TVS Supply Chain Solutions Q4FY26 Revenue Surges 21.3% to ₹11,003 Crore, Profit Jumps 72%
TVS Supply Chain Solutions reported Q4 FY26 revenue of ₹3,032 Crore, up 21.3% YoY. FY26 revenue reached ₹11,003 Crore, a 10.1% increase. Adjusted PBT grew 72.2% YoY to ₹30.9 Crore in Q4 FY26 and 166.4% YoY to ₹99.3 Crore for FY26. New business wins were ₹524 Crore in Q4. Acquisition of Swamy & Sons concluded in May 2026.
The significant revenue and profit growth, coupled with strategic acquisitions and positive future outlook, are material events that will likely have a high impact on investor perception and the company's stock.
The company reported strong year-on-year growth in revenue, profit before tax, and adjusted EBITDA for both the quarter and the full year. The successful acquisition and positive outlook contribute to a positive sentiment.
TVS Supply Chain Solutions Limited announced its financial results for the fourth quarter and full year ended March 31, 2026. The company reported a consolidated revenue of ₹3,032.2 Crore for Q4 FY26, a significant increase of 21.3% year-on-year and 11.7% quarter-on-quarter. For the full fiscal year FY26, revenue grew by 10.1% to ₹11,003 Crore.
The company's profit before tax (PBT) also saw substantial growth. In Q4 FY26, Adjusted PBT rose by 72.2% to ₹30.9 Crore compared to ₹18.0 Crore in Q4 FY25. For the full year, Adjusted PBT increased by 166.4% to ₹99.3 Crore from ₹37.3 Crore in FY25. Profit After Tax (PAT) for FY26 stood at ₹117 Crore, marking a turnaround from a loss in the previous year.
The Integrated Supply Chain Solutions (ISCS) segment delivered strong performance with revenue growing 17.3% year-on-year in India and 15.7% quarter-on-quarter, supported by new business wins. The Global Forwarding Solutions (GFS) segment posted a robust year-on-year revenue growth of 34.8%, driven by a recovery in freight volumes in India.
Adjusted EBITDA for Q4 FY26 grew by 37.5% year-on-year to ₹222.0 Crore, with margins improving by 80 basis points to 7.3%. For the full year, Adjusted EBITDA increased by 14.5% to ₹773.0 Crore.
The company highlighted strong new business wins, amounting to ₹524 Crore in Q4 FY26 and ₹1,207 Crore for the full year, representing 21.0% of Q4 FY25 revenue and 12.1% of FY25 revenue, respectively. The acquisition of Swamy & Sons was concluded in May 2026, which is expected to accelerate India's growth trajectory and be margin accretive.
Looking ahead, TVS Supply Chain Solutions is focused on improving its margin trajectory, steady cash generation, and leveraging technology, including AI and robotics, in its operations. The company has also filed a patent for its ‘Unified Logistics Platform’.
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