TVS Supply Chain Solutions Limited

BSE: TVSSCS543965ISIN INE395N01027

Services
Logistics Solution Provider
BSE 1000

Share price

₹116.70+5.85 (+5.28%)

as of 4 Nov 2026

Prices adjusted for splits and bonuses; cash dividends excluded. Volume shows actual shares traded.

52W high: ₹146.30
52W low: ₹90.60
Off 52W high: -20.23%
1M return: -8.33%
3M return: -13.87%
6M return: +0.78%
1Y return: -9.92%
20D avg volume: 37,829
50 DMA: ₹124.80
200 DMA: ₹120.04

Key ratios Consolidated

Market cap: ₹5,149 Cr
Current price: ₹116.70
52W high / low: ₹146.30 / ₹90.60
Face value: ₹1.00
P/E: 75.35
P/B: 2.53
EPS (TTM): ₹1.55
Book value / share: ₹46.06
ROE: —
ROCE: 9.30%
Operating margin: —
Net margin: —
Debt / equity: 0.54
Net debt: ₹497.48 Cr
Interest cover: 2.07
Dividend yield: —
Dividend / share (TTM): —
Payout: —
Cash conversion cycle: 13.0 days

Financials

Metric	Q1 FY27	Q4 FY26	Q3 FY26	Q2 FY26	Q1 FY26	Q4 FY25	Q3 FY25	Q2 FY25	Q1 FY25	Q4 FY24	Q3 FY24	Q2 FY24
Income statement
	3,335	3,032	2,716	2,663	2,592	2,499	2,445	2,513	2,539	2,426	2,222	2,263
	13.61	10.45	7.20	11.40	8.74	13.43	24.60	28.62	5.58	6.75	21.61	8.29
	3,349	3,043	2,723	2,674	2,601	2,512	2,469	2,542	2,545	2,433	2,243	2,271
	3,317	3,015	2,699	2,652	2,584	2,500	2,487	2,524	2,532	2,430	2,243	2,277
	0.58	3.46	1.00	2.12	2.40	2.89	3.00	2.66	3.51	3.24	3.08	2.73
	710.85	648.27	528.31	496.59	489.32	465.76	394.19	414.60	482.88	453.02	459.71	372.00
	675.65	640.49	598.63	644.35	618.90	610.07	590.26	576.23	576.84	568.27	552.33	572.81
	45.23	44.92	41.66	33.40	37.91	37.08	39.48	40.66	39.50	38.23	44.03	57.13
	161.41	155.74	147.04	137.15	130.47	133.33	135.52	139.57	135.14	138.53	139.67	141.75
	1,769	1,521	1,437	1,390	1,309	1,251	256.50	230.42	213.91	210.44	192.57	188.90
	31.71	28.09	24.06	22.42	17.53	12.03	-17.77	17.19	12.76	3.07	-0.02	-5.53
	0.42	-2.38	-9.13	0.00	85.94	0.93	2.58	0.64	1.00	1.87	0.62	-2.24
	32.13	25.71	14.93	22.42	103.47	12.96	-15.19	17.83	13.76	4.94	0.60	-7.77
	9.65	7.35	4.81	7.01	32.31	16.88	8.61	7.22	6.29	0.44	9.39	14.16
	22.48	18.36	11.19	16.31	71.16	-3.92	-23.80	10.61	7.47	5.38	9.99	-40.60
	0.47	0.40	0.24	0.35	1.60	-0.11	-0.56	0.21	0.15	0.10	0.22	-0.74
Key metrics
	238.77	226.37	203.63	192.97	271.85	183.37	159.81	198.06	188.40	181.70	184.30	191.11
	7.20%	7.50%	7.50%	7.20%	10.50%	7.30%	6.50%	7.90%	7.40%	7.50%	8.30%	8.40%
	0.70%	0.60%	0.40%	0.60%	2.70%	-0.20%	-1.00%	0.40%	0.30%	0.20%	0.40%	-1.80%
	—	2.00%	—	1.90%	—	1.80%	—	—	—	—	—	—
	28.70%	21.30%	11.10%	6.00%	2.10%	3.00%	10.00%	11.00%	—	—	—	—
	-68.40%	568.40%	147.00%	53.70%	852.60%	-172.90%	-338.20%	126.10%	—	—	—	—

