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TVS Supply Chain Solutions Ltd

Q2 FY27Transport Services

TVS Supply Chain Solutions Q2 Results 2026: PAT ₹37 Cr

Q2 FY27 investor presentation: what the company reported on revenue, margins and capex.

Revenue
₹3,687Cr
Net profit
₹37Cr
Margin
7%

TVS Supply Chain Solutions Ltd Q2 FY27 key numbers

Revenue
Q2 FY27 Revenue from operations: Rs. 3,687.2 Cr, up 38.5% YoY.

As stated in TVS Supply Chain Solutions Ltd's Q2 FY27 investor presentation · published 13 Nov 2026. Reported figures, not investment advice.

Based on TVS Supply Chain Solutions Ltd's Q2 FY27 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentation reports, not management guidance.

Price₹122
Market cap₹5.4K Cr
P/E76.2

The short version

Q2 FY27 Revenue from operations: Rs. 3,687.2 Cr, up 38.5% YoY (Page 24). Q2 FY27 EBITDA: Rs. 268 Cr, up 50.2% YoY.

From TVS Supply Chain Solutions Ltd's Q2 FY27 earnings-call transcript · updated 13 Nov 2026.

How did TVS Supply Chain Solutions' revenue grow in the September 2026 quarter?

  • Q2 FY27 Revenue from operations: Rs. 3,687.2 Cr, up 38.5% YoY (Page 24)
  • ISCS Revenue Q2 FY27: Rs. 1,199 Cr, up 79.1% YoY; India up 36.1%, RoW up 20.9% (Page 3)
  • GFS Revenue Q2 FY27: Rs. 1,199 Cr, up 79.1% YoY; India up 135.8%, RoW up 54.7% (Page 3)
  • Q2 FY27 Volume: Ocean TEU – 23,375; Air Tons – 91,608 (FY26 figures shown but imply growth) (Page 23)
  • New Business Revenue Q2 FY27: Rs. 523 Cr, +156.6% YoY, representing 19.7% of Q2 FY26 revenue (Page 10)

2 more points from TVS Supply Chain Solutions Ltd's call on revenue

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What happened to TVS Supply Chain Solutions' margins in Q2 FY27?

Q2 FY27 EBITDA: Rs. 268 Cr, up 50.2% YoY

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What capex is TVS Supply Chain Solutions planning?

  • Capex for H1 FY27 was Rs. 102.3 Cr as per the Consolidated Cashflow Statement (Page 26).
  • The acquisition of Swamy & Sons was completed in H1 FY27, strengthening FMCG/FMCD sector presence and regional distribution (Page 20). This acquisition was margin accretive and fully funded from internal accruals (Page 7).
  • The presentation states continued investment in growth initiatives supported by Rs. 613 Cr cash and bank balances and Rs. 234 Cr operating cash flow in H1 FY27 (Page 20).
  • Strategic partnerships and joint ventures noted (e.g., with ALA Group and Sankyu Inc) focus on growth but without capital expenditure or timelines disclosed (Pages 20, 18).

Top-ranked in Transport Services

Ranked on what management guided this quarter

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1Ritco Logistics
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2Afcom Holdings
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3
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4
Rev 2Mar 1
5
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Is TVS Supply Chain Solutions raising money or cutting debt?

Gross borrowings increased by Rs 140 Cr, primarily to fund additional working capital for significant…

Locked: what TVS Supply Chain Solutions Ltd said on fundraising

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How big is TVS Supply Chain Solutions' order book?

  • The investor presentation reports an order book visibility and business development pipeline with a value of INR 8,200 Cr in H1 FY27 (Page 20 and 17).
  • The business development pipeline has shown consistent growth quarter-on-quarter, increasing from Rs. 5,250 Cr in Q4 FY25 to Rs. 8,200 Cr in Q2 FY27 (Page 20 and 17).
  • New business revenue is highlighted with a strong conversion from this pipeline, with Rs. 523 Cr recorded in Q2 FY27, representing 19.7% of Q2 FY26 revenue (Page 17 and 10).
  • The pipeline growth is cited as a key driver towards achieving targeted 20%+ revenue growth across both ISCS and GFS segments (Page 20 and 6).

TVS Supply Chain Solutions Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Q2 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q2 FY27 numbers from the filing are in the table below.

TVS Supply Chain Solutions Ltd Q2 FY27 results — key figures

TVS Supply Chain Solutions Ltd Q2 FY27 reported results vs year-ago quarter, ₹ crore
₹ CrQ2 FY27
Revenue3,687
Operating profit (EBITDA)258
Operating margin7%
Profit before tax51
Net profit (PAT)37
EPS (₹)0.80

Source: TVS Supply Chain Solutions Ltd's results filing to NSE (consolidated), ₹ crore.

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹3.0K Cr, net profit ₹18 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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More Q2 FY27 results in Transport Services

All Q2 FY27 results | Transport Services rankings

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What TVS Supply's management said in earlier quarters

Earlier calls (8)

Others in Transport Services this season

  • Jayesh Logistics (Q2 FY27)

    Revenue from operations for the half year ended September 30, 2026, is ₹7,019.62 Lakhs, compared to ₹5,933.00 Lakhs for the half year ended September 30, 2025…

  • ABS Marine (Q2 FY27)

    Revenue from operations for the half year ended 30th September 2026 is reported as ₹16,475.21 lakhs consolidated (Page 12). Key results statement takeaways from

  • S J Logistics (I (Q2 FY27)

    EBITDA for the quarter ended 30th September 2026:** ₹471.86 Lakhs . Key results statement takeaways from S J Logistics (India) Ltd's Q2 FY27 results statement —

  • Premier Roadline (Q2 FY27)

    Revenue from Operations for H1FY27: Rs 166.8 Cr, up 18.3% YoY from Rs 141.0 Cr in H1FY26 (Pages 7, 28, 9). Key investor presentation takeaways from Premier Road

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Frequently Asked Questions

What were TVS Supply Chain Solutions Ltd Q2 FY27 results?

Q2 FY27 Revenue from operations: Rs. 3,687.2 Cr, up 38.5% YoY (Page 24). Q2 FY27 EBITDA: Rs. 268 Cr, up 50.2% YoY.

What is TVS Supply Chain Solutions Ltd share price analysis?

TVS Supply Chain Solutions Ltd currently shows a neutral. The stock trades at a P/E of 76.2 with a market cap of ₹5,397 Cr. Investors should review the full earnings analysis for detailed insights.

Is TVS Supply Chain Solutions Ltd planning capital expenditure?

Capex for H1 FY27 was Rs. 102.3 Cr as per the Consolidated Cashflow Statement (Page 26).

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.