Investor Presentation for Earnings Call with Analyst/Investor scheduled on August 11,2026

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: Investor presentation of Earnings call with analysts/ investors In compliance with Regulation 30 read with Para A of Part A of Schedule III and other applicable provisions of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 and further to our announcement dated August 03,2026 on earnings call to be held on August 11, 2026, we enclose herewith a copy of the investor presentation. 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 SSTTRRIICCTTLLYY PPRRIIVVAATTEE AANNDD CCOONNFFIIDDEENNTTIIAALL TVS Supply Chain Solutions Q1 FY27 Earnings Presentation August 2026 Safe Harbour & Disclaimer This presentation (“Presentation”) is prepared by TVS Supply Chain Solutions Limited (“Company”) and is for information purposes only without regards to specific objectives, financial situations or needs of any -particular person and is not and nothing in it shall be construed as an Invitation, offer, solicitation, recommendation or advertisement in respect of the purchase or sale of any securities of the Company or any affiliates in any jurisdiction or as an inducement to enter into investment activity and no part of it shall form the basis of or be relied upon in connection with any contract or commitment or investment decision whatsoever. This Presentation does not take into account, nor does it provide any tax, legal or investment advice or opinion regarding the specific investment objectives or financial situation of any person. Before acting on any information you should consider the appropriateness of the information having regard to these matters, and in particular, you should seek independent financial advice. This Presentation and its contents are confidential and proprietary to the Company and/or its affiliates and no part of it or its subject matter be used, reproduced, copied, distributed, shared, retransmitted, summarised or disseminated, directly or indirectly, to any other person or published in whole or in part for any purpose, in any manner whatsoever. The information contained in this Presentation is a general background information of the Company and there is no representation that all information relating to the context has been taken care of in the Presentation. We do not assume responsibility to publicly amend, modify or revise any information contained in this Presentation on the basis of any subsequent development, information or events, or otherwise. This Presentation includes certain statements that are, or may be deemed to be, “forward-looking statements” and relate to the Company and its financial position, business strategy, events and courses of action. Forward-looking statements and financial projections are based on the opinions and estimates of management at the date the statements are made and are subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and financial projections. Representative examples of factors that could affect the accuracy of forward looking statements include (without limitation) the condition of and changes in India’s political and economic status, government policies, applicable laws, international and domestic events having a bearing on Company’s business, and such other factors beyond our control. Forward-looking statements and financial projections include, among other things, statements about: our expectations regarding our transaction volumes, expenses, sales and operations; our future merchant and consumer concentration; our anticipated cash needs, our estimates regarding our capital requirements, our need for additional financing; our ability to anticipate the future needs of our merchants and consumers; our plans for future products and enhancements of existing products; our future growth strategy and growth rate; our future intellectual property; and our anticipated trends and challenges in the markets in which we operate. Forward-looking statements are not guarantees of future performance including those relating to general business plans and strategy, future outlook and growth prospects, and future developments in its businesses and its competitive and regulatory environment. These forward-looking statements represent only the Company’s current intentions, beliefs or expectations, and no representation, warranty or undertaking, express or implied, is made or assurance given that such statements, views, projections or forecasts in the Presentation, if any, are correct or that any objectives specified herein will be achieved. We, or any of our affiliates, shareholders, directors, employees, or advisors, as such, make no representations or warranties, express or implied, as to, and do not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctness of any information or opinions contained herein and accept no liability whatsoever for any loss, howsoever, arising from any use or reliance on this Presentation or its contents or otherwise arising in connection therewith. The information contained herein is subject to change without any obligation to notify any person of such revisions or change and past performance is not indicative of future results. This document has not been and will not be reviewed or approved by a regulatory authority in India or by any stock exchange in India. No rights or obligations of any nature are created or shall be deemed to be created by the contents of this Presentation. Tech-driven End to End Supply Chain Solutions Company FY26 Revenue (INR Cr) n Sourcing & Integrated Logistics In-Plant Finished Goods & After Closed-Loop Logistics i a Procurement Transportation Operation Logistics Market Spares & Support C Centre Operations Fulfillment ls Spares, Breakfix, pn 25% po Refurb & Engg. Support eo 11,003 tS Secondary Transportation a Master Data, e-Catalog, Planning & Production Inventory Planning Control Centre g Forecasting & Optimization Support & & Optimization, & Tracking e Courier & t Procurement In-Plant Logistics Line Side Delivery n Consignment 75% Management ISCS GFS g Smooth Customs Assured Space Cost Effective Ocean Air n FY26 - Customer Industries i Clearance Management Shipping Freight Freight an Others wo Healthcare r oi t 4.6% F l al o Rail and Utilities 7.51 %.5% 2.4% b Industrial 32.1% 14.4% 11,003 Consumer 12.3% i gi t Warehouse 25.2% Automotive oi Vision Process Tech and Tech Infra ll i Automation IoT ob Technology Automation na & Robotics …With Over 25.1 Mn Sq. Ft. of Warehouse Under Management Operating Across Four Continents and 26 Countries FY26 Total Warehouse Capacity India Europe 25.1 Mn Sq.ft Total warehouse space: 19.6 Mn Sq. Ft Total warehouse space: 2.2 Mn Sq. Ft No. of permanent employees: 13,039 No. of permanent employees: 2,173 19.6 North Asia Pacific and America Oceania India Europe North America Asia Pacific Total warehouse space: 2.0 Mn Sq. Ft Total warehouse space: 1.3 Mn Sq. Ft No. of permanent employees: 641 No. of permanent employees: 748 Note: Warehouse space and employee count data as of 31 Mar 2026 Leadership Team Message – From the Desk of MD On a YoY basis, Revenue grew by 28.7%, Adj EBITDA by 34% and Adj PBT by 70.7% Robust growth momentum from Q4 continuing into FY27 In Q1 FY27, on a consolidated basis, revenue grew by 28.7% YoY on the back of healthy new business wins of INR 543 Crore and significant increase in existing core business. Continuous momentum from FY26 new wins booste [Showing first 8,000 characters — download PDF for full document]