Disclosure of Transcript of Earnings Call with Analysts/Investor Meet held on August 11,2026

August 17, 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 Dear Sir/Madam, Sub: Transcript of earnings call with Analysts/ Investors Pursuant to Regulations 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, as amended, we attach herewith the transcript of TVS Supply Chain Solutions Limited (“Company”), Earnings call held on August 11, 2026, to discuss the financial results for the quarter ended June 30, 2026. The transcript is also uploaded in the Company’s website https://www.tvsscs.com/investor-relations/ Kindly take the above information on records. Thanking You, Yours faithfully, For TVS Supply Chain Solutions Limited P D Krishna Prasad Company Secretary Encl: As above “TVS Supply Chain Solutions Limited Q1 FY27 Earnings Conference Call” August 11, 2026 MANAGEMENT: MR. VIKAS CHADHA – MANAGING DIRECTOR MR. R. VAIDHYANATHAN – GLOBAL CHIEF FINANCIAL OFFICER MR. KARTHIK VENKATARAMAN – HEAD, INVESTOR RELATIONS MODERATOR: MR. VIKRAM SURYAVANSHI – PHILLIPCAPITAL Page 1 of 17 TVS Supply Chain Solutions Limited August 11, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the TVS Supply Chain Solutions Limited Q1 FY '27 Earnings Conference Call hosted by PhillipCapital India Private Limited. As a reminder, all participant lines will remain in the listen-only mode and there will be an opportunity for you to ask questions after the management's opening remarks. Should you need assistance during the conference call, please signal the operator by pressing star then zero on your touchtone telephone. Please note that this conference is being recorded. Before we begin, a brief disclaimer. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantee of future performance of the company, and it may involve risks and uncertainties that are difficult to predict. I will now hand the conference over to Mr. Vikram Suryavanshi from PhillipCapital India Private Limited. Thank you, and over to you. Vikram Suryavanshi: Thank you. Good morning, and a very warm welcome to everyone. On behalf of PhillipCapital, I'm pleased to welcome you all on the earnings call of TVS Supply Chain Solutions Limited. We are happy to have the management with us here today for a question-and-answer session with the investment community. The management is represented by Mr. Vikas Chadha, Managing Director; Mr. R. Vaidhyanathan, Global Chief Financial Officer; and Mr. Karthik Venkataraman, Head, Investor Relations. We'll begin the call with opening comments from the management, followed by an interactive question-and-answer session. With this, I hand over the call to Mr. Karthik for opening comments. Over to you, sir. Karthik Venkataraman: Thank you, Vikram. Karthik here. Good morning, and welcome all to TVS Supply Chain Solutions earnings call for the quarter ended June 30, 2026. I hope everyone had a chance to look at the financial results, which were posted on the company's website and on the stock exchange. We have with us today Mr. Vikas Chadha, Managing Director; Mr. R. Vaidhyanathan, Global CFO. We commence the call now with opening remarks from our management, along with the business performance update. It will be followed by an open forum for questions and answers. Before we begin our customary remarks, I would like to point out that some of the statements made during this call may be forward-looking in nature and must be viewed in conjunction with the risks that the company faces. A disclaimer to this effect has been included in the investor presentation, and I request and hand over to Mr. Vikas Chadha, Managing Director of the company, to make the opening remarks. Over to you, Vikas. Vikas Chadha: Thank you, Karthik. Good morning to all of you. Firstly, let me welcome all of you once again to our earnings call to discuss the, as I would say, the robust performance for Q1 FY '27. For the benefit of those participants who might be joining this analyst call for the first time, please note that TVS Supply Chain Solutions is a tech-led and asset-light supply chain solutions provider. We have 2 main business segments, namely the Integrated Supply Chain Solutions or ISCS as we call it, and Global Forwarding Solutions or the GFS segment. We operate across 4 continents: Page 2 of 17 TVS Supply Chain Solutions Limited August 11, 2026 Asia, Europe, North America, Oceania, where we offer customer-specific solutions in the 3PL space and also offer 4PL services in select markets. For more details about the company, you may please refer to our website, www.tvsscs.com/investorrelations. Coming to the performance of our company. Q1 FY '27 marked a pathbreaking performance for us. I don't think we could have asked for a better start for team TVS SCS. We crossed Rs. 3,300 crores in revenue, the highest quarterly revenues with a growth rate of 29% on a year-on-year basis. We achieved an adjusted PBT of Rs. 32.1 crores, a sizable increase from Rs. 18.8 crores in Q1 FY '26. For this tremendous performance, I would like to thank all our customers and vendor partners and most importantly, our employees and other stakeholders without whom we would not have been able to achieve these key milestones. There has been a sustained upward trajectory on a year-on-year basis across regions and segments. In the ISCS segment, revenue from operations grew by 22% over last year. India and Europe had a healthy growth aided by new business wins, enabling our overall performance and improved profitability. North America business registered revenue growth aided by the large project that went live last year. Moving to the GFS segment, revenue grew by 50.6% over last year, fuelled by significant growth in volumes and new business wins. Team GFS did exceptionally well on ocean volumes and especially in India. Net-net, for Q1 FY '27, our consolidated revenue grew by 29% to Rs. 3,335.2 crores on a year- on-year basis and grew 10% on a sequential basis. As you heard earlier, I'm very pleased to state that both the segments delivered double-digit growth in this quarter. On the profitability front, for Q1 FY '27, the adjusted EBITDA was Rs. 232.2 crores as compared to Rs. 173.3 crores on a year-on-year basis and a very good growth of 34%, registering margin improvement of 30 bps to 7%. Continuing our last quarter wins of Rs. 500 crores, we had yet another landmark quarter where we have beaten our last quarter numbers on new business wins. This has been earned from new logos as well as new business from our existing customers across both the business segments. Our new business wins accounted for 21% of our Q1 FY '26 revenues. We have completed the acquisition of Swamy & Sons 3PL in Q1, and our results for Q1 include its performance for 40 days in the quarter. As you might be aware, we have already announced a joint venture with ALA Group following the MoU entered earlier in the year, which will help expand our footprint in defence and aerospace supply chain solutions. We firmly believe that these new partnerships allow us faster access to growing verticals, new geographies, and upstream opportunities in the value chain. We continue to be early adopters of technology and have integrated AI and robotics in our operations. We have recently implemented Oracle ERP for our India ISCS business, which will help us make processes faster and allow customers and vendors to integrate with our systems well. Page 3 of 17 TVS Supply Chain Solutions Limited August 11, 2026 On the warehouse side, we continu [Showing first 8,000 characters — download PDF for full document]