BSECompany Update10 Aug 2026 · 10 Aug 2026, 07:17 pm

Press Release for Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30,2026

TVS Supply Chain Solutions Ltd · 543965

✦ AI Summary▲ PositiveResults

TVS Supply Chain Solutions Ltd reported robust Q1 FY27 performance with consolidated revenue growing 28.7% YoY and adjusted EBITDA growing 34% YoY. The company delivered strong revenue and profit growth driven by record quarterly new business wins, continued momentum in the ISCS segment, higher volumes, improved margins in the GFS segment, and robust growth in its India business.

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Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment8/10

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TVS Supply Chain Solutions Ltd - 543965 - Announcement under Regulation 30 (LODR)-Press Release / Media Release

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August 10, 2026 BSE Limited National Stock Exchange of India Limited 1st Floor, New Trading Ring, Exchange Plaza, 5th Floor, Rotunda Bldg., P. J. Towers, Plot No. C/1, G Block, Dalal Street, Fort, Bandra-Kurla Complex, Mumbai 400 001 Bandra (East),Mumbai 400 051 Scrip Code: 543965 NSE Symbol: TVSSCS Sub: Press Release – Q1 FY27 Unaudited Standalone & Consolidated Financial Statements Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a Press Release to be issued by TVS Supply Chain Solutions Limited on the Q1 FY27 Unaudited Standalone & Consolidated Financial Statements. Kindly take the above information on record. Thanking You, Yours faithfully, For TVS Supply Chain Solutions Limited P D Krishna Prasad Company Secretary Encl: As above Press release TVS SCS reports robust Q1 FY27 performance marking a strong start to the year ~ Consolidated revenue grew 28.7% YoY ~ Adjusted EBITDA grew 34% YoY ~ Adj. PBT rises 70.7% YoY Chennai, 10th August 2026: TVS Supply Chain Solutions Limited (NSE: TVSSCS, BOM: 543965), a global supply chain solutions provider and one of the largest and fastest growing integrated supply chain solutions providers in India, today announced its consolidated unaudited financial results for the quarter ended 30th June 2026. The company delivered strong revenue and profit growth driven by record quarterly new business wins, continued momentum in the ISCS segment, higher volumes, improved margins in the GFS segment, and robust growth in its India business. Other Key highlights – Q1 FY27: • Revenue for the quarter was ₹3,335.2 Cr compared to ₹2,592.3 Cr in Q1 FY26 • Adj EBITDA was at ₹232.2 Cr from ₹173.3 Cr in Q1 FY26 • Adj PBT increased to ₹32.1 Cr from ₹18.8 Cr • India geography revenue grew 43.9% YoY, from ₹693.6 Cr. to ₹997.7 Cr. • Highest-ever quarterly business wins of ₹543 Cr, providing strong growth visibility • Order pipeline stood at over ₹7500 Cr • ISCS (Integrated Supply Chain Solutions) segment revenue grew 21.9% YoY; GFS (Global Forwarding Solutions) segment revenue grew 50.6% YoY aided by volumes Reported PAT for the quarter stood at ₹22.5 Cr compared with ₹71.1 Cr in Q1 FY26. The prior-year quarter included a one-time InVIT gain, excluding this, operational PAT for Q1 FY26 was ₹8.8 Cr, reflecting an underlying PAT growth of approximately 156% in Q1 FY27. Commenting on the Q1 FY27 results performance, Vikas Chadha, Managing Director, TVS Supply Chain Solutions said, “We have made a strong start to FY27, building on the momentum of our FY26 performance and delivering robust growth across all our key operating metrics. The performance reflects sustained momentum in our ISCS business, significantly higher freight volumes and improved profitability in the GFS segment driven by disciplined execution across operations. The quarter also marked our highest-ever quarterly new business wins of ₹543 crore, while our order pipeline of over ₹7,500 crore provides strong visibility for future growth. Combined with our proven execution capabilities, these strengths reinforce our ability to deliver mid-teen growth in FY27.” R Vaidhyanathan, Global Chief Financial Officer, TVS Supply Chain Solutions Ltd. said, “Our Q1 performance demonstrates the continued improvement in the quality of our earnings. Adjusted EBITDA grew 34% while Adjusted PBT increased 71%, reflecting operating leverage and disciplined cost management. The ISCS business maintained healthy margins, while the GFS segment delivered a significant improvement in profitability, with EBITDA margins expanding from 2.1% to 4.1%. We remain focused on sustaining margin expansion and profitable growth through the year.” During the quarter, India Ratings revised the Company's credit outlook from Ind AA/Stable to Ind AA/Positive, reflecting continued improvement in the Company's financial profile. Below is the summary of the business and financial performance of the two operating segments along with the consolidated financial performance: Integrated Supply Chain Solutions (ISCS): ISCS Q1 Q4 QoQ YoY Q1 FY26 (Amount in ₹ Cr.) FY27 FY26 Growth Growth Revenue from operations 2,417.2 2,283. 4 1,982.9 5.9% 21.9% Adj. EBITDA 196.3 212.8 164.1 -7.8% 19.6% Adj. EBITDA margin % 8.1% 9.32% 8.3% -- -- Global Forwarding Solutions (GFS): GFS Q1 Q4 QoQ YoY (Amount in ₹ Cr.) FY27 FY26 Q1 FY26 Growth Growth Revenue from operations 918.0 748.7 609.4 22.6% 50.6% Adjusted EBITDA 37.9 18.2 12.8 107.2% 195.5% GFS - Adj. EBITDA margin % 4.1% 2.4% 2.1% -- -- Summary of consolidated financial performance: Q1 FY27 Q4 FY26 QoQ YoY Amount in ₹Cr Q1 FY26 Growth Growth Revenue from operations 3,335.2 3,032.2 2,592.3 10.0% 28.7% Adjusted EBITDA (adjustment for 232.2 222.01 173.3 4.6% 34% redundancy cost) Adj. EBITDA margin % 7.0% 7.32% 6.7% -- -- Adj. PBT (adjustment for redundancy cost & Invit 32.1 30.9 18.8 3.9% 70.7% Gain) PBT as reported 32.1 25.7 103.4 24.9% -68.9% PAT as reported 22.5 18.4 71.1 22.4% -68.4% PAT margin % 0.7% 0.6% 0.7% -- -- PAT excluding InVIT gain 22.5 23.6 8.8 -4.7% 155.6% About TVS Supply Chain Solutions Promoted by the erstwhile TVS Group and now part of TVS Mobility Group, TVS Supply Chain Solutions Limited (“TVS SCS” or “Company”) is an India-based multinational company that pioneered the development of the supply chain solutions market in India. For the last two decades, TVS SCS has managed large and complex supply chains across multiple industries in India and in key global markets through customised tech-enabled solutions. The Company’s customers span across numerous industries such as automotive, industrial, consumer, tech and tech infra, rail and utilities, and healthcare. The company operates in 26 countries with over 16,500 employees and works with 100 Fortune Global 500 customers. For more details, please visit https://www.tvsscs.com/ LinkedIn: TVS Supply Chain Solutions For further information, please contact: V. Madhavan / Praneetha Selvaraj Shamitha Hegde Corporate Communications - TVS SCS Adfactors PR Email: madhavan.v@tvsscs.com/ Email: shamitha.hegde@adfactorspr.com praneetha.selvaraj@tvsscs.com Phone: 90031 07361 Phone: 93842 73607