Metric	TTM	FY26	FY25	FY24
Income statement
	11,746	11,003	9,996	9,200
	42.66	37.79	33.16	54.85
	11,789	11,041	10,029	9,255
	11,682	10,949	10,005	9,269
	7.16	8.98	12.06	12.21
	2,384	2,151	1,757	1,684
	2,559	2,502	2,353	2,243
	165.21	157.89	156.72	202.71
	601.34	570.40	543.56	556.72
	6,117	5,669	5,167	807.11
	106.28	92.10	24.21	-13.95
	-11.09	76.40	5.15	-22.12
	95.19	168.50	29.36	-36.07
	28.82	51.48	39.00	21.65
	68.34	117.02	-9.64	-90.49
	1.46	2.59	-0.31	-1.62
Key metrics
	861.74	896.79	729.64	723.36
	7.34%	8.20%	7.30%	7.90%
	0.58%	1.10%	-0.10%	-1.00%
	—	9.30%	6.60%	—
	16.89%	10.10%	8.60%	—
	26.44%	1,313.90%	89.30%	—
	—	468.17	496.83	—
	—	6.38	-69.71	—
	—	0.54	0.47	—
	—	497.48	314.59	—
	—	13.0	15.0	—
Balance sheet
	—	7,200	5,758	—
	—	3,759	3,166	—
	—	612.83	544.85	—
	—	1,644	1,440	—
	—	533.27	380.99	—
	—	729.42	600.80	—
	—	605.19	347.33	—
	—	1,788	1,411	—
	—	3,672	2,920	—
	—	1,110	859.44	—
	—	993.33	856.80	—
	—	116.98	2.64	—
	—	2,062	1,836	—
Cash flow
	—	746.34	671.97	—
	—	-291.66	-146.83	—
	—	-449.29	-494.87	—
	—	278.17	175.14	—

Metric	Q1 FY27	Q4 FY26	Q3 FY26	Q2 FY26	Q1 FY26	Q4 FY25	Q3 FY25	Q2 FY25	Q1 FY25	Q4 FY24	Q3 FY24	Q2 FY24
Income statement
	586.66	569.68	488.19	465.19	467.96	480.76	477.44	457.94	469.03	474.41	471.89	490.72
	37.20	36.67	34.46	32.54	30.54	35.39	29.46	44.15	26.15	46.88	64.26	42.13
	623.86	606.35	522.65	497.73	498.50	516.15	506.90	502.09	495.18	521.29	536.15	532.85
	613.27	590.28	506.00	502.36	493.64	490.21	492.71	462.48	483.14	504.25	489.29	520.60
	0.00	0.00	0.00	0.00	0.00	0.00	—	—	—	—	—	—
	82.76	70.79	41.04	0.00	0.00	0.00	—	—	—	—	—	0.05
	135.12	146.76	133.77	144.09	126.00	124.32	118.49	114.51	110.43	111.55	121.09	129.23
	7.55	9.48	9.55	10.37	9.25	9.42	10.54	10.35	10.86	12.91	9.68	17.13
	32.99	35.50	39.39	38.97	39.70	41.61	42.30	42.89	43.60	48.27	52.41	54.53
	376.00	334.52	315.44	308.93	318.69	314.86	70.72	63.27	60.36	63.16	55.79	58.93
	10.59	16.07	16.65	-4.63	4.86	25.94	14.19	39.61	12.04	17.04	46.86	12.25
	0.00	-5.17	-8.77	0.00	0.00	0.00	—	—	—	—	—	49.21
	10.59	10.90	7.88	-4.63	4.86	25.94	14.19	39.61	12.04	17.04	46.86	61.46
	2.63	1.01	1.95	-1.50	1.56	5.30	3.29	10.19	3.35	4.37	11.07	3.84
	7.96	9.89	9.83	-3.13	3.30	20.64	10.90	29.42	8.69	12.67	35.79	57.62
	0.18	0.22	0.22	-0.07	0.07	0.47	0.25	0.67	0.20	0.29	0.82	1.38
Key metrics
	51.13	55.88	56.82	44.71	53.81	76.97	67.03	92.85	66.50	78.22	108.95	133.12
	8.70%	9.80%	11.60%	9.60%	11.50%	16.00%	14.00%	20.30%	14.20%	16.50%	23.10%	27.10%
	1.40%	1.70%	2.00%	-0.70%	0.70%	4.30%	2.30%	6.40%	1.90%	2.70%	7.60%	11.70%
	—	0.70%	—	0.20%	—	1.30%	—	—	—	—	—	—
	25.40%	18.50%	2.30%	1.60%	-0.20%	1.30%	1.20%	-6.70%	—	—	—	—
	141.20%	-52.10%	-9.80%	-110.60%	-62.00%	62.90%	-69.50%	-48.90%	—	—	—	—

