TVS Supply Chain Solutions Limited

NSE: TVSSCS · Logistics Solution Provider

52W Range₹90 ₹147

Snapshot

Unlock TVS Supply Chain Solutions Limited's vital signs

Growth · Profitability · Valuation · Strength · Conviction

Company Overview

Business

TVS Supply Chain Solutions Limited is an integrated supply chain and logistics service provider offering end-to-end solutions including procurement, warehousing, and multi-modal transportation. The company serves diverse sectors such as automotive, utilities, defence, and industrial, providing both global forwarding and time-critical final mile delivery services.

Business Model

The company generates revenue through integrated supply chain management contracts, freight forwarding, and value-added services like sub-assembly, repair, and IT-enabled logistics support. It operates as a strategic partner to corporates, managing complex inventory and distribution networks across global markets.

Growth Outlook

Growth is driven by the increasing demand for outsourced supply chain management and the expansion of logistics infrastructure in India. The company continues to leverage its expertise in specialized sectors like automotive and defense to capture market share in complex, high-value logistics operations.

Key Risks

  • Client Concentration. Significant reliance on the automotive sector makes the company vulnerable to cyclical downturns in vehicle production and demand.
  • Operational Complexity. Managing a global, multi-modal supply chain involves inherent risks related to geopolitical instability, regulatory compliance, and cross-border trade disruptions.
  • Margin Pressure. Intense competition within the logistics industry and rising fuel or labour costs may exert pressure on operating margins.
  • Integration Risk. The company's growth strategy involves complex service offerings that require seamless integration of technology and physical assets across diverse geographies.

Price

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Key Metrics

REVENUE

₹11,003 Cr

TTM · consolidated

+10.1%YoY

NET PROFIT

₹117 Cr

TTM · consolidated

+1313.9%YoY

EPS

₹2.59

TTM · consolidated

+935.5%YoY

RETURN ON EQUITY

6.3%

TTM · consolidated

+6.8 ppYoY

RETURN ON CAPITAL EMPLOYED

10.8%

TTM · consolidated

+4.4 ppYoY

P/E

53.5x

Q4 FY26 · consolidated

53.5 vs -38.4x5Y avg

EV/EBITDA

8.1x

Q4 FY26 · consolidated

8.1 vs 15.2x5Y avg

EBITDA MARGIN

7.5%

TTM · consolidated

+0.3 ppYoY

NET PROFIT MARGIN

0.6%

Q4 FY26 · consolidated

+0.8 ppYoY

DEBT TO EQUITY

0.6x

Q4 FY26 · consolidated

+0.07xYoY

Peers · Logistics Solution Provider

CompanyMkt Cap (Cr)P/EEV/EBITDARev Gr YoYEBITDA MgnROEROCE1Y Return
TVS Supply Chain Solutions LimitedTVSSCS
4,23553.518.0610.1%7.5%6.3%10.8%+2.8%
Shadowfax TechnologiesSHADOWFAX
6,5715.0%
VRL LogisticsVRLLOG
4,33014.033.641.9%20.9%21.5%18.8%-63.5%
Sindhu Trade Links LimitedSINDHUTRAD
3,62870.7143.87-60.2%14.1%4.6%4.0%-27.3%
Mahindra Logistics LimitedMAHLOG
3,580-1177.739.6414.7%5.6%1.7%8.2%-0.3%
Gateway Distriparks LimitedGATEWAY
2,55811.506.4631.6%22.5%11.7%11.1%-11.4%

As of Q4 FY26

Financials