TVS Supply Chain Solutions' Q2 FY 2025-26 Quarterly Results

Result Summary

• TVS Supply Chain Solutions Ltd reported a 2.8% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Sep (Q2 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 5.2%.
• Its expenses for the quarter were up by 2.6% QoQ and 4.1% YoY.
• The net profit decreased 77.1% QoQ and increased 53.7% YoY.
• The earnings per share (EPS) of TVS Supply Chain Solutions Ltd stood at 0.35 during Q2 FY 2025-26.

Financial Statments for Q2 FY 2025-26

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

TVS Supply Chain Solutions Ltd, a part of the venerable TVS Group, is a leading provider of supply chain management services. The company operates primarily in the logistics and supply chain sector, offering a wide range of services including warehousing, transportation, and integrated supply chain solutions. It serves various industries such as automotive, consumer goods, and technology, providing end-to-end solutions that enhance operational efficiency and cost-effectiveness for its clients. While specific recent developments were not provided, TVS Supply Chain Solutions is known for its strategic expansions and technological advancements to maintain its competitive edge in the dynamic logistics market.

Revenue

In the second quarter of fiscal year 2026 (Q2FY26), TVS Supply Chain Solutions Ltd recorded a total income of ₹2674.03 crores, reflecting an increase of 2.8% compared to the first quarter of fiscal year 2026 (Q1FY26) where total income was ₹2601.05 crores. On a year-over-year basis, there was a 5.2% increase from the second quarter of the previous fiscal year (Q2FY25), when the total income stood at ₹2541.50 crores. This growth in income showcases the company's continued ability to generate higher revenue over both quarters and the previous year, indicating positive business activities and possibly increased demand for its supply chain solutions.

Profitability

The company's profitability metrics show a varied performance. In Q2FY26, the profit before tax (PBT) was ₹22.42 crores, a significant improvement from a loss of ₹73.76 crores in Q1FY26. This represents a quarter-over-quarter change of -130.4%, indicating a substantial recovery. Comparatively, the PBT increased by 30.4% year-over-year from ₹17.19 crores in Q2FY25. The profit after tax (PAT) in Q2FY26 was ₹16.31 crores, which decreased by 77.1% from ₹71.16 crores in the previous quarter but showed a 53.7% increase from ₹10.61 crores recorded in Q2FY25. The earnings per share (EPS) for Q2FY26 were ₹0.35, declining by 78.0% from ₹1.59 in Q1FY26, yet marking a 66.7% increase from ₹0.21 in Q2FY25.

Operating Metrics

TVS Supply Chain Solutions Ltd's operating expenses in Q2FY26 were recorded at ₹2635.72 crores, reflecting a 2.6% increase from Q1FY26, which had expenses of ₹2568.44 crores. Year-over-year, the expenses rose by 4.1% from ₹2532.32 crores in Q2FY25. The tax expense in Q2FY26 was ₹7.01 crores, showing a significant reduction of 78.3% from ₹32.31 crores in Q1FY26, and a slight decrease of 2.9% from ₹7.22 crores in Q2FY25. These metrics outline the company's cost structure and tax obligations, providing insights into its operational efficiency and fiscal management over the observed periods.