TVS Supply Chain Solutions shares jump over 9% as firm clocks multifold jump in net profit at ₹71 crore; check Q1 numbers

The global supply chain solutions provider had reported a consolidated profit after tax for Q1 FY26 at ₹71.16 crore in contrast to ₹7.47 crore during the corresponding quarter of the last financial year, registering a growth of 914% year-on-year (YoY).

Its revenue from operations during the quarter under review increased a little over 2% to ₹2,592 crore from ₹2,539 crore registered in the year-ago period.

On the operational level, the TVS Supply Chain’s earnings before interest, taxes, depreciation and amortisation (EBITDA) slipped 3% to ₹176 crore in Q1 of FY26 as against ₹181 crore in the year-ago period.

The margin for the quarter also contracted to 6.7% in Q1 FY26 as compared to 7% in Q1 FY25.

In a statement on Sunday, the Chennai-based firm said the share of profit from the TVS ILP (Industrial and Logistics Park) business, in which TVS Supply Chain Solutions holds a 25.2% stake, was ₹177.23 crore during the April-June 2025 quarter. "This was subsequent to the transfer of 11 million sq ft of warehouse space as part of the Infrastructure Investment Trust listing," the statement said.

Aimed at further strengthening its end-to-end solutions offering, during the quarter under review, TVS Supply Chain Solutions consolidated its Integrated Final Mile (IFM) business into the Integrated Supply Chain Solutions segment across the United Kingdom and European markets.

This move is aimed at meeting growing customer demand. The unified operations enhance service delivery, reduce duplication and support margin expansion.

Commenting on the occasion, TVS Supply Chain Solutions Global Chief Financial Officer R Vaidhyanathan said, "We began FY26 on a steady note, with improved profit delivery and disciplined execution of our transformation initiatives. Our margin improvement reflects operational discipline across key businesses."

The restructuring programme in the United Kingdom and in Europe is set to drive a step-change in operating leverage and long-term margin trajectory by redefining our cost baseline, he said.

"We are confident of delivering progressive improvements in margin profile and bottom-line performance through the course of FY26 and beyond," he said.

The strong order pipeline of ₹5,300 crore drives the outlook for the current financial year.

Last seen, the stock was trading at ₹135.24 per share, jumping 8.87% on the National Stock Exchange.