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128.302 days ago
130.362 days ago
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Tvs Supply Chain Solution Ltd Stock performance
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KEY OBSERVATIONS

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noteAnnual Revenue,rose 8.36%, in the last year to ₹10,028.88 Cr. Its sector's average revenue growth for the last fiscal year was 13.47%.
noteAnnual Net Profit,rose 86.57% in the last year to ₹13.59 Cr. Its sector's average net profit growth for the last fiscal year was 5.11%.
noteQuarterly Revenue,rose 2.08% YoY to ₹2,601.05 Cr. Its sector's average revenue growth YoY for the quarter was 6.69%.
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About TVS Supply Chain Solutions Limited

TVS Supply Chain Solutions Limited (TVS SCS) is an India-based multinational and tech-led, asset-light integrated supply chain solutions provider with over 20 years of operations across India, Europe, North America, and Asia-Pacific, serving 6,200+ customers globally in FY 2025. It pioneered the supply chain solutions market in India and is part of the TVS Mobility Group, leveraging deep domain expertise and technology to deliver customised end-to-end solutions from sourcing to consumption across industries such as automotive, FMCG, retail, engineering, electronics, telecom, renewables, and healthcare. As of March 31, 2025, TVS SCS managed 24.7 million sq. ft. of global warehouse space across four continents and operated 441 warehouses, with consolidated revenue from operations of Rs 9,995.72 crore and total income of Rs 10,028.88 crore in FY 2025, turning to a consolidated PBT of Rs 29.36 crore from a loss in the previous year. The company had 61 subsidiaries (including step-down subsidiaries) and 1 joint venture as on March 31, 2025; during FY 2025, five dormant step-down subsidiaries were closed and one step-down subsidiary in North America was incorporated, while a scheme of merger for certain subsidiaries was filed with NCLT on March 31, 2025. Key milestones in FY 2025 included Rs 1,009 crore of new organic business wins, an increase in Fortune Global 500 customers served to 91, and an order pipeline entering FY 2026 of Rs 5,250 crore, driven by the “One TVS SCS” integration under Project Voyager, which aligned operations across Europe, North America, and India–Middle East–Africa–APAC.

TVS Supply Chain Solutions Limited Business Segment

  • Segments: Integrated Supply Chain Solutions (ISCS) and Network Solutions (NS).

  • FY 2025 revenue split (consolidated): ISCS Rs 5,496.54 crore (55%); NS Rs 4,499.18 crore (45%).

  • FY 2025 Adjusted EBITDA: ISCS Rs 523.46 crore (9.52% margin); NS Rs 168.56 crore (3.75% margin).

  • ISCS scope: Sourcing and procurement, integrated transportation, logistics operation centres, in‑plant logistics (JIT, kitting, sub-assembly), finished goods and aftermarket fulfilment, and supply chain consulting.

  • NS scope: Global Forwarding Solutions (air, ocean, land, customs, intermodal, project logistics, PO management) and Integrated Final Mile (same-day courier, spare parts logistics, FSL/PUDO/in‑night, technical deployment, repair/refurbishment).

TVS Supply Chain Solutions Limited Key Management

  • R. Dinesh — Executive Chairman.

  • Ravi Viswanathan — Managing Director.

  • R. Vaidhyanathan — Chief Financial Officer (from April 1, 2025).

  • P. D. Krishna Prasad — Company Secretary and Compliance Officer.

  • E. Balaji — Global Chief Human Resources Officer.

  • Dinesh Narayan — Global Chief Information Officer and Legal.

  • Richard Vieites — CEO, North America & Europe.

  • Sukumar K — CEO, India, Middle East, Africa.

  • Vittorio Favati — CEO, APAC Region and GFS.

  • Jon Croyden — Executive Vice President, UK and Europe.

Latest Updates on TVS Supply Chain Solutions Limited

  • Secured a significant North America contract with a leading global agricultural equipment manufacturer, expanding regional footprint and complex solution delivery.

  • Regained a key India contract with a global auto component manufacturer, reflecting strengthened client relationships.

  • Achieved Rs 1,009 crore in new organic business during FY 2025 and entered FY 2026 with a record Rs 5,250 crore order pipeline.

  • Increased Fortune Global 500 customers served to 91 in FY 2025 from 78 in FY 2024.

  • Completed major organisational integration through Project Voyager, aligning operations into three regions under the “One TVS SCS” model to unlock scale and efficiency.

IFM turnaround: Flat revenue for the year but positive profitability in Q4 after pricing, footprint consolidation, and manpower rationalisation initiatives.

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Frequently Asked Questions

Two segments: Integrated Supply Chain Solutions and Network Solutions.

Sixty-one subsidiaries and one joint venture as of March 31, 2025.

Rs 9,995.72 crore.