Metric	TTM	FY26	FY25	FY24
Income statement
	2,110	1,991	1,885	1,938
	140.87	134.21	128.38	201.38
	2,251	2,125	2,014	2,140
	2,212	2,092	1,922	2,034
	0.00	0.00	0.00	—
	194.59	111.83	0.00	0.05
	559.74	550.62	467.75	487.63
	36.95	38.65	41.17	60.69
	146.85	153.56	170.40	206.92
	1,335	1,278	1,242	245.47
	38.68	32.96	91.78	105.22
	-13.94	-13.94	0.00	26.04
	24.74	19.02	91.78	131.26
	4.09	-0.88	22.13	25.81
	24.55	19.90	69.65	105.45
	0.55	0.45	1.58	2.50
Key metrics
	208.54	211.23	303.35	398.87
	9.88%	10.60%	16.10%	20.60%
	1.16%	1.00%	3.70%	5.40%
	—	2.10%	4.80%	—
	11.97%	5.60%	-2.70%	—
	-61.80%	-71.40%	-33.90%	—
	—	203.33	461.87	—
	—	11.62	7.53	—
	—	0.05	0.07	—
	—	55.56	45.61	—
	—	-13.5	-10.5	—
Balance sheet
	—	3,720	3,587	—
	—	922.32	902.78	—
	—	78.95	147.34	—
	—	369.95	285.29	—
	—	43.76	1.47	—
	—	212.71	317.74	—
	—	159.75	175.57	—
	—	487.02	341.04	—
	—	910.98	804.28	—
	—	134.51	192.95	—
	—	112.48	190.31	—
	—	22.03	2.64	—
	—	2,658	2,638	—
Cash flow
	—	231.31	524.20	—
	—	-86.50	-237.92	—
	—	-213.20	-214.54	—
	—	27.98	62.33	—

Compounded growth

Standalone

Sales CAGR 3Y: —
Sales CAGR 5Y: —
Profit CAGR 3Y: —
Profit CAGR 5Y: —
Sales YoY (TTM): +11.97%
Profit YoY (TTM): -61.80%

Consolidated

Sales CAGR 3Y: —
Sales CAGR 5Y: —
Profit CAGR 3Y: —
Profit CAGR 5Y: —
Sales YoY (TTM): +16.89%
Profit YoY (TTM): +26.44%

Compounded from reported annual figures. We publish no share-price CAGR: our prices are as-traded, so one would be wrong across every split and bonus issue.

Shareholding as of 30 Sep 2026

Promoter holding: 43.01%

Quarter	September 2026	June 2026
Promoter %	43.01%	43.02%

Holder	Type	Holding	Previous	Change
Tvs Mobility Private Limited	Promoter	24.31%	24.32%	-0.01%
T S Rajam Rubbers Private Limited	Promoter	14.87%	14.87%	0.00%
Lingotto Alternative Investments Master Fund Icav - Lingotto Special Opportunities Master Fund	Public	9.65%	9.65%	0.00%
Mahogany Logistics Services Private Limited	Public	8.50%	8.50%	0.00%
Tvs Motor Company Limited	Public	5.76%	5.76%	0.00%
Mahogany Singapore Company Pte. Ltd.	Public	4.27%	4.27%	0.00%
Sunil Kant Munjal	Public	3.38%	3.38%	0.00%
Sbi Life Insurance Co. Ltd	Public	1.99%	2.01%	-0.02%
R Dinesh	Promoter	1.63%	1.63%	0.00%
Dhinrama Mobility Solution Private Limited	Promoter	1.20%	1.20%	0.00%
R Haresh	Promoter Group	0.31%	0.31%	0.00%
R Naresh	Promoter Group	0.28%	0.28%	0.00%
Shobhana Ramachandhran	Promoter Group	0.22%	0.22%	0.00%
Nitya Kalyanee Investment Limited	Promoter Group	0.13%	0.13%	0.00%
Preetha Balan Ramanathan	Promoter Group	0.03%	0.03%	0.00%

Public shareholders are disclosed individually only above 1%.

