TVS Supply Chain Solutions Q2 FY27 Revenue surges 38.5% to ₹3,687 Cr, PAT up 123.9%
TVS Supply Chain Solutions reported Q2 FY27 revenue of ₹3,687 crore, up 38.5% YoY, and PAT of ₹37 crore, up 123.9%. H1 FY27 revenue was ₹7,022 crore, up 33.6%. ISCS revenue grew 24.8% and GFS revenue surged 79.1%. The company targets 20%+ revenue growth and doubling profits in FY27.
The significant increase in revenue and profit, coupled with strong growth in key business segments and positive forward-looking statements regarding future growth targets, is expected to have a high impact on investor sentiment and the company's valuation.
The company reported strong year-on-year growth in revenue, EBITDA, and PAT for both Q2 FY27 and H1 FY27, indicating a positive financial performance. Strategic initiatives and a robust business pipeline further support a positive outlook.
TVS Supply Chain Solutions Limited has reported a significant increase in its financial performance for the second quarter and first half of FY27. In Q2 FY27, the company's consolidated revenue grew by 38.5% year-on-year to ₹3,687 crore, with PAT (Profit After Tax) soaring by 123.9% to ₹37 crore. EBITDA also saw a substantial rise of 50.2% to ₹268 crore, and PBT (Profit Before Tax) increased by 107.6% to ₹51 crore.
For the first half of FY27 (H1 FY27), consolidated revenue reached ₹7,022 crore, a 33.6% increase compared to H1 FY26. EBITDA for H1 FY27 was ₹500 crore, up 42.2% year-on-year, and PBT increased by 91.4% to ₹83 crore.
The company highlighted strong growth across its business segments. The Integrated Supply Chain Solutions (ISCS) segment reported a 24.8% YoY revenue growth in Q2 FY27, reaching ₹2,488 crore, with EBITDA margins improving to 9.2%. The Global Forwarding Solutions (GFS) segment experienced a remarkable 79.1% YoY revenue growth, reaching ₹1,199 crore, with EBITDA surging by 218.9% and margins improving to 3.9%.
Geographically, India remained a strong performer with 64.1% YoY revenue growth in Q2 FY27. The company also emphasized strategic initiatives, including the acquisition of Swamy & Sons, a strategic MoU with Sankyu Corp. (Japan), and the ALA joint venture achieving EN9120:2018 warehouse certification. The business development pipeline stands at ₹8,200 crore, with a target of 20%+ revenue growth across both segments and a goal to double profits in 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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