)
TVS Supply Chain Solutions (TVSSCS) investor relations material
TVS Supply Chain Solutions Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and operations
Provides integrated, tech-driven supply chain solutions across sourcing, procurement, logistics, warehousing, and transportation, leveraging automation, IoT, and process optimization.
Manages over 24.7 million sq. ft. of warehouse space across 26 countries, with a workforce of 16,801 as of March 2025.
Serves diverse industries: industrial (29%), automotive (25%), consumer (13%), tech/infra (13%), healthcare, rail, and utilities.
Offers end-to-end solutions through ISCS (Integrated Supply Chain Solutions) and GFS (Global Forwarding Solutions).
Growth, financial performance, and customer base
Achieved 11.1% YoY revenue growth in Q3 FY26 and 6.3% for 9M FY26, with adjusted EBITDA margin rising to 7.3%.
ISCS India, North America, and Europe grew at 11.6%, 20.3%, and 14.4% CAGR respectively over four years, outpacing regional GDPs.
New business wins contributed 13% of Q3 FY25 revenue and 9.1% of 9M FY25 revenue, supported by a strong development pipeline.
Average contract length in FY25: India 3.9 years, North America 4.2 years, Europe 7 years.
Strategic initiatives and acquisitions
Entered definitive agreement to acquire 100% of Swamy & Sons 3PL Services, strengthening presence in FMCG/FMCD sectors; transaction valued at INR 88 Cr, fully funded by internal accruals.
Swamy & Sons operates 116 warehouses across five Indian states, with over 70% of revenue from FMCG clients.
Focused on expanding high-value accounts, operational improvements, and leveraging technology for efficiency.
Next TVS Supply Chain Solutions earnings date
Next TVS Supply Chain Solutions earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
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.
Explore our global coverage
)
)