Peer comparison

Company	Mkt cap (₹ Cr)	Price (₹)	P/E	ROCE	Sales YoY	Profit YoY	1Y return
Container Corporation Of India Ltd.	32,445	426.00	26.57	12.20%	+1.16% TTM	-7.03% TTM	-21.45%
Delhivery Limited	31,323	417.90	169.69	2.60%	+23.65% TTM	+33.62% TTM	-13.83%
SHADOWFAX TECHNOLOGIES LIMITED	16,398	279.35	73.18	6.70%	—	—	—
Blue Dart Express Ltd.	10,518	4,432.85	36.64	16.90%	+9.23% TTM	+15.83% TTM	-30.46%
Transport Corporation of India Ltd	6,635	863.60	14.31	15.20%	+11.54% TTM	+5.91% TTM	-26.87%
VRL Logistics Limited S	5,759	329.20	21.54	18.80%	—	—	+21.45%
TVS Supply Chain Solutions Limited	5,149	116.70	75.35	9.30%	+16.89% TTM	+26.44% TTM	-9.92%
Mahindra Logistics Limited	4,139	416.90	48.65	6.40%	+20.30% TTM	+380.30% TTM	+21.35%
Afcom Holdings Limited S	3,651	1,262.75	43.17	24.40%	—	—	+51.50%
Gateway Distriparks Limited	2,319	46.41	9.64	11.00%	+8.19% TTM	-38.77% TTM	-26.84%
TCI Express Limited	1,929	501.80	23.39	12.60%	+5.16% TTM	-0.59% TTM	-27.07%
SKYWAYS AIR SERVICES LIMITED	1,527	105.09	—	—	+25.14% FY26	+31.95% FY26	—
Allcargo Logistics Ltd	1,445	9.65	27.80	6.00%	-82.83% TTM	+156.50% TTM	—
Navkar Corporation Limited S	1,227	81.52	25.88	3.10%	+49.84% TTM	+304.97% TTM	-28.93%
Allcargo Global Limited	1,156	11.76	—	—	—	—	—
Reliance Industrial Infrastructure	1,061	702.35	89.35	2.90%	-23.65% TTM	-1.90% TTM	-21.09%
Western Carriers (India) Limited	946	92.77	25.76	8.00%	+9.28% TTM	-35.60% TTM	-30.27%
Shree Vasu Logistics Limited	851	740.00	—	—	—	—	—
Ritco Logistics Limited	774	270.25	29.67	15.70%	—	—	+5.94%
Sical Logistics Limited	616	77.25	8.38	17.40%	+51.67% TTM	+755.17% TTM	—
Transindia Real Estate Limited	600	24.43	14.64	3.60%	-0.32% TTM	-25.95% TTM	-19.69%
SNOWMAN LOGISTICS LIMITED S	563	33.69	61.25	3.50%	+6.82% TTM	+214.38% TTM	-30.75%
Glottis Limited	522	56.45	—	18.80%	—	—	-22.31%
PARADEEP PARIVAHAN LIMITED	492	308.90	—	27.30%	—	—	+109.99%
Lancer Container Lines Limited	413	11.11	26.67	1.80%	-33.61% TTM	+190.69% TTM	-38.69%

Some figures use IPO-document inputs. Growth periods are shown per value; FY means annual.

