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TVS Supply Chain Solutions Limited (TVSSCS) investor relations material
TVS Supply Chain Solutions Limited Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary14 Nov, 2025
Executive summary
Achieved highest PBT since listing in Q2 FY26, driven by disciplined execution, cost management, and strong ISCS momentum, with GFS showing early signs of stabilization.
ISCS delivered sustained revenue growth and margin expansion, while GFS improved sequentially despite macro challenges.
Business development remained robust, with a pipeline of ₹6,200 crore and new wins totaling ₹204 crore in Q2.
Unaudited financial results for the quarter and half year ended September 30, 2025, were approved with no material misstatements.
Financial highlights
Q2 FY26 consolidated revenue was ₹2,662.6 crore, up 6% YoY; H1 FY26 revenue was ₹5,254.9 crore, up 4% YoY.
Adjusted EBITDA for Q2 FY26 was ₹178.5 crore (6.7% margin); PAT for Q2 was ₹16.31 crore, up 54% YoY; H1 PAT was ₹87.5 crore.
Adjusted PBT for Q2 FY26 was ₹23.32 crore, up 30.8% YoY; H1 FY26 Adjusted PBT was ₹42 crore, up 34.9%.
Consolidated profit before tax for H1 FY26 was ₹126.79 crore, including a one-time gain and restructuring cost.
Cash flow from operations in H1 FY26 was ₹105 crore; consolidated net cash from operating activities was ₹341.90 crore.
Outlook and guidance
Targeting 4% PBT by Q4 FY27, with margin expansion from Project One and ISCS growth.
Strategic transformation initiatives, including Project One, are expected to streamline operations and rationalize costs.
ISCS India expected to return to 4-5% quarterly growth as new contracts ramp up.
GFS segment expected to stabilize as macro headwinds subside, with cautious optimism for margin recovery.
"Project One" cost impact on future ops?
TVS ILP reclassification's profit contribution?
Rationale for segment reorganization?
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Next TVS Supply Chain Solutions Limited earnings date
Q3 25/2610 Feb, 2026
Next TVS Supply Chain Solutions Limited earnings date
Q3 25/2610 Feb, 2026
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