)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
TVS Supply Chain Solutions Limited (TVSSCS) investor relations material
TVS Supply Chain Solutions Limited Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 25/26 earnings summary11 Aug, 2025
Executive summary
Achieved year-on-year and sequential growth in revenue and profitability, supported by disciplined execution, cost focus, and a turnaround in the UK and Europe final mile business.
Initiated Project One, integrating UK and Europe supply chain businesses under unified leadership, targeting significant cost savings and operational synergies.
Asset-light strategy delivered value via TVS ILP InvIT, transferring 11 million sq. ft. to an InvIT and realizing substantial capital gains.
Board approved unaudited financial results for the quarter and appointed Deloitte as internal auditor for FY 2025-26.
ISCS business remains resilient, IFM shows strong performance, while GFS faces macroeconomic pressures but is supported by group-wide initiatives.
Financial highlights
Consolidated revenue reached ₹2,592 crore, up 2.1% year-over-year and 3.7% sequentially.
Adjusted EBITDA was ₹173 crore (6.7% margin), down 6.5% year-over-year.
Adjusted PBT before exceptional items rose to ₹19 crore, up 29.3% year-over-year; reported PBT was ₹199 crore, including a ₹177 crore one-time gain from TVS ILP.
PAT before exceptional items increased to ₹71.2 crore from ₹7.5 crore year-over-year; consolidated net profit was ₹71.16 crore, reversing a loss in the previous quarter.
New business wins totaled ₹124 crore, lower than usual due to delayed contract starts and muted volumes.
Outlook and guidance
Project One expected to deliver annualized cost savings of ₹110–120 crore, with ₹50–60 crore realized in FY26.
Targeting 4% PBT margin by Q4 FY27, with a long-term ambition to reach industry benchmark PBT margins of 8–11%.
Robust business development pipeline of ₹5,300 crore supports confidence in double-digit revenue growth.
ISCS and IFM segments expected to maintain growth momentum; GFS to focus on cost reduction amid macro headwinds.
Explain the rationale behind 'Project One'.
Why was the deferred tax liability reversed?
How does the internal business structure change?
What is the balance of TVS ILP's development plan?
What caused muted new business wins this quarter?
How will Project One help achieve the 4% PBT target?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next TVS Supply Chain Solutions Limited earnings date
Q2 20262 Nov, 2025
Next TVS Supply Chain Solutions Limited earnings date
Q2 20262 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage