PBT rose 70.7% to ₹32.1 crore. The company secured new business wins worth ₹543 crore and has an order pipeline of ₹7,500 crore.
The announcement details significant financial performance improvements, strategic acquisitions, and positive future outlook, which are material for investors and stakeholders.
The company reported strong year-on-year growth in revenue and profitability, with positive commentary on new business wins, segment performance, and a revised credit rating outlook.
TVS Supply Chain Solutions Limited (TVS SCS) announced its Q1 FY27 results, reporting a consolidated revenue of ₹3,335 crore, a significant 28.7% year-on-year (YoY) increase. This growth was driven by healthy new business wins totaling ₹543 crore and a 10% sequential revenue boost from existing core businesses. The India segment showed robust performance with a 44% YoY growth, where ISCS grew by 30% and GFS by 84% due to new business wins. The Rest of the World also contributed positively with a 23% YoY growth.
In the ISCS segment, EBITDA saw strong growth across all regions, attributed to revenue expansion and cost management. The GFS segment reported a remarkable 50.6% revenue growth and a 196% increase in Adjusted EBITDA YoY, highlighting effective execution, improved sourcing, and cost optimization. The company also completed the acquisition of Swamy & Sons 3PL, which has been accretive to its quarterly performance.
TVS SCS reported an Adjusted EBITDA of ₹232.2 crore in Q1 FY27, up from ₹173.3 crore in Q1 FY26, with margins improving by 30 basis points to 7.0%. Adjusted Profit Before Tax (PBT) grew by 70.7% YoY to ₹32.1 crore. The company's credit rating outlook has been revised from 'Ind AA Stable' to 'Ind AA Positive' by its rating agency.
TVS SCS maintains a healthy order pipeline exceeding ₹7,500 crore and expresses confidence in achieving mid-teen growth for FY27.
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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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