TVS Supply Chain Solutions Q4 FY26 Earnings Call Transcript Released
TVS Supply Chain Solutions reported a record Q4 FY26 revenue of ₹3,032 crores, up 21.3% YoY. FY26 revenue crossed ₹11,000 crores with 10.1% growth. Adjusted EBITDA for FY26 was ₹773 crores, up 14.5%. The company completed the acquisition of Swamy & Sons 3PL. New business wins in Q4 were ₹523.7 crores.
The announcement includes record financial results, a significant acquisition, and positive future outlook which are material information for investors and stakeholders.
The company reported record quarterly revenue, strong year-on-year growth in both revenue and EBITDA, and completion of a strategic acquisition, indicating positive financial performance and future growth prospects.
TVS Supply Chain Solutions Limited has released the transcript of its earnings call held on May 26, 2026, to discuss the financial results for the quarter and year ended March 31, 2026. The call featured insights from Managing Director Mr. Ravi Viswanathan, Global CEO Mr. Vikas Chadha, and Global CFO Mr. R. Vaidhyanathan.
During the call, the company highlighted a strong turnaround for FY26, crossing ₹11,000 crores in revenue with a 10.1% growth rate and achieving an adjusted profit before tax of ₹99.3 crores, a significant improvement from ₹37.3 crores in FY25. The ISCS segment revenue grew by 9.6%, driven by strong performance in India and a turnaround in Europe, while the GFS segment revenue grew by 11.4%, aided by significant growth in India volumes despite global freight rate pressures.
For Q4 FY26, consolidated revenue grew by 21.3% year-on-year to ₹3,032 crores, marking a quarterly record. The ISCS segment showed a strong year-on-year growth of 17.5%, and the GFS segment grew by 34.8% year-on-year, primarily due to India ocean freight volumes. Adjusted EBITDA for Q4 FY26 was ₹222 crores, a 37.5% increase year-on-year, with margins improving to 7.3%. For the full year, adjusted EBITDA stood at ₹773 crores, a 14.5% increase. The company also completed the acquisition of Swamy & Sons 3PL, strengthening its capabilities in the FMCG sector in India.
Management expressed confidence in sustained growth, emphasizing a tech-led approach, deep customer relationships, and diversification across regions. The company is focused on profitable growth, aiming for EBITDA margins in the early teens in the medium term, with ISCS margins targeted between 9.5% to 10% and GFS margins potentially moving closer to 5-6.5%. New business wins in Q4 FY26 were a record ₹523.7 crores, representing 21% of Q4 FY25 revenue, and the order pipeline remains robust at ₹6,100 crores.
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TVS Supply Chain Solutions Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. 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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