TVS Supply Chain Solutions' Q1 FY 2026-27 Quarterly Results

Result Summary

• TVS Supply Chain Solutions Ltd reported a 10.1% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Jun (Q1 FY 2026-27). On a year-on-year (YoY) basis, it witnessed a growth of 28.7%.
• Its expenses for the quarter were up by 10.4% QoQ and 28.9% YoY.
• The net profit increased 22.4% QoQ and decreased 68.4% YoY.
• The earnings per share (EPS) of TVS Supply Chain Solutions Ltd stood at 0.47 during Q1 FY 2026-27.

Financial Statments for Q1 FY 2026-27

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

TVS Supply Chain Solutions Ltd is a leading integrated supply chain solutions provider operating primarily in the logistics and supply chain management industry. The company is part of the TVS Group, which has a significant presence in the automotive manufacturing and distribution sectors. TVS Supply Chain Solutions offers a wide range of services, including warehousing, transportation, and integrated supply chain management solutions tailored to meet the specific needs of its clients. The company leverages technology to enhance its service offerings and improve operational efficiency. Recent major developments in the industry, such as advancements in technology and increasing demand for streamlined logistics solutions, play a crucial role in the company's strategic growth initiatives. However, any recent specific developments related to the company itself are not available within the provided data set.

Revenue

In the first quarter of FY27, TVS Supply Chain Solutions Ltd reported a total income of ₹3348.83 crores. This represents a 10.1% increase compared to the previous quarter (Q4FY26), where the total income was ₹3042.67 crores. On a year-over-year basis, the total income increased by 28.7% from ₹2601.05 crores reported in Q1FY26. This significant increase in revenue indicates a strong growth trajectory for the company over the past year. The revenue growth can be attributed to the company's strategic focus on expanding its service offerings and possibly capitalizing on industry trends favoring efficient supply chain solutions.

Profitability

The company's profitability metrics for Q1FY27 show varied performance when compared to previous periods. The profit before tax (PBT) for Q1FY27 was ₹31.71 crores, marking a 38.6% increase from the ₹22.88 crores reported in Q4FY26. This is a significant improvement, especially when compared to Q1FY26, where a loss before tax of ₹73.76 crores was recorded. The profit after tax (PAT) for Q1FY27 was ₹22.48 crores, which is a 22.4% increase compared to the previous quarter's PAT of ₹18.36 crores. However, when compared to Q1FY26, the PAT declined by 68.4% from ₹71.16 crores. Additionally, the earnings per share (EPS) for Q1FY27 was ₹0.47, representing a 17.5% increase from the previous quarter but a 70.4% decrease on a year-over-year basis from ₹1.59 in Q1FY26. These figures demonstrate the company's profitability challenges and improvements over recent quarters.

Operating Metrics

In terms of operating metrics, the total expenses for Q1FY27 were reported at ₹3309.50 crores, which is a 10.4% increase from ₹2997.00 crores in Q4FY26 and a 28.9% increase from ₹2568.44 crores in Q1FY26. The tax expense for Q1FY27 was ₹9.65 crores, an increase of 31.3% from the previous quarter's tax of ₹7.35 crores, but a significant decrease of 70.1% from the ₹32.31 crores reported in Q1FY26. These operating metrics highlight the company's cost management and tax obligations over the specified periods. The increase in total expenses quarter-over-quarter and year-over-year suggests an expansion in operational activities. The tax expense variation reflects shifts in taxable income and tax planning strategies.