Filings & corporate actions

Recent announcements

Allotment of equity shares pursuant to exercise of options under TVS SCS Management Incentive Plan II and ESOP Scheme 20213 Nov 2026 · Company Update / Allotment of ESOP / ESPS
Certificate under Regulation 74 (5) of SEBI (Depositories and Participants ) Regulations, 2018 for the quarter ended September 30, 202612 Oct 2026 · Company Update / Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018
TVS Supply Chain Solutions Limited has been allotted Equity shares by the Board of TVS SCS ALA India Private Limited, a subsidiary of the Company.6 Oct 2026 · Company Update / Acquisition
TVS Supply Chain Solutions Limited has informed the Stock Exchanges that the Hon''ble National Company Law Tribunal, Bengaluru Bench has Sanctioned the Scheme of Amalgamation.1 Oct 2026 · Company Update / Scheme of Arrangement
Closure of Trading Window for the quarter and half year ending September 30,202628 Sep 2026 · Insider Trading / SAST / Closure of Trading Window
Intimation of Analyst/Institutional Investor Meet to be held on 11th September, 20267 Sep 2026 · Company Update / Analyst / Investor Meet
TVS Supply Chain Solutions Limited has informed the exchange regarding the Press release dated August 24,2026.24 Aug 2026 · Company Update / Press Release / Media Release
Disclosure of Transcript of Earnings Call with Analysts/Investor Meet held on August 11,202617 Aug 2026 · Company Update / Earnings Call Transcript
Newspaper Publication of the Unaudited Standalone and Consolidated Financial Results for the Quarter Ended June 30, 202611 Aug 2026 · Company Update / Newspaper Publication
Earnings call Audio Recording of the company11 Aug 2026 · Company Update / Analyst / Investor Meet
Investor Presentation for Earnings Call with Analyst/Investor scheduled on August 11,202610 Aug 2026 · Company Update / Investor Presentation
Press Release for Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30,202610 Aug 2026 · Company Update / Press Release / Media Release
Board Meeting Outcome for Approval of Unaudited Standalone and Consolidated Financial Statements of TVS Supply Chain Solutions Ltd ("Company") for the quarter ended June 30,202610 Aug 2026 · Board Meeting / Outcome of Board Meeting
Intimation of Analyst/Institutional Investor Meet to be held on 13th August 2026.7 Aug 2026 · Company Update / Analyst / Investor Meet
The Company has informed Stock Exchange regarding Voting Results and Copy of Scrutinizers Report dated August 06, 2026.6 Aug 2026 · AGM/EGM / AGM
Proceedings of 22nd Annual General Meeting held on August 05, 2026.5 Aug 2026 · AGM/EGM / AGM
Allotment of 43,750 equity shares pursuant to exercise of options under ESOP scheme 20214 Aug 2026 · Company Update / Allotment of ESOP / ESPS
An Earnings Call with Analyst/Investor Meet is scheduled to be held on Tuesday, 11th August 2026 to brief them on unaudited standalone and consolidated financial results for quarter ended ....3 Aug 2026 · Company Update / Analyst / Investor Meet
TVS Supply Chain Solutions Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 10/08/2026 ,inter alia, to consider and approve unaudited standalone ....3 Aug 2026 · Board Meeting / Board Meeting
TVS Supply Chain Solutions Limited has informed the stock exchange that Mr. Ramanan Ranganathan will assume the role of Chief Strategy and Transformation Officer.1 Aug 2026 · Company Update / Change in Management
Newspaper Publication - The 22nd Annual General Meeting of TVS Supply Chain Solutions Limited is to be held on August 05, 2026.12 Jul 2026 · Company Update / Newspaper Publication
We would like to inform that Hon''ble National Company Law Tribunal, Chennai Bench has sanctioned the Scheme of Amalgamation.11 Jul 2026 · Company Update / Scheme of Arrangement
Business Responsibility and Sustainability Reporting (BRSR)of the Company pursuant to Regulation 34(2)(f) of SEBI (LODR), 2015 for the financial year 2025-202611 Jul 2026 · Others / Business Responsibility and Sustainability Reporting (BRSR)
Annual Report of TVS Supply Chain Solutions Limited for the Financial Year 2025-2611 Jul 2026 · Others / Reg. 34 (1) Annual Report
The 22nd Annual General Meeting of the Company is scheduled to be held on Wednesday, August 05,2026 at 03.00 P.M (IST) through Video Conferencing (VC)/Other Audio-Visual Means (OAVM)11 Jul 2026 · AGM/EGM / AGM
Pursuant to Regulation 30 (LODR), we hereby submit the copies of newspaper advertisement published on July 09, 2026 regarding the 22nd Annual General Meeting of the company.9 Jul 2026 · Company Update / Newspaper Publication
Certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations,2018 for the quarter ended June 30,20269 Jul 2026 · Company Update / Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018
The Board of TVS Supply Chain Solutions Limited has informed the exchange regarding the resignation of Mr. Anand Kumar, Non-Executive, Non-Independent Director of the Company with effect ....7 Jul 2026 · Company Update / Change in Management
Intimation of Credit Rating under Regulation 30 of the SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015.6 Jul 2026 · Company Update / Credit Rating
General Update on Managing Director1 Jul 2026 · Company Update / General
Intimation on Litigation.30 Jun 2026 · Company Update / General
TVS Supply Chain Solutions Limited ("Company") has received an order from Income Tax Assessment Authority30 Jun 2026 · Company Update / Award of Order / Receipt of Order
Closure of Trading Window for the quarter ended June 30, 202629 Jun 2026 · Insider Trading / SAST / Closure of Trading Window
Intimation of Schedule of Analyst/Institutional Investor Meeting6 Jun 2026 · Company Update / Analyst / Investor Meet
Press Release4 Jun 2026 · Company Update / Press Release / Media Release
TVS Supply Chain Solutions Limited ("Company") at its Board Meeting held today, has approved the execution of a Joint Venture Agreement with A.L.A Corporation for the purpose of further ....4 Jun 2026 · Company Update / Acquisition
Disclosure of Transcript of Earnings Call with Analysts/Investor Meet held on May 26, 20261 Jun 2026 · Company Update / Earnings Call Transcript
Annual Secretarial Compliance Report of the Company for the year ended March 31, 202628 May 2026 · Company Update / Reg.24(A)-Annual Secretarial Compliance
Newspaper Publication of the Audited Standalone and Consolidated Financial Statements for the quarter and year ended March 31, 202626 May 2026 · Company Update / Newspaper Publication
Earnings Call Audio Recording of the Company26 May 2026 · Company Update / Analyst / Investor Meet

Board meetings

10 Aug 2026 Board Meeting - Financial Results